Boeing has experienced a period of turbulence in recent years, with the company facing regulatory scrutiny from the Federal Aviation Administration (FAA), production issues, and labor disputes, including a machinists’ strike in September 2024 and ongoing conflicts in St. Louis. These challenges have led to a decline in both investor confidence and consumer trust, causing Boeing’s stock value to fall.
This week, however, saw several developments that improved the outlook for the aerospace manufacturer. On Friday, September 26, Boeing’s stock price rose by 4% during trading hours. The company ended the week up 2.6%, bringing its year-to-date increase to 25%.
A significant factor behind this rise was an announcement from the FAA regarding Boeing’s Organization Designation Authorization (ODA). The ODA allows manufacturers to issue airworthiness and production certifications on behalf of the FAA. According to an official statement: “The FAA stopped allowing Boeing to issue airworthiness certificates for 737 MAX airplanes in 2019 during their return to service following the Lion Air and Ethiopian Airlines crashes, and for Boeing 787 airplanes in 2022 because of production quality issues.”
On Friday, the FAA said it would permit limited delegation of its ODA authority for some 737 Max and 787 aircraft starting September 29, 2025. The agency emphasized that it will continue to “maintain direct and rigorous oversight of Boeing’s production processes.” This partial restoration has encouraged investors about Boeing’s prospects as shares traded near their July high.
Despite these positive signals, legal issues remain. Reuters reported that Boeing reached a settlement with the family of Josh Barnett—a former employee and whistleblower who raised safety concerns before his death in March 2024—in a wrongful death lawsuit. The agreement includes a $50,000 payment to Barnett’s mother; other terms are confidential.
Boeing also announced several new contracts this week. Norwegian Group ordered 30 additional 737-8 airplanes and increased its total order for the model to 80 aircraft—the airline’s first such order since 2017. Geir Karlsen, CEO of Norwegian, commented on the deal: “By exercising the options and adjusting the delivery profile, we maintain flexibility while reinforcing our commitment to operating one of the most modern and fuel-efficient fleets in Europe. These aircraft will not only lower emissions but also provide our customers with an even better travel experience.”
Turkish Airlines made what it described as its largest single-aisle order from Boeing by committing to purchase up to 150 new jets—75 Dreamliners and up to another 150 MAX models. Prof. Ahmet Bolat, Turkish Airlines Chairman of the Board and Executive Committee said: “The addition of these advanced Boeing aircraft to our fleet will not only enhance our operational capabilities but also become a significant element supporting Turkish Airlines’ 2033 Vision of expanding our fleet to 800 aircraft.”
Uzbekistan Airways placed its largest-ever order with Boeing for 22 Dreamliners earlier this month. Brad MacMullen, senior vice president at Boeing Commercial Sales & Marketing stated: “With its fuel efficiency and operational flexibility, the 787 Dreamliner will help Uzbekistan Airways expand into new markets, connecting more travelers to their rich culture.”
In defense contracting news, Boeing received a $125.58 million modification contract from the U.S. Army for CH-Lot Four Aircraft with work expected through October 2030.
These combined developments—regulatory relief from the FAA alongside major commercial orders—have contributed toward restoring confidence among investors as Boeing seeks stability after several challenging years.
