Aerospace Investment Watch

Governance and conflict risks cloud the Pentagon's $350M no-bid OTA contracts to Alvarez & Marsal Federal, awarded to a firm tied to senior official...

• Woodward won the actuation system contract for Airbus' ground-based folding-wing demonstrator in Germany and the U.K.
• Shares rose 3.73% on the...

Aerospace manufacturers confront a core tension: combined commercial backlogs exceed 17,000 aircraft, creating a 12-year delivery queue for Airbus and...

• Boeing upside: Southwest is leaning toward 787s for potential Europe long-haul, considering up to dozens of aircraft via lessors or secondary...

Boeing (BA) trades at $190.22, near its 52-week low of $176.77 and far below the high of $254.35.

Punitive damages stay in play for Boeing after a Washington judge rejected its motion to block them in the 737 MAX door-plug suit, extending discovery on Illinois law and prolonging liability uncertainty for investors.

Boeing's looming debt maturities put its recovery narrative under pressure.

• Large repayments due soon will test refinancing terms, interest costs,...

Boeing's award for the first four full-rate MH-139A Grey Wolf helicopters marks a key execution milestone after IOC, bringing total aircraft under...

Barclays launched coverage across 20 aerospace and defense names, assigning Boeing an Overweight rating. This positive initiation highlights an attractive risk-reward setup for investors tracking the stock's recovery trajectory.

Proposed FAR, DFARS, and EO 14415 changes are raising compliance costs and execution risks for Boeing and its suppliers.

• Supplier mapping mandates...

TD Cowen lowered Boeing’s price target to $240 from $250 (Buy) and Lockheed Martin’s to $570 from $600 (Hold), calling the sector de-rating...

Boeing's $42.2 million IRST Block II contract for 29 units supports Navy and Australian demand for passive sensing tech, potentially aiding defense...

Passengers suing Boeing over the 2024 door-panel blowout asked a Washington state judge to compel production of documents allegedly linking the...

Avolon’s record order of 140 Boeing 737 MAX jets alongside 110 Airbus aircraft signals robust lessor appetite for new-technology narrowbodies,...

Is limited flight-test capacity emerging as the primary constraint on hypersonic and missile-defense programs, even as funding and demand surge?

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Barclays launched coverage with a bullish sector view, calling it the early innings of a modern industrial revolution.

• Boeing rated Overweight at...

• Potential catalyst: Southwest has contemplated a fleet of dozens of 787s for long-haul expansion, which could add meaningful widebody demand if it...

Boeing's potential $14.7B, 7-year PAC-3 MSE seeker contract would triple output at its Huntsville facility, delivering a high-confidence revenue...

American Airlines will equip its full mainline fleet of more than 1,000 aircraft—including 400+ Boeing narrowbodies and 130+ widebodies—with Starlink...

• Effective November 12, 2026, this AD supersedes the 2019 directive and mandates LE outboard slat component replacements plus new CMR...