Boeing Company (BA) announced its fourth quarter and full-year earnings report on Tuesday, January 27. Despite reporting increased revenue for the quarter, the aircraft manufacturer’s stock dipped by over 1% following the earnings release.

Boeing reported quarterly revenue of $23.95 billion, above analysts’ estimates of $22.59 billion. Last year at this time, quarterly revenue was recorded at $15.24 billion. Full-year revenue reached $89.46 billion, an increase from $66.52 billion one year ago.

“We made significant progress on our recovery in 2025 and have set the foundation to keep our momentum going in the year ahead,” said Boeing CEO, Kelly Ortberg. "We completed the acquisition of Spirit AeroSystems and the sale of portions of the Digital Aviation Solutions business and remain focused on promoting stable operations, completing our development programs, rebuilding trust with our stakeholders, and fully restoring Boeing to the iconic company we all know it can be."

The company reported net income of $8.22 billion or $10.23 per adjusted share. During the same quarter last year, the company recorded a net loss of $3.86 billion or $5.46 per adjusted share. For the full year, the company reported a net income of $2.24 billion.

The Seattle-founded aerospace giant reported increased revenue results for its segments during the fourth quarter. Boeing’s Commercial Airplanes revenue rose to $11.38 billion, a 139% increase from $4.76 billion in the same quarter last year. Defense, Space & Security reported $7.42 billion in revenue, a 37% increase from $5.41 billion this time last year. Global Services revenue increased 2% to $5.21 billion from $5.12 billion in the fourth quarter of 2024.

Boeing Company (BA) shares closed at $233.72, down 7% for the week.

UPS Delivers Earnings

United Parcel Service, Inc. (UPS) released its fourth quarter and full-year earnings report on Tuesday, January 27. The package delivery company’s stock was up by nearly 4% after reporting stronger-than-expected revenue.

Revenue came in at $24.48 billion for the quarter, down from $25.30 billion at this time last year. This came in above analysts’ expected quarterly revenue of $24.01 billion. Full-year revenue reached $88.66 billion, a decrease from $91.07 billion one year ago.

“I want to thank UPSers across the globe for their tireless commitment to serving our customers as we delivered best-in-class service during peak for the eighth year in a row and outperformed our financial expectations in the fourth quarter,” said UPS CEO, Carol Tomé. “2025 was a year of considerable progress for UPS as we took action to strengthen our revenue quality and build a more agile network. Looking ahead, upon completion of the Amazon glide-down, 2026 will be an inflection point in the execution of our strategy to deliver growth and sustained margin expansion.”

The company posted net income of $1.79 billion or $2.10 per adjusted share for the quarter. This was up from $1.72 billion or $2.01 per adjusted share one year ago. For the full year, the company reported a net income of $5.57 billion.

The Atlanta-based shipping company reported mixed performance across its business segments in the fourth quarter. Revenue in the U.S. Domestic segment fell 3.2% year over year to $16.76 billion. In contrast, the International segment posted a 2.5% increase, driven by higher revenue per piece. A decline in Mail Innovations volume led to a 12.7% drop in the Supply Chain Solutions segment for the quarter. The UPS Board of Directors declared a dividend of $1.64 per share for shareowners of record on February 17, 2026, payable on March 5, 2026.

United Parcel Service, Inc. (UPS) shares ended the week at $106.22, down 2% for the week.

JetBlue Posts Earnings Report

JetBlue Airways Corporation (JBLU) posted its fourth quarter and full-year earnings report on Tuesday, January 27. After reporting decreased earnings, the airliner’s shares dipped by nearly 6% following the release.

The company reported total operating revenue of $2.24 billion for the quarter, down from $2.28 billion reported last year and above analysts’ expectations of $2.22 billion. For the full year, JetBlue reported $9.06 billion in revenue, a decrease from $9.28 billion the year before.

