Turkey plans to buy hundreds of Boeing airliners and Lockheed Martin fighters; Ankara also seeks $10B+ in local production deals, pending U.S. approval and a Sep 25 Trump–Erdogan meeting.

WINNERS

Commercial airframers and key Boeing suppliers

$BA (Boeing), $SPR (Spirit AeroSystems)

Reason: A “hundreds of jets” purchase would directly lift Boeing’s backlog and production rates; Spirit, a major 737/MAX fuselage and structures supplier, typically benefits when Boeing narrows ramp up.

Fighter airframes and propulsion

$LMT (Lockheed Martin), $GE (GE Aerospace)

Reason: Reuters flags a major F-16 package and continued F-35 talks. That favors $LMT on platforms, while many modern F-16s use GE’s F110 engine family, creating incremental engine and spares demand.

Narrow-body engine ecosystem tied to  ...