The Boeing Company (BA)

Sep 27, 2026

Boeing has identified a software issue in some 737 MAX aircraft that could cause the automated flight guidance system to disengage after a missed landing approach, and is developing a permanent software fix. The company has informed the FAA and airlines, emphasizing that existing pilot procedures cover safe landings without the automated system. In India, Air India Express and Akasa Air operate around 96 Boeing 737 MAX aircraft, with Akasa Air confirming no impact on safety and coordination with Boeing.

Sep 27, 2026

Pakistan's Finance Minister discussed potential US Export-Import Bank financing for Boeing aircraft for privatized PIA, refinery upgrades, and the Reko Diq copper and gold mining project. An adviser clarified that the government is assisting PIA in accessing financing but is not directly purchasing aircraft or providing sovereign guarantees. The US EXIM could secure financing against the aircraft and assess the airline's creditworthiness, meaning a sovereign guarantee is not automatic.

Sep 27, 2026

Engineers Gate Manager LP significantly reduced its stake in TransDigm Group (NYSE:TDG) by 95.8% in the second quarter, selling 4,504 shares and retaining 198 shares valued at $264,000. Despite this, other institutional investors have increased their positions, and TransDigm Group reported strong quarterly earnings, beating analyst estimates with EPS of $10.87 and a 22.5% year-over-year revenue increase. However, company insiders, including the COO and a director, have also been selling shares, totaling over $33.9 million in the last 90 days, while analysts maintain a consensus "Hold" rating with an average price target of $1,452.53.

Sep 27, 2026

Boeing has identified a software issue in its 737 Max navigation system that could increase pilot workload during landing, potentially delaying deliveries of new models. The problem occurs when a pilot needs to abort a landing, forcing the autopilot into a simpler pitch control mode. While a permanent fix is targeted for 2028, Boeing is working to accelerate its development, and the FAA is reviewing if it poses a flight-safety concern.

Sep 27, 2026

Boeing has identified a software issue in the 737 Max's navigation system that could increase pilot workload during landing and potentially delay the delivery of new narrowbody models. The US Federal Aviation Administration is reviewing the glitch to determine its flight-safety implications, which could affect the certification of the 737 Max 10 and the entry into service of the Max 7. While a permanent fix is being accelerated, Boeing has informed operators about existing pilot procedures to handle such scenarios.

Sep 26, 2026

Boeing has reportedly identified a software glitch in its 737 MAX aircraft that could cause the automated navigation system to fail during certain landings. This issue arises when pilots alter their flight paths. The company is working to address this potential problem.

Sep 26, 2026

QRG Capital Management Inc. has reduced its stake in Ryanair Holdings PLC by 38.2% in the second quarter, selling 26,867 shares and retaining 43,397 shares valued at $2.81 million. Despite Ryanair missing analyst expectations for EPS and revenue in its latest earnings report, institutional investors collectively own 43.65% of the company, and analysts maintain a "Moderate Buy" rating with a target price of $73.97. The company also declared a special dividend of $0.4434 per share.

Sep 26, 2026

Boeing and its engineers' union, SPEEA, have reached a tentative four-year contract agreement covering approximately 17,000 workers in the Puget Sound region, following the rejection of an earlier offer. The new deal includes a significant 10% guaranteed wage increase and further raises through 2030, aiming to prevent a strike and retain skilled talent crucial for programs like the 737 MAX 10 and 777-9. While the agreement could stabilize labor relations, its ratification by union members and the increased labor costs remain key factors for Boeing's operational and financial outlook.

Sep 26, 2026

Boeing has reached a tentative four-year contract agreement with its engineers and technical employees, potentially averting a strike. The new proposal includes a significant wage increase, addressing prior dissatisfaction and aiming to retain skilled talent crucial for aircraft certification programs. However, ratification by union members is still pending, and while the deal could stabilize labor relations, it will increase labor costs and doesn't directly solve existing aircraft delivery delays.

Sep 25, 2026

NASA is in discussions with Boeing regarding at least 10 new Starliner missions, despite the spacecraft's problematic 2024 crewed test flight. This presents a potential opportunity for Boeing to revitalize its Starliner program and secure future revenue, leveraging NASA's need for redundant crew transport systems. However, Boeing must first address significant engineering and management issues, proving Starliner's reliability and ensuring any new contracts are financially viable after past program losses.

