Company Dossier · Industrials
Boeing Co.
- S&P 500
- S&P 100
- Dow 30
- Russell 1000
What Boeing Co. is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $94.0 billion, up 25% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: −$0.21 billion.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $3.85 billion, up 63% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2019: $2.65 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $0.17 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 28, 2026): sentiment 0.40 on a −1 to +1 scale (mixed), confidence 0.70 of 1.Palanor Discourse
- Latest annual report (filed January 30, 2026): 0 risk factors added, 2 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net buyers in Q2 2026: $0.3 million on the open market.SEC Form 4
- 2,639 institutional managers reported a position at June 30, 2026 (+108 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 58 (30 a year earlier).U.S. Department of Labor (OFLC)
- Headlines in the last 30 days: 37, of which 8 read positive and 6 negative.Palanor headline tone
Risk events (12 months): 8 — latest OSHA inspection, Jul 2, 2026 →
Company Posture
How Company Posture is measured →What Boeing Co. is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding · Confident
Expanding ↔ Retrenching
Expanding
- Capital spending95th pct
- Debt raised22nd pct
- Buybacks vs capex—
- Hiring filings75th pct
- Deals and private raises48th pct
- Patent publications35th pct
Confident ↔ Hedging
Confident
- Call sentiment54th pct
- Call confidence50th pct
- Guidance changes—
- Risk factors added69th pct
- Insider open-market trades96th pct
- + Insider open-market trades
- + Risk factors added
- + Call sentiment
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver70th pct
- Stress filings50th pct
Credit
How these are built →Boeing Co.'s borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$45.9B
- Due within a year $4.6B
- Longer term $41.3B
- Default point $25.2B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
News
Boeing Co.: headline tone
Net share of positive headlines, trailing 28 days, −1 to +1
In the news
Headlines that name Boeing Co., with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- PositiveBoeing wins FAA certification for 737 MAX 10
Palanor Wire · Oct 21, 2026
- PositiveBoeing wins FAA approval for 737 Max 10
Palanor Wire · Oct 20, 2026
- PositiveBoeing wins approval for Max 10 jet in boost for turnaround efforts
FT Companies · Oct 20, 2026
- PositiveBoeing Stock: The Real Test Of Its Recovery Begins Now (NYSE:BA)
seekingalpha.com · via Marketaux · Oct 17, 2026
- NeutralGermany changes course on plans to buy MQ-28 drone wingman: Boeing official
Breaking Defense · Oct 16, 2026
- NeutralUnpacking Boeing’s F/A-XX win, plus a report from wartime Ukraine
Breaking Defense · Oct 6, 2026
- NeutralBoeing locks in 7-year deal to triple PAC-3 MSE seeker output
Defense News · Oct 6, 2026
- PositiveBoeing wins $14.7 billion Lockheed PAC-3 contract
Palanor Wire · Oct 5, 2026
- NeutralBoeing nabs potential $14.7 billion PAC-3 seeker contract
Breaking Defense · Oct 5, 2026
- NegativeFAA finds Boeing 737 Max software glitch not a safety risk
Palanor Wire · Oct 3, 2026
- NegativeFAA panel finds Boeing 737 Max software glitch poses no safety risk
business-standard.com · via Marketaux · Oct 3, 2026
- NegativeBoeing 737 Max 10 certification gets boost as FAA says 'software glitch not a safety issue'
livemint.com · via Marketaux · Oct 3, 2026
- NeutralFAA clears Boeing 737 MAX software glitch
Palanor Wire · Oct 2, 2026
- PositiveFAA Clears Boeing 737 MAX 10 Software Issue, Boosting BA Shares
