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Boeing Scores Big With $23B Order

Jul. 13, 2020 9:45 PM ETThe Boeing Company (BA)4 Comments
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Aerospace & Defense, Airlines, Commercial Airplanes

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Dhierin is a leading contributor covering the aerospace industry on Seeking Alpha and the founder of The Aerospace Forum. With his Aerospace Engineering background he has a more indepth knowledge about aerospace products enabling him to cover a complex niche. Most of his reports will be about companies in the aerospace industry or airlines industry, comparing products and looking at market forecasts providing investors with unique and thorough insights. Dhierin has accumulated nearly 20 million views never failing to spark healthy and thoughtful discussions for investors and aerospace professionals.

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For Boeing it seems that things have gone from bad to worse. While the company seems to be on track to get the Boeing 737 MAX certified, COVID-19 has significantly dented the appeal of commercial aircraft. However, today, Boeing scored a big Defense Order launching the F-15EX.

The program ceiling has been put at nearly $23B with an initial delivery order for 8 F-15EX fighters valued $1.2B. Eventually, the order quantity could grow to as much as 144 fighter jets with associated services marking a significant profit potential for the troubled jet maker. For the Air Force, the F-15EX provides a key refresh opportunity. The F-15 might not be the most capable fighter jet, but there is a carved out role for the fighter jet in the US Air Force.


A look at the Defense Contracts Monitor learns us that the indefinite delivery, indefinite quantity contract Boeing receive puts the F-15 as the highest grossing highest potential platforms for which Boeing received a contract since 2018.

The Defense Contract Monitor is an expanding tool in which we keep track of the contract awards as shared by the DoD for the biggest US Defense Contractors. The Monitor is available to subscribers of The Aerospace Forum and let’s the user slice the data in multiple ways such company, platform type, country and data range.

Defense Contracts Monitor

The infographic above is a screengrab of the Defense Contracts Monitor, which is fully interactive and updated weekly. It is one of the several pages in the monitor giving you additional insights in contract awards. If you are interested in accessing this interactive model or the many other models we built on orders, deliveries and backlog for commercial aircraft, consider joining The Aerospace Forum and get access to all models we develop, premium research and access to our chat room. We currently have a discount campaign running that let’s you access all our features (and all new added features) for just $19.83 per month giving you the most detailed insights for the aerospace industry at the best price.

We have an active group of subscribers that are eager to use the current state of the market to better position themselves for rewarding opportunities.

What we did at The Aerospace Forum…

  • We have loaded ~600 contracts loaded in our Defense Monitor covering Boeing contract (2018-2020) and Lockheed Martin (2020).
  • We are working on adding more Lockheed Martin contracts for previous years, which will send the contracts covered in the monitor over 1,000.
  • We launched our Airbus KPI Monitor showing you order trends in a blink of the eye without losing detail
  • We continue analyzing the commercial aircraft market with detailed insights.

The Aerospace Forum

Analyst's Disclosure: I am/we are long BA, EADSF.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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