BDS risks: IRGC E-3 loss, KC-46 $101M orders/extension, E-7A acceleration, PAC-3 tripled ramp $2.7B, T-38C win, NGAD F-47 $5-20B, Brazil F/A-18 loss, X-65 progress, MQ-28 Rheinmetall, USAF 747-8s, new satellite deliv
Key Questions
What is the DOD framework for PAC-3 seekers?
The DOD framework triples PAC-3 seekers production to 750 per year, valued at $2.7 billion. This ramp-up supports enhanced missile defense capabilities.
What recent KC-46 contract did Boeing secure?
Boeing landed a $101 million delivery order for KC-46 parts and support from USAF/DLA for FY26-27. This comes amid plans for 75 aircraft extensions and VC-25B delays.
What funding is allocated for the E-7A program?
The E-7A program receives $2.34 billion initially, with potential up to $4.9 billion for acceleration. It addresses USAF needs for advanced airborne early warning.
What is the budget for the NGAD F-47?
The NGAD F-47 is allocated $5 billion initially, with projections exceeding $20 billion starting in 2028 under a potential Trump $1.5 trillion defense budget.
What is the partnership between Rheinmetall and Boeing on MQ-28?
Rheinmetall and Boeing Australia are partnering on the German MQ-28 Ghost Bat collaborative combat aircraft, targeting service entry in 2029.
Has Boeing delivered the ViaSat-3 satellite?
Boeing delivered the ViaSat-3 satellite ahead of its SpaceX launch. This marks a key milestone in Boeing's space programs.
What is the status of USAF interest in 747-8s?
The USAF is showing interest in Boeing 747-8s, boosting stock gains. This aligns with broader defense and space opportunities.
What is the overall strength of Boeing's BDS backlog?
Boeing's BDS segment reports $85 billion revenue against a total $682 billion backlog. It remains strong amid various contract wins.
DOD framework triples PAC-3 seekers to 750/yr/$2.7B; KC-46 $101M parts/support USAF/DLA FY26-27 amid 75 ext/VC-25B delays; E-7A $2.34B/$4.9B; T-38C $900M; NGAD F-47 $5B/>$20B '28/Trump $1.5T; Rheinmetall MQ-28 2029; ViaSat-3 SpaceX; new satellite spacecraft delivered USSF MEO missile tracking El Segundo EO/IR to 26 sats '26; Artemis SLS; BDS $85B/$682B strong.