$BA

Aircraft refurbishment market projected to grow from $6.65B in 2025 to $9B by 2030, driven by fleet modernization and rising passenger traffic demands.

Pentagon opens $151B SHIELD missile defense program to 2,400+ vendors. Companies compete for task orders in comprehensive ballistic and hypersonic defense initiative.

Axiom Space secures $350M to build commercial orbital station launching in 2028, replacing the ISS post-2030 retirement.

Blue Water Autonomy will manufacture autonomous warships for the U.S. Navy starting March 2026, producing 10-20 Liberty-class vessels annually to expand unmanned naval capabilities.

ULA's new Vulcan rocket faces reliability issues with two booster nozzle failures in four flights, compounded by leadership transition as CEO departs to Blue Origin.

Vast Space plans to train four astronauts aboard the ISS in 2027 for its Haven-1 commercial orbital station, launching same year with full habitability by 2030.

Pentagon launches $1.1B drone procurement program with 25 companies competing. Only two publicly traded firms involved: Kratos Defense and Red Cat Holdings.

United Airlines rebounded in premarket trading despite crude oil climbing to six-month highs, raising fuel cost concerns. Analysts maintain a Buy rating citing strong operational performance.

TransDigm boasts superior 47.2% operating margins versus GE's 21.4%, yet GE commands higher valuation due to recurring revenue streams and stronger balance sheet offsetting profitability differences.

Boeing secures $15B+ in orders from Vietnamese carriers for 90 aircraft. Sun Phu Quoc Airways orders 40 787 Dreamliners; Vietnam Airlines orders 50 737 MAX jets.

FTC approves Boeing's Spirit AeroSystems acquisition with conditions including divestitures and support for rival manufacturers like Airbus to preserve aerospace competition.

United Airlines orders 300 GE engines for 787 fleet expansion and adds Starlink connectivity to 300+ aircraft, modernizing operations and passenger experience.

Joby Aviation partners with Nvidia to develop autonomous flight technology for its eVTOL aircraft, combining advanced computing with autonomous software for military and civilian use.