$BA just locked in a massive $131B ceiling contract for the F-15 Eagle Crest program. Key word: ceiling. Not actual cash yet.
Only $343k obligated so far from the sole-source award out of St. Louis. But the potential is huge—covers foreign military sales to Japan, Israel, Saudi Arabia, South Korea, Singapore, Indonesia, and Poland.
Ordering window stays open through 2031 with extension options built in.
Defense ETFs like $ITA and $PPA are already reacting. This is the kind of long-term visibility that matters for Boeing's defense side, especially as commercial aviation stays choppy.
Only $343k obligated so far from the sole-source award out of St. Louis. But the potential is huge—covers foreign military sales to Japan, Israel, Saudi Arabia, South Korea, Singapore, Indonesia, and Poland.
Ordering window stays open through 2031 with extension options built in.
Defense ETFs like $ITA and $PPA are already reacting. This is the kind of long-term visibility that matters for Boeing's defense side, especially as commercial aviation stays choppy.