The Boeing Company's SEC filings document operating results, shareholder governance, capital structure and material corporate events for a large aerospace and defense manufacturer. Recent 8-K filings include results of operations and financial condition furnished with quarterly earnings releases, as well as Regulation FD disclosures and material definitive agreement reporting.
Proxy and annual meeting filings cover director elections, executive compensation votes, auditor ratification, shareholder proposals and board governance matters. Other filings document financing arrangements such as revolving credit facilities, common stock and convertible preferred stock references, board appointments, and the completed acquisition of Spirit AeroSystems Holdings, Inc.
Boeing Co. director Mortimer J. Buckley purchased 5,820 shares of common stock on October 30, 2026, at $171.55 per share. The shares were reported as directly held, and his reported direct holdings after the purchase were 10,250 shares. No Rule 10b5-1 plan is reported.
Boeing director Steven M. Mollenkopf purchased 2,950 shares on October 30, 2026, at a weighted average purchase price of $173.026 per share. The purchases were made in multiple transactions, with prices ranging from $173.010 to $173.028 per share. He held 6,717 shares directly after the transactions. No Rule 10b5-1 plan is reported.
The Boeing Company (BA) reported third-quarter 2026 revenue of $24.188 billion, compared with $23.270 billion a year earlier, and a net loss attributable to Boeing shareholders of $116 million, versus a $5.337 billion loss. For the first nine months, revenue was $70.965 billion versus $65.515 billion; earnings from operations were $958 million, compared with a $4.496 billion loss, and net loss attributable to Boeing shareholders was $564 million.
Operating cash flow for the nine months was $2.681 billion, versus $266 million used a year earlier. Cash and cash equivalents were $9.498 billion at September 30, 2026, and backlog was $745.431 billion; Boeing expects approximately 17% to convert to revenue through 2027 and approximately 57% through 2030, while noting significant uncertainty in conversion timing. Boeing completed its Spirit acquisition for total consideration of $8.389 billion in December 2025. Its agreement to sell Insitu, Wisk Aero and SkyGrid to Archer is subject to regulatory approval and customary closing conditions, with closing expected later in 2026. Supplier shortages are expected to disrupt KC-46A Tanker and 777 Freighter production into 2027, resulting in abnormal production costs.
Boeing (BA) reported third-quarter 2026 revenue of $24.188 billion, up 4% from $23.270 billion a year earlier, and a GAAP net loss of $116 million versus $5.339 billion. GAAP operating earnings were $354 million, compared with a $4.781 billion operating loss in 2025. Operating cash flow was $1.496 billion, up 33%; non-GAAP free cash flow was $464 million. Core loss per share (non-GAAP) was $0.34.
Backlog reached a record $745.431 billion at September 30, 2026, including over 6,300 commercial airplanes. Commercial Airplanes recorded a $697 million operating loss and a 6.5% negative margin. Defense, Space & Security revenue rose 15% to $7.935 billion; its $492 million operating earnings included a $252 million gain on the HRL Laboratories sale. The U.S. Navy selected Boeing to design, build and deliver the F/A-XX, which is excluded from backlog pending completion of the source selection and evaluation review process. The 737-7 received amended type certification, the 737-10 received certification in October, and the 777X program remains on track for first delivery in 2027.
BOEING CO (BA) reported an insider equity transaction by Stephen Kenneth Parker, EVP, President & CEO of Boeing Defense, Space & Security. On 2026-08-28, 629.68 shares of common stock were disposed of at $209.08 per share to cover tax liability on vesting of restricted stock units, described as shares withheld rather than an open-market sale. Following this tax-withholding transaction, Parker directly held 40,600.087 shares of Boeing common stock and indirectly held 0.006 units in the issuer’s common stock fund through a 401(k) plan.
BOEING CO (BA) entered into a new $3.0 billion, 364‑day revolving credit agreement on August 24, 2026 with a syndicate of lenders led by Citibank and JPMorgan. This facility replaces Boeing’s prior $3.0 billion 364‑day revolver that was scheduled to terminate on the same date.
Under the new agreement, Boeing pays an annual commitment fee of 0.125%–0.300% based on its credit rating. SOFR‑based borrowings accrue interest at Term SOFR + 1.250%–1.700%, while other borrowings are priced off the higher of Citibank’s base rate, the federal funds rate plus 0.50%, or one‑month Term SOFR plus 1.00%, plus an additional 0.250%–0.700% spread. The facility is scheduled to terminate on August 23, 2027, with options to convert outstanding amounts into one‑year term loans after paying additional fees and to request a further 364‑day extension.
The agreement includes a covenant limiting consolidated debt to 60% of total capital and requires Boeing to maintain at least $5.0 billion of liquidity. On the same date, Boeing also amended its $4.0 billion 2024 five‑year credit agreement to extend its maturity to May 15, 2030 and its $3.0 billion 2023 five‑year credit agreement to August 24, 2029, adding the same $5.0 billion liquidity covenant to both.
BOEING CO (BA) reported a senior finance leadership change. The Board appointed Ryan L. Shedd as Senior Vice President and Controller, and principal accounting officer, effective the first business day after the company files its Form 10-K for the year ended December 31, 2026. Shedd will join in September 2026 as Senior Vice President, Finance, then assume the Controller role after a transition, succeeding Michael J. Cleary, who plans to retire in 2027 after more than two decades with the company. Shedd, age 41, has nearly twenty years of experience at Ernst & Young LLP, most recently as an Assurance Partner.
The filing details his compensation: an annual base salary of $600,000, eligibility for an annual incentive award targeted at 70% of base salary, and beginning in 2027, a long-term incentive award targeted at 170% of base salary. He will also receive a $300,000 cash sign-on award subject to repayment conditions, participate in other benefit and compensation plans consistent with his seniority, be based in Seattle, Washington, and receive relocation benefits under Boeing’s relocation policy.
BOEING CO (BA) reported that EVP and CFO Jesus Malave Jr had shares withheld to cover taxes on vesting of restricted stock units. On 2026-08-17, 4,205.138 shares of common stock were disposed of at $228.65 per share to pay tax liabilities, as indicated by the code F transaction and related footnote. This was not an open market transaction. After this withholding, Malave directly owned 36,015.862 shares of Boeing common stock.
BOEING CO (BA) reported that executive officer David Christopher Raymond, EVP, President & CEO of BGS, made a bona fide charitable gift of 907 shares of Boeing common stock on 2026-08-14. Following the donation, he directly holds 41,450.495 shares, and also has indirect interests represented by units in Boeing stock funds through a 401(k) plan, an Executive Supplemental Savings Plan, and Career Shares.
Boeing Co President & CEO Robert Kelly Ortberg reported a disposition of 6,232.647 shares of common stock on 2026-08-10. The shares were withheld for payment of taxes upon vesting of restricted stock units at a reference price of $234.09 per share, and the event was not an open market transaction. Following this tax-withholding event, Ortberg directly holds 129,695.218 shares of Boeing common stock.