The Wire · live GRID-REF 37°47′N 122°25′W
DISPATCH 03/26 · 26 Aug 2026
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Company Dossier

The Boeing Company

Boeing's defense arm pairs a newly won next-generation fighter (F-47) with two carrier- and combat-relevant autonomous aircraft programs, MQ-25 Stingray and MQ-28 Ghost Bat, now entering production and weapons integration.

FILE · boeingOpen-source file · BattlePolicy ProStatus Public (NYSE: BA); market cap ~$164B (July 2026), against a record total-company backlog of ~$695B (commercial + defense). BDS itself has struggled with fixed-price-development losses even as commercial aviation recovers.Unverified
The Boeing Company
Diversified Prime / Aerospace, Autonomy & SpaceCombat-fieldedUSPublic (NYSE: BA); market cap ~$164B (July 2026), against a record total-company backlog of ~$695B (commercial + defense). BDS itself has struggled with fixed-price-development losses even as commercial aviation recovers.
Boeing's defense arm pairs a newly won next-generation fighter (F-47) with two carrier- and combat-relevant autonomous aircraft programs, MQ-25 Stingray and MQ-28 Ghost Bat, now entering production and weapons integration.
Founded
1916
HQ
Arlington, Virginia
Headcount
approx 170,000Boeing Company total, 2025 disclosures
Total raised
Public (NYSE: BA) — market cap ~$164BJuly 2026
Valuation
market cap ~$164BJuly 2026
Stage
Public incumbent prime

Background

The Boeing Company, founded in 1916 and headquartered in Arlington, Virginia, is one of the world's two dominant commercial aircraft manufacturers and a major U.S. defense prime.

Kelly Ortberg, who became President and CEO in August 2024, leads the parent company through an ongoing turnaround focused on stabilizing commercial production and finances; Steve Parker serves as President and CEO of the Boeing Defense, Space & Security (BDS) segment, which houses the company's military aircraft, autonomous systems and space programs.

BDS's most defense-tech-relevant current programs are the F-47 next-generation fighter, selected by the U.S.

Air Force in 2025 as the winner of the Next Generation Air Dominance (NGAD) competition, and two uncrewed aircraft: the MQ-25 Stingray carrier-based autonomous refueling drone (which completed Milestone C and its first operational taxi test in January 2026) and the MQ-28 Ghost Bat collaborative combat aircraft, developed originally for the Royal Australian Air Force and now being integrated with AIM-120 AMRAAM and marketed into the UK and Europe alongside a BAE Systems partnership.

Linked records

Wired to the rest of BattlePolicy — the systems it builds in the Lexicon and the contracts it wins in the Procurement Tracker. Every link below is a record in our own datasets.

⌖ Procurement — contracts

Financial footing

  • BDS FY2025 revenue approximately $27.2B (roughly flat vs 2024's ~$26B) with an operating loss of about -$128M, reflecting continued fixed-price program pressure
  • BDS Q1 2025 backlog was reported at $62B
  • Total company backlog reached a record $695B in Q1 2026 (Boeing-wide, dominated by commercial aircraft orders)
  • Q1 2026 BDS revenue was $7.6B with a 3.1% operating margin ($233M operating earnings) — a notable margin improvement versus prior losses
  • The F-47/NGAD fighter award (2025) was, as of Q1 2025 reporting, not yet reflected in backlog pending source-selection completion
  • No primary-source figure for its dollar value in backlog was found in this research pass and should be treated as unconfirmed
  • MQ-25 moved into low-rate initial production in 2026 after Milestone C approval
  • MQ-28 Ghost Bat completed AMRAAM integration in ~7 months (reported July 2026) and is being pitched to the UK alongside a BAE Systems partnership
  • Backers: N/A — public company. Broad institutional ownership; no controlling shareholder. Company has raised capital via public equity/debt offerings in recent years to shore up its balance sheet amid commercial-aviation and defense program losses.

BDS generated approximately $27.2B in FY2025 revenue, roughly flat year-over-year, but posted an operating loss of about -$128M as legacy fixed-price development programs continued to weigh on margins. That trend improved into 2026: Q1 2026 BDS revenue reached $7.6B with a 3.1% operating margin ($233M operating earnings).

Boeing's total company backlog — commercial plus defense — hit a record $695B in Q1 2026, though the vast majority is commercial aircraft orders; BDS-specific backlog was last cited around $62B (Q1 2025). Boeing's overall market capitalization was approximately $164B as of late July 2026.

