$BA — X 투자자들은 지금 무슨 이야기를 하나

$BA보잉 · Aerospace & Defense · 1520억 달러

$193.59

프리마켓+0.7%

이벤트 흐름

주요 이벤트 · 시간순

30건

2026-10-02기업호재
보잉 사무직 노조, 새 계약 승인으로 파업 피해
약 17,000명의 엔지니어와 기술 직원이 임금 인상을 수용하여 작업 중단 위험이 제거됨
2026-10-01기업호재
보잉, 미 해군 F/A-XX 전투기 200억 달러 계약 수주
노스롭그루먼을 제치고 수십 년간의 방산 매출을 확보
첫날 +3.3%

이전 이벤트 28건

2026-09-29기업
NASA와 보잉, 3.59억 달러 투자로 스타라이너 계획 업데이트
NASA, 스타라이너 업그레이드와 무인 비행 계획 발표, 2028년 유인 임무 목표
첫날 +1.8% · 현재까지 +2.5%
2026-09-24기업
Boeing Secures Turkish, Bangladesh Orders; China Deal Hopes Fade영어 원문
Turkish 150 and Bangladesh 11 orders confirmed, but China hopes fade weigh
첫날 -1.6% · 5일 후 -2.3%
2026-09-24M&A·자금조달
Archer Clears HSR for Boeing Subsidiary Acquisition영어 원문
Boeing's divestiture advances but deal is Archer-led, neutral for BA
첫날 -1.6% · 5일 후 -2.3%
2026-09-15 → 09-23기업호재
Boeing finalizes Turkish Airlines order for 150 737 MAX jets영어 원문
Airline's largest single-aisle order follows 787 Dreamliner purchase, boosting narrowbody sales
첫날 -0.3% · 5일 후 -5.7%
전개 과정 2회
- 2026-09-15 Deal was at risk over engine maintenance dispute, now close to finalization
- 2026-09-23 Airline's largest single-aisle order follows 787 Dreamliner purchase, boosting narrowbody sales
2026-09-21기업호재
USTR says China making progress on 200-jet Boeing purchase commitment영어 원문
Progress on China's May commitment to buy 200 Boeing jets supports order outlook
첫날 +1.5% · 5일 후 -8.3%
2026-09-20기업호재
US Navy Awards Boeing $552M for MQ-25A Stingray Drones영어 원문
Includes advance parts for 3 more drones, boosting defense order visibility
첫날 +1.5% · 5일 후 -8.3%
2026-09-05 → 09-20기업호재
Boeing Defense Orders Strengthen: MQ-25A Contract, JATM, KC-46 Expansion영어 원문
New MQ-25A contract adds to existing defense programs, boosting visibility
첫날 -0.7% · 5일 후 -0.5%
전개 과정 4회
- 2026-09-05 US State Dept approves potential FMS; $5B deal boosts defense backlog
- 2026-09-15 Expands foreign sales and strengthens long-term defense revenue, consistent with recent defense backlog growth
- 2026-09-19 DoD-Lockheed JATM pact plus KC-46 ceiling raise bolster defense revenue visibility
- 2026-09-20 New MQ-25A contract adds to existing defense programs, boosting visibility
2026-09-19M&A·자금조달호재
BA Gets Institutional Buy; Analysts See Valuation Recovery영어 원문
Nykredit buys 188,345 shares amid bullish coverage, boosting bottom-fishing sentiment
첫날 +1.5% · 5일 후 -8.3%
2026-09-19M&A·자금조달
NASA in Talks with Boeing for Up to 10 Starliner Low-Earth Orbit Missions영어 원문
Starliner grounded since 2024 thruster issues; talks could open new missions, but no final deal yet
첫날 +1.5% · 5일 후 -8.3%
2026-09-18제품악재
Boeing CEO Flags Slower MAX Ramp, 777X Certification Delayed to 2027영어 원문
CEO Ortberg admits slower 737 MAX ramp, 777X tests delayed to 2027; shares down ~6% week, BofA sees overreaction
첫날 +0.6% · 5일 후 -0.1%
2026-09-17기업악재
Boeing CEO Admits MAX Ramp Stabilization Behind Schedule; 777X Testing Slips to 2027영어 원문
MAX production issues persist; 777X delayed by GE9X seal certification, but delivery target maintained
첫날 -2.5% · 5일 후 -0.1%
전개 과정 2회
- 2026-09-17 CEO admits challenges in ramping to 47/month, wing production bottleneck, impacting deliveries and cash flow
- 2026-09-17 MAX production issues persist; 777X delayed by GE9X seal certification, but delivery target maintained
2026-09-17규제호재
FAA Waiver Allows Boeing to Sell 35 More 777F Freighters영어 원문
Regulatory waiver extends 777F sales window, boosting freighter business
첫날 -2.5% · 5일 후 -0.1%
2026-09-15M&A·자금조달호재
Boeing finalizes 103-aircraft order from Korean Air영어 원문
Order valued at $36.2B, covering widebody, freighter and single-aisle jets, boosting commercial backlog
첫날 -0.3% · 5일 후 -5.7%
2026-09-07 → 09-14기타악재
