Boeing (BA) Shares Plunge 2.44% as Supplier Strains, Airplane Rivalry, Legal Risks Weigh

Boeing (BA) shares fell 2.44% intraday on October 10, 2025, marking their lowest level since July 2025, as cumulative declines over two sessions reached 6.48%. The selloff reflects mounting pressures from supplier instability, competitive threats, and unresolved legal risks.

Ongoing challenges at key supplier Spirit AeroSystems have heightened concerns over production bottlenecks. Delays and governance probes at Spirit threaten Boeing’s 737 MAX output, amplifying supply chain vulnerabilities. Meanwhile, Airbus has outpaced Boeing in recent aircraft deliveries, eroding the latter’s market share in a sector already strained by production hurdles.

A critical near-term risk emerged as Turkish Airlines warned it may abandon a $173 million 737 MAX order if engine pricing negotiations with CFM International fail. The potential loss would directly impact Boeing’s commercial aviation revenue, compounding investor unease. Separately, legal uncertainties persist following renewed calls for criminal prosecution over the 2019 737 MAX crashes, despite prior settlements.

Defense sector contracts offer some relief, including an Air Force order for MH-139A helicopters and international air traffic control upgrades. These projects highlight Boeing’s ability to diversify revenue streams. A $30-737-8 jet order from Macquarie AirFinance also signaled tentative demand for the 737 MAX, though broader recovery hinges on resolving supply chain and labor disputes.

Investor sentiment remains split, with defense growth and aircraft orders providing temporary support. However, unresolved supplier issues, competitive pressures, and legal exposures continue to weigh on long-term confidence. Boeing’s ability to stabilize production and address governance concerns will be pivotal in determining whether its stock can regain upward momentum.