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Boeing Stock Drops 25.6% in 3 Months

November 12, 2026

2 min read

Key Takeaways

Boeing's stock has lost 25.6% over the past three months.
The company faces execution risks, certification delays, and labor shortages.
Boeing's backlog increased to $745 billion, reflecting strong demand.
The 777X program remains a significant execution risk.

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Strategic Implications

Boeing's underperformance may indicate concerns about the company's ability to execute on its production plans, which could impact its competitive position in the aerospace industry. The labor shortages and certification delays suggest that Boeing may face challenges in meeting demand, which could benefit its competitors, such as RTX Corporation and Lockheed Martin.

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What Happened

Aerospace Giant Faces Execution Risks And Labor Shortages

The Boeing Company’s stock has declined 25.6% over the past three months, outpacing the decline of the Zacks Aerospace-Defense industry. The company faces several challenges, including execution risks, certification delays, and labor shortages, which may impact its ability to deliver aircraft on time. Despite these challenges, Boeing’s backlog has increased to $745 billion, reflecting strong demand for its commercial aircraft, defense, and services businesses. According to Zacks Investment Research, Boeing’s stock may be a cautionary investment due to its ongoing execution challenges and weak stock price performance.

Source | Originally Published: November 11, 2026

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