Company Focus 1 min read 5 August 2026 COMPANY FOCUS · BOEING

Boeing: Air Force One Bleeds Cash, F-47 Takes Wing

Analysis of Boeing: Air Force One Bleeds Cash, F-47 Takes Wing activity.

Sources 16 primary documents
Defence industryBoeingAir Force OneF-47MQ-28 Ghost Bat

Overview

Boeing’s defence portfolio saw mixed fortunes in July. While the F-47 program chugged along towards its 2028 flight, the Air Force One replacement hemorrhaged cash, accruing a $280M charge and pushing total losses past $3B. Meanwhile, Boeing’s MQ-28 Ghost Bat uncrewed aircraft stole the spotlight at Farnborough and participated in Exercise Valiant Shield. As the global defence landscape shifts, expect Boeing to push hard on international sales and strategic partnerships.

TechnologyMentionsAssessment
MQ-28 Ghost Bat4Gaining traction as collaborative combat aircraft; first multinational exercise participation.
Uncrewed Aircraft2Boeing’s unmanned systems increasingly visible in international exercises and procurement.
Air Force One Replacement1Behind schedule, over budget, but on track for 2028 delivery.

Contract & Market Landscape

DealValue (USD)GeographyNotes
F-47 Program$18500.0MUnited StatesFirst flight expected in 2028; at least 185 planned for procurement.
Air Force One Replacement$5000.0MUnited StatesOverruns push total cost over $5B.

What to Watch

  • Air Force One Costs: Will Boeing contain escalating costs or face further delays?
  • F-47 Flight: Keep an eye on the first flight in 2028 and procurement plans.
  • MQ-28 International Sales: Which countries will be the first to adopt Boeing’s collaborative combat aircraft?

Sources

  • defense-news
  • breaking-defense
  • the-war-zone