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Buy Boeing (BA) Stock After New Air Force One Deal

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Shares of Boeing (BA - Free Report) climbed over 1% on Tuesday to hit a new all-time intraday high after the White House confirmed a deal with the aerospace giant for two new Air Force One planes.

Air Force One deal

Boeing reached an initial deal with the Trump administration to buy two new highly-modified 747s. The cost will reportedly be capped at $3.9 billion. This deal comes after Trump criticized the cost of, and threatened to cancel, a previously-discussed $4 billion deal for new Air Force One aircrafts before he took office in December 2016.

Trump later met with chief executives from Boeing and Lockheed Martin (LMT - Free Report) to discuss the cost of some defense contracts.

“President Trump has reached an informal deal with Boeing on a fixed price contract for the new Air Force One Program,” a White House spokesman said in a statement. “Thanks to the President's negotiations, the contract will save the taxpayers more than $1.4 Billion.”

It seems that the cost savings are being measured against an updated $5 billion estimate. Work on the new Air Force One planes is expected to start in 2019, with the aircrafts projected to begin service in fall 2023. However, the initial timetable is subject to change according to the Wall Street Journal.

Other Contracts

Boeing has already been awarded four other contracts in February alone, according to U.S. Department of Defense releases. The company secured a $219.6 million contract with the Navy as well as a larger joint deal worth $268.7 million. Boeing also landed three contracts with the U.S. Air Force this month worth a combined total of roughly $280 million.

On top of that, Hawaiian Holdings (HA) also reportedly recently made a deal to purchase a small amount of Boeing 787-9 aircraft, according to Scott Hamilton of Leeham News and Comment.

More Fundamentals

Investors should also note that aside from bolstering its contracts, Boeing is a Zacks Rank #1 (Strong Buy) right now. The firm also currently boasts an “A” for Growth in our Style Scores system.

Boeing is projected to see its first-quarter 2018 earnings soar by over 32%, while its EPS figure is expected to climb 34% the following quarter, based on current Zacks Consensus Estimates. Both are comparatively-large quarterly gains for a company of Boeing’s size and age.

Furthermore, Boeing has failed to top or match earnings estimates just once over the last five years. This includes an average earnings surprise of over 20% in the trailing four quarters, culminating with a 65% beat in Q4.

Investors might also be happy to know that Boeing has earned 10 earnings estimate revisions for its current fiscal year, with 100% agreement to the upside.

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