Major customers & contracts

Joined live from the Procurement & Contracts Tracker — real award/announcement records.

CustomerSystemScale / detailStatus
United StatesAH-64EUnit price ~$30–35 million rangeframework
PolandAH-64Esigned
AustraliaAH-64Edelivered
Saudi ArabiaAH-64Eoption
U.S. Air ForceB-52 Commercial Engine Replacement Program (CERP)contract to integrate Rolls-Royce F130 enginessigned
United StatesF-15EXcontract ceiling up to $22.9 billionframework
United StatesF-15EXfirst lotdelivered
PolandAdvanced Eaglecontract pricing unconfirmedoption
US Navy (USA)MQ-25A Stingray805000000signed
US Navy (USA)MQ-25A Stingraymodification to add 3 EDM aircraft, value not specifiedsigned
AustraliaMQ-28 Ghost BatAUD 754 millionsigned
United KingdomAN/AAQ-24(V)N Large Aircraft Infrared Countermeasures (LAIRCM)Major Defense Equipment $69 million, Other $91 milliontender
Republic of KoreaKMU-557 and KMU-572 JDAM tail kits and guidance setsMajor Defense Equipment $60 million, other $46 million; total estimated costtender
IndiaAH-64E Apachetotal estimated valuetender
UkraineJDAM-ER (KMU-572 and KMU-556 tail kits) with FMU-139 fuze and supportMajor Defense Equipment $93.6 million, Other $280.0 milliontender
Republic of KoreaAH-64E Apache Upgrade ProgramMajor Defense Equipment $0.358 billion, Other $0.842 billion, Total $1.200 billiontender
CanadaC-17540000000tender
SingaporeP-8A maritime patrol aircraft and MK 54 lightweight torpedoesTotal estimated cost $2.316 billion; Major Defense Equipment $1.293 billion, Other $1.023 billiontender
IsraelAH-64E Apache attack helicopters and related equipmentMajor Defense Equipment $2.3 billion, Other $1.5 billiontender
Republic of KoreaGBU-39/B Small Diameter Bomb Increment I (SDB-I)Total estimated $111.8 million; MDE $106.8 million, Other $5.0 milliontender
CanadaAir Strike Weapons (GBU-39 SDB-I, GBU-53 SDB-II, JDAM, GP bombs)Major Defense Equipment $2.20 billion, Other $0.48 billiontender
IsraelMK 83 and BLU-110 bomb bodies with KMU-559 JDAM guidance kitsTotal estimated $675.7M; Major Defense Equipment $557.5M, Other $118.2Mtender
DenmarkP-8A Patrol Aircraft$1.8 billion total estimated value; $1.25 billion Major Defense Equipmenttender
JapanMunitions package for Japan FMS case JA-D-AAQ (GBU-39 SDB-I, GBU-53 SDB-II, JDAM tail kits, general purpose bombs, and associated non-MDE)$82 million total ($30 million major defense equipment, $52 million other)tender
NorwayGBU-39/B Small Diameter Bomb Increment IMDE: $107 million; Non-MDE: $6 milliontender
United Arab EmiratesCH-47F Chinook helicoptersMajor Defense Equipment $0.65 billion, Other $0.67 billiontender
IsraelJoint Direct Attack Munition (JDAM) guidance kits: KMU-558B/B for BLU-109 and KMU-572 F/B for MK 82Major Defense Equipment $500 million, Other $10 milliontender
AustraliaF/A-18F Super Hornet and EA-18G Growler fleet sustainmentMajor Defense Equipment $0.6 billion, Other $1.4 billion; includes 60 JTT-X, 40 Advanced Electronic Warfare systems, 24 Next Generation Electronic Attack Units, non-MDE itemstender
PolandGBU-39/B Small Diameter Bomb (SDB-I)Major Defense Equipment $110 million; Other $70 milliontender
