Why Neutral?

While delays could affect BA's production timelines and revenue plans, similar past delays for military contracts haven't always led to negative price reactions, indicating potential stability in BA's market position.

How important is it?

The delay in a high-profile government contract signals potential disruptions in BA's long-term defense operations but isn't alarming enough for drastic price shifts in the short term.

Why Long Term?

The delay impacts long-term contracts for BA but does not immediately affect cash flow or operations, suggesting a need for sustained observation.

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