Aerospace - Defense Stocks

U.S. Air Force KC-46A Pegasus refueling an F-15, illustrating the tanker type cleared for possible sale to Qatar

Aerospace

Qatar’s Possible $4.5 Billion KC-46 Buy Is an Export Win for Boeing—and a Parts Win for RTX

State cleared a possible $4.5B FMS for up to four KC-46As, eight PW4062s, and LAIRCM/ALR-69A gear for Qatar. Contractors include Boeing, Pratt & Whitney, RTX, and Northrop Grumman—this is not a signed sale.

Pratt & Whitney F135 engine for the F-35 Lightning II (public domain / U.S. Air Force)

Aerospace

RTX’s Pratt Lands a $1.3 Billion F135 Spares Order for the Global F-35 Fleet

A $1.295 billion UCA modification for F135 spare parts—not new engine lots—underscores how F-35 readiness, not just production, feeds RTX’s military engines franchise.

Aerospace

Boeing Defense Grew 13%—Then Gave It Back on Air Force One

Boeing’s BDS unit posted $7.483B revenue (+13%) but a $15M operating loss after $280M in VC-25B charges. MQ-25A hit first flight and Milestone C; T-7A entered LRIP; backlog ~$85B with 27% non-U.S.