Boeing outsold Airbus on orders for the first time in seven years, with Q4 deliveries jumping to 160 jets and 600 for the year, signaling steadier production. Bernstein named it its top Aerospace & Defense pick for 2026, citing a multi-year recovery gaining traction. However, the stock rose after an NTSB update on a UPS cargo jet crash, federal investigators are reviewing past component failures on McDonnell Douglas aircraft, and Weiss Ratings issued a Sell rating citing conflicts of interest in Wall Street analysis.