Public companies › BA
Boeing BA · NYSE
Government aviation-parts contract record, attributed to 19 vendor units (CAGE codes) owned by Boeing. Data only; not investment advice.
$18.5B
obligated, last 52 weeks
+488%
vs prior 52 ($3.1B)
5,495
contract actions, 52 weeks
$198K
obligated, last 90 days
Outlook, next month
▼ Leaning lower
Boeing shares have trailed the sector in the month after a new FAA directive, in both halves of the record. Historical tendency of similar weeks, not a forecast and not advice.
Flow Score
week of 2026-09-21 · same for every reader · method and track recordContract flow this week: unusually weak · last month: rising · FAA directives: elevated, 4 directives in 30 days
In primes and large-caps, weeks like this (356 cases since 2012) show no measurable effect: +0.1% over the next 20 trading days versus the aerospace ETF, ahead 49% of the time, against +0.1% in ordinary weeks.
A description of the current state of public contracting data and its measured history. Not a recommendation to buy, sell or hold anything.
Our current read
frozen September 23 · scored after 20 trading days (about October 21)
44% chance Boeing beats the aerospace sector over the next 20 trading days; expected excess move −0.9%. In words: more likely than not to trail the sector.
Based on Boeing weeks with a new Airworthiness Directive (246 weeks since 2012). This number was written down on September 23 and cannot be changed; it is scored against the actual price when the horizon arrives.
Our record on BA: no scored calls yet; the first score lands about four weeks after the first read.
A probability, not a recommendation. Every read we have ever made, and how it turned out, is on the research page.
How to read this, in plain terms
The idea. Every week the government signs contracts for aircraft parts, and we know which company won them. When a company suddenly wins far more than its usual week, a natural question is whether its stock tends to move in the weeks after. We measured that for every company on this site, every week since 2012, and this box reports what we found for weeks that look like the current one.
Outlook is the answer in three words. ▲ Leaning higher means that in past weeks like this one, stocks of this size usually went on to beat the aerospace sector over the following month, and did so often enough and by enough that it is unlikely to be chance. ▼ Leaning lower is the reverse. — No lean means the record shows no consistent move either way, which is the honest answer most weeks and for most of the largest companies.
Flow Score is the current week in words: whether this company's contract flow is unusually strong, normal or weak compared with its own past year; whether it is rising or falling over the last month; and whether the FAA has recently issued directives against its products.
What it is not. A tendency in past data, not a forecast, and not a recommendation. Sample sizes are shown so you can weigh it yourself; a lean built on 400 cases means more than one built on 40. Stocks move for many reasons that have nothing to do with parts contracts. Use this as one input, alongside everything else you know.
The weeks behind this outlook (356 comparable weeks; the 40 most recent shown)
Every week since 2012 in which a company of this size had contract flow in the same state as Boeing has now. “Next month” is how the stock did against the aerospace sector over the following 20 trading days.
| Week of | Company | Contract flow that week | vs. its normal | Next month |
|---|---|---|---|---|
| 2026-08-17 | HEICO | — | unusually weak | trailed by 1.6% |
| 2026-08-17 | TransDigm | — | far below | beat by 1.5% |
| 2026-08-17 | Honeywell | — | unusually weak | beat by 5.9% |
| 2026-08-17 | Boeing | — | unusually weak | beat by 2.7% |