Sep 25, 2026

The Boeing Company (NYSE:BA) has received a "Moderate Buy" consensus rating from twenty-three research firms, with an average 12-month price target of $270.95. Despite some recent analyst downgrades, Tigress Financial raised its price target to $305. The company faces challenges with production constraints, leverage, and liquidity, but positive developments include new aircraft orders from Turkish Airlines and Biman Bangladesh Airlines, strengthening its backlog.

Sep 25, 2026

US airline trade group Airlines for America has urged the Trump administration to reject increasing China-U.S. flights, citing competitive disadvantages due to limited Russian airspace access for U.S. carriers. This opposition comes as Chinese President Xi Jinping advocates for expanded air links to facilitate travel and trade between the two countries. The current framework allows for approximately 50 weekly round-trip flights, a significant reduction from pre-COVID-19 levels, with U.S. airlines facing extra expenses by rerouting around Russia, unlike some Chinese flights.

Sep 24, 2026

Shopify has partnered with Meta to integrate its AI agent Muse for shoppable stores, embracing agentic commerce and seeing a stock jump. In contrast, Amazon is blocking Muse and other third-party AI shopping tools, aiming to protect its advertising revenue and proprietary shopping experience. This highlights two diverging strategies toward the growing trend of AI in e-commerce, with Amazon preferring its own AI assistants like Alexa for Shopping and Rufus.

Sep 24, 2026

Akasa Air is reportedly in discussions to order over 200 Boeing 737 Max aircraft to meet its delivery needs into the next decade. This potential order would significantly boost Boeing's market share in India's growing single-aisle aircraft market and align with Akasa Air's expansion plans, though it may also increase the airline's financing requirements.

Sep 24, 2026

Lufax (NYSE:LU) shares gapped up 11.1% to $1.335, after previously closing at $1.22. Despite this increase, analyst sentiment remains cautious with a "Reduce" consensus rating and an average price target of $1.70, although JPMorgan upgraded it to overweight with a $2.00 target. The company significantly missed quarterly earnings and revenue expectations, reporting a loss of $0.04 per share against an expected $1.08 and $916.6 million in revenue against an expected $2.22 billion.

Sep 24, 2026

Alaska Airlines is significantly expanding its service at Seattle/Everett (Paine Field) starting in Fall 2026 through summer 2027, increasing seat capacity by 50%. This growth includes new twice-daily nonstop service to San Jose (SJC) and increased frequency or larger aircraft on existing routes to Los Angeles (LAX), Portland (PDX), San Diego (SAN), and San Francisco (SFO). The expansion aims to provide more convenient West Coast travel options for guests in the North Puget Sound region.

Sep 24, 2026

Boeing has successfully navigated a potential labor strike, with its engineering union recommending acceptance of the latest contract offer. However, the company still faces significant challenges, particularly with stabilizing 737 production due to wing-shop issues, pushing rate increases into 2027. While analysts have raised price targets, Boeing's free cash flow remains volatile, highlighting that production stability, not just labor peace, is crucial for its turnaround and achieving the promised $10 billion cash flow run rate.

Sep 24, 2026

Envestnet Portfolio Solutions Inc. significantly increased its stake in The Boeing Company (NYSE:BA) by 116.8% in the second quarter, bringing its total holdings to 72,412 shares valued at $15.68 million. Despite institutional ownership reaching 64.82%, Boeing faces challenges including high leverage and unprofitability, with analysts forecasting a loss for the current year. The company's stock, currently trading at $199.58, has an average analyst rating of "Moderate Buy" with a target price of $270.95, amidst ongoing production and execution concerns balanced by substantial new orders.

Sep 24, 2026

Envestnet Asset Management Inc. has reduced its stake in General Dynamics Corporation (NYSE:GD) by 3.5%, selling 33,336 shares and now owning 915,683 shares valued at $324.4 million. This comes as General Dynamics reported strong quarterly earnings, surpassing analyst expectations, and declared a quarterly dividend. Institutional investors hold a significant portion of the company's stock, and analysts maintain a "Moderate Buy" rating with a target price of $410.84.

