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GOVT-CONTRACT ·Filed Jul 8, 2026

BA

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

This is a routine contract modification for ongoing B-52 sustainment work. The amount is immaterial to Boeing's financials. Monitor for larger B-52 re-engining or bomber fleet modernization awards for more meaningful revenue impact.

DirectionNeutral
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d ⚠ clustered
BA ▼ -13.24% at T+60d
NEUTRAL call -13.24% · α vs SPY -15.63% · entry $223.11 → $193.56
Entry = T+0 close
Jul 9, 2026
via day close
T+1d
-0.37%
call -0.37% · α -0.80%
$222.28
settled 4mo ago
T+5d
-3.93%
call -3.93% · α -3.80%
$214.34
settled 3mo ago
T+20d
+4.07%
call +4.07% · α +1.83%
$232.19
settled 3mo ago
T+60d
-13.24%
call -13.24% · α -15.63%
$193.56
settled 25d ago

Price Chart

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Executive Summary

The Boeing Company received a $33.6 million contract modification from the Department of Defense for modifying two B-52 aircraft with the CERP modification and subsystem modeling updates. The award is very small relative to Boeing's annualized revenue of approximately $88.9 billion, representing about 0.04%.

Key Financial Metrics

Award Amount
$33.6M
Agency
Department of Defense
Contract Type
modification
Rev Impact
+0.0%

Key Facts

  • Contract modification (FA810726FB001, Mod P00002) awarded to The Boeing Company
  • Obligation amount of $33,627,596.61
  • Awarding agency is the Department of Defense
  • Work involves modification of two B-52 MTC-certified aircraft with CERP modification and subsystem modeling updates
  • Award represents approximately 0.04% of Boeing's annualized revenue of $88.9 billion

Financial Impact

$33.6 million contract modification, approximately 0.04% of annualized revenue

revenue

Risk Factors

  • Contract modification is too small to materially affect Boeing's financial performance
  • Government contracting subject to budget and funding uncertainties

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-FA810726FB001
32 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 16, 2026
11d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$191.42 $188.31▼ −1.62%▼ −1.48%$188.31 (−1.62%)
Oct 16, 2026
11d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$191.42 $188.31▼ −1.62%▼ −1.48%$188.31 (−1.62%)
Oct 9, 2026
17d ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$190.37 $188.73▼ −0.86%▲ +0.01%$188.31 (−1.08%)
Sep 29, 2026
27d ago
Press Release
BULLISH ★ 6/10
$186.05 $188.32▲ +1.22%▼ −0.69%$188.31 (+1.21%)
Sep 28, 2026
29d ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$187.68 $189.82▲ +1.14%▼ −0.81%$188.31 (+0.34%)
Sep 11, 2026
6w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$210.27 $201.15▼ −4.34%▼ −6.00%$188.31 (−10.44%)
Aug 21, 2026
9w ago
8-K
NEUTRAL ★ 2/10
$210.46 $207.78▼ −1.27%▼ −1.74%$188.31 (−10.52%)
Aug 13, 2026
10w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$231.67 $214.20▼ −7.54%▼ −6.17%$188.31 (−18.72%)
Aug 13, 2026
10w ago
Court Ruling
BULLISH ★ 6/10
$231.67 $214.20▼ −7.54%▼ −6.17%$188.31 (−18.72%)
Aug 11, 2026
10w ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$233.08 $222.82▼ −4.40%▼ −4.00%$188.31 (−19.21%)
Showing 10 of 32

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Report published Jul 8, 2026