Boeing's Contract and Strategic Position - Boeing secured a $450 million contract to produce command and control capabilities for the F-15 Japan Super Interceptor Program, with completion expected by February 2030 [1][2] - The contract includes the acquisition of radars, self-protection systems, and mission computer units for the F-15 JSI program [2] - Boeing's F-15 is favored in Japan due to its exceptional speed, range, and payload capacity, making it an optimal solution for addressing growing Indo-Pacific threats such as hypersonic missiles and advanced early warning systems [3] - Boeing has a 70-year partnership with Japan, enhancing the country's aerial security and solidifying its role in the region's defense modernization [4] Japan's Defense Spending and Boeing's Role - Japan's Ministry of Defense requested a $59.76 billion budget for fiscal 2025, a 7.5% increase from the current year, positioning Japan as the world's third-largest defense spender by 2027 [5] - Boeing benefits from Japan's robust defense investment strategy, as the Japanese Self-Defense Forces operate the largest fleets of Boeing F-15 fighters and CH-47 Chinook helicopters outside the United States [6] - Japan was the first international customer for Boeing's KC-46A Pegasus tanker in 2015, further highlighting Boeing's integral role in Japan's defense modernization [6] Other Defense Companies Benefiting from Japan's Defense Expansion - RTX Corp's APG-82(V)1 AESA radar is integrated into the F-15 JSI program, and its Pratt & Whitney division manufactures the F-100 engine [8] - RTX's Raytheon began full-rate production of Standard Missile-3 Block IIA in 2024, marking the first Missile Defense Agency cooperative development program with Japan [8] - BAE Systems' AN/ALQ-250 Eagle Passive Warning Survivability Systems are being installed in Japan's F-15 super interceptor jets, and the company was selected to upgrade the jets' fly-by-wire flight control computers [9] - Lockheed Martin delivers advanced technologies to bolster Japan's defense capabilities, including over 550 military helicopters and the Aegis Combat System for Japan's Kongo and Atago-class ships [10] Boeing's Stock Performance - Boeing's shares gained 6% in the past three months, outperforming the industry's 9.7% decline [12] - Boeing currently carries a Zacks Rank 5 (Strong Sell) [13]

The most recent trading session ended with Boeing (BA) standing at $165.96, reflecting a +1.13% shift from the previouse trading day's closing. The stock's change was more than the S&P 500's daily gain of 0.82%. Meanwhile, the Dow experienced a drop of 0.22%, and the technology-dominated Nasdaq saw an increase of 1.77%.The airplane builder's stock has climbed by 13.04% in the past month, exceeding the Aerospace sector's loss of 4.4% and the S&P 500's gain of 0.8%.The investment community will be closely mon ...

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.On the day The Boeing Company (NYSE: BA ) restarted production on the Boeing 737 MAX program, the US jet maker also posted its order and delivery figures for the month of November. The two news items marked the reality of deliveriesDhierin runs the ...

Market Perspective - The current market cycle encourages unconventional thinking and "outside the box" strategies, particularly when analyzing stocks like Boeing (NYSE: BA) [1] - The investment climate requires humility, discipline, and a non-traditional approach to income investing, as highlighted by the Sungarden YARP Portfolio community [1] - The markets provide insights and narratives that investors need to interpret and act upon [1] Analyst Background - The author, Rob Isbitts, has extensive experience in investment charting since the 1980s, including roles as an investment advisor and fund manager before semi-retiring in 2020 [1] - The focus is now on the Sungarden YARP Portfolio, which aims to navigate modern investment challenges [1]

It's been an extremely challenging few years for Boeing (BA -0.98%), and its recovery under new CEO Kelly Ortberg isn't going to be a quick fix. Still, there's a bullish case for the stock based on a backlog of about $428 billion at Boeing commercial airplanes (BCA), $62 billion at Boeing defense, space & security (BDS), and $20 billion at its aviation services business, Boeing global services (BGS). The backlog is there, and Boeing continues to win orders, so what can investors expect from Boeing in 2025?B ...

The Boeing Company (BA) recently secured a contract for the F-15 Japan Super Interceptor (F-15 JSI) program. The award has been offered by the Air Force Life Cycle Management Center, Wright-Patterson AFB, OH. Valued at $129.2 million, the contract is expected to be completed by Jan 31., 2030. Work related to this deal will be carried out in St. Louis, MO; Eglin Air Force Base, FL; El Segundo, CA; and Hunt Valley, MD. Boeing and the F-15 JSI ProgramIn July 2020, the U.S. Air Force and Boeing signed a Foreign ...

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 ) is working on a huge turnaround, which amongst other things, includes stabilizing production, selling non-core businesses and improving liquidity to address debt maturities in the years ahead. All of this should result in better ...

Advertisement Boeing's CEO is cutting private jet use for executives to reduce costs.The company directed executives to fly economy on commercial flights instead.Boeing is searching for ways to save money after a rough year.Boeing's new CEO is cutting back on expensive private jet flights for the company's top executives in a cost cutting move.Boeing CEO Kelly Ortberg grounded much of the company's fleet of private jets and is now directing executives to fly economy on scheduled commercial flights, Bloombe ...

Shares of The Boeing Company (BA) have lost 12.3% in the past three months, underperforming the Zacks aerospace-defense industry and the broader Zacks Aerospace sector’s decline of 10.3% and 6.4%, respectively. The company also lagged the S&P 500’s rise of 6.3% in the said time frame.Image Source: Zacks Investment ResearchThe stock’s three-month price return also lagged that of three key commercial jet makers, namely Embraer (ERJ) , Airbus Group (EADSY) and Textron (TXT) . Shares of Embraer surged 14.9%, wh ...

The Boeing Company (BA) recently secured a modification contract to remanufacture Block I CH-47F Chinook helicopter into Block II. The award is expected to be completed by Dec. 31, 2026. Valued at $113.1 million, the contract has been provided by the Army Contracting Command, Redstone Arsenal, AL.What’s Favoring Boeing?As nations across the globe continue to strengthen their defense structures, spending on military arms and ammunition that boast technologically advanced features continues to increase manifo ...