Boeing Upgrades Special Ops Chinooks

The U.S. State Department approved a potential $5 billion sale of 10,004 Boeing-made JDAM-ER precision-guided bombs to Saudi Arabia, including 5,004 500-lb. and 5,000 2,000-lb. variants, with support services. The JDAM-ER, which extends bomb range by up to 45 miles, was also approved for export to Ukraine in May.

Archer Aviation (ACHR) acquired Boeing's Wisk Aero, Insitu, and SkyGrid in an all-stock deal, giving Boeing a 16.5% stake. The acquisition aims to diversify Archer's revenue and boost its margin profile, with Insitu generating $200M+ annually. Archer's stock may face dilution but gains a strategic partner in Boeing.

Boeing delivered 51 jets in August, down from July and a year earlier, but remains on track for its best first eight months since 2018. 737 MAX deliveries led, while 787 Dreamliner deliveries slowed. The company reaffirmed its annual 787 delivery goal. Boeing shares rose 1.3% on the day, with a consensus Strong Buy rating and a $274.67 average price target.

President Trump's account reportedly bought Boeing (BA) stock the same day the U.S. Navy awarded Boeing an $880M contract for P-8A training systems. The White House states Trump does not direct trades, and no insider trading evidence exists. The contract's value is spread over five years with no immediate funds obligated.

Boeing delivered 51 aircraft in August, down 11% year-over-year, with 41 737 MAX jets and 4 787 Dreamliners. Despite the decline, shares rose 1.3% to $215.075. The company aims to deliver 90-100 Dreamliners this year, requiring 41 more by year-end.

Boeing delivered 51 jets in August, trailing Airbus's 67, with year-to-date deliveries at 418 versus Airbus's 475. Boeing has 6,755 unfilled orders, but slower deliveries may delay cash inflows. Airbus's higher order intake suggests stronger future demand.