Sep 24, 2026

Kratos Defense & Security Solutions (NASDAQ:KTOS) CFO Deanna Lund sold 7,000 shares of the company's stock for a total of $341,460.00. This transaction, made under a pre-arranged Rule 10b5-1 plan, reduced her direct ownership by 2.5%. Despite the insider selling and a recent 1.7% dip in stock price, Kratos reported stronger-than-expected quarterly results, and analysts maintain a "Moderate Buy" rating with an average price target of $98.06.

Sep 24, 2026

Boeing and Turkish Airlines have finalized an order for up to 150 737 MAX aircraft. This deal strengthens the partnership between the two companies and will significantly expand Turkish Airlines' fleet. The agreement was announced by Economy Class & Beyond.

Sep 23, 2026

QRG Capital Management Inc. significantly increased its holdings in The Boeing Company, boosting its stake by 449.6% and making Boeing its 18th largest position. Other institutional investors also acquired new stakes in Boeing during the second quarter. The article also provides updates on analyst ratings, recent news, and financial performance data for Boeing.

Sep 23, 2026

Boeing faces the challenge of converting strong demand into increased aircraft production and cash flow. Recent comments from CEO Kelly Ortberg about slower-than-expected production stabilization for the 737 MAX have raised investor concerns and led to a selloff in Boeing shares. While Bank of America views the market reaction as excessive and the issue as timing-related, investors are focused on Boeing's execution in ramping up production to meet long-term financial targets and address ongoing regulatory scrutiny.

Sep 23, 2026

Boeing and Turkish Airlines have finalized an order for up to 150 737 Max aircraft. This agreement completes discussions that began last year, as Turkish Airlines seeks to expand its fleet and network based in Istanbul. The order includes firm purchases for 100 737-8 aircraft.

Sep 23, 2026

YouTube is introducing new tools and features to retain its creators amidst Netflix's aggressive push to license popular digital content and entice talent with upfront deals. While Netflix offers large licensing fees for shows like "Ms. Rachel" and other programming, YouTube emphasizes its revenue-sharing model and warns creators that multi-platform deals could harm their brand partnerships and promotional visibility. The move highlights the escalating competition between the two platforms for top digital creators and viewership.

Sep 23, 2026

The Netflix documentary "Freefall: A Reckoning for Boeing" by Rory Kennedy exposes critical safety and manufacturing failures at Boeing, building on her previous work. The film highlights accounts from whistleblowers, particularly John Barnett, and connects corporate cost-cutting measures to tragic incidents like the 737 MAX crashes and the Alaska Airlines door plug blowout. It argues that Boeing's problems stem from a corporate culture prioritizing profit over safety, raising concerns about accountability and the current state of commercial aviation safety.

Sep 23, 2026

Phoenix Sky Harbor International Airport has chosen American Airlines as the primary carrier for its new West Terminal, set to open in 2033. This selection highlights American's long-standing presence in Phoenix and its role as the airport's largest airline, accounting for 40% of its traffic. American Airlines CEO Robert Isom emphasized the company's commitment to growth, job creation, and enhancing global connectivity through this partnership.

Sep 23, 2026

Boeing Co.'s drone subsidiary Insitu and Gogo Inc. successfully tested an Integrator military drone using satellite communications, offering a new alternative to SpaceX's Starlink for military connectivity. This development comes as governments look to reduce their reliance on Starlink, despite its larger scale and increasing importance for military operations. The new system utilizes Eutelsat Communications SA's OneWeb low-Earth-orbit network, providing an ITAR-free, high-speed SATCOM option for global customers.

Sep 23, 2026

SPEEA, the union representing Boeing's engineers and technical employees, has recommended that its members accept the aerospace company's latest contract offer. This four-year agreement includes higher general wage increases compared to the initial offer, which SPEEA members rejected in an August 21 vote. Boeing and the union had reached this new agreement earlier in September.

Sep 23, 2026

Royal Brunei Airlines has signed two 12-year contracts with Collins Aerospace, an RTX business, for its FlightSense™ and Dispatch℠ services to support its current and future Boeing 787 fleet. These services aim to enhance operational efficiency, improve reliability, and optimize maintenance schedules for various aircraft systems. The agreement will provide predictive, reliability-based maintenance, asset and logistics support, and access to certified spares, contributing to stronger fleet performance and cost predictability for the airline.

