NASA BDS Artemis/Starliner/SLS cuts; defense offsets via PAC-3/E-7A/P-8A/CH-47/T-38/MQ-25A/Trump surge/Rheinmetall MQ-28 CCA/F-15/747-8s/KC-46/ViaSat
Key Questions
What is the status of NASA's SLS and Artemis program?
SLS Artemis II was flawless. NASA cuts are offset by Boeing's defense wins.
What is the value of Boeing's recent PAC-3 MSE contract?
Boeing secured a $2.7 billion triple order for PAC-3 MSE missiles over 7 years from DoD, with Huntsville expansion.
What KC-46 contract did Boeing recently win?
Boeing landed a $101 million USAF contract for KC-46 repairs in FY26-27.
What satellite delivery milestone did Boeing achieve?
Boeing delivered the ViaSat-3 satellite ahead of SpaceX launch, expanding Asia-Pacific coverage.
What F-15 related deals involve Boeing?
Boeing has $2.8 billion for F-15K and over $12 billion for F-15IA.
What Air Force projects include Boeing's 747-8s?
The USAF is interested in 747-8s, alongside VC-25B and TX hiring.
What partnerships is Boeing pursuing for collaborative combat aircraft?
Rheinmetall and Boeing Australia partnered on the German MQ-28 Ghost Bat.
How does Boeing's defense backlog stand amid NASA offsets?
Boeing's defense backlog is $84 billion, offsetting NASA cuts with wins from RTX, LMT, and NOC.
SLS Artemis II flawless/PAC-3 MSE $2.7B triple/7-yr DoD (Huntsville exp)/KC-46 $101M USAF FY26-27 repairs/ViaSat-3/F-15K $2.8B/F-15IA $12B+/747-8s VC-25B/TX hiring; Rheinmetall MQ-28/Vac Aero P-8A; RTX F-35 $3.81B/T-38C; Trump $1.5T FY27/LMT $194B/RTX $268B/NOC offsets NASA/$84B backlog.