Stock Markets March 12, 2026

Air Force says Boeing must resolve KC-46 faults before additional tanker orders

Senior Air Force official ties any follow-on contract for KC-46s to fixes for known technical deficiencies and delivery issues

By Ajmal Hussain BA
Air Force says Boeing must resolve KC-46 faults before additional tanker orders
BA

The U.S. Air Force will not authorize a new contract for additional KC-46 aerial refueling tankers until Boeing addresses persistent technical shortcomings, the service's vice chief of staff told lawmakers. While a path to resolution exists and a decision on a follow-on order is not expected for about two years, the program has already seen delivery pauses, quality concerns and significant financial losses to the planemaker.

Key Points

  • The Air Force will not award a follow-on contract for an additional 75 KC-46 tankers until Boeing resolves known deficiencies - impacts the defense and aerospace sectors.
  • A decision on the next contract is likely about two years away, with Air Force leadership expressing confidence in a plan to fix the issues next year - impacts military procurement timelines.
  • Boeing has already delivered more than 100 KC-46s and committed to the next block of 15 under the current contract, while the company has taken substantial financial hits related to the program - impacts corporate earnings and aerospace suppliers.

During a March 4 congressional hearing, U.S. Air Force Vice Chief of Staff Gen. John Lamontagne told lawmakers that Boeing must correct ongoing problems with the KC-46 tanker before the Air Force will move forward with another order.

Lamontagne did not enumerate all of the specific issues that could delay a follow-on award to the current contract for 183 tankers. He said, however: "We are working through a couple of issues with the contractor, and we are not going to get a new contract for another 75 KC-46s until we work through some of those deficiencies."

The general told a Senate Armed Services subcommittee that a decision on whether to award the next contract is likely to be about two years away. He added that he is "confident that a good plan is in place" to address the problems sometime next year.

For years Boeing and the Air Force have been confronting faults related to the KC-46's refueling boom and the visual system used by boom operators to guide the boom during refueling operations. The program also experienced a temporary pause in deliveries last year after cracks were detected in a small number of newly built tankers.

The KC-46, which is derived from Boeing's 767 airliner, was selected to replace the Air Force's older KC-135 fleet, with more than 100 KC-46s already delivered. In November, the Air Force committed to the next block of 15 tankers under the existing contract.

Flight records show that several KC-46s have been employed in support of U.S. air strikes on Iran.

A Boeing spokesperson declined to comment on the hearing and instead pointed to remarks made by CEO Kelly Ortberg during a January 27 earnings call with analysts. Ortberg said the program is requiring elevated resource levels to meet delivery targets. "It is taking us more resources to make the deliveries," he said, noting the company delivered 14 tankers in 2025 and plans to deliver 19 in 2026. He added that Boeing intentionally kept resources at a higher level to help ensure timely deliveries.

Financially, Boeing reported a $565 million charge in its fourth-quarter results tied to the program and has accumulated more than $7 billion in losses on the fixed-cost contract. Ortberg characterized the existing contract as problematic, saying: "Obviously, this has been a bad contract for the last decade, this existing contract." He said Boeing will adjust its pricing when bidding on the next contract to ensure "we can make money" on future work.


This sequence of technical, delivery and financial challenges places the KC-46 program at the center of both procurement scrutiny and operational planning for aerial refueling capacity. Lawmakers examining the contract were told that resolving deficiencies is a prerequisite for any additional large-scale award of airframes.

Risks

  • Technical and quality issues with the KC-46's refueling boom and visual system could delay additional orders and reduce near-term fleet expansion - risk to defense readiness and aerospace manufacturing schedules.
  • Past delivery pauses after cracks were found in new tankers suggest production or inspection vulnerabilities that may affect future deliveries and costs - risk to Boeing's program margins and supplier throughput.
  • Significant program losses and the need to reprice future bids create financial uncertainty for Boeing and could influence competitive dynamics for future tanker contracts - risk to aerospace sector profitability and investor sentiment.

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