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Boeing Wins $24M Deal to Support F-15 Strike Eagle Program

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The Boeing Company (BA - Free Report) recently secured a deal worth $23.7 million for procuring F-15 vertical stabilizers. Work related to the deal is scheduled to be over by May 31, 2022.

The contract was awarded by the Defense Logistics Agency Aviation, Richmond, VA. The company will utilize fiscal 2018 through 2022 defense working capital funds to complete the task at Missouri.

A Brief Note on F-15

Boeing’s F-15 Strike Eagle is a twin-engine, all-weather tactical fighter aircraft. Its proven design is unbeatable in air-to-air combat, with more than 100 aerial combat victories.

Our View

Boeing is one of the largest aerospace and defense contractors. Notably, its defense business stands out among peers on virtue of its broadly diversified programs, strong order bookings and backlog.

Particularly, Boeing’s forte has been combat-proven aircraft among the other defense equipments. So far, the company has manufactured more than 1,600 F-15 aircraft for six countries and none of them plan to retire these jets, thus indicating this jet’s enhanced sustainability.

In 2017, the company delivered 16 F-15s, up 7% from the year-ago tally. Moreover, its backlog increased 11% in the same period, primarily driven by contract wins for the F-15 program. Needless to say, this reflects the popularity that the F-15 jet enjoys in the United States.

With rising security threats across the globe, developing economies like India, Qatar and a few more are ramping up their arsenal apart from developed nations like the United States. As a result, we may expect further expansion in F-15’s customer base, beyond its domestic realm, which in turn will boost Boeing’s profit from its defense business.

Moreover, the $716-billion fiscal 2019 defense budget, which the U.S. Senate approved recently, is expected to boost the business of major U.S. defense contractors like Boeing.

Price Movement

In a year’s time, Boeing’s shares have soared about 69.2%, outperforming the broader industry’s rally of 29.8%. This impressive performance was driven by the company’s record backlog supporting revenue growth, increased orders for commercial airplanes and expanded presence in domestic as well as international markets.

 

Zacks Rank & Other Stocks to Consider    

Boeing currently has a Zacks Rank #2 (Buy). Some other top-ranked stocks in the same space include Northrop Grumman (NOC - Free Report) , Textron (TXT - Free Report) and Wesco Aircraft Holdings . While Northrop Grumman sports a Zacks Rank #1 (Strong Buy), Textron and Wesco Aircraft Holdings carry a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here.

Northrop Grumman delivered an average positive earnings surprise of 13.87% in the last four quarters. The Zacks Consensus Estimate for 2018 earnings moved north 5.65% to $16.44 in the last 90 days.

Textron came up with an average positive earnings surprise of 16.64% in the last four quarters. The Zacks Consensus Estimate for 2018 earnings climbed 2.95% to $3.15 in the last 90 days.

Wesco Aircraft Holdings’ long-term growth rate is projected at 12%. The Zacks Consensus Estimate for 2018 earnings moved up 10% to 77 cents in the last 90 days.

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