Boeing F-15EX Eagle II
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The good news is this: Boeing defense is doing much better. From this week's earnings release..
"Defense segment momentum continued, with backlog reaching a record $76 billion in Q3 2025 and key wins such as the $2.8 billion US Space Force SATCOM contract and multiple multi-year deals". I read somewhere they delivered 30 airframes (mostly SH?) and 2 satellites for the year.
If they can get through the strike, Boeing defense may have just turned a corner. That US Space Force contract, another multi-year deal on PAC-3 and F-15EX deliveries picking up should help them transition, after shuddering the Super Hornet line. The EX in particular is a bridge IMO, until they can get the F-47 line up and running (and they're still in play w/the Navy's F/A-XX).
"Defense segment momentum continued, with backlog reaching a record $76 billion in Q3 2025 and key wins such as the $2.8 billion US Space Force SATCOM contract and multiple multi-year deals". I read somewhere they delivered 30 airframes (mostly SH?) and 2 satellites for the year.
If they can get through the strike, Boeing defense may have just turned a corner. That US Space Force contract, another multi-year deal on PAC-3 and F-15EX deliveries picking up should help them transition, after shuddering the Super Hornet line. The EX in particular is a bridge IMO, until they can get the F-47 line up and running (and they're still in play w/the Navy's F/A-XX).
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Agreement ends three-month strike at Boeing defense plants
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Around 3,200 Boeing Defense workers have voted on Thursday to ratify a new collective agreement, ending a strike that halted production for more than three months at the company’s facilities in Missouri and Illinois.
The five-year contract provides a cumulative 24% wage increase and a $6,000 signing bonus, according to the International Association of Machinists and Aerospace Workers (IAM).
Employees are expected to return to work as early as Sunday, restoring activity on assembly lines for the F-15EX and F/A-18 fighters, as well as weapon systems and the US Navy’s MQ-25 tanker drone.
...[more at source]
Source: https://www.airdatanews.com/agreement-ends-three-month-strike-at-boeing-defense-plants/
Have F110, Block 70, will travel
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jetblast16 wrote:Agreement ends three-month strike at Boeing defense plants
...
Around 3,200 Boeing Defense workers have voted on Thursday to ratify a new collective agreement, ending a strike that halted production for more than three months at the company’s facilities in Missouri and Illinois.
The five-year contract provides a cumulative 24% wage increase and a $6,000 signing bonus, according to the International Association of Machinists and Aerospace Workers (IAM).
Employees are expected to return to work as early as Sunday, restoring activity on assembly lines for the F-15EX and F/A-18 fighters, as well as weapon systems and the US Navy’s MQ-25 tanker drone.
...[more at source]
Source: https://www.airdatanews.com/agreement-ends-three-month-strike-at-boeing-defense-plants/
That's good news.