TLDRs
- Boeing shares rise slightly after FAA confirms no MAX certification delays.
- Ethiopian Airlines boosts Boeing order book with 20 new aircraft.
- Investors watch if Boeing can turn orders into deliveries this year.
- MAX 7 and MAX 10 production progress remains key for stock performance.
Boeing Co. shares rose modestly in after-hours trading on Wednesday, closing at $250.07, up $1.04 or 0.4%, following comments from Federal Aviation Administration (FAA) chief Bryan Bedford.
Bedford emphasized that the FAA is not holding up certification for Boeing’s 737 MAX 7 and MAX 10 jets, stating that the company itself still needs to complete necessary steps for approval. The remarks helped reassure investors that regulatory bottlenecks may not be the primary obstacle for Boeing’s single-aisle aircraft lineup, which has been delayed due to engine de-icing concerns.
Ethiopian Airlines Expands Boeing Orders
Adding to Boeing’s positive momentum, Ethiopian Airlines recently placed a significant order for nine 787-9 Dreamliners and finalized the acquisition of 11 737 MAX narrowbody planes. This expanded order book represents a total of 20 new aircraft for the African airline, reflecting strong demand for both long-haul widebody and single-aisle jets.
Ethiopian Airlines Group CEO Mesfin Tasew highlighted the company’s commitment to modernizing its fleet and adopting the latest aviation technologies. Boeing’s vice president for commercial sales and marketing in Africa, Anbessie Yitbarek, described the 787 Dreamliner as a “game-changer” for international operations.
Investor Focus on Order Conversions
While new orders provide optimism, market watchers are primarily focused on Boeing’s ability to convert its backlog into actual deliveries and revenue. The company currently faces a significant backlog, with over 1,200 MAX 10 jets awaiting certification and production completion.
Analysts note that delivery schedules, rather than fresh orders, are the main drivers of stock movement. Any improvements in production pace or timely certification could bolster Boeing’s financial outlook and reinforce investor confidence in the company’s operational execution.
Certification and Production Remain Critical
Even with FAA reassurance, Boeing’s next challenges lie in completing flight testing, documentation, and production milestones. Past delays have shown that certification deadlines can slip, and any new technical or safety issues could trigger additional scrutiny, potentially stalling output and affecting cash flow.
Investors are closely monitoring the progress of MAX 7 and MAX 10 aircraft, as these models are crucial for Boeing’s competitiveness in the narrowbody market, particularly against Airbus, where delivery slots are scarce and airline customers are eager for reliable scheduling.
Looking ahead, Boeing is set to release its fourth-quarter earnings report on January 27, followed by a conference call with CEO Kelly Ortberg and CFO Jay Malave. Market participants will be watching for updates on production schedules, delivery forecasts, and the company’s broader outlook for 2026. Success in meeting these targets could provide Boeing with a stronger foothold in both single-aisle and widebody segments, reinforcing investor optimism.


