BOEING CO

Boeing reported disappointing Q4 2025 results, missing revenue and operating income expectations, leading to an 11.9% stock price drop [1]. This was compounded by a delivery delay to a Chinese airline due to trade tensions [2]. Despite these setbacks, Q1 2025 deliveries increased significantly year-over-year, driven by 737 MAX demand, and the company secured a substantial number of new orders [5], [6], [10]. However, Boeing still trails Airbus in deliveries [6], [10]. Ongoing trade tensions, tariffs, and supply chain disruptions pose significant risks [7], [9]. A new CEO and revamped board are focused on safety and quality improvements after recent setbacks [11].