Aerospace Investment Watch

No significant updates today.

• Elbit's backlog reached a new record of $30.2 billion as of March 31, 2026, with 49% scheduled for 2026-2027.
• Q1 revenues climbed 15.5% to $2.189...

SpaceX secured additional NASA crew missions, widening its lead over Boeing's struggling Starliner program. This reinforces Boeing's competitive gap...

Alex Veneziano succeeds Robert Geckle as Airbus U.S. Space and Defense CEO after 15 years with the company. He previously served nearly five years as...

Defense Program Updates

• C-17 Avionics Contract: Boeing awarded Intellisense Systems a contract to supply Data Concentrator Units and 15-inch...

Fifteen years after entry into service, the 787 has validated Boeing's bet on midsize long-range aircraft over Airbus's A380-era hub model.

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The 737 MAX is enabling U.S. carriers to profitably serve thinner transatlantic markets with point-to-point narrowbody flights.

• United launched...

Boeing's selection of Intellisense for C-17 flight deck avionics underscores growing aftermarket and sustainment revenue potential in its Defense...

Airbus won a Royal Thai Air Force order for two C295 tactical transports, adding to three already operated by the Royal Thai Army since 2016. Thailand...

Boeing's stock has long mirrored the push-pull between engineering culture and commercial pressure. From its 1962 NYSE listing through the 1997...

Boeing's first E-7 Wedgetail has touched down for the Royal Air Force at RAF Lossiemouth, providing concrete evidence of defense program execution and sustained international demand for its airborne early warning platforms.

Three distinct positive signals are converging for Boeing, pointing to growing conviction in its recovery.

• Legal overhang lifted: Fifth Circuit's...

Silicon Valley's $66B defense tech bet is disrupting primes while a NATO ETF surges 67% on record spending.

• Holdings overlap: Boeing, Lockheed...

Spirit Airlines' decision to scrap two A320neos just 3.5-4 years old underscores the severe Pratt & Whitney GTF engine crisis that has grounded...

Space Force has tapped Boeing for a $2.8B strategic satellite contract, directly strengthening its defense backlog and space market position.

Legal & General Group reduced its Boeing position by 1.4% with a 47,320-share sale in Q4, yet retained 3.32 million shares valued at $721.3...

Boeing delivered stronger momentum than Lockheed Martin in Q1 2026, with commercial deliveries up 10% and segment revenues rising 13%.

• EPS outlook:...

Jefferies analyst Sheila Kahyaoglu retains her Buy rating on Boeing with an unchanged $295 target price. This sustained institutional endorsement offers a potential near-term catalyst despite the stock trading near $219.

Poland's first three F-35A arrivals from its 32-jet order mark operational ramp-up for Lockheed Martin's flagship program.

• Delivery cadence: Phased...

• Index puts 94% in six near-equal primes: GD 17%, HII/NOC/LHX 16% each, LMT 15%, RTX 14%.
• Equal weights and sole-source positions aim to deliver...