Sep 22, 2026

American Airlines (AAL) stock rose by 3.9% following an optimistic Q3 revenue outlook, with management predicting 16%-19% growth and calling recent strength "durable." The airline plans to increase premium seating capacity by 50% by the decade's end and has seen record AAdvantage enrollments, signaling a shift towards higher-yield customers. Despite slight price target trims from Barclays and UBS, both firms maintain bullish ratings, indicating potential upside for the stock.

Sep 22, 2026

CAE USA has been awarded a $300 million contract by the U.S. Air Force to continue its C-130 Hercules Aircrew Training System (ATS) program. The company will provide training support for C-130H pilots, navigators, flight engineers, and loadmasters in the Air Force Reserve and Air National Guard. This nine-year recompete contract extends CAE's role through December 2035, covering instruction, program management, sustainment, and logistics, while also focusing on modernization and cybersecurity for the C-130H ATS.

Sep 22, 2026

Boeing Defence Australia (BDA) has selected US company Lite Coms to supply Beyond Line-Of-Sight (BLOS) Satellite Communications (SATCOM) terminals for the Australian Defence Force’s LAND 4140 modernization program. Lite Coms will provide its LITE SAT 1.3A tactical satellite terminals, which are designed for robust and secure connectivity in military operations. This partnership aims to enhance Australia's land-based command, control, communications, and computers (C4I) architecture, ensuring reliable connectivity in complex operational environments.

Sep 22, 2026

Alaska Airlines is expanding its Hawai'i network by introducing daily Boeing 737-800 service on select Honolulu-Kahului flights starting October 3, 2026. This move aims to increase passenger and cargo capacity, enhance the passenger experience with upgraded aircraft features, and support the company's long-term growth strategy in the inter-island travel market. The airline is also implementing operational changes, including an earlier check-in time, to improve efficiency.

Sep 22, 2026

Alaska Airlines is expanding its Hawai'i network by introducing daily Boeing 737-800 service on select Honolulu-Kahului flights starting October 3, 2026, to enhance passenger experience and capacity. This move aligns with Hawaiian Airlines' plan to modernize its fleet by transitioning to 737 aircraft with premium interiors by 2028. The airline is also implementing operational changes, such as earlier check-in times for Neighbor Island travelers, to improve baggage handling and on-time departures.

Sep 22, 2026

China is nearing the finalization of a commitment to purchase 200 aircraft from Boeing, potentially boosting the U.S. aerospace company. This development comes as high-level talks between Washington and Beijing are anticipated. The deal could positively impact Boeing's future deliveries and revenue, despite risks related to order conversion speed and production constraints.

Sep 22, 2026

Boeing has finalized a deal with Korean Air for 103 aircraft, valued at $36.2 billion at list prices, significantly bolstering its commercial backlog. While the order adds long-term visibility to Boeing's revenue pipeline, the immediate financial impact will be less due to typical discounts and ongoing production challenges. The deal underscores strong demand for Boeing's aircraft but highlights the need for the company to address execution risks and production bottlenecks to convert its backlog into profitable deliveries.

Sep 22, 2026

This article argues that RTX (NYSE: RTX) presents a stronger long-term investment opportunity compared to Lockheed Martin (NYSE: LMT). This is attributed to RTX's lower exposure to risky fixed-price government contracts and its valuable commercial aerospace division, which provides a revenue buffer and more predictable cash flows. The article highlights Lockheed Martin's substantial fixed-price contract revenue, making RTX a more compelling choice for risk-adjusted returns.

Sep 21, 2026

Jefferies Financial Group has reduced its price target for Boeing (NYSE:BA) from $295.00 to $265.00, while maintaining a "buy" rating, indicating a potential upside of 32.10%. Despite missing EPS expectations, Boeing's stock rose 1.2% and several positive catalysts, including potential jet sales to China and new defense contracts, are noted. However, the report also highlights ongoing geopolitical and execution risks for the aerospace giant.

