BOEING CO (BA-PA)

Quarterly Report Filed: 2026-04-22

Key Insights

Spirit AeroSystems acquisition completed on December 8, 2025, representing a significant vertical integration move that consolidates critical aerospace supply chain operations under Boeing's direct control.
Filing shows multiple operating segments (Commercial Airplanes, Boeing Defense Space Security, Global Services) with detailed tracking of major aircraft programs (737, 777X, 787), indicating continued focus on production ramp-up and program execution.
Complex capital structure includes convertible preferred stock and multiple equity instruments, suggesting Boeing utilized various financing mechanisms during the acquisition and operational restructuring period.
The Q1 2026 filing (covering January-March 2026) provides early-year performance data that will be critical for assessing execution on commercial aircraft delivery targets and defense contract performance post-Spirit integration.

Current Report Filed: 2026-04-22

Key Insights

Boeing filed an 8-K on April 22, 2026 to disclose Q1 2026 financial results, which is a routine quarterly earnings announcement requiring current event reporting.
The filing indicates Boeing has both common stock and convertible preferred stock (6.00% Series A Mandatory Convertible) trading on the NYSE, suggesting the company has utilized preferred equity financing.
The press release was signed by Michael J. Cleary, Senior Vice President and Controller, indicating standard financial disclosure procedures are being followed for this earnings announcement.

Current Report Filed: 2026-04-17

Key Insights

The Boeing Company held its Annual Meeting of Shareholders on April 17, 2026, with shareholders voting on the election of directors, executive compensation, and two shareholder proposals.
All director nominees were elected with significant shareholder support, indicating continued confidence in the company's leadership.
Shareholders approved the appointment of Deloitte & Touche LLP as the company's independent auditor for 2026, demonstrating confidence in the company's financial reporting and controls.
Shareholders rejected a proposal to create a board committee on disability access, suggesting this is not a top priority for investors at this time.
Shareholders also rejected a proposal to allow action by written consent, indicating a preference for the current shareholder meeting process.

Insider Trading Filed: 2026-04-03

Key Insights

Lynn J. Good, a director of The Boeing Company, acquired 428 phantom stock units on April 1, 2026 as part of their director compensation.
The phantom stock units are convertible into Boeing common stock on a 1-for-1 basis and will be distributed after Good's termination of service as a director.
This transaction indicates ongoing alignment between the director and the company, as they continue to hold a significant number of 16,972.509 phantom stock units.

Insider Trading Filed: 2026-04-03

Key Insights

Director Bradley D. Tilden acquired 404 phantom stock units of The Boeing Company on April 1, 2026 in lieu of director cash compensation.
The phantom stock units are convertible into common stock on a 1-for-1 basis and will be distributed as shares after Tilden's termination of service as a director.
This transaction indicates Tilden's continued confidence in and alignment with Boeing's long-term prospects as a member of the Board of Directors.

Insider Trading Filed: 2026-04-03

Key Insights

John M. Richardson, a director of The Boeing Company, has acquired 241 phantom stock units as part of his director compensation, indicating continued involvement and commitment to the company.
The phantom stock units are convertible into common stock on a 1-for-1 basis and will be distributed as shares of common stock after Richardson's termination of services as a director, providing potential future ownership in the company.
This transaction is a routine, non-derivative security acquisition as part of the director compensation plan, suggesting no significant changes in Richardson's ownership or control of the company.

Insider Trading Filed: 2026-04-03

Key Insights

Steven M. Mollenkopf, a director of The Boeing Company, acquired 706 phantom stock units on April 1, 2026, which will be converted into common stock upon his termination of service as a director.
The phantom stock units were awarded or acquired in lieu of director cash compensation, indicating Mollenkopf's continued commitment to the company.
With 13,700.374 phantom stock units beneficially owned following this transaction, Mollenkopf maintains a significant equity stake in Boeing, aligning his interests with those of shareholders.

Insider Trading Filed: 2026-04-03

Key Insights

David Leon Joyce, a director of The Boeing Company, acquired 465 phantom stock units on April 1, 2026 as part of his director compensation.
The phantom stock units are convertible into Boeing's common stock on a 1-for-1 basis and will be distributed after Joyce's termination of service as a director.
This transaction indicates continued director-level confidence and alignment with Boeing's long-term performance.

Insider Trading Filed: 2026-04-03

Key Insights

Akhil Johri, a director at Boeing Co. (BA), acquired 428 phantom stock units on April 1, 2026, which will be converted to common stock after his termination of service as a director.
The phantom stock unit acquisition is part of Johri's director compensation and represents his ongoing involvement and commitment to the company.
The timing of the acquisition aligns with the typical director compensation structure and does not indicate any unusual insider trading activity.

