Starliner Delays Cost Boeing $1.7B NASA Missions; Airbus Jets to Get Starlink, Not Boeing
BA•NASA shifted up to six ISS crew missions worth $1.7 billion to SpaceX through 2030 due to Boeing Starliner certification delays. American Airlines will install Starlink on over 500 Airbus narrowbodies, excluding Boeing jets, while Boeing supplier Applied Aerospace & Defense filed for a $682.5 million NYSE IPO.
1. NASA Contract Shift and Boeing Starliner Setbacks
NASA awarded SpaceX contracts worth approximately $1.7 billion for up to six crewed missions to the ISS through 2030, citing ongoing technical and certification delays with Boeing’s Starliner spacecraft. The move extends SpaceX’s exclusive role in U.S. government crew transport and pushes back Boeing’s entry into operational missions.
2. American Airlines Wi-Fi Rollout Excludes Boeing Jets
Starting in early 2027, American Airlines plans to equip over 500 Airbus A321XLR and A321neo narrowbody aircraft with Starlink satellite Wi-Fi, enhancing connectivity on domestic and short-haul international routes. Boeing jets in the carrier’s mainline fleet will remain with existing Viasat and Panasonic systems, delaying any switch to Starlink.
3. Applied Aerospace IPO Highlights Boeing Supply Relationship
Applied Aerospace & Defense filed for a 32.5 million-share IPO at $18-$21 per share, targeting up to $682.5 million on the NYSE. The Huntsville-based firm manufactures fuselage sections, flight control surfaces and rocket motor cases for clients including Boeing, representing potential supply chain opportunities and revenue stability for the aircraft maker.
