GOVT-CONTRACT ·Filed Sep 11, 2026

BA

BOEING CO
NEUTRAL
Impact 3/10
Horizonimmediate Processed19d 1h ago
Large government contract award ($500M+)
Actionable Insight • Neutral

This is a routine, small-dollar modification for Boeing. No material stock impact expected. Monitor for larger NASA awards (SLS, Artemis) or defense contract wins for more meaningful catalysts.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+5d
BA ▼ -5.82% at T+5d
NEUTRAL call ✗ call lost -5.82% · α vs SPY -5.60% · entry $210.45 → $198.20
Next anchor: T+20d in 6d
Latest observation: T+13 -6.87% FF3 residual α
Entry anchored
Sep 10, 07:59 PM ET
via 1-min bar
T+1d
-0.09%
call -0.09% · α +0.36%
$210.27
settled 21d ago
T+5d
-5.82%
call -5.82% · α -5.60%
$198.20
settled 15d ago
T+20d
—
call — · α —
—
in 6d
T+60d
—
call — · α —
—
in 2mo

Price Chart

Loading chart...

Executive Summary

Boeing received a $210.6M contract modification from NASA for International Space Station work. This represents ~0.21% of annualized revenue — a routine, incremental award for a major defense/space prime. The modification is credit-positive for the ISS program backlog but immaterial to Boeing's overall financials.

Key Financial Metrics

Award Amount
$210.6M
Agency
National Aeronautics and Space Administration
Contract Type
modification
Rev Impact
+0.2%

Key Facts

  • $210.6M contract modification from NASA for International Space Station
  • Award represents ~0.21% of Boeing's annualized revenue of ~$98.2B
  • Modification 3246 to existing contract NAS1510000 — routine incremental funding
  • Boeing is a long-standing ISS prime contractor; this is a continuation of existing work

Financial Impact

$210.6M modification, ~0.21% of annualized revenue

revenuebacklog

Risk Factors

  • Government funding risk (continuing resolutions, budget cuts)
  • Execution risk on ISS operations and maintenance

Market Snapshot

Price
$210.45
Change
+2.8%
Volume
4.1M
Exchange
NYSE
Sector
Aircraft
Analyst Consensus
86% bullish (37 analysts)

Investment Themes

Defense Tech

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-NAS1510000
20 reports for BA
Performance horizon
88% Hit rate 7 of 8 directional calls best @ T+20▲ +12.56%Mar 31, 2026
Filters
Rows
Reports for BA — sortable, filterable
TypeNow
Sep 11, 2026
21d ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$210.45 $198.20▼ −5.82%▼ −5.60%$192.28 (−8.63%)
Aug 21, 2026
5w ago
8-K
NEUTRAL ★ 2/10
$210.46 $207.78▼ −1.27%▼ −1.74%$192.28 (−8.64%)
Aug 13, 2026
7w ago
Court Ruling
BULLISH ★ 6/10
$230.33 $215.10▼ −6.61%▼ −4.65%$192.28 (−16.52%)
Aug 11, 2026
7w ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$233.08 $222.82▼ −4.40%▼ −4.00%$192.28 (−17.50%)
Jul 30, 2026
9w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$220.90 $232.19▲ +5.11%▲ +1.49%$192.28 (−12.96%)
Jul 28, 2026
9w ago
8-K
MIXED ★ 5/10
$221.56 $233.49▲ +5.38%▲ +3.12%$192.28 (−13.22%)
May 18, 2026
19w ago
Court Ruling
BEARISH ★ 6/10
$220.54 $218.86▲ +0.76%▲ +2.38%$192.28 (+12.81%)
Apr 22, 2026
23w ago
8-K
BEARISH ★ 7/10
$73.08 $71.77▲ +1.80%▲ +1.85%$192.28 (−163.11%)
Mar 31, 2026
26w ago
Court Ruling
BULLISH ★ 6/10
$198.97 $217.81▲ +9.47%▲ +5.53%$192.28 (−3.36%)
Mar 31, 2026
26w ago
Court Ruling
BULLISH ★ 7/10
$198.97 $217.81▲ +9.47%▲ +5.53%$192.28 (−3.36%)
Showing 10 of 20

US Market Status

Market Closed — Opens in 2m

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.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access
Report published Sep 13, 2026