| 2026-08-17 | Northrop Grumman | — | unusually weak | beat by 2.9% |
| 2026-08-10 | Textron (Bell, Cessna, Beechcraft) | — | unusually weak | beat by 6.8% |
| 2026-08-10 | TransDigm | — | far below | beat by 1.0% |
| 2026-08-10 | Honeywell | — | unusually weak | beat by 6.1% |
| 2026-08-10 | Northrop Grumman | — | unusually weak | beat by 3.3% |
| 2026-08-10 | HEICO | — | unusually weak | trailed by 5.4% |
| 2026-08-10 | Boeing | — | far below | beat by 1.7% |
| 2026-08-03 | L3Harris | — | unusually weak | trailed by 0.9% |
| 2026-08-03 | Northrop Grumman | — | unusually weak | beat by 3.5% |
| 2026-08-03 | HEICO | — | unusually weak | trailed by 3.0% |
| 2026-08-03 | Honeywell | — | unusually weak | trailed by 0.6% |
| 2026-08-03 | Boeing | — | far below | beat by 1.8% |
| 2026-08-03 | TransDigm | — | far below | beat by 4.4% |
| 2026-07-27 | Honeywell | — | unusually weak | trailed by 5.2% |
| 2026-07-27 | Northrop Grumman | — | unusually weak | beat by 5.9% |
| 2026-07-27 | HEICO | — | far below | trailed by 0.5% |
| 2026-07-27 | RTX (Raytheon, Pratt & Whitney, Collins) | — | far below | beat by 2.1% |
| 2026-07-27 | TransDigm | — | far below | beat by 3.4% |
| 2026-07-27 | Boeing | — | far below | trailed by 1.6% |
| 2026-07-27 | Parker-Hannifin | — | far below | beat by 6.9% |
| 2026-07-27 | Lockheed Martin | — | far below | beat by 4.1% |
| 2026-07-20 | TransDigm | — | far below | trailed by 4.6% |
| 2026-07-20 | HEICO | — | far below | trailed by 2.6% |
| 2026-07-20 | Boeing | — | far below | trailed by 0.9% |
| 2026-07-20 | Northrop Grumman | — | unusually weak | beat by 2.7% |
| 2026-07-20 | Honeywell | — | far below | trailed by 8.3% |
| 2026-07-20 | L3Harris | — | unusually weak | trailed by 11.7% |
| 2026-07-20 | RTX (Raytheon, Pratt & Whitney, Collins) | $24K | unusually weak | trailed by 1.2% |
| 2026-07-20 | Parker-Hannifin | — | far below | beat by 9.2% |
| 2026-07-13 | Boeing | — | far below | trailed by 0.0% |
| 2026-07-13 | Parker-Hannifin | — | far below | trailed by 1.1% |
| 2026-07-13 | GE Aerospace (incl. CFM International) | — | unusually weak | trailed by 2.1% |
| 2026-07-13 | Honeywell | — | far below | trailed by 11.1% |
| 2026-07-13 | L3Harris | — | unusually weak | trailed by 9.3% |
| 2026-07-13 | Northrop Grumman | — | far below | beat by 4.5% |
| 2026-07-13 | HEICO | — | far below | beat by 1.9% |
Boeing itself, in this state before: 53 weeks, beat the sector 53% of the time, +1.6% on average.
One square per past week, most recent first; green beat the sector, red trailed. Hover for the week and the number. Too few squares to lean on is a fair reading; the size-class record above is the larger sample.
Did big contract weeks lead anywhere? The last two years
Each week's contract flow (line) and what the stock then did over the following month compared with the aerospace sector (bars).
What to look for: if the dots are usually followed by green bars, big contract weeks have tended to lead somewhere for this company; if the bars under the dots are as often red as green, they have not.
Weekly obligations, this year against last
FPDS aviation-parts actions, all agencies, by signing week.
Units that win
- THE BOEING COMPANY 81205$9.0B · 669
- BOEING COMPANY, THE 76301$4.3B · 349
- BOEING COMPANY, THE 77272$2.7B · 325
- BELL BOEING JOINT PROJECT OFFICE 3B1R2$1.3B · 955
- THE BOEING COMPANY 0PXV4$552.2M · 2615
- BOEING COMPANY, THE 1N929$505.4M · 43
- THE BOEING COMPANY 48T42$47.9M · 222
- BOEING COMPANY, THE 8V613$43.8M · 20
- BOEING COMPANY, THE 88277$6.4M · 10
- BOEING COMPANY, THE 5Z623$6.3M · 7
- BOEING DISTRIBUTION, INC. 22819$6.2M · 109
- BOEING DISTRIBUTION SERVICES X, INC. 2N935$1.8M · 112
- THE BOEING COMPANY 17765$662K · 24
- BOEING DISTRIBUTION SERVICES, INC. 2V484$465K · 24
- BOEING COMPANY, THE 4PF93$260K · 3
