Boeing Gets Fresh Demand Boost While Union Vote, Weak Technicals Loom
Boeing stock falls despite fresh jet orders as investors weigh execution, labor developments and a weak technical setup.
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Boeing stock faces pressure as CEO Kelly Ortberg flags 737 wing bottlenecks, engine delays, and certification hurdles.
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Boeing stock falls despite fresh jet orders as investors weigh execution, labor developments and a weak technical setup.
RTX stock holds flat as Pratt & Whitney's GTF Advantage engine debuts on United Airlines amidst a Bernstein price target cut to $223.
Lockheed Martin wins $1.2B U.S. Army contract for PrSM Increment 2 missiles targeting moving maritime targets.
The article compares Boeing and Lockheed Martin as aerospace investment options for 2026. Boeing is undergoing a turnaround with strong commercial aviation demand and record backlogs, but faces operational challenges, high debt (10.0x debt-to-equity), and negative free cash flow. Lockheed Martin offers stability with steady profitability, lower leverage (3.2x debt-to-equity), strong free cash flow ($6.9B), and long-term F-35 program revenue visibility. The author recommends Lockheed Martin as the better value investment due to its cheaper valuation multiples (17.3x forward P/E vs. Boeing's 49.7x) and fortress-like business model.
https://www.bloomberg.com/news/articles/2026-09-24/india-s-akasa-in-talks-with-boeing-to-order-200-737-max-aircraft
Redwire, Rocket Lab and Firefly won spots on the Space Force’s $981M NITE-STAR contract for test and training tools through 2036.