Aerospace Investment Watch

Boeing is integrating SpaceX Starshield satellite systems onto Air Force C-17s under two contracts worth $13.5 million covering 19 aircraft by March,...

Boeing shares have formed a death cross and rare bearish flag pattern, with analysts slashing price targets ahead of this week's earnings.

Morgan...

Boeing's 777 freighter production line has been idle for two months, creating a direct execution and delivery risk that could slow cash conversion....

• 737-10 certification on Oct. 20 clears a regulatory hurdle with 1,555+ orders, yet shares fell 0.5% and sit 6.4% below the 50-day average.
• Market...

Lockheed Martin secured an initial Pentagon pact for at least 850 F-35s over ten years, requiring the company to self-fund $7 billion in capacity...

Airbus's industrial reach and sales network transformed the A220 from Bombardier's near-bankrupt CSeries into a scaled program with 1,107 orders and...

A conceptual A350-2000 stretch targeting ~400 seats could directly challenge Boeing’s 777-9 in the high-capacity twin-engine segment.

• Engine...

• Poland ramp: New Rzeszów facility will produce critical rotating components for GTF, F135 and F100 engines starting 2028
• Demand signal: Investment...

TAP's fleet expansion plans create a long-term demand signal for Airbus widebodies, yet distinguish clearly between targets and commitments.

• Fleet...

Cargo operators' urgent calls for a midsize 767 freighter successor frame a potential Boeing market opening via the 787, either as a dedicated...

Early A320neo teardowns are tightening engine and parts supply, raising airline costs amid commercial aviation supply chain strains. Investors should watch for ripple effects on wider aerospace component availability and operator margins.

• Wall Street Zen downgraded Boeing to Sell from Hold, yet the broader consensus holds at Moderate Buy with a $266.96 price target from 27 analysts.
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Boeing's 777 freighter production has been halted since August over a parts supplier dispute. Investors should monitor restart timing closely, as any delay directly affects freighter delivery conversions and near-term cash flow.

Lockheed Martin's decade-long deal for 850 F-35s plus spares commits the Pentagon to ~156 aircraft annually through 2030, enabling the company to...

Boeing's former chief technical pilot is moving to quash a subpoena for deposition in Norwegian Air subsidiaries' contract dispute over 737 MAX...

• FAA mandates inspections on 1,987 US 737 NG aircraft for horizontal stabilizer free play, effective November 23, excluding MAX models.
• Airlines...

Safran is sustaining LEAP production investment and achieving on-time deliveries for both the 737 MAX and A320neo, signaling that engine availability...

Spirit Defense, Boeing's subsidiary, joins General Atomics as fuselage design-build partner on the FQ-42A Vengeance CCA, leveraging its composites and...

A two-month halt in 777 freighter production from the Vaero dispute threatens near-term deliveries and exposes supply chain fragility across...

Airbus projects the global freighter fleet will expand 46% by 2045, requiring 2,670 new aircraft including 970 factory-built units. This outlook is...