Amazon Pauses 21 Air Operations as Boeing 767 Miami Crash Fallout Widens영어 원문
Crash killed five, NTSB investigating, cargo shifted to other carriers
첫날 -0.7% · 5일 후 -0.5%
전개 과정 3회
- 2026-09-07 Boeing's safety record under renewed scrutiny, may impact regulation and public trust
- 2026-09-08 Probe focuses on touchdown point, speed, brakes; Boeing faces safety and legal pressure
- 2026-09-14 Crash killed five, NTSB investigating, cargo shifted to other carriers
2026-09-14제품호재
Boeing, American Airlines Complete First 737 MAX Landing Gear Exchange영어 원문
Milestone validates program effectiveness, reduces AOG risk for customers
첫날 -0.1% · 5일 후 -4.3%
2026-09-11기업호재
Boeing reaches tentative contract deal with engineers' union영어 원문
Averts strike risk, stabilizes production labor relations
첫날 +2.8% · 5일 후 -5.8%
2026-09-09M&A·자금조달
Boeing to Divest Three Subsidiaries for 16.75% Stake in Archer영어 원문
Deal bolsters Boeing's balance sheet and expands urban air mobility footprint
첫날 -2.0% · 5일 후 -2.2%
2026-09-08실적악재
Boeing Delivers 51 Jets in August, 787 Handovers Decline영어 원문
Lowest in four months; widebody deliveries slip, pressuring near-term results
첫날 -0.7% · 5일 후 -0.5%
2026-08-21 → 09-07기업
Boeing resumes talks with engineers union, strike authorization looms영어 원문
Talks resume but strike risk remains, affecting production and deliveries
첫날 -0.4% · 5일 후 -2.0%
전개 과정 5회
- 2026-08-21 Vote on contract for largest white-collar union ends; outcome affects labor costs and production stability
- 2026-08-28 Resumption follows earlier vote, impacting production stability
- 2026-08-31 Talks resume date set after strike authorization; outcome key to production stability
- 2026-09-03 Strike authorization vote nears, talks restart as key juncture
- 2026-09-07 Talks resume but strike risk remains, affecting production and deliveries
2026-09-02 → 09-04규제악재
Boeing Pays $3.1M FAA Fine Amid Ongoing Scrutiny영어 원문
Fine amount small yet signals persistent regulatory pressure
첫날 +1.6% · 5일 후 -1.9%
전개 과정 2회
- 2026-09-02 Tied to 2024 Alaska incident, highlights regulatory pressure
- 2026-09-04 Fine amount small yet signals persistent regulatory pressure
2026-09-02제품호재
Ethiopian Airlines nears deal for up to 10 Boeing freighters영어 원문
African hub plans advance, could boost freighter orders
첫날 +1.6% · 5일 후 -1.9%
2026-09-01기업호재
Boeing Defense Backlog $85B, Key Programs Enter Low-Rate Production영어 원문
Defense momentum builds amid Pentagon missile production acceleration
첫날 -1.0% · 5일 후 +0.4%
2026-08-31기업
Boeing ramps 737 to 47/month, engineers authorize October strike영어 원문
Production surge vs strike risk, impacting deliveries and labor relations
첫날 -1.0% · 5일 후 +1.4%
2026-08-25기업호재
Boeing lands $131.2B USAF F-15 program contract영어 원문
IDIQ contract for production, upgrades & sustainment through 2037, securing defense revenues
첫날 +0.3% · 5일 후 -2.6%
2026-08-21M&A·자금조달
Allworth Financial builds new $9.24M stake in Boeing영어 원문
Institutional new position in Q2 signals long-term value recognition
첫날 -0.4% · 5일 후 -2.0%
2026-08-19M&A·자금조달
Boeing-Lockheed JV ULA Raises $1.5B in Private Bonds영어 원문
Financing triples initial plan, highlighting capital needs in space-defense segment
첫날 -0.4% · 5일 후 -4.5%
2026-08-17기업악재
US Army Grounds Apache Fleet After Fatal Crash, Pressuring Boeing Stock영어 원문
Temporary grounding of Boeing-made Apaches after Texas crash raises safety and order concerns.
첫날 -2.5% · 5일 후 -6.9%
2026-08-15기업호재
Boeing, RTX Sign Pentagon Framework Deals to Boost Missile Interceptor Component Production영어 원문
Pentagon signs 7-year framework agreements with Boeing and RTX to increase production of critical hardware for SM-3 Block IB/IIA interceptors, bolstering defense segment
첫날 -2.5% · 5일 후 -6.9%

