The $30M modification is routine and immaterial for Boeing. Monitor future SLS/Artemis contract awards for cumulative revenue visibility, but this single action does not move the needle.
Price Chart
Executive Summary
NASA awarded a $30M contract modification to United Launch Services, LLC for Centaur upper stages supporting the Artemis/SLS program. The recipient is a joint venture of Boeing and Lockheed Martin, but the award is immaterial relative to Boeing's $98.2B annualized revenue.
Key Financial Metrics
Key Facts
- Modification P00003 to contract 80MSFC26C0012 valued at $30M
- Awarded by NASA for Centaur upper stage work on the Space Launch System / Artemis program
- Recipient is United Launch Services, LLC, a joint venture of Boeing and Lockheed Martin
- Award represents ~0.03% of Boeing's annualized revenue of $98.2B
- Boeing's Q2 2026 revenue was $24.56B (+8% YoY) with a core EPS miss
Financial Impact
$30M modification, ~0.03% of Boeing's annualized revenue
Risk Factors
- Contract modifications are incremental and do not guarantee follow-on work
- SLS program faces ongoing political and budgetary uncertainty
- Entity match verified: ULA is a Boeing-Lockheed JV, but the award is too small to affect BA's financials
Investment Themes
Documents Analyzed
This report is based on 1 federal contract record from official U.S. government contract data.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-80MSFC26C0012 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | 8-K | $189.45 | awaiting T+5 | — | $188.31 (+0.60%) |
Oct 16, 2026 11d ago | GOVT-CONTRACT | $191.42 $188.31 | ▼ −1.62% | ▼ −1.48% | $188.31 (−1.62%) |
Oct 16, 2026 11d ago | GOVT-CONTRACT | $191.42 $188.31 | ▼ −1.62% | ▼ −1.48% | $188.31 (−1.62%) |
Oct 9, 2026 17d ago | ANALYST-UPGRADE | $190.37 $188.73 | ▼ −0.86% | ▲ +0.01% | $188.31 (−1.08%) |
Sep 29, 2026 27d ago | Press Release | $186.05 $188.32 | ▲ +1.22% | ▼ −0.69% | $188.31 (+1.21%) |
Sep 28, 2026 29d ago | GOVT-CONTRACT | $187.68 $189.82 | ▲ +1.14% | ▼ −0.81% | $188.31 (+0.34%) |
Sep 11, 2026 6w ago | GOVT-CONTRACT | $210.27 $201.15 | ▼ −4.34% | ▼ −6.00% | $188.31 (−10.44%) |
Aug 21, 2026 9w ago | 8-K | $210.46 $207.78 | ▼ −1.27% | ▼ −1.74% | $188.31 (−10.52%) |
Aug 13, 2026 10w ago | GOVT-CONTRACT | $231.67 $214.20 | ▼ −7.54% | ▼ −6.17% | $188.31 (−18.72%) |
Aug 13, 2026 10w ago | Court Ruling | $231.67 $214.20 | ▼ −7.54% | ▼ −6.17% | $188.31 (−18.72%) |
US Market Status
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