Recent economic uncertainty has now slowed demand for new airplanes. That, coupled with a midday apparent tariff reprieve, has the stocks of commercial aerospace suppliers including Boeing (BA 13.76%), Howmet Aerospace (HWM 11.41%), and GE Aerospace (GE 10.33%) up more than 8% as of 1:30 p.m. ET, and RTX (RTX 5.79%) up 5%.A nice rebound in salesBoeing has been flying into headwinds for the better part of five years now. A series of high-profile engineering mishaps, including a pair of fatal crashes, has put ...

Core Insights - Boeing Company announced major program deliveries for the first quarter of 2025 across its commercial and defense operations, with detailed financial results to be provided on April 23 [1] Commercial Airplanes Programs - Total deliveries for commercial airplanes in the first quarter of 2025 reached 130 units, broken down as follows: - 737: 105 units - 767: 5 units - 777: 7 units - 787: 13 units [1] Defense, Space & Security Programs - Total deliveries for defense, space, and security programs in the first quarter of 2025 amounted to 26 units, detailed as: - AH-64 Apache (New): 4 units - AH-64 Apache (Remanufactured): 11 units - CH-47 Chinook (New): 1 unit - CH-47 Chinook (Renewed): 2 units - F-15 Models: 1 unit - F/A-18 Models: 5 units - MH-139: 1 unit - P-8 Models: 1 unit [1]

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Boeing (NYSE: BA ) stock has tumbled over past trading sessions And while Boeing is an aerospace company, you do not have to be a rocket scientist to know why that is the case. In March, I published a report pointingDhierin runs the investing group ...

Planemaker Boeing settled lawsuits with the families of two victims killed in the March 2019 crash of an Ethiopian Airlines Boeing 737 MAX on the eve of trial, lawyers for the families said.The trial in US District Court in Chicago was set to be the first against the planemaker stemming from two fatal 737 MAX crashes in 2018 and 2019 that led to the bestselling plane’s 20-month grounding and cost Boeing more than $20 billion.Boeing agreed in 2021 to acknowledge liability for compensatory damages in lawsuits ...

Core Insights - Millennium Space Systems, a Boeing company, completed the critical design review (CDR) for the Fire-control On Orbit-support-to-the-war Fighter (FOO Fighter) program in just 10 months after authorization to proceed, showcasing the company's efficiency and commitment to timely delivery of mission capabilities [1][2]. Group 1: Program Details - The FOO Fighter program will demonstrate advanced missile defense capabilities by integrating fire control-quality sensors into a prototype satellite constellation [2]. - The successful completion of the CDR marks the transition to the production phase, which includes delivering a constellation of eight satellites along with a ground system by 2026 [3]. Group 2: Company Background - Millennium Space Systems specializes in delivering high-performance satellite constellation solutions for National Security Space, with a focus on rapid delivery enabled by 80% vertical integration [4]. - Founded in 2001, the company operates active production lines that facilitate the deployment of small satellites across various missions and orbits, including LEO, MEO, and GEO [4].

Core Insights - United Launch Alliance (ULA) has received certification from the U.S. Space Force for its Vulcan Centaur rocket, allowing it to launch national security missions and compete in the multibillion-dollar National Security Space Launch (NSSL) program [2][3] - ULA plans to conduct a total of 12 launches in 2025, significantly increasing from the five launches in 2024 and four in 2023, marking a return to a launch frequency not seen since 2016 [4][8] - The anticipated increase in launches could lead to substantial profits for ULA, with projections suggesting a potential profit of $320 million in 2025, translating to $160 million for each co-owner, Boeing and Lockheed Martin [9] ULA's Launch Plans - ULA's next launch will utilize an already-certified Atlas V rocket for a commercial mission with Amazon, followed by national security missions using the Vulcan rocket [4] - The company aims to establish a regular launch cadence of two per month by year-end 2025, although this may slow down in 2026 [5] Financial Implications - ULA's revenue may have been delayed due to certification issues, but the company is not expected to miss any launches, which is positive for its financial outlook [6][7] - In 2016, ULA generated $650 million in profit, and with the expected increase in launches, similar profitability could be achieved in 2025 despite heightened competition from SpaceX [8][9]

Group 1: Core Insights - Boeing has secured a modification contract valued at $2.46 billion to support the sustainment of C-17 Globemaster III jets, expected to be completed by October 31, 2027 [2][3] - The contract includes foreign military sales to multiple countries, indicating strong international demand for the C-17 aircraft [2][3] Group 2: Significance of C-17 Globemaster III - The C-17 Globemaster III is crucial for the U.S. Air Force, capable of transporting large equipment, supplies, and troops to small airfields in challenging terrains [3] - Currently, there are 275 C-17 aircraft in operation worldwide, showcasing its solid demand in the military transport sector [3] Group 3: Growth Opportunities - Increasing global military conflicts are driving the demand for military transport aviation, enhancing the need for high-capacity transport jets [4] - The global military transport aircraft market is projected to grow at a CAGR of 2.4% from 2025 to 2033, presenting growth opportunities for Boeing and other manufacturers [5][6] Group 4: Competitive Landscape - Other defense companies like Lockheed Martin, Embraer, and Airbus are also positioned to benefit from the expanding military transport aircraft market, with their respective aircraft offering unique capabilities [8][9][11] - Lockheed Martin's C-5 Galaxy is noted for its significant cargo capacity, while Embraer's C-390 Millennium and Airbus's C295 provide advanced operational flexibility and versatility [8][9][11] Group 5: Stock Performance - Boeing's stock has experienced a decline of 3.2% over the past six months, contrasting with the industry's growth of 6.6% [13]

Business is booming for American aerospace giant Boeing Co. NYSE: BA. At least, it seems that way, judging by the more than $50 billion in potential new aircraft orders and contracts it procured in the last two weeks of March 2025. This is on top of the company's half-trillion dollars in backlog. The aerospace sector leader shares a duopoly in the passenger aircraft industry with French rival Airbus SE OTCMKTS: EADSY. By the looks of it, Boeing’s business is going to get even busier with more export tariffs ...

Group 1 - The contract represents a significant achievement for Boeing as it aims to recover its full production capacity of commercial aircraft [1]

Group 1 - Boeing Company will release its financial results for the first quarter of 2025 on April 23, 2025 [1] - The conference call discussing the results and company outlook will be led by President and CEO Kelly Ortberg and CFO Brian West at 10:30 a.m. ET [1] - Access to the event webcast, news release, and presentation materials will be available on Boeing's investor relations website [2]