Defense & National Security
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Boeing Defense

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$BA

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Boeing Defense, Space & Security (BDS) segment of Boeing. $24B FY2024 BDS revenue (parent BA total $66.5B). Producer of F-15EX, KC-46, P-8 Poseidon, AH-64 Apache, CH-47 Chinook, Starliner. Won NGAD/F-47 contract Mar 2025 (estimated $20-30B EMD). BDS profitability impacted by fixed-price contract losses (KC-46, Starliner, T-7A).

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Defense & National Security - Boeing Defense | Sterling