NASA's Moon Mission Plan Changes Impact Boeing's Revenue Prospects
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Source: Fool
- Moon Mission Plan Changes: NASA has decided to launch the Orion spacecraft atop a smaller rocket starting with Artemis VI, replacing Boeing's SLS, which will drastically reduce Boeing's revenue from approximately $3 billion per mission to about $110 million.
- Diminished Revenue Outlook for Boeing: Boeing initially expected to share in $82 billion from the Artemis project, but the new plan significantly cuts its revenue potential, potentially leading to substantial financial strain over the coming years.
- Increased Market Competition: As NASA seeks more economical solutions, companies like SpaceX and Blue Origin may capture a larger share of launch contracts, further undermining Boeing and Lockheed Martin's market positions.
- Technical Compatibility Challenges: The Orion spacecraft will require modifications to be compatible with the new rockets, increasing R&D costs and timelines, even as NASA's new leadership aims to lower costs to ensure the success of lunar missions.
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Analyst Views on BA
Wall Street analysts forecast BA stock price to rise
16 Analyst Rating
14 Buy
1 Hold
1 Sell
Strong Buy
Current: 190.520
Low
150.00
Averages
269.14
High
298.00
Current: 190.520
Low
150.00
Averages
269.14
High
298.00
About BA
The Boeing Company is an aerospace company. Its segments include Commercial Airplanes (BCA), Defense, Space & Security (BDS), and Global Services (BGS). Its BCA segment develops, produces and markets commercial jet aircraft principally for the commercial airline industry worldwide. Its family of commercial jet aircraft in production includes the 737 narrow-body model and the 767, 777 and 787 wide-body models. Its BDS segment is engaged in the research, development, production and modification of manned and unmanned military aircraft and weapons systems for strike, surveillance and mobility. Its BGS segment provides services to its commercial and defense customers worldwide. It sustains aerospace platforms and systems with a range of products and services, including supply chain and logistics management, engineering, maintenance and modifications, upgrades and conversions, spare parts, pilot and maintenance training systems and services, technical and maintenance documents, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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