gurufocus.com · via Marketaux · Oct 2, 2026
- NegativeFAA says Boeing 737 Max software glitch not a flight-safety issue
cnbc.com · via Marketaux · Oct 2, 2026
- NeutralBoeing F/A-XX Win: A Surprise Blow For Northrop (NYSE:BA)
seekingalpha.com · via Marketaux · Oct 2, 2026
- NeutralBoeing engineers ratify contract avoiding strike
Palanor Wire · Oct 2, 2026
- NeutralBoeing averts strike as engineers ratify deal: 32% pay hike over 4 years, 10% immediate raise
livemint.com · via Marketaux · Oct 2, 2026
- NeutralBoeing: The Turnaround Is Real; The Value Is Less Clear (NYSE:BA)
seekingalpha.com · via Marketaux · Oct 1, 2026
- NeutralBoeing engineers and technical workers approve new contract, avoiding strike
cnbc.com · via Marketaux · Oct 1, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 21, 2026LobbyingLobbying report (THE LUGAR GROUP (FKA LUGAR HELLMANN GROUP))third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (BOEING COMPANY)third_quarter 2026 · $2.7 million
- Oct 20, 2026LobbyingLobbying report (ETHERTON AND ASSOCIATES, INC.)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (THE DOERRER GROUP LLC)third_quarter 2026 · $0.0 million
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026PatentPatent granted: FASTENER TOOLS AND METHODSUS 12766683
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 19, 2026LobbyingLobbying report (EMPIRE CONSULTING GROUP)third_quarter 2026 · $0.1 million
- Oct 17, 2026LobbyingLobbying report (CROSSROADS STRATEGIES, LLC)third_quarter 2026 · $0.1 million
- Oct 17, 2026LobbyingLobbying report (VENTURE GOVERNMENT STRATEGIES, LLC (FKA HOBART HALLAWAY & QUAYLE VENTURES, LLC))third_quarter 2026 · $0.1 million
- Oct 16, 2026LobbyingLobbying report (CORNERSTONE GOVERNMENT AFFAIRS, INC.)third_quarter 2026 · $0.1 million
- Aug 28, 20268-KMaterial agreement signedItem 1.01
- Aug 24, 2026Federal awardFederal award from Department of Defense$12.9 million
- Aug 21, 20268-KDirector or officer changeItem 5.02
- Jul 2, 2026Risk event
- Jul 1, 2026Federal awardFederal award from Department of Defense$23.3 million
- Jun 22, 2026Federal awardFederal award from Department of Defense$121 million
- Jun 22, 2026Federal awardFederal award from Department of Defense$204 million
- Jun 22, 2026Federal awardFederal award from Department of Defense$85.4 million
- Jun 4, 2026Federal awardFederal award from Department of Defense$44.1 million
- Jun 3, 2026Federal awardFederal award from Department of Defense$128 million
- Jun 3, 2026Federal awardFederal award from Department of Defense$358 million
- May 8, 2026Risk event
- Apr 29, 2026Risk event
- Apr 24, 2026Risk event
- Apr 17, 20268-KShareholder vote resultsItem 5.07
- Apr 17, 2026Risk event
- Apr 17, 2026Risk event
- Feb 24, 2026Risk event
- Jan 30, 202610-KAnnual report (10-K)0 risk factors added, 2 removed
- Dec 10, 2025Trademark
- Dec 9, 2025Risk event
- Dec 3, 20258-KDirector or officer changeItem 5.02
- Oct 20, 2025Risk event
- Aug 29, 2025Trademark
- Aug 29, 2025Trademark
- Aug 29, 2025Trademark
- Aug 28, 20258-KMaterial agreement signedItem 1.01
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| RTX Corp. RTX | $96.0B | $9.5B | Sep 30, 2026 |
| Lockheed Martin LMT | $77.0B | $8.7B | Jun 28, 2026 |
| General Dynamics GD | $53.8B | $6.2B | Apr 5, 2026 |
| Northrop Grumman NOC | $43.6B | $3.8B | Sep 30, 2026 |
| L3Harris LHX | $21.7B | $2.8B | Jul 3, 2026 |
| Textron TXT | $15.3B | $0.8B | Jul 4, 2026 |
| Huntington Ingalls Industries HII | $13.2B | −$0.1B | Jun 30, 2026 |
| TransDigm Group TDG | $10.0B | $1.9B | Jun 27, 2026 |