United KingdomC-17 Globemaster III aircraft fleet Contractor Logistics Support sustainmentTotal estimated cost $861M for equipment, services, spare parts, and modificationstender
RomaniaGBU-39B Small Diameter Bombs (SDB-I)Total estimated $84 million; Major Defense Equipment $41 million, other $43 milliontender
Republic of KoreaE-7 Airborne Early Warning & Control (AEW&C) aircraftTotal estimated value $4.92 billion (Major Defense Equipment $2.75 billion, Other $2.17 billion)tender
Kingdom of MoroccoGBU-39B Small Diameter Bomb I (SDB-I)Major Defense Equipment $51 million, Other $35 million, Total $86 milliontender
AustraliaC-17A Globemaster III Sustainment Partnership supportEstimated total value of new items; total case value revised to $4.88 billiontender
QatarMQ-9B Remotely Piloted Aircraft and associated munitions, sensors, and supportTotal estimated value $1.96 billion (Major Defense Equipment $0.34 billion, other $1.62 billion)tender
JapanKC-46A Aerial Refueling AircraftMajor Defense Equipment $3.4 billion, Other $0.7 billion; total estimated $4.1 billiontender
AustraliaAH-64E Apache sustainment support servicesestimated total costtender
IsraelF-15IA and F-15I+ upgradeTotal estimated cost $18.82 billion; Major Defense Equipment $9.29 billion, Other $9.53 billiontender
CanadaJDAM tail kits (KMU-572/556/557)Total $96.4 million; Major Defense Equipment $68.0 million, Other $28.4 milliontender
United StatesJOINT DIRECT ATTACK MUNITION (JDAM) AWARD OF LOT 22 DELIVERY ORDER FOR USAF AND USN.JOINT DIRECT ATTACK MUNITION (JDAM) AWARD OF LOT 22 DELIVERY ORDER FOR USAF AND USN.signed
United StatesLOT 20 DELIVERY ORDER ALL-UP-ROUNDSLOT 20 DELIVERY ORDER ALL-UP-ROUNDSsigned
United StatesJDAM LOT 29 DOJDAM LOT 29 DOsigned
United StatesSMALL DIAMETER BOMB I LOT 19 ALL UP ROUNDSMALL DIAMETER BOMB I LOT 19 ALL UP ROUNDsigned
United StatesJOINT DIRECT ATTACK MUNITION (JDAM)JOINT DIRECT ATTACK MUNITION (JDAM)signed
United StatesSDB I LOT 13SDB I LOT 13signed
United StatesSTOKER 3.0 PROGRAM. A DELIVERY ORDER FOR JOINT DIRECT ATTACK MUNITIONS (JDAM) EXTENDED RANSTOKER 3.0 PROGRAM. A DELIVERY ORDER FOR JOINT DIRECT ATTACK MUNITIONS (JDAM) EXTENDED RANGE WING KITS UNDER CONTRACT FA8213-24-D-B002.signed
United StatesTHE MISSILE DEFENSE AGENCY (MDA), GROUND-BASED MIDCOURSE DEFENSE (GMD) DEVELOPMENT AND SUSTHE MISSILE DEFENSE AGENCY (MDA), GROUND-BASED MIDCOURSE DEFENSE (GMD) DEVELOPMENT AND SUSTAINMENT CONTRACT (DSC) THE GMD DSC WORK INCLUDES, BUT IS NOT LIMITED TO: 1) FUTURE DEVELOPMENT; 2) FIELDING; 3) TEST; 4) SYSTEMS ENGINEERING, INTEGRATION AND CONFIGURATION MANAGEMENT; 5) EQUIPMENT MANUFACTURING AND REFURBISHMENT; 6) TRAINING; AND 7) OPERATIONS AND SUSTAINMENT SUPPORT FOR THE GMD WEAPON SYSTEM AND ASSOCIATED SUPPORT FACILITIES.signed
United StatesGBI/AUR PROGRAM MANAGEMENT/SYSTEMS ENGGBI/AUR PROGRAM MANAGEMENT/SYSTEMS ENGsigned
United StatesSLAM ER OBSOLESCENCE REDESIGN - NRE AND PRODUCTION OF SLAM ER MISSILESSLAM ER OBSOLESCENCE REDESIGN - NRE AND PRODUCTION OF SLAM ER MISSILESsigned
