Boeing has been in the headlines in recent years mainly because of the 737 MAX problems, debt and a reputational crisis in commercial aviation. Meanwhile, a part of the company that hardly makes it into mainstream debates - the satellite and space business - is growing in the background. It is now taking on concrete shape: Boeing, along with subsidiary Millennium Space Systems, is launching a new satellite platform, Resolute, and is aiming for 26 satellite deliveries in 2026, which would be the highest output since 2000.

The move is not just a cosmetic announcement of a new product line. It is a combination of two trends: structural growth in demand for satellite infrastructure for defense and internet connectivity, and Boeing's efforts to diversify revenue beyond cyclical aircraft.

Top points of the analysis

• Boeing plans to deliver 26 satellites in 2026, up from 11 in 2025 - more than double the growth and the highest rate since the beginning of the century.

• Resolute's new mid-class…