TLDR
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Boeing edges higher at $222.43 as investors eye Q3 2025 earnings optimism
- Around 3,200 defense machinists rejected Boeing’s latest five-year contract offer.
- The strike impacts Boeing’s Defense, Space & Security division, over one-third of its revenue.
- Union leaders demand higher retirement contributions and wage adjustments.
- Boeing will report Q3 2025 earnings on Wednesday.
The Boeing Company (BA) stock is trading at $222.43, up 0.49% on the day, showing mild intraday volatility and steady upward momentum ahead of its Q3 2025 earnings call on October 29, 2025.
The Boeing Company, BA
The rise comes as the aerospace giant faces a prolonged strike by 3,200 machinists at its Midwest defense plants in Illinois and Missouri. Workers voted Sunday to reject Boeing’s latest five-year contract offer, extending a strike that began nearly three months ago.
The dispute threatens to disrupt operations at facilities producing military aircraft and weapons, a critical part of Boeing’s defense portfolio. The company’s Defense, Space & Security unit accounts for more than one-third of total revenue, adding weight to the ongoing labor conflict just days before Boeing releases its third-quarter earnings on Wednesday.
Boeing factory workers in St. Louis rejected a new five-year contract that would boost wages by an average of 24%, extending a three-month strike that has disrupted the company’s main military manufacturing hub. https://t.co/Ro7ct1NwQT
— Bloomberg (@business) October 26, 2025
Union Rejects Contract Over Pay and Benefits
The International Association of Machinists and Aerospace Workers (IAM) criticized Boeing for failing to address key concerns, including retirement plan contributions and wage increases for senior employees.
IAM President Brian Bryant accused Boeing executives of disregarding worker concerns, stating the latest proposal “insults the very people who build the world’s most advanced military aircraft.”
The company’s five-year offer included $3,000 in Boeing shares vesting over three years, a $1,000 retention bonus, and improved wage growth for higher-paid workers in later years. However, union leaders said the deal lacked “meaningful improvements” and recommended members vote against it.
Boeing Responds to Close Vote
Boeing expressed disappointment at the outcome, noting the vote was extremely close, 51% to 49%, and claimed growing support from workers who wanted to cross the picket line. The company said it would move forward with its contingency plan to maintain production and support customers during the strike.
Union officials disputed Boeing’s claims, asserting that “solidarity remains strong” among the striking machinists. They emphasized that “very few” members have crossed picket lines, signaling continued unity within the workforce.
Impact on Boeing’s Recovery Efforts
The strike poses another challenge for Boeing as it strives to restore profitability and operational stability following years of production setbacks and regulatory scrutiny. Negotiations have stalled since August, when the company’s earlier contract proposal offering a 20% wage hike over five years was rejected.
While Boeing’s Midwest strike involves far fewer workers than the 33,000 commercial jetliner employees who walked out last year, it could still slow defense-related production and affect revenue targets in the coming quarters.
Performance Overview: BA vs. S&P 500
As of October 24, 2025, Boeing’s year-to-date return stands at 25.06%, outpacing the S&P 500’s 15.47%. The company’s one-year gain of 42.62% reflects investor optimism despite recent operational headwinds.
Investors are now closely watching Boeing’s Q3 2025 earnings report on Wednesday for clarity on how the prolonged labor unrest might impact the company’s defense operations and financial outlook.
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