What they win, by supply class
- 1510 AIRCRAFT, FIXED WING$12.2B · 517
- 1520 AIRCRAFT, ROTARY WING$2.7B · 163
- 1560 AIRFRAME STRUCTURAL COMPONENTS$2.0B · 2243
- 1680 MISCL AIRCRAFT ACCESSORIES COMPS$1.5B · 1547
- 1615 HELICOPTER ROTOR BLADES, DRIVE MECHANISMS AND COMPONENTS$46.9M · 103
- 1660 AIRCRAFT AIR CONDITIONING, HEATING, AND PRESSURIZING EQUIPMENT$15.2M · 246
- 1650 AIRCRAFT HYDRAULIC, VACUUM, AND DE-ICING SYSTEM COMPONENTS$8.4M · 131
- 2840 GAS TURBINES AND JET ENGINES, AIRCRAFT, PRIME MOVING; AND COMPONENTS$7.1M · 100
- 2915 ENGINE FUEL SYSTEM COMPONENTS, AIRCRAFT AND MISSILE PRIME MOVERS$2.8M · 43
- 1730 AIRCRAFT GROUND SERVICING EQUIPMENT$2.2M · 47
Top NSNs
- 01-617-0540 PROCURING SPARES OF NSN 1615-01-617-0540 AND IN SUPPORT OF THE CHINOOK WEAPON SY$1.3M
- 01-306-4353 55 EA 107DS214-9 1615-01-306-4353 CLUTCH ASSEMBLY, CEN$232K
- 01-649-5856 REPAIR OF: WINDOW PANEL, AIRCRA/NSN: 1560016495856/PN: 141T40008-1)$39K
- 01-599-5169 SWASHPLATE CONTROL, NSN: 1615-01-599-5169 PN: 7-511527038-105$18K
- 01-112-5875 PROCUREMENT OF SPARES OF NSN 1615-01-112-5875 AND IN SUPPORT OF THE CHINOOK WEAP—
- 01-629-5110 PROCUREMENT OF ONE (1) WING TIP ASSEMBLY PART NUMBER 688117000-113 NSN 1560-01-6—
- 01-550-3663 DLA SPARES MOD TO CORRECT FACILITY CODE PANEL,PROTECTION,EL NSN: 6110-01-550-—
Latest contract actions
Each row is one FPDS action. Click the stock number for its page, the part number for sellers, the unit for its vendor record, or the PIID for the award on FPDS. $0 is a modification that moved no money.
| Signed | Agency | Item | NSN | Unit | Obligated | Record |
|---|---|---|---|---|---|---|
| 2026-09-14 | ENERGY, DEPARTMENT OF | BOEING AIRCRAFT MANUALS (BAM) FOR OFFICE OF SECURE TRANSPORTATION (OST) AVIATION OPERATIONS DIVISION (AOD) - NA-15. | — | 17765 | $198K | FPDS → |
| 2026-09-02 | FEDERAL ACQUISITION SERVICE | MOD P00003 CHANGES THE POP DATES TO VARIOUS CLINS | — | 81205 | $0 | FPDS → |
| 2026-08-31 | FEDERAL ACQUISITION SERVICE | MOD P00005 - POP EXTENSION FOR CERTAIN CLINS | — | 81205 | $0 | FPDS → |
| 2026-08-31 | FEDERAL ACQUISITION SERVICE | MODIFICATION EXTENDS THE POP DATES FOR SPECIFIC CLINS | — | 81205 | $0 | FPDS → |
| 2026-08-19 | FEDERAL ACQUISITION SERVICE | MOD P00002 CHANGES THE DELIVERY ADDRESS | — | 81205 | $0 | FPDS → |
| 2026-07-13 | FEDERAL ACQUISITION SERVICE | MOD EXTENDS THE POP FOR SPECIFIC CLINS | — | 81205 | $0 | FPDS → |
| 2026-07-13 | FEDERAL ACQUISITION SERVICE | MOD EXTENDS THE POP DATE FOR SPECIFIC CLINS | — | 81205 | $0 | FPDS → |
| 2026-06-29 | DEPT OF DEFENSE | F-15EX - LOT 4 | — | 76301 | $13.9M | FPDS → |
| 2026-06-29 | DEPT OF DEFENSE | MUOS SATURN | — | 76301 | $8.1M | FPDS → |
| 2026-06-29 | DEPT OF DEFENSE | F-15, FOREIGN MILITARY SALES, QATAR PROGRAM | — | 76301 | $650K | FPDS → |
| 2026-06-29 | DEPT OF DEFENSE | GBTS DESIGN STUDIES FOR THE APT PROGRAM | — | 76301 | $96K | FPDS → |
| 2026-06-29 | DEPT OF DEFENSE | DOOR,AIRCRAFT SUPPORTING THE KC--46. | — | 0PXV4 | $68K | FPDS → |
| 2026-06-29 | DEPT OF DEFENSE | COST OVERRUN | — | 76301 | $50K | FPDS → |
| 2026-06-29 | DEPT OF DEFENSE | 8512204137 HOUSING,GLAND SWIVE | — | 0PXV4 | $15K | FPDS → |
| 2026-06-29 | DEPT OF DEFENSE | 8512205262 FORMER,AIRCRAFT | — | 0PXV4 | $11K | FPDS → |
| 2026-06-29 | DEPT OF DEFENSE | 8512101628 DUCT ASSEMBLY,AIR C | — | 3B1R2 | $9K | FPDS → |
| 2026-06-29 | DEPT OF DEFENSE | 8511868428 COVER,SEAL,WINSHIEL | — | 0PXV4 | $185 | FPDS → |
| 2026-06-29 | DEPT OF DEFENSE | 8510658751 HINGE,DOOR,AIRCRAFT | — | 0PXV4 | $0 | FPDS → |
| 2026-06-29 | DEPT OF DEFENSE | 8510508715 SUPPORT,STRUCTURAL | — | 0PXV4 | $0 | FPDS → |
| 2026-06-29 | DEPT OF DEFENSE | 8511621224 PANEL,STRUCTURAL,AI | — | 0PXV4 | $0 | FPDS → |
Plus 801 DLA contracts in the last 30 days, $47.7M in contract value (DIBBS award history, counted per contract).