Sep 21, 2026

The Pentagon recently awarded nearly $1.9 billion in contracts to Boeing and Lockheed Martin, highlighting continued investment in uncrewed systems and long-range tactical weaponry. Boeing secured a $562 million deal for the production of its MQ-25A Stingray, while Lockheed Martin received over $1.3 billion across three contracts, including a significant missile contract. Despite a decline in hedge fund ownership for both companies, these awards underscore the differing business models and risk-reward profiles in the defense sector, with Boeing focusing on long-term platform monopolies and Lockheed Martin on high-demand precision-strike systems.

Sep 20, 2026

Boeing has successfully completed its 13-satellite O3b mPOWER constellation for operator SES, with the final three satellites launched from Cape Canaveral. This achievement not only strengthens Boeing's commercial partnership but also reinforces its position in national security satellite programs, providing a proven software-defined architecture for both civil and military markets. Despite potential risks like technical delays or market competition, the completion demonstrates Boeing's scalable production capability and adds to its substantial demand backlog across various segments.

Sep 20, 2026

L3Harris Technologies has proposed a digital avionics upgrade for the U.S. Air Force’s KC-135 aerial refueling fleet, aiming to extend its operational life beyond 2050. This modernization would replace obsolete flight deck instruments, reduce maintenance costs, and lower aircrew workload. The upgrade, based on government-owned architecture, is designed for quick fielding and future capability additions, ensuring the KC-135 remains central to global aerial refueling capacity.

Sep 20, 2026

Nykredit A/S has made a new investment in Transdigm Group Inc. (NYSE: TDG), purchasing 14,424 shares valued at approximately $19.2 million during the second quarter. Despite this new institutional interest, analyst sentiment remains cautious, with a consensus "Hold" rating and an average price target of $1,452.53, and company insiders have recently sold shares worth $33.9 million. Transdigm reported strong quarterly results, exceeding EPS and revenue expectations with a 22.5% year-over-year increase in revenue.

Sep 19, 2026

Nykredit A/S has significantly increased its stake in Toronto-Dominion Bank (NYSE:TD), acquiring 334,713 shares valued at approximately $40.68 million in the second quarter. This move is part of broader institutional investment, with collective ownership reaching 52.37%. Toronto-Dominion Bank recently exceeded earnings estimates with EPS of $1.98 and revenue of $12.07 billion, and analysts maintain a "Moderate Buy" consensus with a target price of $156.

Sep 19, 2026

Nykredit A/S acquired 188,345 shares of The Boeing Company, valued at approximately $40.8 million, during the second quarter. Boeing's stock is largely held by institutional investors and hedge funds, owning 64.82% of the company. Despite mixed signals regarding its recovery—positive developments like potential Starliner missions and FAA approvals contrasted with production bottlenecks and certification issues—Wall Street maintains a "Moderate Buy" rating with an average price target of $272.45.

Sep 19, 2026

The U.S. Navy awarded Lockheed Martin an $871 million modification to an existing contract for F-35 Lightning II support equipment and sustainment efforts, benefiting the Air Force, Marine Corps, Navy, and international partners. The article also details numerous other defense contracts awarded to various companies across Navy, Air Force, Defense Logistics Agency, and Army branches, covering construction, IT, fuel, and system upgrades. These contracts include significant investments in military infrastructure, technology, and sustainment, with varying completion dates extending into the next decade.

Sep 18, 2026

The FAA has granted Boeing an exemption from future fuel-efficiency rules, allowing the company to sell 35 additional 777F freighters. This waiver addresses Boeing's petition, which cited the 777F's ineligibility after December 31, 2027, and the anticipated delay of the 777-8F until 2029. The decision aims to ensure a continuous supply of large freighters and supports US jobs and exports, with the exemption valid until January 1, 2031.

Sep 17, 2026

Lufthansa Group announced it will add 20 Boeing 737 MAX 10 aircraft to its fleet after its supervisory board approved the exercise of purchase options. These planes are intended to replace older Airbus jets. This move follows options secured under a 2023 agreement.

Sep 17, 2026

JPMorgan Chase & Co. has lowered its price target for Transdigm Group (NYSE:TDG) to $1,415.00 from $1,450.00, while maintaining a "neutral" rating. Despite the lowered target, the firm sees a potential upside of 30.13% from the previous close. The aerospace company recently reported strong quarterly earnings of $10.87 per share, exceeding estimates, and revenue growth of 22.5% year-over-year to $2.74 billion, though insider selling of $33.9 million in shares was noted.

