SecBot SecBot
GOVT-CONTRACT ·Filed Jul 31, 2026

BA

BOEING CO
NEUTRAL
Impact 2/10
Horizonmonths Processed2mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

The modification is routine and immaterial to Boeing's financials. Monitor future SLS program funding and any larger contract awards or production milestones that could meaningfully affect the defense/space segment revenue.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled — T+20d
BA ▼ -11.01% at T+20d
NEUTRAL call -11.01% · α vs SPY -12.25% · entry $233.49 → $207.78
Next anchor: T+60d due 6h ago
Latest observation: T+58 -10.51% FF3 residual α
Entry = T+0 close
Aug 3, 2026
via day close
T+1d
+1.57%
call +1.57% · α -0.23%
$237.16
settled 3mo ago
T+5d
-0.30%
call -0.30% · α -2.33%
$232.79
settled 3mo ago
T+20d
-11.01%
call -11.01% · α -12.25%
$207.78
settled 8w ago
T+60d
Pending
due 6h ago

Price Chart

Loading chart...

Executive Summary

Boeing received a $49M contract modification from NASA for the Interim Cryogenic Propulsion Stage (ICPS) on the Space Launch System program. The award is small relative to Boeing's annualized revenue of ~$98.2B, representing roughly 0.05% of revenue, and is a routine follow-on modification to an existing contract.

Key Financial Metrics

Award Amount
$49.0M
Agency
National Aeronautics and Space Administration
Contract Type
modification
Rev Impact
+0.1%

Key Facts

  • Modification 170 to contract NNM12AA82C valued at $49,000,000
  • Awarded by NASA for the Interim Cryogenic Propulsion Stage (ICPS) on the Space Launch System (SLS)
  • Action date: July 31, 2026
  • Boeing's annualized revenue is approximately $98.24 billion

Financial Impact

$49 million modification, approximately 0.05% of annualized revenue

revenue

Risk Factors

  • SLS program faces ongoing political and budgetary uncertainty
  • Contract modifications of this size have no material impact on Boeing's financial performance

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-NNM12AA82C
33 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—$170.69 (+9.90%)
Oct 16, 2026
11d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$191.42 $188.31▼ −1.62%▼ −1.48%$170.69 (−10.83%)
Oct 16, 2026
11d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$191.42 $188.31▼ −1.62%▼ −1.48%$170.69 (−10.83%)
Oct 9, 2026
18d ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$190.37 $188.73▼ −0.86%▲ +0.01%$170.69 (−10.34%)
Sep 29, 2026
27d ago
Press Release
BULLISH ★ 6/10
$186.05 $188.32▲ +1.22%▼ −0.69%$170.69 (−8.26%)
Sep 28, 2026
29d ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$187.68 $189.82▲ +1.14%▼ −0.81%$170.69 (−9.05%)
Sep 11, 2026
6w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$210.27 $201.15▼ −4.34%▼ −6.00%$170.69 (−18.82%)
Aug 21, 2026
9w ago
8-K
NEUTRAL ★ 2/10
$210.46 $207.78▼ −1.27%▼ −1.74%$170.69 (−18.90%)
Aug 13, 2026
10w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$231.67 $214.20▼ −7.54%▼ −6.17%$170.69 (−26.32%)
Aug 13, 2026
10w ago
Court Ruling
BULLISH ★ 6/10
$231.67 $214.20▼ −7.54%▼ −6.17%$170.69 (−26.32%)
Showing 10 of 33

US Market Status

Market Open — Closes in 1h 51m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers
Report published Jul 31, 2026