관련 소식 · 이 종목은 주체가 아님

2026-09-14관련기업
Amazon pauses 21 Air ties after Sept. 6 Miami cargo crash killed 5영어 원문
Amazon said it will move shipments to other carriers as investigators continue probing the runway overrun.
첫날 -0.1% · 5일 후 -4.3%

①

강세 vs 약세

방향별 정리 · 원문 링크

호재 요인0

아직 항목이 없어요

리스크 요인0

아직 항목이 없어요

최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님

⑩

토론

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사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.

이벤트 흐름

주요 이벤트 · 시간순

30건

2026-10-02기업호재
보잉 사무직 노조, 새 계약 승인으로 파업 피해
약 17,000명의 엔지니어와 기술 직원이 임금 인상을 수용하여 작업 중단 위험이 제거됨
2026-10-01기업호재
보잉, 미 해군 F/A-XX 전투기 200억 달러 계약 수주
노스롭그루먼을 제치고 수십 년간의 방산 매출을 확보
첫날 +3.3%
2026-09-29기업
NASA와 보잉, 3.59억 달러 투자로 스타라이너 계획 업데이트
NASA, 스타라이너 업그레이드와 무인 비행 계획 발표, 2028년 유인 임무 목표
첫날 +1.8% · 현재까지 +2.5%
2026-09-24기업
Boeing Secures Turkish, Bangladesh Orders; China Deal Hopes Fade영어 원문
Turkish 150 and Bangladesh 11 orders confirmed, but China hopes fade weigh
첫날 -1.6% · 5일 후 -2.3%
2026-09-24M&A·자금조달
Archer Clears HSR for Boeing Subsidiary Acquisition영어 원문
Boeing's divestiture advances but deal is Archer-led, neutral for BA
첫날 -1.6% · 5일 후 -2.3%

