BA · Earnings call · 2026Q3T · Full report
Defense Customer Wins
BOEING CO · 2026-10-27 · Importance 34 · Surprise 42 · In source text
Management said Boeing had been uncertain about winning next-generation sixth-generation fighter programs two years ago. It has now won both programs, strengthening its position in this defense market. The transcript does not name the programs or customers.
Key facts
- The U.S. Navy selected Boeing to design, build, and deliver its sixth-generation fighter jet, making Boeing the exclusive sixth-generation fighter company for both the U.S. Air Force and the U.S. Navy.
- Boeing secured multibillion-dollar contracts on the PAC-3 and F-15EX programs.
- Boeing received a seven-year contract to accelerate and eventually triple PAC-3 Seeker production.
- Boeing received a contract in the third quarter of 2026 to manufacture 22 additional F-15EX aircraft for the U.S. Air Force, bringing contracted aircraft to 120.
- Boeing won both of the next-generation sixth-generation fighter programs.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | — | The U.S. Navy selected Boeing to design, build, and deliver its sixth-generation fighter jet, making Boeing the exclusive sixth-generation… |
| revenue | positive | committed | — | Boeing secured multibillion-dollar contracts on the PAC-3 and F-15EX programs. |
| revenue | positive | committed | — | Boeing received a contract in the third quarter of 2026 to manufacture 22 additional F-15EX aircraft for the U.S. Air Force, bringing… |
| revenue | positive | probable | — | Boeing won both of the next-generation sixth-generation fighter programs. |