BA at a glance
Boeing (BA, SEC CIK 12927) filed its latest 10-K annual report on January 30, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on August 28, 2026 and Form 4 insider filings as recently as September 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Boeing (BA) reported revenue of $89.5 billion (up 34.5% from FY2024) and net income of $2.2 billion. Diluted EPS was $2.48.
- As of June 30, 2026, 63 institutional investment managers tracked by SignalX reported holding Boeing (BA) shares worth $66.1 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $89.5B
- +34.5% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 63 funds
- $66.1B · +2 vs prior quarter
- Latest 8-K
- Aug 28, 2026
- Item 1.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: global aerospace products/services across Commercial Airplanes, Defense, Space & Security, and Global Services segments
- Continued development focus on 777X program and 737-7/737-10 derivatives within Commercial Airplanes segment
- Labor disruptions: 53-day strike at IAM District 751 in 2024 and 101-day strike at IAM District 837 in 2025 materially impacted production and financials
- Workforce of approximately 182,000 employees as of December 31, 2025, with 14% located outside the U.S. and 72,000 union members
- Intellectual property portfolio includes significant patents and licenses, but no material impact expected from expiration of any rights this year
Risk Factors
- Regulatory risk: FAA concurrence required for 737 production rate increases post-737-9 door plug accident Jan 2024
- Geopolitical/macroeconomic: $16.4B industrial participation agreements extend through 2034 with potential penalty risks
- Operational/supply chain: Long-term contracts subject to cost overruns on KC-46A, VC-25B, T-7A, MQ-25, and Commercial Crew programs
- Competitive/market disruption: Significant certification delays on new aircraft models 777X, 737-7, 737-10 threaten delivery and profitability
- Financial/structural: Pension plans $4.3B underfunded at 2025 year-end; $9.75B deferred tax asset valuation allowance increased $1.9B in 2025
Management Discussion & Analysis
- Revenue $89,463M in 2025, up $22,946M (35%) YoY driven by Commercial Airplanes (BCA) $41,494M (+$18,633M), Defense, Space & Security (BDS) $27,234M (+$3,316M), Global Services (BGS) $20,923M (+$969M)
- Operating margin 4.8% in 2025 vs -16.1% in 2024; net earnings attributable to shareholders $2,235M vs net loss $11,817M in 2024
- Best performing segment: Global Services operating earnings $13,474M in 2025 vs $3,618M in 2024; worst: Commercial Airplanes operating loss $7,079M in 2025 vs loss $7,969M in 2024
- Cash flow & capital allocation: Completed $10.55B divestiture of Digital Aviation Solutions, acquired Spirit AeroSystems for ~$4.7B shares; no explicit buyback/dividend/capex amounts disclosed
- Outlook & risks: Cautious airline demand recovery, inflation and supply chain challenges persist; risk from U.S. government shutdown, trade tariffs, labor disputes, production delays on 737, 777X, 767 programs
AI summary of the BA 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $24,560M, up $1,811M YoY from $22,749M, driven by Defense, Space & Security and Commercial Airplanes
- GAAP operating margin 0.6% vs (0.8)% YoY; net loss $444M vs $611M
- Best segment Global Services: operating earnings $968M, margin 18.1%; worst BDS: loss $15M, margin (0.2)%
- Higher production and deliveries; debt balances lower, reducing interest expense by $110M
- Outlook: 737-7 and 737-10 certification expected in 2026; supply-chain disruptions and labor negotiations remain headwinds
Risk Factors
- No risk-factors section provided in the submitted excerpt
- No newly added or materially updated risks identifiable
- No regulatory, legal, operational, competitive, market, liquidity, debt, currency, or concentration risks disclosed
- Share repurchases absent; 3,488 shares withheld for employee tax obligations
AI summary of the BA 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- $3.0B 364-day revolving facility replaces maturing facility, preserving short-term liquidity through August 23, 2027
- SOFR borrowing spread 1.250%-1.700%, with commitment fees of 0.125%-0.300%, both tied to Boeing’s credit rating
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Ryan L. Shedd appointed Senior Vice President and Controller, effective after Boeing’s 2026 Form 10-K filing
