This is an area where you could say the performance appears not to have been great. Someone in the Army or the company should have figured out what the requirements were.

I would guess you're not going to see a lot of folks announce orders during this period for Boeing products.

Does this mean that Boeing will lose business to Airbus? If the strike does not last more than three months, that would be unlikely.

Funding for weapons has been moving up for four years. This creates momentum for bigger numbers in the future.

I think under other circumstances it's possible this is something the board might have overlooked,

Commercial and defense companies are apt to deliver very solid results again in Q4. But upside momentum remains greater for commercial plays, while defense stocks are stable, defensive cash redeployment vehicles.