United StatesHARPOON COASTAL DEFENSE SYSTEM FOR LAUNCHER TRANSPORTER UNITS (LTUS), RADAR UNITS (RUS) ANHARPOON COASTAL DEFENSE SYSTEM FOR LAUNCHER TRANSPORTER UNITS (LTUS), RADAR UNITS (RUS) AND TRAINING EQUIPMENT.signed
United StatesLOT 91 PRODUCTION LONG LEAD ITEMSLOT 91 PRODUCTION LONG LEAD ITEMSsigned
United StatesMISSILE NREMISSILE NREsigned
United StatesKC-X MODERNIZATION PROGRAMKC-X MODERNIZATION PROGRAMsigned
United StatesUSN P-8A FRP II LONG LEAD MATERIALUSN P-8A FRP II LONG LEAD MATERIALsigned
United States(unspecified materiel)7633729888signed
United StatesPROCUREMENT OF V-22 LOT 17 LONG LEAD-TIME ITEMSPROCUREMENT OF V-22 LOT 17 LONG LEAD-TIME ITEMSsigned
United StatesF-15, FMS, F-15QA AIR VEHICLE DEVELOPMENTF-15, FMS, F-15QA AIR VEHICLE DEVELOPMENTsigned
United StatesCMV-22 PRODUCTION LOT 22 LONG LEAD-TIME ITEMSCMV-22 PRODUCTION LOT 22 LONG LEAD-TIME ITEMSsigned
United StatesP-8A FRP LOT I LONG LEAD MATERIALP-8A FRP LOT I LONG LEAD MATERIALsigned
United StatesF/A-18E AIRCRAFTF/A-18E AIRCRAFTsigned
United StatesCH-47F CARGO HELICOPTER MULTIYEAR II. 34 NEW BUILD HELICOPTERS AND 121 RENEW HELICOPTERS.CH-47F CARGO HELICOPTER MULTIYEAR II. 34 NEW BUILD HELICOPTERS AND 121 RENEW HELICOPTERS.signed
United StatesACAT I, AFLCMC/WLJK, PRESIDENTIAL AIRCRAFT RECAPITALIZATIONACAT I, AFLCMC/WLJK, PRESIDENTIAL AIRCRAFT RECAPITALIZATIONsigned
United StatesF-15EX LOT 5 ADVANCED PROCUREMENTF-15EX LOT 5 ADVANCED PROCUREMENTsigned
United StatesCANADA AND GERMANY LOT 13 P-8A AIRCRAFTCANADA AND GERMANY LOT 13 P-8A AIRCRAFTsigned
United StatesLOT 40 F/A-18E AND EA-18G AIRCRAFT WITH AEA KITSLOT 40 F/A-18E AND EA-18G AIRCRAFT WITH AEA KITSsigned
United StatesE-7A RAPID PROTOTYPINGE-7A RAPID PROTOTYPINGsigned
United StatesF-15EX - LOT 4 ADVANCED PROCUREMENTF-15EX - LOT 4 ADVANCED PROCUREMENTsigned
United States28 KUWAIT KAF-18E/F AIRCRAFT AND 56 COMMERCIAL PXMC CARDS28 KUWAIT KAF-18E/F AIRCRAFT AND 56 COMMERCIAL PXMC CARDSsigned
United StatesKC-46 FMS EFFORT FOR ISRAEL AIRCRAFT 5&6 AND JAPAN AIRCRAFT 7-10.KC-46 FMS EFFORT FOR ISRAEL AIRCRAFT 5&6 AND JAPAN AIRCRAFT 7-10.signed
United StatesUH-1N REPLACEMENT HELICOPTER SYSTEMUH-1N REPLACEMENT HELICOPTER SYSTEMsigned
United StatesF-15/NO ACAT/JAPAN/UNDEFINITIZED CONTRACT ACTIONF-15/NO ACAT/JAPAN/UNDEFINITIZED CONTRACT ACTIONsigned
United StatesJAPAN KC-46AJAPAN KC-46Asigned
United StatesADVANCE PROCUREMENT FOR LOTS 3 AND 4 OF APACHE BLOCK III FULL RATE PRODUCTIONADVANCE PROCUREMENT FOR LOTS 3 AND 4 OF APACHE BLOCK III FULL RATE PRODUCTIONsigned
United StatesB-52 COMMERCIAL ENGINE REPLACEMENT PROGRAM (CERP) RAPID PROTOTYPING 1 (RP1)B-52 COMMERCIAL ENGINE REPLACEMENT PROGRAM (CERP) RAPID PROTOTYPING 1 (RP1)signed
United StatesNON-RECURRING ENGINEERING AND AAE ITEMS IN SUPPORT OF KUWAIT VARIANT OF F/A-18 SUPER HORNENON-RECURRING ENGINEERING AND AAE ITEMS IN SUPPORT OF KUWAIT VARIANT OF F/A-18 SUPER HORNETsigned
United StatesF15EX LOT 2 LONG LEAD-ITEMSF15EX LOT 2 LONG LEAD-ITEMSsigned
United StatesF15EX LOT 1A AND LOT 1 NREF15EX LOT 1A AND LOT 1 NREsigned
United StatesF-15EX LOT 3 LONG-LEAD ITEMSF-15EX LOT 3 LONG-LEAD ITEMSsigned
