Citable filing context

BA filing events and research context

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BA's research view summarizes recent SEC filing context, starting with earnings from Apr 22, 2026.

BA filing events and research context
FiledItemContext
Apr 22, 2026earningsBoeing reported Q1 2026 revenue of $22.2B and GAAP loss per share of ($0.11).
Apr 17, 2026management_changeBoeing announced voting results from its Annual Meeting, including the election of directors.
Jan 27, 2026earningsBoeing reported Q4 2025 revenue of $23.9 billion and GAAP EPS of $10.23.
Apr 22, 2026Guidance: 737-7 and 737-10 certificationnot reported to not reported
Apr 22, 2026Guidance: 737-7 and 737-10 first deliverynot reported to not reported
Apr 22, 2026Guidance: 777X first deliverynot reported to not reported
Apr 22, 2026mda_quarterlyBoeing reported Q1 2026 revenues of $22.2 billion, a notable increase from $19.5 billion in Q1 2025. GAAP earnings from operations slightly decreased to $448 million, while core operating earnings improved to $293 million. The net loss attributable to shareholders was ($4) million. Commercial Airplanes (BCA) revenue grew to $9.2 billion due to higher deliveries, but its operating loss widened to ($563) million, partly from increased research and development. The 737 program plans to increase production to 47 per month and add a fourth line, though 737-7 and 737-10 certifications remain regulator-dependent. The 777X first delivery is still targeted for 2027, but engine durability and certification issues pose ongoing risks, while 787 production stabilization faces supply chain disruptions. Defense, Space & Security (BDS) revenue rose to $7.6 billion, driven by proprietary and weapons programs, KC-46 production, Foreign Military Sales, and the Spirit acquisition, leading to improved operating earnings of $233 million. However, fixed-price development programs like KC-46 and T-7A Red Hawk continue to carry reach-forward loss risks. Global Services (BGS) revenue increased to $5.4 billion, with earnings of $971 million, despite the Digital Aviation Solutions Divestiture. Total backlog expanded to $694.7 billion, primarily from BCA and BGS, but the company warns of potential reductions due to delivery delays and production disruptions. Net cash used by operating activities significantly improved to $0.2 billion from $1.6 billion, largely due to favorable working capital changes, including higher advances on commercial airplane orders. Total debt decreased to $47.2 billion. Supply chain constraints, inflationary pressures, and labor instability remain critical challenges.
Jan 30, 2026businessBoeing is a major global aerospace firm structured into three core segments: Commercial Airplanes, Defense, Space & Security, and Global Services. The Commercial Airplanes segment is a leading producer of commercial jet aircraft for the worldwide airline industry, offering models like the 737 narrow-body and 767, 777, 787 wide-body jets, with ongoing development for the 777X and 737 MAX derivatives. The Defense, Space & Security segment develops and modifies manned and unmanned military aircraft, weapons systems, strategic defense and intelligence systems, satellites, and space exploration technologies. Global Services provides comprehensive support, including supply chain, maintenance, upgrades, training, and digital solutions, to both commercial and defense customers globally. A significant operational risk stems from its substantial unionized workforce; recent strikes by IAM District 751 in 2024 halted commercial aircraft production and materially impacted the business, while a 2025 strike by IAM District 837 disrupted key defense programs. Future work stoppages pose an ongoing material adverse risk to operations and financial performance.

Source: SEC EDGAR filing text and events; period Apr 22, 2026; filed Apr 22, 2026.

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