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Boeing Stock Shrugs Off Strike Action as Defense Workers Walk Out. What to Know.

Aug 04, 2025 05:47:00 -0400 by Callum Keown | #Aerospace and Defense

Boeing defense workers went on strike Monday after rejecting a modified labor deal. (AFP via Getty Images)

Boeing stock dipped slightly Monday as workers in the aerospace giant’s St. Louis area defense business went on strike.

The shares pointed 1% lower at $219.80 in early trading, suggesting the impact of the strike on the stock looks set to be minimal.

Around 3,200 workers at Boeing facilities in Missouri and Illinois voted to reject a modified four-year labor deal on Sunday, the IAM Union said. The strike began at midnight “because enough is enough,” the union added in a social media post on X.

“IAM District 837 members have spoken loud and clear, they deserve a contract that reflects their skill, dedication, and the critical role they play in our nation’s defense,” said IAM District 837 Directing Business Representative Tom Boelling.

Dan Gillian, vice president of Boeing’s Air Dominance unit said the company was prepared for the strike and has implemented a contingency plan to “ensure our non-striking workforce can continue supporting our customers,” in an emailed statement to Barron’s.

Heading into Monday’s trading, Boeing stock has climbed 25% in 2025.

Write to Callum Keown at callum.keown@dowjones.com