Boeing chosen by U.S. navy to develop next-generation fighter jet
Published . Updated .
The Department of War and the U.S. Navy said Tuesday that it's chosen aircraft manufacturer Boeing to develop its next generation of fighter jets.
Directly affected
- BA Boeing
Named in this report.
Indirectly affected
- SPR Spirit AeroSystems
Spirit builds Boeing fuselages, so a Boeing aircraft story reaches this supplier
- GE GE Aerospace
GE Aerospace supplies and competes in commercial aircraft engines
- DAL Delta Air Lines
Delta flies the 737, so a Boeing aircraft story reaches its fleet
- LMT Lockheed Martin
Lockheed Martin is a defense and aerospace peer
- RTX RTX
Defense contractors get more work when conflict spending rises
- NOC Northrop Grumman
Defense contractors get more work when conflict spending rises
- HWM Howmet Aerospace
Howmet supplies parts used on commercial and defense aircraft
- UAL United Airlines
United flies the 737, so a Boeing aircraft story reaches its fleet
- TDG TransDigm
TransDigm supplies aircraft components to Boeing and the airlines
- AAL American Airlines
American flies the 737, so a Boeing aircraft story reaches its fleet
Price reaction, T-5 to T+3
The Department of War and the U.S. Navy said Tuesday that it's chosen aircraft manufacturer Boeing to develop its next generation of fighter jets.
Source: CNBC Top
How far Boeing (BA) has moved since 30 Sep 2026
Since the first closing price after “Boeing chosen by U.S. navy to develop next-generation fighter jet,” Boeing (BA) is -0.47%. The S&P 500 fund (SPY) is +0.33% over the same days, a -0.80% difference versus the market. industrial stocks (XLI) is -1.16%, a +0.68% difference versus that group of stocks.
Who reported a Boeing (BA) trade near this story
- Maria Elvira Salazar sell Boeing (BA) ($1,001 - $15,000). That is 6 days before publication, inside 30 days. The filing is listed beside the story “Boeing chosen by U.S. navy to develop next-generation fighter jet.”
- Kevin Hern sell Boeing (BA) ($1,001 - $15,000). That is 48 days before publication, inside 60 days. The filing is listed beside the story “Boeing chosen by U.S. navy to develop next-generation fighter jet.”
- Kevin Hern sell Boeing (BA) ($15,001 - $50,000). That is 48 days before publication, inside 60 days. The filing is listed beside the story “Boeing chosen by U.S. navy to develop next-generation fighter jet.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who collects and who pays in defense
Companies mentioned with this story
- BA Boeing
In “Boeing chosen by U.S. navy to develop next-generation fighter jet,” Boeing (BA) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names BOEING CO in the headline; GA resolved that company to BA
- ITA IShares U.S. Aerospace & Defense ETF
IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence in the 30 Sep 2026 story “Boeing chosen by U.S. navy to develop next-generation fighter jet.” Reason on file: Material security escalation can alter defense demand expectations and risk premia
- XAR Spdr Series Trust
Spdr Series Trust (XAR) is linked, with no stored direction, medium confidence in the 30 Sep 2026 story “Boeing chosen by U.S. navy to develop next-generation fighter jet.” Reason on file: Material security escalation can alter defense demand expectations and risk premia
- PPA Invesco Aerospace & Defense Etf
Invesco Aerospace & Defense Etf (PPA) is linked, with no stored direction, medium confidence in the 30 Sep 2026 story “Boeing chosen by U.S. navy to develop next-generation fighter jet.” Reason on file: GA selected PPA as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- WAR U.S. Global Technology And Aerospace & Defense Etf
U.S. Global Technology And Aerospace & Defense Etf (WAR) is linked, with no stored direction, medium confidence in the 30 Sep 2026 story “Boeing chosen by U.S. navy to develop next-generation fighter jet.” Reason on file: GA selected WAR as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- NBXG Neuberger Next Generation Connectivity Fund
Neuberger Next Generation Connectivity Fund (NBXG) is linked, with no stored direction, medium confidence in the 30 Sep 2026 story “Boeing chosen by U.S. navy to develop next-generation fighter jet.” Reason on file: GA selected NBXG as a RELATED security because its canonical security name directly matches this event's themes: generation, next. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- GLD Spdr Gold Trust
For “Boeing chosen by U.S. navy to develop next-generation fighter jet,” Spdr Gold Trust (GLD) is linked, with no stored direction, medium confidence. Reason on file: Material security escalation can affect safe-haven and macro-risk proxies; this is a monitoring relationship, not a directional prediction
- TLT Ishares Tr
For “Boeing chosen by U.S. navy to develop next-generation fighter jet,” Ishares Tr (TLT) is linked, with no stored direction, medium confidence. Reason on file: Material security escalation can affect safe-haven and macro-risk proxies; this is a monitoring relationship, not a directional prediction
Boeing (BA) and the defense link
The 30 Sep 2026 story “Boeing chosen by U.S. navy to develop next-generation fighter jet” names Boeing (BA) because of Defense.
The link for Boeing (BA) is this: The reported development directly names BOEING CO in the headline; GA resolved that company to BA
A second company, IShares U.S. Aerospace & Defense ETF (ITA), is listed for a different reason: Material security escalation can alter defense demand expectations and risk premia
Dates in the story, and the Boeing (BA) price range
BA traded between 183.38 and 204.00 across 20 sessions. The latest close on file is 191.51. ITA traded between 201.08 and 217.79 across 20 sessions. The latest close on file is 207.60. XAR traded between 216.28 and 245.40 across 20 sessions. The latest close on file is 223.20.
The defense score for Boeing (BA)
46 out of 100
“Boeing chosen by U.S. navy to develop next-generation fighter jet” scores 46 out of 100. The score uses 1 sources, and 9 linked companies.