United StatesCH-47F BLOCK II AIRCRAFT WITH AIR TO AIR REFUELING INCLUSIVE OF ALL SERVICE, MATERIAL, PROCH-47F BLOCK II AIRCRAFT WITH AIR TO AIR REFUELING INCLUSIVE OF ALL SERVICE, MATERIAL, PRODUCTION, AND MANUFACTURING FOR GERMANY, GY-B-XBTsigned
United StatesADVANCED PILOT TRAININGADVANCED PILOT TRAININGsigned
United StatesKC-46 FMS ISRAEL AIRCRAFT 1-4KC-46 FMS ISRAEL AIRCRAFT 1-4signed
United States200012!1700!001421!AC5J0 !NAVAL AIR SYSTEMS COMMAND !N0001900C0183 !A!*!* 200012!1700!001421!AC5J0 !NAVAL AIR SYSTEMS COMMAND !N0001900C0183 !A!*!* !20000620!20031031!172316432!009256819!009256819!N!77272!THE BOEING COMPANY !ROUTE 291 & STEWART AVE. !RIDLEY PARK !PA!19078!03000!375!48!AMARILLO !POTTER !TEXAS !0001!+000067322589!N!N!000000000000!1510!AIRCRAFT FIXED WING !A1A!AIRFRAMES AND SPARES !2AVQ!V22 VERTICAL LIFT AIRCRAFT !3721!1!*!*!*!B!A!*!D !N!L!1!001!N!1A!A!N!A!* !* !N!C!*!A!A!A!A!A!A!* !*!N!A!C!N!*!*!*!Y!*!signed
United StatesF-15 ISRAEL PROGRAMF-15 ISRAEL PROGRAMsigned
United States(unspecified materiel)822396261signed
United StatesH-47 EXTENDED RANGE FMS PRODUCTIONH-47 EXTENDED RANGE FMS PRODUCTIONsigned
United StatesB-52 RADAR MODERNIZATION PROGRAM ENGINEERING AND MANUFACTURING DEVELOPMENTB-52 RADAR MODERNIZATION PROGRAM ENGINEERING AND MANUFACTURING DEVELOPMENTsigned
United StatesBLOCK 40/45 FULL RATE PRODUCTION JBP PHASE 3BLOCK 40/45 FULL RATE PRODUCTION JBP PHASE 3signed
United StatesMH-47G BLKII LOT 6 LONG LEAD PRODUCTIONMH-47G BLKII LOT 6 LONG LEAD PRODUCTIONsigned
United StatesMANUFACTURE OF HORIZONTAL STABLIZIERS, LEFT, RIGHT AND CENTER FOR THE KC -135 AIRCRAFT.MANUFACTURE OF HORIZONTAL STABLIZIERS, LEFT, RIGHT AND CENTER FOR THE KC -135 AIRCRAFT.signed
United StatesF-15 KOREA K+ FMSF-15 KOREA K+ FMSsigned
United StatesCH-47 AIRCRAFTCH-47 AIRCRAFTsigned
United StatesMH-47G BLKII LOT 4 PRODUCTIONMH-47G BLKII LOT 4 PRODUCTIONsigned
United StatesEVOLVED STRATEGIC SATELLITE COMMUNICATION (ESS) SPACE DEVELOPMENT AND PRODUCTIONEVOLVED STRATEGIC SATELLITE COMMUNICATION (ESS) SPACE DEVELOPMENT AND PRODUCTIONsigned
United StatesJAPAN AWACS MISSION COMPUTING UPGRADE (MCU) PROGRAM DESIGN AND PRODUCTIONJAPAN AWACS MISSION COMPUTING UPGRADE (MCU) PROGRAM DESIGN AND PRODUCTIONsigned
United StatesACAT II, F-15, ADVANCED DISPLAY CORE PROCESSOR (ADCP) II PRODUCTIONACAT II, F-15, ADVANCED DISPLAY CORE PROCESSOR (ADCP) II PRODUCTIONsigned
United StatesCH-47F AIRCRAFT PROCUREMENTCH-47F AIRCRAFT PROCUREMENTsigned
United StatesONE CH-47F NEW BUILD AIRCRAFTONE CH-47F NEW BUILD AIRCRAFTsigned
United StatesF-15 CD&I OFPF-15 CD&I OFPsigned
United StatesPROCUREMENT OF NON-RECURRING DEVELOPMENT OF TECHNICAL INSERTIONS TO COMPLETE DEVELOPMENT OPROCUREMENT OF NON-RECURRING DEVELOPMENT OF TECHNICAL INSERTIONS TO COMPLETE DEVELOPMENT OF THE BASE LINE AH-64E, AND FOR THE INTEGRATION OF MODIFICATIONS.signed
United StatesV-22 NACELLE IMPROVEMENTS STEP 2V-22 NACELLE IMPROVEMENTS STEP 2signed
United StatesTHIS EFFORT IS TO PURCHASE WINGS FOR THE A-10 THUNDERBOLT II ADVANCED-WING CONTINUATION KITHIS EFFORT IS TO PURCHASE WINGS FOR THE A-10 THUNDERBOLT II ADVANCED-WING CONTINUATION KIT (ATTACK) PROGRAM FROM THE A-10 AIRCRAFT.signed
