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GOVT-CONTRACT ·Filed Jul 13, 2026

BA

BOEING CO
NEUTRAL
Impact 2/10
Horizonimmediate Processed3mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

This is a routine spare parts contract for an established program. No material impact on Boeing's financial outlook. Monitor for larger KC-46 production or sustainment awards that could meaningfully affect revenue.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d
BA ▼ -13.26% at T+60d
NEUTRAL call -13.26% · α vs SPY -16.64% · entry $217.11 → $188.32
Entry = T+0 close
Jul 14, 2026
via day close
T+1d
+0.47%
call +0.47% · α +0.07%
$218.12
settled 4mo ago
T+5d
-5.67%
call -5.67% · α -5.20%
$204.80
settled 3mo ago
T+20d
+7.43%
call +7.43% · α +4.94%
$233.24
settled 3mo ago
T+60d
-13.26%
call -13.26% · α -16.64%
$188.32
settled 21d ago

Price Chart

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Executive Summary

The Department of Defense awarded Boeing a $77.4 million contract for KC-46 landing gear spare parts at Tinker AFB. The award is a routine follow-on supply contract for an existing program and represents less than 0.1% of Boeing's annualized revenue, making it immaterial to the company's financials.

Key Financial Metrics

Award Amount
$77.4M
Agency
Department of Defense
Contract Type
new
Rev Impact
+0.1%

Key Facts

  • Award amount: $77.4 million
  • Awarding agency: Department of Defense
  • Contract for KC-46 CDAS landing gear initial spare parts at Tinker AFB
  • Period of performance start: April 23, 2026
  • Award is less than 0.1% of Boeing's annualized revenue of ~$88.9 billion

Financial Impact

$77.4 million award, approximately 0.09% of annualized revenue

revenue

Risk Factors

  • Contract is small relative to Boeing's revenue — no material financial impact
  • No information on competition, sole-source status, or contract duration beyond period of performance start date

Investment Themes

Documents Analyzed

This report is based on 1 federal contract record from official U.S. government contract data.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-FA860926FB026
34 reports for BA
Performance horizon
60% Hit rate @ T+5 6 of 10 directional calls Went positive at some point 6 of 10 best @ T+20▲ +10.47%Mar 31, 2026
Filters
Rows
Reports for BA — sortable, filterable
TypeNow
Oct 27, 2026
today
8-K
BEARISH ★ 5/10
$189.45awaiting T+5—$168.18 (+11.23%)
Oct 27, 2026
1d ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$168.06awaiting T+5—$168.18 (+0.07%)
Oct 16, 2026
12d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$191.42 $188.31▼ −1.62%▼ −1.48%$168.18 (−12.14%)
Oct 16, 2026
12d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$191.42 $188.31▼ −1.62%▼ −1.48%$168.18 (−12.14%)
Oct 9, 2026
18d ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$190.37 $188.73▼ −0.86%▲ +0.01%$168.18 (−11.66%)
Sep 29, 2026
28d ago
Press Release
BULLISH ★ 6/10
$186.05 $188.32▲ +1.22%▼ −0.69%$168.18 (−9.60%)
Sep 28, 2026
4w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$187.68 $189.82▲ +1.14%▼ −0.81%$168.18 (−10.39%)
Sep 11, 2026
6w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$210.27 $201.15▼ −4.34%▼ −6.00%$168.18 (−20.02%)
Aug 21, 2026
9w ago
8-K
NEUTRAL ★ 2/10
$210.46 $207.78▼ −1.27%▼ −1.74%$168.18 (−20.09%)
Aug 13, 2026
10w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$231.67 $214.20▼ −7.54%▼ −6.17%$168.18 (−27.41%)
Showing 10 of 34

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Report published Jul 13, 2026