FAA Airworthiness Directives naming their products, 12 months
- AD 2026-20-01 2026-09-28 · The Boeing Company Airplanes
Airworthiness Directives; The Boeing Company Airplanes
- AD 2026-19-04 2026-09-28 · The Boeing Company Airplanes
Airworthiness Directives; The Boeing Company Airplanes
- AD 2026-18-08 2026-09-17 · The Boeing Company Airplanes
Airworthiness Directives; The Boeing Company Airplanes
- AD 2026-18-07 2026-09-17 · The Boeing Company Airplanes
Airworthiness Directives; The Boeing Company Airplanes
- AD 2026-17-02 2026-08-27 · The Boeing Company Airplanes
Airworthiness Directives; The Boeing Company Airplanes
- AD 2026-16-06 2026-08-13 · The Boeing Company Airplanes
Airworthiness Directives; The Boeing Company Airplanes
- AD 2026-15-11 2026-08-06 · The Boeing Company Airplanes
Airworthiness Directives; The Boeing Company Airplanes
- AD 2026-15-02 2026-07-28 · The Boeing Company Airplanes
Airworthiness Directives; The Boeing Company Airplanes
- AD 2026-14-11 2026-07-13 · The Boeing Company Airplanes
Airworthiness Directives; The Boeing Company Airplanes
- AD 2026-13-03 2026-07-02 · The Boeing Company Airplanes
Airworthiness Directives; The Boeing Company Airplanes
- AD 2026-13-07 2026-07-02 · The Boeing Company Airplanes
Airworthiness Directives; The Boeing Company Airplanes
- AD 2026-13-05 2026-07-01 · The Boeing Company Airplanes
Airworthiness Directives; The Boeing Company Airplanes
- AD 2026-13-10 2026-06-30 · The Boeing Company Airplanes
Airworthiness Directives; The Boeing Company Airplanes
- AD 2026-13-14 2026-06-30 · The Boeing Company Airplanes
Airworthiness Directives; The Boeing Company Airplanes
- AD 2026-13-16 2026-06-30 · The Boeing Company Airplanes
Airworthiness Directives; The Boeing Company Airplanes
In the news
- Here's Where Boeing 747-8 Crew Members Hide From Passengers To Sleep During Flights Simple Flying · 2026-09-29
- Airworthiness Directives; The Boeing Company Airplanes Federal Register · FAA · 2026-09-28
- Why United Airlines Picked The Boeing 737 MAX 8 Over A Widebody For Its Shortest Transatlantic Route Simple Flying · 2026-09-28
- Airworthiness Directives; The Boeing Company Airplanes Federal Register · FAA · 2026-09-28
- 2 Boeing 747s Make Rare Manchester Cameo As Lufthansa Rescues 371 Diverted Passengers Simple Flying · 2026-09-28
- Why Air India’s Boeing 787 Can’t Always Fly Nonstop Simple Flying · 2026-09-28
- Why Boeing 787 Operators Now Face A Repeating Wing Inspection Bill Tied To Flight Length Simple Flying · 2026-09-28
- FAA delays Boeing 737 MAX 10 certification over software issue AeroTime · 2026-09-28
Attribution is by vendor name against a curated map of listed parents and known subsidiaries; joint ventures and recent acquisitions can be missed. Obligations are FPDS aviation-parts actions above the micro-purchase threshold, by signing date. This page is a record of public contracting data. It is not investment advice and PartsAndPlanes makes no recommendation about any security.
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