United StatesQF-16 FULL SCALE AERIAL TARGET (FSAT)QF-16 FULL SCALE AERIAL TARGET (FSAT)signed
United StatesF-15, ACAT II, INFRARED SEARCH AND TRACK PODS INTEGRATION AND PRODUCTIONF-15, ACAT II, INFRARED SEARCH AND TRACK PODS INTEGRATION AND PRODUCTIONsigned
United StatesB-52 COMMERCIAL ENGINE REPALCEMENT PROGRAM RAPID PROTOTYPING MATERIALB-52 COMMERCIAL ENGINE REPALCEMENT PROGRAM RAPID PROTOTYPING MATERIALsigned
United StatesCH-47F BLOCK II PRODUCTION RENEW AIRCRAFTCH-47F BLOCK II PRODUCTION RENEW AIRCRAFTsigned
United StatesREQUIREMENT CONTAINED WITHIN SECTION J - LIST OF DOCUMENTS, EXHIBITS, AND OTHER ATTACHMENTREQUIREMENT CONTAINED WITHIN SECTION J - LIST OF DOCUMENTS, EXHIBITS, AND OTHER ATTACHMENTSsigned
United StatesF-15; ACAT II: RMP/V3 COMBINED RADAR BUY FY15F-15; ACAT II: RMP/V3 COMBINED RADAR BUY FY15signed
United StatesV-22 PBL PERIOD OF PERFORMANCE 1 (1 JANUARY 2019 - 31 DECEMBER 2019)V-22 PBL PERIOD OF PERFORMANCE 1 (1 JANUARY 2019 - 31 DECEMBER 2019)signed
United StatesNON-RECURRING ENGINEERING IN SUPPORT OF THE IMPLEMENTATION OF ECP 6 CAPABILITIES INTO THE NON-RECURRING ENGINEERING IN SUPPORT OF THE IMPLEMENTATION OF ECP 6 CAPABILITIES INTO THE P-8 PLATFORMsigned
United StatesEAGLE TALON II/FULL RATE PRODUCTION 6-8 FISCAL YEAR 19-21EAGLE TALON II/FULL RATE PRODUCTION 6-8 FISCAL YEAR 19-21signed
United StatesV-22 PERFORMANCE BASED LOGISTICS CONTRACT POP 3 (01/06/2024 - 01/05/2025)V-22 PERFORMANCE BASED LOGISTICS CONTRACT POP 3 (01/06/2024 - 01/05/2025)signed
United StatesV-22 PBL POP 4 (6 JAN 2025 - 5 JAN 2026)V-22 PBL POP 4 (6 JAN 2025 - 5 JAN 2026)signed
United StatesF-15 EAGLE ACTIVE PASSIVE WARNING SURVIVABILITY SYSTEM (EPAWSS) FULL-RATE PRODUCTION (FRP)F-15 EAGLE ACTIVE PASSIVE WARNING SURVIVABILITY SYSTEM (EPAWSS) FULL-RATE PRODUCTION (FRP)signed
United StatesV-22 PBL POP 5 (6 JAN 2026 - 5 JAN 2027)V-22 PBL POP 5 (6 JAN 2026 - 5 JAN 2027)signed
United StatesROYAL SAUDI AIRFORCE (RSAF) AIRBORNE WARNING AND CONTROL SYSTEM (AWACS) MODERNIZATION PROGROYAL SAUDI AIRFORCE (RSAF) AIRBORNE WARNING AND CONTROL SYSTEM (AWACS) MODERNIZATION PROGRAM (RAMP) PHASE Isigned
United States17 F18 A-D FLIGHT CONTROL SURFACE NIINS17 F18 A-D FLIGHT CONTROL SURFACE NIINSsigned
United StatesF-15 EAGLE PASSIVE/ACTIVE WARNING & SURVIVABILITY SYSTEM (EPAWSS) LOW RATE ININITIAL PRODUF-15 EAGLE PASSIVE/ACTIVE WARNING & SURVIVABILITY SYSTEM (EPAWSS) LOW RATE ININITIAL PRODUCTION (LRIP)signed
United StatesACAT I F-15 AIRCRAFT ENGINEERING AND MANUFACTURING DEVELOPMENT (EMD) FOR THE INTEGRATED ELACAT I F-15 AIRCRAFT ENGINEERING AND MANUFACTURING DEVELOPMENT (EMD) FOR THE INTEGRATED ELECTRONIC WARFARE SUITE A.K.A EAGLE PASSIVE ACTIVE WARNING SURVIVABILITY SYSTEM (EPAWSS)signed
United KingdomLarge Aircraft Infrared Countermeasures (LAIRCM) systemMDE $69M, non-MDE $91Mtender
Republic of KoreaKMU-557 and KMU-572 Joint Direct Attack Munitions (JDAM) tail kits and guidance setsMajor Defense Equipment $60 million, Other $46 milliontender
IndiaAH-64E Apache sustainment support servicesEstimated total costtender
CanadaP-8A Poseidon (Canadian Multi-Mission Aircraft, CMMA)CAD 10.4 billionsigned

