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Price · 1Y
$199.93
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.
- Sep 21Contract awardFederal award
NASA awards $1.337B contract for Interim Cryogenic Propulsion Stage for SLS
$1.3B - Sep 18Contract awardFederal award
NASA awards Boeing $2.75B contract for SLS stages production and evolution (award 80MSFC20C0052).
$2.8B - Sep 17Contract awardFederal award
Boeing awarded $22.65B NASA contract (NAS1510000) for International Space Station
$22.7B - Sep 15Contract awardFederal award
US DoD awards Boeing $401.4M contract for B-52 Commercial Engine Replacement Program rapid prototyping material.
$401M - Sep 11Contract awardFederal award
NASA awards Boeing $2.74B contract for SLS stages production and evolution (award 80MSFC20C0052).
$2.7B - Sep 11Contract awardFederal award
NASA awards Boeing $22.65B contract for International Space Station (award NAS1510000).
$22.7B - Sep 9Contract awardFederal award
Boeing awarded $2.74B NASA contract for SLS stages production and evolution (award 80MSFC20C0052).
$2.7B - Sep 4Contract awardFederal award
NASA awards Boeing $10.52B contract (NNM07AB03C) for Ares I Upper Stage developmental hardware, test articles, manufacture and assembly.
$10.5B