Boeing delivers next-generation satellites to SES for global connectivity

Published 02/07/2025, 13:40
© Reuters.

EL SEGUNDO, Calif. - Boeing (NYSE:BA), a prominent player in the Aerospace & Defense industry with a market capitalization of $158 billion, has delivered the 9th and 10th O3b mPOWER satellites to network provider SES, according to a press release statement. According to InvestingPro data, Boeing has demonstrated strong momentum with a 22% return over the past six months. The satellites, which feature Boeing’s software-defined payload technology, are headed to Kennedy Space Center in Florida for a planned launch this summer.

The satellites will join eight others already in orbit as part of SES’s second-generation constellation operating in medium Earth orbit, approximately 8,000 km from Earth’s surface. The O3b mPOWER system is designed to provide high-speed connectivity with terabit-level capacity and low latency. This project contributes to Boeing’s substantial annual revenue of $69.4 billion, though InvestingPro analysis indicates the company currently faces profitability challenges.

Boeing’s software-defined payload technology allows for real-time power allocation adjustments to meet changing user demands, particularly for connectivity on airplanes and cruise ships.

"The O3b mPOWER spacecraft are the most capable and flexible commercial satellites to ever operate in space," said Michelle Parker, vice president of Boeing Space Mission Systems.

Boeing is also producing an additional three O3b mPOWER satellites to support SES’s future launch plans. The company noted that the payload technology used in these commercial satellites is being adapted for military applications in the Wideband Global SATCOM satellites being built for the United States Space Force. Investors anticipating Boeing’s next earnings report on July 23, 2025, can access comprehensive analysis and additional insights through InvestingPro, which offers exclusive ProTips and detailed financial metrics for informed investment decisions.

The satellites are designed to enhance SES’s ability to deliver connectivity services across various industries. Boeing and SES teams are working together to prepare the newly delivered satellites for their upcoming launch.

In other recent news, Boeing has announced several significant developments. The company is set to take over Spirit AeroSystems’ facility in Belfast, Northern Ireland, after previous attempts to find a buyer were unsuccessful. In leadership changes, Stephen Parker has been appointed as CEO of Boeing’s Defense, Space & Security business, while Jesus "Jay" Malave will succeed Brian West as Chief Financial Officer, bringing experience from Lockheed Martin. Fitch Ratings has revised Boeing’s outlook to Stable from Negative, affirming its Long-Term Issuer Default Rating at ’BBB-’, citing improved financial flexibility and production ramp-up post-strike. Additionally, Redburn-Atlantic upgraded Boeing’s stock rating to buy, highlighting the company’s improving financial health and production potential, particularly for the 737 and 787 models. These developments come as Boeing continues to focus on strengthening its operations and financial strategies. The company also boasts a robust backlog of over $545 billion, with significant orders for its commercial aircraft. These recent changes and upgrades reflect Boeing’s ongoing efforts to enhance its market position and operational efficiency.

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