GOVT-CONTRACT ·Filed Jul 14, 2026
Large government contract award ($500M+)
Actionable Insight • Neutral
This modification is too small to move Boeing's stock. Monitor for larger C-17 sustainment contracts or new aircraft production awards for material revenue impact.
Final: all horizons settled through T+60d ⚠ clustered
BA ▼ -13.92% at T+60d
NEUTRAL call -13.92% · α vs SPY -16.46% · entry $218.12 → $187.75
T+1d
-1.73%
call -1.73% · α -1.19%
$214.34
settled 3mo ago
T+5d
-4.34%
call -4.34% · α -3.36%
$208.65
settled 3mo ago
T+20d
+6.00%
call +6.00% · α +3.65%
$231.20
settled 3mo ago
T+60d
-13.92%
call -13.92% · α -16.46%
$187.75
settled 20d ago
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Executive Summary
The Department of Defense awarded Boeing a $28.9 million modification for FY26 C-17 Globemaster III depot maintenance. This is a routine follow-on modification to an existing contract, representing approximately 0.03% of Boeing's annualized revenue.
Key Financial Metrics
Award Amount
$28.9M
Agency
Department of Defense
Contract Type
modification
Rev Impact
+0.0%
Key Facts
- Modification P00013 to contract FA852626FB003 valued at $28,891,500
- Awarded by the Department of Defense for C-17 Globemaster III depot maintenance
- Award amount equals ~0.03% of Boeing's annualized revenue of $88.9 billion
- Action date July 14, 2026
Financial Impact
$28.9 million modification, approximately 0.03% of annualized revenue
revenue
Risk Factors
- Funding subject to continuing resolutions or sequestration
- Execution risk on depot maintenance timelines
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-FA852626FB003 |
34 reports for BA
60% Hit rate @ T+5 Went positive at some point 6 of 10 best @ T+20▲ +10.47%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 1d ago | 8-K | $189.45 | awaiting T+5 | awaiting T+5 | $168.18 (+11.23%) |
Oct 27, 2026 1d ago | GOVT-CONTRACT | $168.06 | awaiting T+5 | awaiting T+5 | $168.18 (+0.07%) |
Oct 16, 2026 12d ago | GOVT-CONTRACT | $191.42 $188.31 | ▼ −1.62% | ▼ −1.48% | $168.18 (−12.14%) |
Oct 16, 2026 12d ago | GOVT-CONTRACT | $191.42 $188.31 | ▼ −1.62% | ▼ −1.48% | $168.18 (−12.14%) |
Oct 9, 2026 18d ago | ANALYST-UPGRADE | $190.37 $188.73 | ▼ −0.86% | ▲ +0.01% | $168.18 (−11.66%) |
Sep 29, 2026 28d ago | Press Release | $186.05 $188.32 | ▲ +1.22% | ▼ −0.69% | $168.18 (−9.60%) |
Sep 28, 2026 4w ago | GOVT-CONTRACT | $187.68 $189.82 | ▲ +1.14% | ▼ −0.81% | $168.18 (−10.39%) |
Sep 11, 2026 6w ago | GOVT-CONTRACT | $210.27 $201.15 | ▼ −4.34% | ▼ −6.00% | $168.18 (−20.02%) |
Aug 21, 2026 9w ago | 8-K | $210.46 $207.78 | ▼ −1.27% | ▼ −1.74% | $168.18 (−20.09%) |
Aug 13, 2026 10w ago | GOVT-CONTRACT | $231.67 $214.20 | ▼ −7.54% | ▼ −6.17% | $168.18 (−27.41%) |
Showing 10 of 34
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