Pentagon Awards Boeing $8.6 Billion Contract for Israel's F-15 Jets

Reuters | December 30, 2025 at 12:47 AM UTC
Bullish 85% Confidence Unanimous Agreement
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Key Points

  • Contract includes design, integration, testing, and delivery of 25 F-15IA aircraft with completion expected by December 2035
  • Deal represents foreign military sales to Israel, America's largest Middle East ally and primary arms recipient
  • Contract proceeds despite nationwide pro-Palestinian protests demanding an end to U.S. military support for Israel

AI Summary

Boeing Secures $8.6 Billion F-15 Fighter Jet Contract for Israel

Boeing has been awarded an $8.6 billion Pentagon contract to supply F-15IA fighter jets to the Israeli Air Force, announced December 29. The deal includes the design, integration, testing, production, and delivery of 25 new F-15IA aircraft, with an option for an additional 25 jets.

The contract represents a foreign military sale to Israel, reinforcing the United States' position as Israel's largest arms supplier. Work will be performed at Boeing's St. Louis facility, with an expected completion date of December 31, 2035.

Market Implications:

  • Significant revenue boost for Boeing's defense segment over the next decade
  • Strengthens Boeing's position in the military aircraft market
  • Demonstrates continued U.S. military support for Israel despite domestic opposition

The announcement follows a meeting between President Trump and Israeli Prime Minister Benjamin Netanyahu in Florida. The deal comes amid ongoing protests demanding an end to U.S. military support for Israel due to the Gaza conflict, though these demands have not influenced policy under either the Trump or previous administrations.

Key Data Points:

  • Contract value: $8.6 billion
  • Initial order: 25 F-15IA aircraft
  • Optional additional: 25 aircraft
  • Timeline: Through December 31, 2035
  • Manufacturing location: St. Louis

This long-term contract provides Boeing with stable defense revenue streams and reinforces the company's role as a key supplier in the Middle East defense market, potentially offsetting challenges in its commercial aviation division.

Model Analysis Breakdown

Model Sentiment Confidence
GPT-5-mini Bullish 80%
Claude Sonnet 4.5 Bullish 85%
Gemini 2.5 Pro Bullish 90%
Consensus Bullish 85%