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Boeing's BDS Unit Likely to Benefit From Iran-Israel Conflict
ZACKS· 2025-06-25 15:05
Key Takeaways BA's BDS unit may gain from increased demand due to the Iran-Israel conflict. Boeing has a 75-year defense partnership with Israel, including KC-46 and F-15I jets. BA trades at a 1.68X forward P/S ratio, below the industry average of 2.18X.The Boeing Company (BA) , a prominent defense manufacturer, is likely to witness growth in its defense business segment due to the recent conflict between Iran and Israel. Notably, the Boeing Defense, Space & Security (BDS) unit focuses on designing, devel ...
Intuitive Machines Takes One Small Step For National Defense
Seeking Alpha· 2025-06-11 21:05
Intuitive Machines (NASDAQ: LUNR ) may be well-positioned for significant growth in the coming years as the organization splits its focus into Department of Defense contracts, potentially leading the way for contract awards as part of the Golden Dome. With LUNR exploring aMichael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O& ...
Why Parsons Stock Was a Winner on Wednesday
The Motley Fool· 2025-05-14 21:17
Core Insights - Investors showed strong interest in Parsons due to a significant deal in the Middle East, resulting in a stock price increase of over 2%, outperforming the S&P 500's 0.1% rise [1] New Work in the Middle East - Following President Trump's visit, Parsons secured 30 projects in Qatar, collectively valued at up to $97 billion [2] Contracts in Saudi Arabia - Parsons was awarded two contracts by Saudi Arabia's King Salman International Airport Development Company for the expansion of King Salman International Airport, including infrastructure development and landside assets [4] - The airport in Riyadh is projected to have six runways and accommodate up to 120 million passengers by 2030, with expectations to rise to 185 million by 2050 [5] Investor Sentiment - Despite the positive news, investor reaction was somewhat muted due to concerns over the Trump administration's tendency to exaggerate deal values and the lack of financial details regarding the Saudi contracts [6]