This is a routine incremental funding modification for an existing V-22 Osprey contract. No material impact on Boeing's financials or outlook. Monitor for any future production rate changes or program termination risks, but this modification carries no signal.
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Executive Summary
The Department of Defense issued a $30 million contract modification to the Bell Boeing Joint Project Office, providing incremental funding for the V-22 Osprey program for August through October 2026. The modification represents approximately 0.034% of Boeing's annualized revenue, a routine funding action with no material financial impact.
Key Financial Metrics
Key Facts
- Contract modification P00004 to SPRPA126F0001 provides $30,015,330.36 in incremental funding
- Funding covers the period August 1, 2026 through October 31, 2026
- Awarding agency is the Department of Defense
- Recipient is the Bell Boeing Joint Project Office, a joint venture between Boeing and Textron
- Award amount equals approximately 0.034% of Boeing's annualized revenue of $88.9 billion
Financial Impact
$30 million modification, approximately 0.034% of annualized revenue
Risk Factors
- V-22 Osprey program faces ongoing budget and operational risk from DoD priorities
- Joint venture structure means revenue is split between Boeing and Textron, not fully attributable to BA
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-SPRPA126F0001 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 16, 2026 11d ago | GOVT-CONTRACT | $191.42 $188.31 | ▼ −1.62% | ▼ −1.48% | $188.35 (−1.60%) |
Oct 16, 2026 11d ago | GOVT-CONTRACT | $191.42 $188.31 | ▼ −1.62% | ▼ −1.48% | $188.35 (−1.60%) |
Oct 9, 2026 17d ago | ANALYST-UPGRADE | $190.37 $188.73 | ▼ −0.86% | ▲ +0.01% | $188.35 (−1.06%) |
Sep 29, 2026 27d ago | Press Release | $186.05 $188.32 | ▲ +1.22% | ▼ −0.69% | $188.35 (+1.24%) |
Sep 28, 2026 29d ago | GOVT-CONTRACT | $187.68 $189.82 | ▲ +1.14% | ▼ −0.81% | $188.35 (+0.36%) |
Sep 11, 2026 6w ago | GOVT-CONTRACT | $210.27 $201.15 | ▼ −4.34% | ▼ −6.00% | $188.35 (−10.42%) |
Aug 21, 2026 9w ago | 8-K | $210.46 $207.78 | ▼ −1.27% | ▼ −1.74% | $188.35 (−10.51%) |
Aug 13, 2026 10w ago | GOVT-CONTRACT | $231.67 $214.20 | ▼ −7.54% | ▼ −6.17% | $188.35 (−18.70%) |
Aug 13, 2026 10w ago | Court Ruling | $231.67 $214.20 | ▼ −7.54% | ▼ −6.17% | $188.35 (−18.70%) |
Aug 11, 2026 10w ago | ANALYST-UPGRADE | $233.08 $222.82 | ▼ −4.40% | ▼ −4.00% | $188.35 (−19.19%) |
US Market Status
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