Sep 17, 2026

Boeing's stock dropped over 5% after CEO Kelly Ortberg stated that 737 production is not yet stable at 47 aircraft per month, attributing the constraint to wing production. Despite these challenges, Boeing expects 737 MAX 10 certification soon and maintains its 2027 delivery target for the 777X. The company also faces potential risks in its defense business and is working to avoid a work stoppage with its engineers' union.

Sep 17, 2026

Aramark is set to lay off 69 employees after losing its contract to provide food services at Boeing's St. Louis-area sites. The layoffs, affecting positions like cooks, chefs, and administrative support, are expected to occur after November 16, 2026. Many of the affected workers may have the opportunity to continue employment with the incoming food service provider.

Sep 17, 2026

The Aerospace-Defense Equipment industry is experiencing growth driven by strategic M&A activities and resilient air-travel demand, despite facing persistent supply-chain constraints. Companies like HEICO, ATI, and AAR are well-positioned for growth, with strong financial performances and strategic acquisitions expanding their capabilities and market reach. However, the industry still grapples with higher operating costs, limited aircraft availability, and labor shortages.

Sep 17, 2026

Southwest Airlines (LUV) is scheduled to speak at Morgan Stanley's 14th Annual Laguna Conference. The stock has seen a recent decline but shows a 24.06% one-year return, and Simply Wall St's analysis suggests it is 24% undervalued with a fair value of $51.79. However, its P/E ratio of 22.9x is higher than the industry average, raising questions about its valuation.

Sep 17, 2026

Boeing is struggling to reach its target production rate of 47 737 Max jets per month due to constraints in its wing production in Renton, rather than external supply chain issues. CEO Kelly Ortberg stated the company is "not stable yet" at this rate, making it unlikely to achieve the previously set target of 52 737s per month by the end of 2026. Despite these challenges, Boeing aims to stabilize at rate 47 in Renton, certify the new North Line, and work through significant inventory of pre-built Max 7s and Max 10s to unlock working capital and improve profitability.

Sep 16, 2026

Food service management company Aramark is set to cut 69 jobs, including both salaried and hourly positions, following the loss of its contract with aerospace company Boeing in the St. Louis area. The cuts come as a direct result of the contract termination.

Sep 16, 2026

AerSale Corporation has announced the lease of a Boeing 757-200PCF freighter aircraft to Jupiter Jet, a cargo airline based in Kazakhstan. This agreement will support Jupiter Jet's expanding regional and international freight operations, leveraging the 757-200PCF's capabilities for express cargo and e-commerce networks in Central Asia. The partnership highlights AerSale's integrated aviation solutions and Jupiter Jet's strategy for growth in air cargo demand.

Sep 16, 2026

Boeing CEO Kelly Ortberg announced that stabilizing the 737 MAX production rate at 47 jets per month is taking longer than expected, causing Boeing's share price to drop. The company aims to increase production to 52 jets per month after stabilization, and expects certification of the 737-10 variant "very soon," despite it being several years behind schedule. Ortberg also downplayed expectations for a significant jetliner order from China during an upcoming meeting between Presidents Xi Jinping and Donald Trump.

Sep 16, 2026

Bank of America Corp DE reduced its stake in Transdigm Group Incorporated ($TDG) by 3.3% in Q2, selling 9,707 shares but retaining a significant holding valued at $381.4 million. The aerospace company's shares were down 2.4% at $1,084.80, nearing their one-year low, despite exceeding quarterly earnings and revenue expectations. Analyst sentiment remains cautious with a "Hold" consensus, and new debt offerings along with insider selling add to balance sheet and sentiment concerns.

Sep 16, 2026

RTX reported a significant $289 billion backlog, a 22% increase year-over-year, driven by strong demand in commercial aviation and defense sectors. CEO Chris Calio emphasized the "real" and "enduring" demand across its businesses—Pratt & Whitney, Collins Aerospace, and Raytheon—and highlighted the company's focus on converting this demand into revenue through operational execution. The company achieved 13% organic sales growth and 21% adjusted EPS growth in the first half of the year, with commercial aerospace remaining resilient and Raytheon seeing robust demand for air-defense and munitions.

