Negotiators from Boeing and the union representing engineers and technical workers in Washington and other states will resume contract talks on September 8, the union announced on Monday.
Boeing saw stable net orders year-on-year in July, with 30 net orders valued at $3.3 billion, despite overall order inflow slowing. BA's July deliveries fell sequentially to 53 units but remained robust, up 10% year-over-year, reflecting stable operational output. Order mix improved, driving higher order value; book-to-bill ratios for the year remain strong at 1.3x (units) and 1.7x (value).
Archer Aviation (ACHR) is evolving from a pure eVTOL play into a diversified aerospace, defense, and AI platform, reducing single-point-of-failure risk. ACHR's near-term value is anchored by defense exposure and Insitu's profitable $200M+ revenue base, with AI/software and air taxi as mid- and long-term drivers. The Boeing transaction transforms ACHR into a vertically integrated platform, adding autonomy, UAS, and airspace management, and aligning incentives via equity and board involvement.
Boeing and General Dynamics benefit from strong defense demand, growing backlogs and rising military spending amid geopolitical tensions.
The Pentagon just handed Boeing a sole-source F-15 contract with a staggering ceiling figure, but the amount actually obligated tells a very different story about what investors are really buying.
Boeing (BA) reported earnings 30 days ago. What's next for the stock?
Retirement-focused investors weighing Walt Disney (NYSE:DIS | DIS Price Prediction) against Boeing (NYSE:BA) are really answering one question: which multi-year turnaround has actually produced results, and which is still promising them?
The 2026 aerospace-and-defense scoreboard has separated cleanly across three widely owned names, and the individual leaders have beaten their own sector basket.
This article was written by Doug Nathman, with research by his team at Trefis.
Even several years later, Boeing Co. NYSE: BA has yet to really recover from the COVID crisis. The company's stock has made gains as it tries to regain ground lost amid the collapse in global air travel and the grounding of its popular 737 MAX aircraft, with government support for airlines and a recovery in air traffic helping somewhat.
BA's P-8 Poseidon program is gaining from strong maritime defense demand, with a new $156.2M contract supporting its long-term defense growth.
United Airlines wanted to put lie-flat premium seats on its Boeing 737 Max 10 planes once they were certified. But those planes have been delayed by years, and United has pivoted to outfitting other jets.