Further disclosed customers & programs (public reporting):

BDS's primary customer is the U.S. Department of Defense — the U.S. Air Force (F-47, T-7 Red Hawk), U.S. Navy (MQ-25 Stingray, F/A-18) and U.S.

Army (Apache, Chinook) — supplemented by allied governments including Australia (MQ-28 Ghost Bat's original customer), the UK and other NATO/European buyers now being courted for MQ-28, training systems and other defense exports as Boeing pushes to grow international defense business.

Leadership & contact surface

Leadership: Kelly Ortberg (President & CEO, The Boeing Company); Steve Parker (President & CEO, Boeing Defense, Space & Security segment)
Official site: https://www.boeing.com

Contact policy. BattlePolicy maps roles and official, published channels only — who owns a decision and the front door — never individuals’ personal phone numbers, private emails or home details. This keeps the file GDPR-clean and welcome to the companies we profile.

Competitive position

Within the U.S. prime cohort, Boeing competes most directly with Lockheed Martin and Northrop Grumman on fighter and next-gen-aircraft programs, and its MQ-25/MQ-28 lines put it in direct competition with a wave of venture-backed autonomous-aircraft and collaborative-combat-aircraft startups this directory otherwise covers.

Boeing's relevance to that startup cohort is twofold: a cautionary tale on execution risk (its defense unit has absorbed billions in fixed-price program losses) and a live case study in how a legacy prime is trying to build genuinely new autonomy capability (MQ-25, MQ-28) rather than only sustaining legacy platforms.

Battlefield relevance

No confirmed direct Ukraine battlefield deployment of Boeing-built systems was identified in this research pass.

Boeing's forward relevance to Ukraine/Europe coverage is programmatic rather than combat-proven today: MQ-28 Ghost Bat's rapid weapons-integration timeline and push into the UK/Europe, and the F-47's eventual fielding, are the developments to track as NATO air forces modernize; legacy Boeing platforms (Apache and Chinook helicopters, KC-46 tankers) remain in service with U.S. and allied militaries supporting the broader war effort indirectly.

Sources & verification

🔒 BattlePolicy Pro — the analyst verdict on The Boeing Company follows: where this file is strong, where the evidence is thin, and what would change our assessment. Unlock with BattlePolicy Pro →