Company facts
- Industry
- Aircraft
- Headquarters
- Arlington, Virginia
- Most recent report
- 10-Q, filed Oct 27, 2026
- Incorporated
- Delaware
- Filings on record
- 1,011+ filings
- On EDGAR
- CIK 12927
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 31
News 8 of 112
Prospectuses and Registrations 8 of 35
- S-8 POS Post-effective amendment to an employee plan registration Dec 8, 2025
- S-8 Registration statement for an employee plan Jul 29, 2025
- 424B3 Prospectus supplement for an offering Dec 20, 2024
- S-4/A Registration statement for a merger or exchange, amended Nov 27, 2024
- 424B3 Prospectus supplement for an offering Nov 18, 2024
- S-4 Registration statement for a merger or exchange Nov 1, 2024
- 424B5 Prospectus supplement for an offering Oct 29, 2024
- 424B5 Prospectus supplement for an offering Oct 29, 2024
Proxies 8 of 57
- DEFA14A Extra proxy material Mar 30, 2026
- DEFA14A Extra proxy material Mar 6, 2026
- DEFA14A Extra proxy material Mar 6, 2026
- DEF 14A Proxy statement for a shareholder vote Mar 6, 2026
- DEFA14A Extra proxy material Apr 4, 2025
- PX14A6G Shareholder's own proxy material Apr 2, 2025
- PX14A6G Shareholder's own proxy material Mar 19, 2025
- DEFA14A Extra proxy material Mar 7, 2025
Ownership 8 of 728
- 144 Notice of a proposed sale of restricted stock Nov 9, 2026
- 4 Insider reported a trade Nov 3, 2026
- 4 Insider reported a trade Nov 3, 2026
- 4 Insider reported a trade Sep 1, 2026
- 4 Insider reported a trade Aug 19, 2026
- 4 Insider reported a trade Aug 18, 2026
- 4 Insider reported a trade Aug 12, 2026
- 4 Insider reported a trade Jul 6, 2026
Other 8 of 48
- 11-K Employee stock plan report Jun 16, 2026
- SD Conflict minerals disclosure May 26, 2026
- ARS Annual report sent to shareholders Mar 6, 2026
- 11-K Employee stock plan report Jun 10, 2025
- SD Conflict minerals disclosure May 29, 2025
- ARS Annual report sent to shareholders Mar 7, 2025
- EFFECT Notice that a registration became effective Dec 20, 2024
- CORRESP Reply to SEC staff Dec 18, 2024
What to read: Sep 2026 10-Q
SECSift found 2 of 13 sections worth reading, with 0 positive, 10 notable, and 5 negative flags.
Financial Statements (Item 1)
Financial statements and notes with Spirit acquisition, loss trends, and contingent liabilities.Notable- Spirit AeroSystems acquisition added $10.6B in goodwill and $1.9B in off-market contract liabilities as of September 30, 2026.
- Insitu, Wisk Aero, and SkyGrid classified as held for sale with $688M assets and $161M liabilities at September 30, 2026.
- Financing commitments total $16.5B, with $11.3B to customers with less than investment-grade credit as of September 30, 2026.
- Commercial Crew program delayed: uncrewed mission now expected Q1 2027, crewed missions late 2028, with $556M in precontract costs.
Negative- ULA Vulcan rocket anomaly paused launches; Boeing and Lockheed each guaranteed $750M of ULA credit facilities in Q3 2026.
- VC-25B (Air Force One) reach-forward loss increased by $312M in nine months ended September 30, 2026, due to higher costs.
- KC-46A Tanker program faces supplier disruption; abnormal production costs expensed as incurred in Q3 2026.
Management's Discussion (Item 2)
Boeing's first positive operating earnings in years; deep segment detail and supply chain risks.Notable- Boeing received ~$420M in tariff refunds during 9M 2026 following a Supreme Court ruling.
- 737-7 and 737-10 certified in Q3 and Oct 2026; ~45 of those aircraft in inventory as of Sep 30.
- BDS earnings included a $252M gain on sale of an equity method investment in 9M 2026.
- BDS backlog grew to $100.5B at Sep 30, 2026 from $84.8B at Dec 31, 2025, up 19%.
- Total debt fell to $45.9B at Sep 30, 2026 from $54.1B at Dec 31, 2025, a $8.2B reduction.
- Fitch revised Boeing's BBB- outlook to positive from stable in June 2026; S&P and Moody's stable.
What changed: Sep 2026 vs. Jun 2026
About 7% of BA's Sep 2026 10-Q is new information. 23 paragraphs were added, 186 changed, and 45 removed. Below are the most important lines SECSift identified.
New
- Added Amendment No. 1 and Extension to a Five-Year Credit Agreement dated May 15, 2024, signed August 24, 2026.
- Added Amendment No. 1 and Extension to a Five-Year Credit Agreement dated August 24, 2023, signed August 24, 2026.
- Added a 364-Day Credit Agreement dated August 24, 2026, with Citibank and JPMorgan as lead arrangers.
- Added a Deferred Compensation Plan for Directors, amended and restated effective August 19, 2026.
- New note 3 added: Insitu, Wisk Aero and SkyGrid divestiture agreement with Archer Aviation on August 9, 2026.
Changed
- August purchases were 12,170 shares at $229.61; prior quarter's May purchases were 742 at $222.67.
- Average price paid per share rose to $222.30 from $221.92 in the prior quarter.
- July purchases were 13,344 shares at $216.06; prior quarter's April purchases were 2,240 at $220.51.
- September purchases were 435 shares at $209.22; prior quarter's June purchases were 506 at $227.07.
- BCA loss from operations narrowed to $1,582 million from $6,447 million for the nine months ended September 30, 2026 vs 2025.
- Cash and cash equivalents increased to $9,541 million at September 30, 2026 from $7,966 million at June 30, 2026.
- Total backlog rose to $745,431 million at September 30, 2026 from $715,261 million at June 30, 2026.
- Quarter referenced changed to third quarter of 2026 from second quarter of 2026.
Everything here comes from Boeing Co's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Oct 27, 2026, from the 10-Q for Sep 2026.