# Boeing Slides on Delivery Target Cut, Hilton Falls, UPS Gains

An episode of [Stock Movers](https://invisiblenetwork.ai/podcast/1803209456), 27 Oct 2026, 4:15.

Audio: https://podtrac.com/pts/redirect.mp3/traffic.omny.fm/d/clips/e73c998e-6e60-432f-8610-ae210140c5b1/deb345cd-6d73-4a24-a6e3-b2a50138dd86/813b3a64-df0d-44ec-ad70-b4f00140ea21/audio.mp3?utm_source=Podcast&in_playlist=a55c6f22-aa32-4a58-aebd-b2a50138e2b2

Today's biggest gainers and decliners in the stock market. On this episode of Stock Movers: • Boeing (BA) cut its full-year aircraft delivery target and said it needs more time to accommodate higher production rates, a surprise reversal that sent the stock tumbling to an 18-month low. The shares dropped as much as 10%, the most since April 2025. The dramatic market reaction shows how investors remain on edge about Boeing’s recovery after years of struggles to get the planemaker back on track. • Hilton (HLT) reported third-quarter earnings that beat expectations after the World Cup kicked off a strong travel season in the US. The company reported adjusted earnings per share of $2.45, higher than the average analyst estimate of $2.36 in data compiled by Bloomberg. Despite this, shares of Hilton fell. • UPS (UPS) boosted its financial guidance for the year above Wall Street’s estimates, suggesting the courier expects to benefit from high prices and resilient demand through the holiday season. See omnystudio.com/listener for privacy information.

## Transcript

[0:02] Speaker 1: Bloomberg Audio Studios. Podcasts. Radio.
[0:06] Speaker 2: News.
[0:08] Speaker 1: The Stock Movers Report. Your roundup of companies making moves
[0:12] Speaker 1: in the stock market. Harnessing the power of Bloomberg data.
[0:17] Speaker 3: I'm Carol Masser along with Tim Stenevik. Let's get to
[0:19] Speaker 3: some stocks on the move on this Tuesday. With us
[0:22] Speaker 3: to do that, Bloomberg News Markets live strategist Tatiana Daria.
[0:25] Speaker 3: She's here in studio. All right.
[0:27] Speaker 2: So let's talk about stocks on the move.
[0:29] Speaker 3: We've got to talk about Boeing.
[0:30] Speaker 2: Yeah, Boeing down here 10%, the second largest decliner in
[0:34] Speaker 2: the S & P 500. That's the largest drop since
[0:37] Speaker 2: the April tariff tantrum, so some pretty significant moves. The
[0:40] Speaker 2: company lowered its full-year aircraft delivery target for the 737
[0:45] Speaker 2: MAX jets, and it says it needs more time to
[0:47] Speaker 2: go to a higher and more sustainable production rate. And
[0:51] Speaker 2: as we know, deliveries are the single most important metric
[0:54] Speaker 2: for this company, so closely watched delivery. That measure has
[0:57] Speaker 2: stagnated in the third quarter, which is what led to
[1:00] Speaker 2: this more cautious view that's largely due to wing manufacturing
[1:04] Speaker 2: and engine delivery issues. CEO Kelly Ortberg there saying that
[1:10] Speaker 2: the stabilization period will stretch into next year and is
[1:13] Speaker 2: asking investors to be more patient. I have to say,
[1:17] Speaker 2: as a passenger, this doesn't look that bad to me.
[1:20] Speaker 4: Okay, well, okay, that notwithstanding, I think it's fair to
[1:25] Speaker 4: say that Boeing investors have been very patient over the
[1:28] Speaker 4: last decade plus that this company has been.
[1:30] Speaker 2: On this turnaround.
[1:31] Speaker 3: It's like one thing after another. So I think it's
[1:34] Speaker 3: kind of tricky, the ups and downs, no pun intended,
[1:37] Speaker 3: but trying to figure out what's the longer-term path, considering
[1:40] Speaker 3: they are investing one of two dominant players, right, when
[1:43] Speaker 3: it comes to jets and big planes in the world.
[1:47] Speaker 3: All right, so Boeing, BA ticker, of course. Let's go
[1:49] Speaker 3: to Hilton.
[1:50] Speaker 2: Yeah, another household name there. Mixed earnings report shares down 2%.
[1:55] Speaker 2: Your ticker is HLT. A bit on the top line
[1:58] Speaker 2: and bottom lines on a strong travel season here in
[2:01] Speaker 2: the U.S. It raised its outlook, but EPS guidance fell
[2:04] Speaker 2: short of estimates. So it is seeing strong U.S. and
[2:08] Speaker 2: European performance, which is sort of encouraging. Revenue per available
[2:12] Speaker 2: room there has risen by about 7%. The weakness, though,
[2:15] Speaker 2: continues in the Middle East and parts of Asia specifically.
[2:19] Speaker 2: in China, which still speaks to their weaker consumers, and
[2:22] Speaker 2: BMO Capital also noting that there are headwinds in the
[2:25] Speaker 2: new development area with these higher borrowing costs. That's why
[2:29] Speaker 2: this company has to lean into its lower-end branding to
[2:34] Speaker 2: continue to drive growth. But broadly, it was described as
[2:37] Speaker 2: a hard bar to meet, as shares were up 20%
[2:42] Speaker 2: this year. So Pretty high expectations going into this.
[2:45] Speaker 3: I was going to say, not too shabby here.
[2:47] Speaker 1: Okay.
[2:48] Speaker 4: So that's Hilton. Some weakness in the Middle East. UPS,
[2:52] Speaker 4: talking logistics.
[2:53] Speaker 2: Those shares have extended gains now to 5% after its numbers,
[2:57] Speaker 2: a beat and raise quarter, as the company is benefiting
[3:00] Speaker 2: from charging higher prices, not only for fuel, but also
[3:04] Speaker 2: because of resilient demand. And strength in the domestic segment
[3:09] Speaker 2: was volume treatment, which to analysts is a good sign
[3:12] Speaker 2: of demand, especially ahead of the holiday season. Another important
[3:17] Speaker 2: update here is that the company appears to be moving
[3:20] Speaker 2: past its headwinds with Amazon, which is formerly its biggest customer.
[3:25] Speaker 2: That effort is sort of wrapping up, and investors here
[3:28] Speaker 2: are looking at brighter days ahead.
[3:30] Speaker 3: Yeah, more volume, that's actually a positive sign, right? And
[3:34] Speaker 3: as we get ready for the holidays, I know there's
[3:35] Speaker 3: a lot of packages coming to my door right now.
[3:38] Speaker 3: Come on, Carol, I.
[3:39] Speaker 4: Thought it was about experiences.
[3:42] Speaker 2: It is, it is.
[3:42] Speaker 4: You can't ship those.
[3:43] Speaker 3: It's also about that stuff that keeps coming in. Tatiana,
[3:47] Speaker 3: thank you so much. Tatiana Daria, she's Bloomberg News Markets
[3:49] Speaker 3: Life Strategist.
[3:52] Speaker 1: The Stock Movers Report from Bloomberg Radio. Check back with
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[3:58] Speaker 1: making news on Wall Street. And for the latest market-moving headlines,
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