Boeing Company (The)
BA · Industrials
$205.66
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Can Boeing's Defense Business Become a Bigger Growth Driver?
Boeing's Defense, Space & Security segment reported 13% revenue growth to $7.5 billion in Q2 2026, driven by higher volume across its portfolio. The segment maintains an $85 billion backlog with 27% from international customers. Key programs including the MQ-25A Stingray and T-7A Red Hawk achieved Milestone C, clearing them for low-rate initial production. Boeing trades at a valuation discount to industry peers.
The Global Market for Space Materials 2026-2036 Report Now Available, Tracks the Shift to 60,000+ Satellites by 2036 as Launch Costs Fall Below $1,500/kg
A comprehensive market report forecasts significant growth in space materials demand through 2036, driven by mega-constellations (60,000+ satellites), reusable launch systems, lunar missions, and defense space initiatives. The market faces supply chain vulnerabilities in critical materials like ADN, xenon, and carbon fiber, while geopolitical export controls increasingly shape supplier selection alongside traditional cost and performance metrics.
Boeing Is Building 737s Faster Than It Has in Years. But Its Engineers Just Authorized an October Strike.
Boeing is ramping up 737 production to 47 aircraft per month, its fastest pace in years, with a new production line activated in July. However, the company faces a significant threat as approximately 17,000 engineers and technical workers (SPEEA members) voted overwhelmingly to authorize a strike, with contracts expiring on October 6. While an engineers' strike wouldn't directly halt assembly lines like the recent machinists' strike, it could stall critical engineering support and 737-10 certification work needed for the production ramp-up to succeed.
BA vs. GD: Which Defense Contractor Has Stronger Growth Prospects?
Boeing and General Dynamics are both benefiting from increased global defense spending and military modernization. Boeing's defense revenues rose 13% to $7.48 billion with an $85 billion backlog, while General Dynamics booked $20 billion in orders with a $186.9 billion estimated contract value. However, General Dynamics is recommended as the better investment choice due to its superior debt management (21.89% debt-to-capital vs Boeing's 88.24%) and stronger recent price performance (+4.2% vs -8.6% over six months).
GE Aerospace's LEAP Engine Deliveries Jumped 41% This Year. Here's Why Boeing and Airbus Both Need That Number to Keep Climbing.
CFM International (GE Aerospace and Safran joint venture) increased LEAP engine deliveries by 41% in the first half of 2026, which is critical for Boeing and Airbus to ramp up production and clear their massive aircraft backlogs. While the increased engine supply relieves supply-chain bottlenecks and benefits aircraft manufacturers' revenues and margins, it creates near-term margin pressure for GE Aerospace as new engine sales are typically lower-margin compared to lucrative long-term aftermarket service agreements.