A Dark Vector Cognition product

Cover and table of contents

13K characters. Original on sec.gov ·

Cover and table of contents

boeingblacksmalla03.jpg

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 10-Q

(Mark One)

☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

For the quarterly period ended June 30, 2026

or

☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

For the transition period from to

Commission file number 1-442

THE BOEING COMPANY

(Exact name of registrant as specified in its charter)

Delaware91-0425694
(State or other jurisdiction of incorporation or organization)(I.R.S. Employer Identification No.)
929 Long Bridge DriveArlington,VA22202
(Address of principal executive offices)(Zip Code)
(703)465-3500

(Registrant’s telephone number, including area code)

Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading Symbol(s)Name of each exchange on which registered
Common Stock, $5.00 Par ValueBANew York Stock Exchange
Depositary Shares, each representing a 1/20th interest in a share of 6.00% Series A Mandatory Convertible Preferred Stock, $1.00 Par ValueBA-PRANew York Stock Exchange

Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days. Yes ☒ No ☐

Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files). Yes ☒ No ☐

Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and "emerging growth company" in Rule 12b-2 of the Exchange Act. (Check one):

Large Accelerated Filer☒Accelerated filer☐
Non-accelerated filer☐Smaller reporting company☐
Emerging growth company☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).

Yes ☐ No ☒

As of July 21, 2026, there were 790,370,020 shares of common stock, $5.00 par value, issued and outstanding.

THE BOEING COMPANY

FORM 10-Q

For the Quarter Ended June 30, 2026

INDEX

Part I. Financial Information (Unaudited)Page
Item 1.Financial Statements1
Condensed Consolidated Statements of Operations1
Condensed Consolidated Statements of Comprehensive Income2
Condensed Consolidated Statements of Financial Position3
Condensed Consolidated Statements of Cash Flows4
Condensed Consolidated Statements of Equity5
Summary of Business Segment Data7
Note 1 - Basis of Presentation8
Note 2 - Spirit Acquisition9
Note 3 - Earnings Per Share10
Note 4 - Income Taxes11
Note 5 - Allowance for Losses on Financial Assets12
Note 6 - Inventories12
Note 7 - Contracts with Customers13
Note 8 - Financing Receivables and Operating Lease Equipment13
Note 9 - Investments14
Note 10 - Liabilities, Commitments & Contingencies15
Note 11 - Arrangements with Off-Balance Sheet Risk18
Note 12 - Debt19
Note 13 - Postretirement Plans20
Note 14 - Share-Based Compensation and Other Compensation Arrangements20
Note 15 - Shareholders' Equity21
Note 16 - Derivative Financial Instruments22
Note 17 - Fair Value Measurements24
Note 18 - Legal Proceedings26
Note 19 - Segment and Revenue Information26
Report of Independent Registered Public Accounting Firm32
Forward-Looking Statements33
Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations35
Consolidated Results of Operations and Financial Condition35
Commercial Airplanes41
Defense, Space & Security44
Global Services46
Liquidity and Capital Resources47
Contingent Obligations49
Non-GAAP Measures49
Item 3.Quantitative and Qualitative Disclosures About Market Risk50
Item 4.Controls and Procedures51
Part II. Other Information
Item 1.Legal Proceedings52
Item 1A.Risk Factors52
Item 2.Unregistered Sales of Equity Securities and Use of Proceeds52
Item 3.Defaults Upon Senior Securities52
Item 4.Mine Safety Disclosures52
Item 5.Other Information52
Item 6.Exhibits53
Signature54

Part I. Financial Information

Next: Item 1. Financial Statements