Veytics Intelligence
2026-09-30 · Seekingalpha

Boeing wins $20B Navy fighter contract, its 2nd major stealth jet program

[Aerial view of the Pentagon complex with surrounding roads, parking and greenery. g] Boeing (BA [https://seekingalpha.com/symbol/BA]) has been selected to develop the U.S. Navy’s next-generation carrier-based fighter, securing a contract worth about $20 billion and beating Northrop Grumman (NOC [https://seekingalpha.com/symbol/NOC]) in one of the Pentagon’s largest combat-aircraft competitions. The award gives Boeing (BA [https://seekingalpha.com/symbol/BA]) its second major sixth-generation fighter program in two years after the Air Force selected the company in 2025 to develop the F-47. For investors, the F/A-XX win strengthens Boeing’s (BA [https://seekingalpha.com/symbol/BA]) defense backlog and gives its St.

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