This is a routine contract modification for an established program. Monitor for any Starliner certification milestones or crewed mission announcements, which would represent more significant catalysts. The award size alone is not a material driver for a company of Boeing's scale.
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Executive Summary
NASA awarded Boeing a $128.6M modification to the Commercial Crew Transportation Capability (CCTCAP) contract for continued development and certification of the CST-100 Starliner crew transportation system. This is a material but not transformative award, representing ~0.13% of Boeing's annualized revenue, and signals continued NASA confidence in the program despite prior technical challenges.
Key Financial Metrics
Key Facts
- Modification 18 to contract NNK17MA02T valued at $128,564,842
- Awarded by NASA under the Commercial Crew Program (CCP)
- Covers completion of design, development, test, evaluation, and certification of an integrated crew transportation system for ISS missions
- Award represents approximately 0.13% of Boeing's annualized revenue of $98.24B
- Action date: September 28, 2026
Financial Impact
$128.6M modification, ~0.13% of annualized revenue — modest incremental funding for an existing program
Risk Factors
- Further technical delays or certification issues with Starliner could impact future contract value
- NASA budget uncertainty under continuing resolutions could affect pace of future modifications
- Program remains fixed-price development, carrying execution risk on margins
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-NNK17MA02T |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | 8-K | $189.45 | awaiting T+5 | — | $168.18 (+11.23%) |
Oct 27, 2026 today | GOVT-CONTRACT | $168.06 | awaiting T+5 | — | $168.18 (+0.07%) |
Oct 16, 2026 11d ago | GOVT-CONTRACT | $191.42 $188.31 | ▼ −1.62% | ▼ −1.48% | $168.18 (−12.14%) |
Oct 16, 2026 11d ago | GOVT-CONTRACT | $191.42 $188.31 | ▼ −1.62% | ▼ −1.48% | $168.18 (−12.14%) |
Oct 9, 2026 18d ago | ANALYST-UPGRADE | $190.37 $188.73 | ▼ −0.86% | ▲ +0.01% | $168.18 (−11.66%) |
Sep 29, 2026 27d ago | Press Release | $186.05 $188.32 | ▲ +1.22% | ▼ −0.69% | $168.18 (−9.60%) |
Sep 28, 2026 29d ago | GOVT-CONTRACT | $187.68 $189.82 | ▲ +1.14% | ▼ −0.81% | $168.18 (−10.39%) |
Sep 11, 2026 6w ago | GOVT-CONTRACT | $210.27 $201.15 | ▼ −4.34% | ▼ −6.00% | $168.18 (−20.02%) |
Aug 21, 2026 9w ago | 8-K | $210.46 $207.78 | ▼ −1.27% | ▼ −1.74% | $168.18 (−20.09%) |
Aug 13, 2026 10w ago | GOVT-CONTRACT | $231.67 $214.20 | ▼ −7.54% | ▼ −6.17% | $168.18 (−27.41%) |
US Market Status
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