Sep 16, 2026

RTX Corporation reported a significant $289 billion backlog, a 22% increase year-over-year, driven by robust demand in commercial aviation and defense sectors. The company achieved 13% organic sales growth and 21% adjusted EPS growth in the first half of the year, generating approximately $4 billion in free cash flow. RTX expects continued growth by converting this demand into revenue through operational execution and strategic investments, with strong performance noted across its Pratt & Whitney, Collins Aerospace, and Raytheon businesses.

Sep 15, 2026

The Pentagon has signed framework agreements with Boeing (BA) and RTX (RTX) to increase production of SM-3 interceptors, part of a broader U.S. missile buildup. While both companies benefit from the government's commitment to replenish missile inventories, the market's subdued reaction suggests that much of the upside might already be factored into their stock prices. RTX, with its record backlog and prominent role in missile defense systems, appears to be a more direct play on this theme compared to Boeing, which also deals with commercial aviation issues.

Sep 15, 2026

The U.S. Air Force has increased the ceiling of a 2019 contract with Boeing Co. from $5.7 billion to $19.1 billion. This expanded contract provides support for KC-46 Pegasus military sales to Japan, Israel, and future partners, covering post-production requirements for the aerial refueler. The work, which includes cargo, personnel, and aeromedical transportation capabilities, is expected to be completed by 2035 in Seattle.

Sep 15, 2026

The US Navy has awarded Boeing a $562 million Fixed Price Incentive contract for the first lot of MQ-25A Stingray Low Rate Initial Production (LRIP), with initial deliveries expected to begin in 2029. This contract signifies a major transition from development to operational deployment for the unmanned aerial refueling vehicle. The MQ-25A Stingray is set to enhance the Carrier Air Wing's operational reach by providing essential organic refueling, allowing F/A-18E/F aircraft to focus on strike missions and integrating unmanned systems into naval aviation.

Sep 15, 2026

University of Cincinnati aerospace engineering alumnus Dinesh Keskar, who facilitated billions of dollars in sales during his nearly four-decade career at Boeing, has been honored with the prestigious Kautz Alumni Master Award. Keskar earned his M.S. and PhD from UC, with Neil Armstrong as part of his PhD committee, and played a critical role in establishing Boeing's presence and securing major deals in India. He remains connected to the university, serving on an advisory board and judging student projects, and credits his UC education for his successful career.

Sep 14, 2026

ATI Inc. (NYSE: ATI) Board Chair, President and CEO Kim Fields will attend the Morgan Stanley 14th Annual Laguna Conference and participate in a fireside chat on September 17, 2026, at 4:05 p.m. ET. Fields will discuss aerospace opportunities and the growing value of ATI's differentiated capabilities. The event will be webcast live, and an audio replay and transcript will be available afterwards.

Sep 14, 2026

Boeing is highly motivated to avoid a strike by its white-collar engineers and technicians, represented by SPEEA, as a labor disruption could hinder 737 MAX production and certification progress for the MAX 10 and 777X. The company has presented a new "final offer" to SPEEA, including a 10% guaranteed wage increase and annual wage pools. Meanwhile, machinists in Wichita, formerly with Spirit AeroSystems, have voted to rejoin the main IAM union contract, seeking equal footing with their Pacific Northwest counterparts.

Sep 14, 2026

Leonardo DRS has secured a $39.6 million contract from Naval Air Systems Command (NAVAIR) for the production and delivery of Joint Tactical Terminal Transceiver (JTT-X) units. This award enhances naval aviation's communications, threat warning, and situational awareness, particularly for the EA-18G Growler aircraft operating in contested environments. The JTT-X, designed with a modular open systems approach, provides resilient and flexible communications across various networks, including Low Earth Orbit satellite architectures.

Sep 13, 2026

Jim Cramer likens Merck (MRK) to a fantasy football defense pick, highlighting its defensive nature as a pharmaceutical company that performs well even in challenging economic conditions. He also points to its potential for upside, referencing its strong revenue drivers, blockbuster products like Keytruda, and promising partnerships such as the melanoma vaccine collaboration with Moderna. Despite the looming patent expiration for Keytruda, Cramer emphasizes Merck's consistent cash generation, dividend distributions, and institutional backing as reasons for it being a reliable stock in a balanced equity portfolio.