This is a routine contract modification with no material impact on Boeing's financials or stock. Monitor for larger SLS production milestones or NASA budget developments that could affect the broader SPEC contract value.
Price Chart
Executive Summary
Boeing received a $150.9M modification to its Space Launch System (SLS) Stages Production and Evolution Contract (SPEC) from NASA. This is a routine funding action on an existing contract, representing ~0.15% of Boeing's annualized revenue of $98.2B, and does not signal a material change in the company's financial outlook or competitive position.
Key Financial Metrics
Key Facts
- Boeing received a $150.9M modification (P00161) to its SLS Stages Production and Evolution Contract (SPEC) from NASA.
- The modification covers funding for multiple task orders (TO12, TO22, TO30SUB9, TO47, TO48) under the existing contract.
- The award amount represents approximately 0.15% of Boeing's annualized revenue of $98.2B.
- Boeing's Q2 2026 revenue was $24.56B with a record backlog of $715B.
Financial Impact
$150.9M modification, ~0.15% of annualized revenue
Risk Factors
- NASA budget uncertainty under continuing resolutions or political shifts could affect future SLS funding.
- Execution risk on SLS production timelines and cost overruns remains a factor for Boeing's space segment.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-80MSFC20C0052 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 11, 2026 21d ago | GOVT-CONTRACT | $210.45 $198.20 | ▼ −5.82% | ▼ −5.60% | $192.28 (−8.63%) |
Aug 21, 2026 5w ago | 8-K | $210.46 $207.78 | ▼ −1.27% | ▼ −1.74% | $192.28 (−8.64%) |
Aug 13, 2026 7w ago | Court Ruling | $230.33 $215.10 | ▼ −6.61% | ▼ −4.65% | $192.28 (−16.52%) |
Aug 11, 2026 7w ago | ANALYST-UPGRADE | $233.08 $222.82 | ▼ −4.40% | ▼ −4.00% | $192.28 (−17.50%) |
Jul 30, 2026 9w ago | GOVT-CONTRACT | $220.90 $232.19 | ▲ +5.11% | ▲ +1.49% | $192.28 (−12.96%) |
Jul 28, 2026 9w ago | 8-K | $221.56 $233.49 | ▲ +5.38% | ▲ +3.12% | $192.28 (−13.22%) |
May 18, 2026 19w ago | Court Ruling | $220.54 $218.86 | ▲ +0.76% | ▲ +2.38% | $192.28 (+12.81%) |
Apr 22, 2026 23w ago | 8-K | $73.08 $71.77 | ▲ +1.80% | ▲ +1.85% | $192.28 (−163.11%) |
Mar 31, 2026 26w ago | Court Ruling | $198.97 $217.81 | ▲ +9.47% | ▲ +5.53% | $192.28 (−3.36%) |
Mar 31, 2026 26w ago | Court Ruling | $198.97 $217.81 | ▲ +9.47% | ▲ +5.53% | $192.28 (−3.36%) |
US Market Status
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