Defense Watch: Strong Q3 Earnings, New Military Contracts, But Democrats’ Sweep Poses Spending Hurdles — TradingView News

The FAA issued a directive requiring inspections of certain Boeing 787 aircraft (787-8, 787-9, 787-10) due to potential sealant defects in the central fuel tank. The issue affects 60 U.S. registered aircraft, with inspections estimated to cost $2,890 per plane. The directive aims to prevent potential ignition risks from lightning strikes.

Boeing has received approval from the US Commerce Department to resume direct sales of aircraft and parts to Belarusian airline Belavia, which operates 12 Boeing planes. The US had previously eased sanctions on Belavia in September 2025. This decision allows Boeing to conduct direct business with the airline.

Lockheed Martin Sikorsky's S-92A+ was selected as South Korea's next presidential command helicopter. The 873 billion won project will replace three existing S-92s with four new aircraft starting in 2031. Domestic companies will participate in mission equipment and maintenance. The S-92A+ features upgraded engines and gearboxes for improved performance.

The FAA ordered inspections of certain Boeing 787 Dreamliners due to potential sealant issues in the fuel tank. The directive affects around 60 U.S. aircraft, requiring checks and possible repairs. The FAA estimates 34 hours of work per aircraft at a cost of $2,890, with the directive taking effect in December 2026. According to the FAA, a defect could create serious safety risks if combined with an ignition event.

The US State Department approved a potential $1.08 billion sale of UH-60M Black Hawk helicopters to Mexico. The principal contractor is Sikorsky, a Lockheed Martin company, according to the State Department.

BWXT (NYSE: BWXT) will expand its Washington County, Tennessee facility, creating 181 jobs and investing $714.5M. The project, supported by a $50M state grant, will produce High Purity Depleted Uranium for the U.S. Department of Energy. This follows a $1.6B contract awarded in 2025.