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GOVT-CONTRACT ·Filed Jul 15, 2026

BA

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

This is a small, routine contract for Boeing. Monitor future DoD contract awards for larger programs that could meaningfully impact revenue or margins.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d
BA ▼ -11.18% at T+60d
NEUTRAL call -11.18% · α vs SPY -14.89% · entry $214.34 → $190.37
Entry = T+0 close
Jul 16, 2026
via day close
T+1d
-0.14%
call -0.14% · α +0.85%
$214.03
settled 3mo ago
T+5d
-2.38%
call -2.38% · α -0.71%
$209.23
settled 3mo ago
T+20d
+7.46%
call +7.46% · α +3.84%
$230.33
settled 3mo ago
T+60d
-11.18%
call -11.18% · α -14.89%
$190.37
settled 19d ago

Price Chart

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Executive Summary

The Boeing Company received a $94.5 million Department of Defense contract for PBL material support. The award is routine in scale, representing approximately 0.11% of Boeing's annualized revenue, and does not materially alter the company's financial outlook.

Key Financial Metrics

Award Amount
$94.5M
Agency
Department of Defense
Contract Type
new
Rev Impact
+0.1%

Key Facts

  • Award amount: $94,481,298
  • Awarding agency: Department of Defense
  • Period of performance starts 2026-07-15
  • Award represents ~0.11% of Boeing's annualized revenue of $88.9 billion

Financial Impact

$94.5 million contract, approximately 0.11% of annualized revenue

revenue

Risk Factors

  • Contract value is immaterial relative to Boeing's overall revenue
  • No details on competition, sole-source status, or margin profile provided

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-SPRPA126F0020
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

US Market Status

Market Closed — Opens Thu (10h 21m)

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Report published Jul 15, 2026