Company Reports

The US Navy selected Boeing over Northrop Grumman to develop its 6th generation carrier-based attack aircraft, to eventually replace F-18 models in the 2030s. The decision endorses Boeing's capacity to deliver next-generation fighters following the Air Force's selection of Boeing to build the F-47.

Boeing is a major aerospace and defense firm that historically made most of its money manufacturing large commercial airplanes. Its narrow-body planes are well suited for high-frequency, short-haul routes, and its wide-body jets are ideal for long-haul and transcontinental flights. Worldwide sales of narrow-bodies have increased faster than wide-bodies over the past 20 years with the rise of low-cost carriers and middle-class consumers in emerging markets.

Boeing is a major aerospace and defense firm that historically made most of its money manufacturing large commercial airplanes. Its narrow-body planes are well suited for high-frequency, short-haul routes, and its wide-body jets are ideal for long-haul and transcontinental flights. Worldwide sales of narrow-bodies have increased faster than wide-bodies over the past 20 years with the rise of low-cost carriers and middle-class consumers in emerging markets.

Investors facing a set of fresh concerns about Boeing's ability to increase the production rate of its bestselling 737 jets traded the shares down 5% in early trading on Sept. 28.

Boeing is a major aerospace and defense firm that historically made most of its money manufacturing large commercial airplanes. Its narrow-body planes are well suited for high-frequency, short-haul routes, and its wide-body jets are ideal for long-haul and transcontinental flights. Worldwide sales of narrow-bodies have increased faster than wide-bodies over the past 20 years with the rise of low-cost carriers and middle-class consumers in emerging markets.

Boeing is a major aerospace and defense firm that historically made most of its money manufacturing large commercial airplanes. Its narrow-body planes are well suited for high-frequency, short-haul routes, and its wide-body jets are ideal for long-haul and transcontinental flights. Worldwide sales of narrow-bodies have increased faster than wide-bodies over the past 20 years with the rise of low-cost carriers and middle-class consumers in emerging markets.

Boeing delivered 314 jets in the first half of 2026, fueling 8% commercial revenue growth and a $322 million loss in the second quarter. Defense sales grew 13% but lost $15 million with another Air Force One charge. Aftermarket services were flat, contributing $968 million in operating profit.

Dubai-based Emirates will refuse to accept the first 10 of 150 Boeing 777-X aircraft it ordered from Boeing in 2014 rather than wait to see them revamped and upgraded to current specifications. Boeing built approximately 30 of the widebody jets concurrent with ongoing certification testing.

Boeing is a major aerospace and defense firm that historically made most of its money manufacturing large commercial airplanes. Its narrow-body planes are well suited for high-frequency, short-haul routes, and its wide-body jets are ideal for long-haul and transcontinental flights. Worldwide sales of narrow-bodies have increased faster than wide-bodies over the past 20 years with the rise of low-cost carriers and middle-class consumers in emerging markets.

Boeing delivered just 13 more jets in first-quarter 2026 than in 2025, fueling 13% commercial revenue growth and a similar $563 million loss in the quarter. Defense delivered $233 million profit on 21% higher revenue, with aftermarket services up 6% and contributing $971 million in operating profit.

On Feb. 28, the US and Israel led widespread military strikes on Iran and signaled that the operation could last weeks. Iran retaliated, with consequences across the region and in the oil market. In premarket trading on March 2, most US defense contractors' stocks rose several percentage points.

Boeing delivered 117 737 and 27 787 jets in fourth-quarter 2025, up 225% and 80%, respectively, since 2024. The firm also recorded $600 million more in losses on its KC-46 tanker program for the US Air Force, offset by a hefty $9.6 billion gain on the sale of its digital aviation business.

Boeing is a major aerospace and defense firm that historically made most of its money manufacturing large commercial airplanes. Its narrow-body planes are well suited for high-frequency, short-haul routes, and its wide-body ones are ideal for long-haul and transcontinental flights. Worldwide sales of narrow-bodies have increased faster than wide-bodies over the past 20 years with the rise of low-cost carriers and middle-class consumers in emerging markets.

In early trading on Jan. 8, after President Donald Trump declared he would seek a $1.5 trillion fiscal 2027 defense budget, shares of US defense contractors appreciated by as much as 5%.

In afternoon trading on Jan. 7, after reports that President Trump had suggested he would prohibit US defense contractors' dividends and stock repurchases, shares of US defense contractors declined by as much as 5%.

Boeing shares jumped 10% on Dec. 2 after CFO Jay Malave told investors he expects the company to generate positive free cash flow in fiscal 2026, a feat it has achieved only twice in the last seven tumultuous years.

Boeing delivered 121 737 MAX and 24 787 jets in the third quarter, a brisk increase of 31.5% and 71%, respectively, since the same period in 2024. The company also recorded a $4.9 billion charge against future 777X profits due to another delay in getting the new plane's FAA certification.

Boeing is a major aerospace and defense firm that historically made most of its money manufacturing large commercial airplanes. Its narrow-body planes are well suited for high-frequency, short-haul routes, and its wide-body ones are ideal for long-haul and transcontinental flights. Worldwide sales of narrow-bodies have increased faster than wide-bodies over the past 20 years with the rise of low-cost carriers and middle-class consumers in emerging markets.

In afternoon trading on Oct. 15, after reports of a comment by US Treasury Secretary Scott Bessent about US defense contractors' stock repurchases at the "Invest in America Forum" hosted by CNBC, shares in the sector traded downward between around 1% and 3%.

Boeing CEO Kelly Ortberg commented to investors at recent conferences that the Federal Aviation Administration certification process for the new 777X is dragging on, which may jeopardize the timeline of the plane's entry into service slated for mid-2026.