For informational purposes only. Not financial advice, not a recommendation to buy or sell any security. Standing Order is a directory and research project, not an advisory service.
Price · 1Y
$209.52
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. Impact is scored against market cap.
- Jul 24Contract awardFederal award
Boeing awarded $10.52B NASA contract (NNM07AB03C) for Ares I upper stage developmental hardware, test articles, manufacture and assembly.
$10.5B - Jul 24Contract awardFederal award
NASA awards Boeing $2.593B contract for SLS stages production and evolution (award 80MSFC20C0052).
$2.6B - Jul 22Contract awardFederal award
NASA awards $22.44B contract (NAS1510000) for International Space Station to Boeing
$22.4B - Jul 22Contract awardFederal award
DoD awards Boeing $111.4M contract for F-18 E/F/G FCS
$111M - Jul 21Contract awardFederal award
Boeing awarded $2.593B NASA contract for SLS stages production and evolution (award 80MSFC20C0052).
$2.6B - Jul 15Contract awardFederal award
NASA awards $22.44B contract (NAS1510000) for International Space Station to Boeing
$22.4B - Jul 9Contract awardFederal award
Boeing awarded $3.96B DoD contract (FA862516C6599) for ACAT I Presidential Aircraft Recapitalization
$4.0B - Jul 8Contract awardFederal award
Boeing awarded $2.59B NASA contract for SLS stages production and evolution (award 80MSFC20C0052)
$2.6B