Boeing secures billion-dollar contracts – Defense business is picking up again. More deliveries and positive free cash flow are expected in 2026.

The shares of Boeing (BA) took a significant hit over the summer following the rally in the second quarter. In November, Boeing received several major defense contracts totaling in the double-digit billion range. This includes an order for the construction of 96 AH-64E Apache helicopters for Poland as part of a contract worth approximately 4.7 billion USD. This order strengthens Boeing's helicopter and international defense business and is expected to translate into revenue and cash flow over many years. Additionally, there is a contract from the...