Boeing Lands $131 Bil F-15 Fighter Jet Contract, Analyst Lifts Booz Allen Targets

The report identifies Boeing as the recipient of a $131 Bil F-15 fighter-jet contract and separately says an analyst lifted targets for Booz Allen Hamilton. No contract duration, margin terms, delivery schedule, or revised target levels were provided in the available report.

The named equity exposure is split between Boeing and Booz Allen. Boeing’s FY 2025 revenue was $89.5B, up 34.5% YoY, but its gross margin was 4.8% and net margin was 2.5%; Booz Allen’s FY 2026 revenue was $11.2B, down 6.4% YoY, with a 7.6% net margin.

The next read depends on Boeing disclosing the contract’s economics and timing, while Booz Allen’s next results will test whether the analyst target increase can overcome the reported revenue contraction. The report does not establish the size of the target changes or provide a dated event beyond those future company updates.