The Pentagon is considering a Boeing proposal to supply Ukraine with cheap, small precision bombs fitted onto abundantly available rockets, allowing Kyiv to strike far behind Russian lines as the West struggles to meet demand for more arms. U.S. and allied military inventories are shrinking, and Ukraine faces an increasing need for more sophisticated weapons as the war drags on. Boeing's proposed system, dubbed Ground-Launched Small Diameter Bomb (GLSDB), is one of about a half-dozen plans for getting new munitions into production for Ukraine and America's Eastern European allies, industry sources said.
Anyone considering investing in aerospace giant Boeing (NYSE: BA) should watch closely as the production ramps on its narrowbody 737 and widebody 787 aircraft. However, while that remains the key swing factor in the company's plan to reach $10 billion in free cash flow (FCF) in the 2025/2026 timeframe, the investment case also rests on the defense, space, and security segment's ability to deliver profitable growth.
Boeing (BA) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.