Insider Trading Filed: 2026-04-03

Key Insights

The reporting person, Stayce D. Harris, a director of The Boeing Company, acquired 404 phantom stock units on April 1, 2026 as part of their director compensation.
The phantom stock units are convertible into common stock of The Boeing Company on a 1-for-1 basis and will be distributed as shares after the reporting person's termination of services as a director.
The reporting person's total beneficial ownership of Boeing stock, including the newly acquired phantom stock units, is 8,679.639 shares.

Insider Trading Filed: 2026-04-03

Key Insights

David L. Gitlin, a director of Boeing Co., acquired 404 phantom stock units on April 1, 2026 as part of his director compensation.
The phantom stock units are convertible into common stock on a 1-for-1 basis and will be distributed as shares of common stock after Gitlin's termination of services as a director.
This transaction represents a standard director compensation arrangement and does not indicate any significant change in Gitlin's ownership or strategic direction for the company.

Insider Trading Filed: 2026-04-03

Key Insights

The reporting person, Lynne M. Doughtie, acquired 241 phantom stock units of The Boeing Company (BA) on April 1, 2026. This indicates the director is building her equity stake in the company.
The phantom stock units are awarded in lieu of director cash compensation and will be distributed as common stock after the reporting person's termination of services as a director.
The reporting person's ownership of 5,630.659 phantom stock units represents a significant stake in the company, highlighting her commitment to Boeing's long-term success.

Insider Trading Filed: 2026-04-03

Key Insights

Mortimer J. Buckley, a director of Boeing Co., acquired 404 phantom stock units on April 1, 2026 as part of his director compensation package.
The phantom stock units are convertible into common stock on a 1-for-1 basis and will be distributed as shares after Buckley's termination of service as a director.
Insider ownership changes like this can provide insight into management's confidence in the company's future prospects.

Insider Trading Filed: 2026-04-03

Key Insights

Robert A. Bradway, a director of Boeing Co., acquired 428 phantom stock units on April 1, 2026, as part of his director compensation.
The phantom stock units are convertible into common stock on a 1-for-1 basis and will be distributed as shares of common stock after Bradway's termination of services as a director.
This filing indicates ongoing insider ownership and alignment of interests between Bradway and Boeing shareholders.

Insider Trading Filed: 2026-03-05

Key Insights

The reporting person, Mortimer J. Buckley, acquired 2,230 shares of Boeing Co. (BA) common stock on March 3, 2026 at $224.2 per share.
This acquisition increases Buckley's direct beneficial ownership of Boeing stock to 4,430 shares.
Insider buying can be a positive signal, as it suggests the reporting person has confidence in the company's future performance.

Insider Trading Filed: 2026-02-05

Key Insights

The reporting person, Uma M. Amuluru, who is the EVP and Chief HR Officer of Boeing Co., sold 2,731.348 shares of common stock at a weighted average price of $236 per share.
This transaction reduced the reporting person's direct beneficial ownership of Boeing Co. shares from 14,656.348 to 11,925 shares.
Insider sales can sometimes signal concerns about the company's outlook, but the reported sale appears to be a routine transaction and does not necessarily indicate any significant issues.

Insider Trading Filed: 2026-02-05

Key Insights

The reporting person, Howard E. McKenzie, is the Chief Engineer & EVP of Engineering, Technology & Test (ET&T) at Boeing Co. and owns a significant stake in the company.
McKenzie sold 10,496.818 shares of Boeing common stock on February 5, 2026 at $233.99 per share, reducing his direct ownership to 14,691.827 shares.
McKenzie also holds indirect ownership of 1,192.697 shares through the company's 401(k) plan and 4,357.299 shares through the Executive Supplemental Savings Plan.

Annual Report Filed: 2026-01-30

Key Insights

The company's revenues have been relatively stable over the past 3 years, indicating consistent demand for its products and services.
Long-term debt and current liabilities have increased, which could raise concerns about the company's financial leverage and liquidity position.
The company's operating segments, including Commercial Airplanes, Defense, Space and Security, and Global Services, have all experienced mixed performance, with some segments performing better than others.

Current Report Filed: 2026-01-27

Key Insights

The Boeing Company reported its Q4 2025 financial results, indicating continued business performance and activity.
The filing discloses the company's common stock and convertible preferred stock information, providing transparency to investors.
No major issues or changes were reported that would significantly impact the company's operations or outlook.

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Key Insights

Important Information