“2025 marked a meaningful step forward for JetBlue,” said JetBlue CEO, Joanna Geraghty. “In the first full year of JetForward, we made measurable progress improving reliability, strengthening customer satisfaction, and advancing our strategic priorities, even amid a challenging operating environment. While macroeconomic uncertainty impeded our return to profitability in 2025, we have proof points JetForward is working and positioning us for improved financial performance in 2026.”

JetBlue posted a net loss of $177 million or $0.48 per adjusted share during the quarter. During the same quarter last year, JetBlue reported a net loss of $44 million or $0.13 per adjusted share. For the full year, the company reported a net loss of $602 million.

The New York-based company’s revenue per available seat mile (RASM) increased 0.2% compared to the same quarter in the prior year. Cost per available seat mile (CASM) for the fourth quarter rose 5.4% year over year. JetBlue’s average fare stayed relatively unchanged from last year at $211.23. For the first quarter of fiscal 2026, JetBlue projects RASM to be between flat and up 4% with capital expenditures of approximately $200 million.

JetBlue Airways Corporation (JBLU) shares ended the week at $4.87, down 8% for the week.

The Dow started the week at 49,138 and closed at 48,892 on 1/30. The S&P 500 started the week at 6,923 and closed at 6,939. The NASDAQ started the week at 23,529 and closed at 23,462.

U.S. Treasury yields rose midweek ahead of the Federal Reserve’s policy meeting and anticipated interest rate decision. Yields moved lower toward the end of the week as investors digested the latest policy decision and employment data pointed to a steady labor market.

On Wednesday, the Federal Reserve announced its latest monetary policy decision following the conclusion of the January Federal Open Market Committee (FOMC) meeting. At the meeting, policy makers agreed to hold the benchmark rate steady at a range of between 3.50% to 3.75%. Some members noted little movement in inflation and the labor market, with a few members suggesting that the policy is now near neutral and others wanting time to allow recent rate cuts to filter through the economy before considering further easing.

“The US economy expanded at a solid pace last year and is coming into 2026 on a firm footing, while job gains have remained low, the unemployment rate has shown some signs of stabilization, and inflation remains somewhat elevated in support of our goals,” said Federal Reserve Chairman, Jerome Powell.

The benchmark 10-year Treasury note yield opened the week of January 26 at 4.23% and continued to trade as high as 4.28% on Wednesday. The 30-year Treasury bond opened the week at 4.83% and traded as high as 4.88% on Wednesday.

On Thursday, the U.S. Department of Labor reported that initial claims for unemployment decreased by 1,000 to 209,000 for the week ending January 24. This was more than the 205,000 claims that economists estimated. Continuing unemployment claims decreased by 38,000, reaching 1.83 million.

"There is no evidence that layoffs are picking up," said the chief U.S. economist at Santander U.S. Capital Markets, Stephen Stanley. "There are firms that are trying to reduce their headcount, but this is being done almost exclusively through attrition rather than outright job cuts. Layoffs on an underlying basis are roughly steady."

The 10-year Treasury note yield finished the week of 1/26 at 4.24%, while the 30-year Treasury note yield finished the week at 4.88%.

Freddie Mac released its latest Primary Mortgage Market Survey on Thursday, January 29. The survey showed mortgage rates increasing slightly this week but continuing to stay at relatively low levels.

This week, the 30-year fixed rate mortgage averaged 6.10%, up from last week’s average of 6.09%. Last year at this time, the 30-year fixed rate mortgage averaged 6.95%.

The 15-year fixed rate mortgage averaged 5.49% this week, up from last week’s 5.44%. During the same week last year, the 15-year fixed rate mortgage averaged 6.12%.

“Mortgage rates remain near their lowest levels in three years, which is encouraging for potential homebuyers who have waited to enter the market for some time,” said Freddie Mac’s Chief Economist, Sam Khater. “Lower rates, combined with strong income growth, have led to a steady increase in purchase applications compared to last year. We are also seeing more homeowners refinancing their mortgages to benefit from these lower rates, as shown by the rise in refinance applications over the past year.”

Based on published national averages, the savings rate was 0.39% as of 1/20. The one-year CD averaged 1.61%.

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