이전 이벤트 25건

2026-09-15 → 09-23기업호재
Boeing finalizes Turkish Airlines order for 150 737 MAX jets영어 원문
Airline's largest single-aisle order follows 787 Dreamliner purchase, boosting narrowbody sales
첫날 -0.3% · 5일 후 -5.7%
전개 과정 2회
- 2026-09-15 Deal was at risk over engine maintenance dispute, now close to finalization
- 2026-09-23 Airline's largest single-aisle order follows 787 Dreamliner purchase, boosting narrowbody sales
2026-09-21기업호재
USTR says China making progress on 200-jet Boeing purchase commitment영어 원문
Progress on China's May commitment to buy 200 Boeing jets supports order outlook
첫날 +1.5% · 5일 후 -8.3%
2026-09-20기업호재
US Navy Awards Boeing $552M for MQ-25A Stingray Drones영어 원문
Includes advance parts for 3 more drones, boosting defense order visibility
첫날 +1.5% · 5일 후 -8.3%
2026-09-05 → 09-20기업호재
Boeing Defense Orders Strengthen: MQ-25A Contract, JATM, KC-46 Expansion영어 원문
New MQ-25A contract adds to existing defense programs, boosting visibility
첫날 -0.7% · 5일 후 -0.5%
전개 과정 4회
- 2026-09-05 US State Dept approves potential FMS; $5B deal boosts defense backlog
- 2026-09-15 Expands foreign sales and strengthens long-term defense revenue, consistent with recent defense backlog growth
- 2026-09-19 DoD-Lockheed JATM pact plus KC-46 ceiling raise bolster defense revenue visibility
- 2026-09-20 New MQ-25A contract adds to existing defense programs, boosting visibility
2026-09-19M&A·자금조달호재
BA Gets Institutional Buy; Analysts See Valuation Recovery영어 원문
Nykredit buys 188,345 shares amid bullish coverage, boosting bottom-fishing sentiment
첫날 +1.5% · 5일 후 -8.3%
2026-09-19M&A·자금조달
NASA in Talks with Boeing for Up to 10 Starliner Low-Earth Orbit Missions영어 원문
Starliner grounded since 2024 thruster issues; talks could open new missions, but no final deal yet
첫날 +1.5% · 5일 후 -8.3%
2026-09-18제품악재
Boeing CEO Flags Slower MAX Ramp, 777X Certification Delayed to 2027영어 원문
CEO Ortberg admits slower 737 MAX ramp, 777X tests delayed to 2027; shares down ~6% week, BofA sees overreaction
첫날 +0.6% · 5일 후 -0.1%
2026-09-17기업악재
Boeing CEO Admits MAX Ramp Stabilization Behind Schedule; 777X Testing Slips to 2027영어 원문
MAX production issues persist; 777X delayed by GE9X seal certification, but delivery target maintained
첫날 -2.5% · 5일 후 -0.1%
전개 과정 2회
- 2026-09-17 CEO admits challenges in ramping to 47/month, wing production bottleneck, impacting deliveries and cash flow
- 2026-09-17 MAX production issues persist; 777X delayed by GE9X seal certification, but delivery target maintained
2026-09-17규제호재
FAA Waiver Allows Boeing to Sell 35 More 777F Freighters영어 원문
Regulatory waiver extends 777F sales window, boosting freighter business
첫날 -2.5% · 5일 후 -0.1%
2026-09-15M&A·자금조달호재
Boeing finalizes 103-aircraft order from Korean Air영어 원문
Order valued at $36.2B, covering widebody, freighter and single-aisle jets, boosting commercial backlog
첫날 -0.3% · 5일 후 -5.7%
2026-09-07 → 09-14기타악재
Amazon Pauses 21 Air Operations as Boeing 767 Miami Crash Fallout Widens영어 원문
Crash killed five, NTSB investigating, cargo shifted to other carriers
첫날 -0.7% · 5일 후 -0.5%
전개 과정 3회
- 2026-09-07 Boeing's safety record under renewed scrutiny, may impact regulation and public trust
- 2026-09-08 Probe focuses on touchdown point, speed, brakes; Boeing faces safety and legal pressure
