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Price · 6M
$215.45
Thesis
Boeing's Defense, Space & Security segment accounts for roughly 30% of company revenue and spans combat aircraft, tankers, rotorcraft, and space systems. The defense franchise has been the steadier side of the house while commercial recovers from its quality and production issues.
Margins in BDS remain pressured by legacy fixed-price development contracts, but the program backlog is deep and politically durable.
Catalysts
- KC-46 and F-15EX international order momentum
- Resolution of legacy fixed-price contract charges
- Starliner and national-security space contributions
- Commercial side stabilization lifting overall cash generation
Recent events
Material filings, federal awards, and regulatory activity from the last 30 days. Impact is scored against market cap.
- Jun 5Contract awardFederal award
NASA awards Boeing $2.53B contract (80MSFC20C0052) for SLS stages production and evolution.
$2.5B - Jun 4Contract awardFederal award
Boeing awarded $22.43B NASA contract (NAS1510000) for International Space Station
$22.4B - Jun 2Contract awardFederal award
NASA awards Boeing $1.27B contract for Interim Cryogenic Propulsion Stage for SLS
$1.3B - Jun 1Contract awardFederal award
Boeing awarded $2.53B NASA contract (80MSFC20C0052) for SLS stages production and evolution
$2.5B - May 28Contract awardFederal award
NASA awards Boeing $2.46B contract for SLS stages production and evolution (award 80MSFC20C0052).
$2.5B - May 28Contract awardFederal award
NASA contract award NAS1510000 for International Space Station valued at $22.43B
$22.4B - May 28Contract awardFederal award
NASA awards Boeing $10.5B contract (NNM07AB03C) for Ares I Upper Stage developmental hardware, test articles, and manufacturing.
$10.5B - May 27Contract awardFederal award
NASA awards Boeing $1.27B contract for Interim Cryogenic Propulsion Stage for SLS
$1.3B