SEC 8-K and 6-K filings classified by Claude with reasoning, plus Form 4 insider transactions. Ingested from EDGAR’s filing stream in near-real time, reconciled overnight.
Open-market buys and sells only — the deliberate trades. Zero here doesn’t mean no filings: grants, option exercises and tax withholding (below) are compensation, not market trades.
| Insider | Role | Date | Transaction | Shares | Value |
|---|---|---|---|---|---|
| Parker Stephen Kenneth | EVP, Pres. & CEO, BDS | 2026-08-28 | Tax withholding | 630 | $132K |
| MALAVE JESUS JR | EVP and CFO | 2026-08-17 | Tax withholding | 4205 | $962K |
| Raymond David Christopher | EVP, Pres. & CEO, BGS | 2026-08-14 | Gift | 907 | $0 |
| Ortberg Robert Kelly | President & CEO, Director | 2026-08-10 | Tax withholding | 6233 | $1.5M |
| TILDEN BRADLEY D | Director | 2026-05-20 | Open-market buy | 1370 | $299K |
| Buckley Mortimer J | Director | 2026-03-03 | Open-market buy | 2230 | $500K |
| Amuluru Uma M | EVP and Chief HR Officer | 2026-02-24 | Open-market sell | 1503 | $351K |
| Shockey Jeffrey S | EVP, Gov Ops, GPP & CS | 2026-02-24 | Tax withholding | 4444 | $1.0M |
| Amuluru Uma M | EVP and Chief HR Officer | 2026-02-19 | Tax withholding | 1233 | $292K |
| Cleary Michael J | Controller | 2026-02-19 | Tax withholding | 557 | $132K |
| DEASY DANA S | CIDO, SVP IDT&S | 2026-02-19 | Tax withholding | 815 | $193K |
| Gerry Brett C. | CLO & EVP, Global Compliance | 2026-02-19 | Tax withholding | 1446 | $342K |
| McKenzie Howard E | Chief Engineer & EVP, ET&T | 2026-02-19 | Tax withholding | 966 | $229K |
| Ortberg Robert Kelly | President & CEO, Director | 2026-02-19 | Tax withholding | 5017 | $1.2M |
| Parker Stephen Kenneth | EVP, Pres. & CEO, BDS | 2026-02-19 | Tax withholding | 968 | $229K |
| Pope Stephanie F | EVP, Pres. & CEO, BCA | 2026-02-19 | Tax withholding | 3167 | $750K |
| Raymond David Christopher | EVP, Pres. & CEO, BGS | 2026-02-19 | Tax withholding | 965 | $229K |
| Schmidt Ann M | SVP, Chief Com & Brand Officer | 2026-02-19 | Tax withholding | 500 | $118K |
| Amuluru Uma M | EVP and Chief HR Officer | 2026-02-17 | Grant/award | 7019 | $0 |
| Amuluru Uma M | EVP and Chief HR Officer | 2026-02-17 | Grant/award | 2807 | $0 |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
Boeing's risk profile deteriorated materially, driven by compounding operational, labor, and balance sheet pressures: $8.4B in 777X reach-forward losses, a 101-day IAM strike, $15.5B in near-term debt obligations, and a China delivery pause from tariff escalation collectively signal a stressed operating environment. The Spirit acquisition closed, replacing deal-execution risk with concrete integration, Airbus service obligation, and fixed-price contract exposure risks. Two easing items — reduced government contract concentration and removal of a customer credit risk disclosure — are modest offsets that do not materially change the overall trajectory.
7 company-specific · 3 eased/removed
New disclosure of 777X $4.9B and $3.5B reach-forward losses; Spirit acquisition impact; explicit production rate increase risks with FAA concurrence requirement.
Our Commercial Airplanes business depends on our ability to maintain a healthy production system, ensure every airplane in our production system conforms to exacting specifications, achieve planned…
Union representation increased from 34% to 40% of workforce (58k to 72k employees). New 101-day IAM 837 strike in 2025 disclosed, demonstrating escalating labor instability and production disruption risk beyond prior year.
Some of our and our suppliers’ workforces are represented by labor unions. Work stoppages by our employees have adversely affected and could continue to adversely affect our business, financial…
Spirit Acquisition closed; new specific integration risks, synergy realization challenges, and third-party service obligations to Airbus disclosed as material post-close concerns.
We may not realize the anticipated benefits of mergers, acquisitions, joint ventures/strategic alliances or divestitures. As part of our business strategy, we may merge with or acquire businesses…
Risk escalated: new concrete example of China delivery pause in Q2 2025 due to tariff negotiations; expanded tariff language; heightened emphasis on trade policy deterioration and retaliatory actions.
We derive a significant portion of our revenues from non-U.S. sales and are subject to the risks of doing business in other countries, including those related to tariffs, trade restrictions and…
Near-term debt obligations increased $1.9B (13.9%) to $15.5B over next three years; operating cash flow context removed, obscuring negative cash burn trajectory.
Risks Related to Financing and Liquidity We may be unable to effectively manage our liquidity, which could adversely affect our business, financial position and results of operations. We depend, in…
Fixed-price contract exposure increased: BDS/BGS revenues from fixed-price contracts rose from 54-63% to 60% each. New language emphasizes supplier cost increases, contractual negotiation risks, and extended performance periods as material sources of financial exposure.
Our fixed-price contracts subject us to losses when we have cost overruns. Our BDS and BGS defense businesses each generated approximately 60% of their 2025 revenues from fixed-price contracts.…
Prior year focused on Spirit stock exchange (completed). This year adds $230M Exchangeable Notes as new dilution source, materially expanding shareholder dilution risk.
The issuance of our common stock upon conversion of our Mandatory convertible preferred stock, and the exchange of the Spirit Exchangeable Notes, as well as any other issuances of our common stock…
Removal of major M&A risk factor. Spirit acquisition was material strategic transaction with significant integration, debt assumption, and regulatory risks. Removal indicates deal completion or termination—either outcome materially changes risk profile.
Our pending acquisition of Spirit AeroSystems Holdings, Inc. (Spirit) subjects us to various risks and uncertainties, including risks that we may not complete the acquisition or realize the…
U.S. government contract revenue declined from 42% to 35%, reducing exposure to government contract risks and regulatory compliance burden.
Risks Related to Our Contracts We conduct a significant portion of our business pursuant to U.S. government contracts, which are subject to unique risks. In 2025, 35% of our revenues were earned…
Removal of material customer concentration and credit risk disclosure suggests improved portfolio diversification or reduced exposure to sub-investment-grade customers and Boeing 717 aircraft concentration.
A significant portion of our customer financing portfolio is concentrated among certain customers and in certain types of Boeing aircraft, which exposes us to concentration risks. A significant…
Boeing entered into a new $3.0 billion, 364-day revolving credit agreement with Citibank and JPMorgan on August 24, 2026, and amended two existing five-year credit agreements ($4.0 billion and $3.0 billion) to extend their terms and add liquidity maintenance covenants, creating or materially modifying direct financial obligations totaling approximately $10 billion in commitments.
View raw filing on EDGAR →Boeing issued a press release on July 28, 2026 reporting second quarter 2026 financial results, including revenue of $24.6 billion, GAAP loss per share of ($0.67), operating cash flow of $1.4 billion, and a record backlog of $715 billion. The disclosure is a standard quarterly earnings release with detailed segment results and financial tables, furnished as Exhibit 99.1 to the 8-K under Item 2.02 (Results of Operations and Financial Condition).
View raw filing on EDGAR →