- 2026-09-14 Crash killed five, NTSB investigating, cargo shifted to other carriers
2026-09-14제품호재
Boeing, American Airlines Complete First 737 MAX Landing Gear Exchange영어 원문
Milestone validates program effectiveness, reduces AOG risk for customers
첫날 -0.1% · 5일 후 -4.3%
2026-09-11기업호재
Boeing reaches tentative contract deal with engineers' union영어 원문
Averts strike risk, stabilizes production labor relations
첫날 +2.8% · 5일 후 -5.8%
2026-09-09M&A·자금조달
Boeing to Divest Three Subsidiaries for 16.75% Stake in Archer영어 원문
Deal bolsters Boeing's balance sheet and expands urban air mobility footprint
첫날 -2.0% · 5일 후 -2.2%
2026-09-08실적악재
Boeing Delivers 51 Jets in August, 787 Handovers Decline영어 원문
Lowest in four months; widebody deliveries slip, pressuring near-term results
첫날 -0.7% · 5일 후 -0.5%
2026-08-21 → 09-07기업
Boeing resumes talks with engineers union, strike authorization looms영어 원문
Talks resume but strike risk remains, affecting production and deliveries
첫날 -0.4% · 5일 후 -2.0%
전개 과정 5회
- 2026-08-21 Vote on contract for largest white-collar union ends; outcome affects labor costs and production stability
- 2026-08-28 Resumption follows earlier vote, impacting production stability
- 2026-08-31 Talks resume date set after strike authorization; outcome key to production stability
- 2026-09-03 Strike authorization vote nears, talks restart as key juncture
- 2026-09-07 Talks resume but strike risk remains, affecting production and deliveries
2026-09-02 → 09-04규제악재
Boeing Pays $3.1M FAA Fine Amid Ongoing Scrutiny영어 원문
Fine amount small yet signals persistent regulatory pressure
첫날 +1.6% · 5일 후 -1.9%
전개 과정 2회
- 2026-09-02 Tied to 2024 Alaska incident, highlights regulatory pressure
- 2026-09-04 Fine amount small yet signals persistent regulatory pressure
2026-09-02제품호재
Ethiopian Airlines nears deal for up to 10 Boeing freighters영어 원문
African hub plans advance, could boost freighter orders
첫날 +1.6% · 5일 후 -1.9%
2026-09-01기업호재
Boeing Defense Backlog $85B, Key Programs Enter Low-Rate Production영어 원문
Defense momentum builds amid Pentagon missile production acceleration
첫날 -1.0% · 5일 후 +0.4%
2026-08-31기업
Boeing ramps 737 to 47/month, engineers authorize October strike영어 원문
Production surge vs strike risk, impacting deliveries and labor relations
첫날 -1.0% · 5일 후 +1.4%
2026-08-25기업호재
Boeing lands $131.2B USAF F-15 program contract영어 원문
IDIQ contract for production, upgrades & sustainment through 2037, securing defense revenues
첫날 +0.3% · 5일 후 -2.6%
2026-08-21M&A·자금조달
Allworth Financial builds new $9.24M stake in Boeing영어 원문
Institutional new position in Q2 signals long-term value recognition
첫날 -0.4% · 5일 후 -2.0%
2026-08-19M&A·자금조달
Boeing-Lockheed JV ULA Raises $1.5B in Private Bonds영어 원문
Financing triples initial plan, highlighting capital needs in space-defense segment
첫날 -0.4% · 5일 후 -4.5%
2026-08-17기업악재
US Army Grounds Apache Fleet After Fatal Crash, Pressuring Boeing Stock영어 원문
Temporary grounding of Boeing-made Apaches after Texas crash raises safety and order concerns.
첫날 -2.5% · 5일 후 -6.9%
2026-08-15기업호재
Boeing, RTX Sign Pentagon Framework Deals to Boost Missile Interceptor Component Production영어 원문
Pentagon signs 7-year framework agreements with Boeing and RTX to increase production of critical hardware for SM-3 Block IB/IIA interceptors, bolstering defense segment
첫날 -2.5% · 5일 후 -6.9%