- Shedd succeeds Michael J. Cleary, who plans retirement in 2027 after more than two decades with Boeing
Item 2.02: Results of Operations and Financial Condition
- Boeing reported second-quarter 2026 financial results in a furnished press release
- Detailed financial figures and management commentary appear in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 revenue $24.6B, up 8%, driven by 171 commercial deliveries versus 150
- GAAP loss per share improved to ($0.67) from ($0.92), while core loss narrowed to ($0.76)
AI summaries of BA 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BA
Don't miss the next BA filing
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Parker Stephen Kenneth | F | Aug 28, 2026 | 629.68 | $209.08 |
| MALAVE JESUS JR | F | Aug 17, 2026 | 4,205.138 | $228.65 |
| Raymond David Christopher | G | Aug 14, 2026 | 907 | - |
| Ortberg Robert Kelly | F | Aug 10, 2026 | 6,232.647 | $234.09 |
| MOLLENKOPF STEVEN M | A | Jul 1, 2026 | 669 | - |
| Joyce David Leon | A | Jul 1, 2026 | 440 | - |
| Harris Stayce D. | A | Jul 1, 2026 | 383 | - |
| TILDEN BRADLEY D | A | Jul 1, 2026 | 383 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $66.5B | $89.5B |
| Gross Profit | - | - | $4.3B |
| Operating Income | - | -$10.7B | $4.3B |
| Net Income | - | -$11.8B | $2.2B |
| Gross Margin | - | - | 4.8% |
| Op. Margin | - | -16.1% | 4.8% |
| Net Margin | - | -17.8% | 2.5% |
| Balance Sheet | |||
| Total Assets | $137.0B | $156.4B | $168.2B |
| Equity | -$17.2B | -$3.9B | $5.5B |
| ROE | - | 302.4% | 41.0% |
| Per Share | |||
| EPS | - | $-18.36 | $2.48 |
| Cash Flow | |||
| Operating CF | - | -$12.1B | $1.1B |
| CapEx | $1.5B | $2.2B | $2.9B |
Source: XBRL data in Boeing (BA)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BA share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 63 | $66.06B |
| Q1 2026 | 61 | $59.76B |
| Q4 2025 | 58 | $67.95B |
| Q3 2025 | 62 | $64.91B |
| Q2 2025 | 61 | $60.82B |
| Q1 2025 | 53 | $36.49B |
| Q4 2024 | 52 | $34.57B |
| Q3 2024 | 46 | $10.15B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 456 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BA filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 1, 2026 | - | - | - |
| 8-K | Aug 28, 2026 | - | Analysis | - |
| 8-K | Aug 21, 2026 | - | Analysis | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 10-Q | Jul 28, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | May 22, 2026 | - | - | |
| SC 13G | May 14, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 22, 2026 | - | Analysis | - |
| 10-Q | Apr 22, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 17, 2026 | - | Analysis | - |
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BA SEC filings: frequently asked questions
Which institutions hold BA stock?
As of June 30, 2026, the largest Boeing (BA) holders among the 13F filers tracked by SignalX were BlackRock ($13.2 billion), FMR LLC (Fidelity) ($12.8 billion), Vanguard Capital Management LLC ($11.1 billion), State Street Corp ($8.2 billion), Vanguard Portfolio Management LLC ($2.9 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BA's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Boeing (BA) reported revenue of $89.5 billion (up 34.5% from FY2024) and net income of $2.2 billion. Diluted EPS was $2.48. The figures come from the XBRL data in the 10-K.
What are the main risks in BA's latest 10-K?
In the 10-K filed January 30, 2026, Boeing (BA) flagged: Regulatory risk: FAA concurrence required for 737 production rate increases post-737-9 door plug accident Jan 2024. Geopolitical/macroeconomic: $16.4B industrial participation agreements extend through 2034 with potential penalty risks. (AI summary of the Risk Factors section.)
What did BA report in its latest 8-K?
Boeing (BA) filed an 8-K on August 28, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement). $3.0B 364-day revolving facility replaces maturing facility, preserving short-term liquidity through August 23, 2027.
What are the latest BA SEC filings?
Boeing (BA) filed its latest 10-K annual report on January 30, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on August 28, 2026 and a Form 4 insider filing on September 1, 2026.
What is BA's SEC CIK number?
Boeing (BA)'s SEC Central Index Key (CIK) is 12927. EDGAR lists every BA filing under that number.
Ask anything about BA
The research agent reads BA's filings, financials, insider trades and 13F holders, then answers with sources.