관련 소식 · 이 종목은 주체가 아님

2026-09-14관련기업
Amazon pauses 21 Air ties after Sept. 6 Miami cargo crash killed 5영어 원문
Amazon said it will move shipments to other carriers as investigators continue probing the runway overrun.
첫날 -0.1% · 5일 후 -4.3%

$BA (보잉) — X 투자자 토론

5팩터 평가: 하위 등급 (섹터 내 백분위 25)

$BA 종목을 가장 많이 언급한 신뢰 작성자

$BA 종목이 등장한 최근 헤드라인

$BA (보잉) — X 투자자 토론

5팩터 평가: 하위 등급 (섹터 내 백분위 25)

$BA 종목을 가장 많이 언급한 신뢰 작성자

$BA 종목이 등장한 최근 헤드라인

보잉 사무직 노조, 새 계약 승인으로 파업 피해

보잉, 미 해군 F/A-XX 전투기 200억 달러 계약 수주

NASA와 보잉, 3.59억 달러 투자로 스타라이너 계획 업데이트

Boeing Secures Turkish, Bangladesh Orders; China Deal Hopes Fade영어 원문

Archer Clears HSR for Boeing Subsidiary Acquisition영어 원문

Boeing finalizes Turkish Airlines order for 150 737 MAX jets영어 원문

USTR says China making progress on 200-jet Boeing purchase commitment영어 원문

US Navy Awards Boeing $552M for MQ-25A Stingray Drones영어 원문

Boeing Defense Orders Strengthen: MQ-25A Contract, JATM, KC-46 Expansion영어 원문

BA Gets Institutional Buy; Analysts See Valuation Recovery영어 원문

NASA in Talks with Boeing for Up to 10 Starliner Low-Earth Orbit Missions영어 원문

Boeing CEO Flags Slower MAX Ramp, 777X Certification Delayed to 2027영어 원문

Boeing CEO Admits MAX Ramp Stabilization Behind Schedule; 777X Testing Slips to 2027영어 원문

FAA Waiver Allows Boeing to Sell 35 More 777F Freighters영어 원문

Boeing finalizes 103-aircraft order from Korean Air영어 원문

Amazon Pauses 21 Air Operations as Boeing 767 Miami Crash Fallout Widens영어 원문

Boeing, American Airlines Complete First 737 MAX Landing Gear Exchange영어 원문

Boeing reaches tentative contract deal with engineers' union영어 원문

Boeing to Divest Three Subsidiaries for 16.75% Stake in Archer영어 원문

Boeing Delivers 51 Jets in August, 787 Handovers Decline영어 원문

Boeing resumes talks with engineers union, strike authorization looms영어 원문

Boeing Pays $3.1M FAA Fine Amid Ongoing Scrutiny영어 원문

Ethiopian Airlines nears deal for up to 10 Boeing freighters영어 원문

Boeing Defense Backlog $85B, Key Programs Enter Low-Rate Production영어 원문

Boeing ramps 737 to 47/month, engineers authorize October strike영어 원문

Boeing lands $131.2B USAF F-15 program contract영어 원문

Allworth Financial builds new $9.24M stake in Boeing영어 원문

Boeing-Lockheed JV ULA Raises $1.5B in Private Bonds영어 원문

US Army Grounds Apache Fleet After Fatal Crash, Pressuring Boeing Stock영어 원문

Boeing, RTX Sign Pentagon Framework Deals to Boost Missile Interceptor Component Production영어 원문

Amazon pauses 21 Air ties after Sept. 6 Miami cargo crash killed 5영어 원문