Every material Form 8-K Boeing has filed with the SEC since December 03, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Boeing reported third quarter 2026 revenue of $24.2 billion and a GAAP loss per share of ($0.26), alongside an operating cash flow of $1.5 billion. Total company backlog grew to a record $745 billion, supported by new aircraft certifications and defense contracts. Shareholders should note ongoing operational and supply chain headwinds impacting commercial margins alongside improvements in defense and services volume.
Recorded third quarter 2026 revenues of $24.2 billion and a net loss of $116 million.
Operating cash flow reached $1.5 billion and free cash flow was $0.5 billion for the third quarter of 2026.
Total company backlog grew to a record $745 billion at the end of the third quarter of 2026.
The 737-7 achieved amended type certification and the 737-10 achieved certification from the FAA.
On August 24, 2026, Boeing entered a $3.0 billion 364-day revolving credit agreement with Citibank and JPMorgan, replacing a facility that was due to terminate that day. The company also amended its 2024 and 2023 five-year credit agreements to extend their terms and add a minimum liquidity covenant of $5.0 billion. The filing describes committed borrowing capacity and does not state any amounts drawn.
The new $3.0 billion 364-day facility is scheduled to terminate on August 23, 2027, with fees of 0.125% to 0.300% per annum on commitments depending on Boeing's credit rating.
The 2024 Five-Year Credit Agreement ($4.0 billion in commitments) now terminates May 15, 2030; the 2023 Five-Year Credit Agreement ($3.0 billion) now terminates August 24, 2029.
The agreements add or keep covenants including minimum liquidity of at least $5.0 billion and consolidated debt not exceeding 60% of total capital.
Boeing appointed Ryan L. Shedd, a former Ernst & Young Assurance Partner, as Senior Vice President and Controller, effective after the Company files its 2026 Form 10-K. He will also serve as principal accounting officer, succeeding Michael J. Cleary, who plans to retire in 2027. The change concerns the company's top accounting role, but the filing reports no financial results.
Ryan L. Shedd, age 41, appointed August 19, 2026; joins in September 2026 as Senior Vice President, Finance
Effective date is the first business day after Boeing files its Form 10-K for the year ended December 31, 2026
Michael J. Cleary, Senior Vice President and Controller since March 2023, plans to retire in 2027
Shedd's pay includes a $600,000 base salary, a 70% target annual incentive, a 170% target long-term incentive from 2027, and a $300,000 cash sign-on award
Boeing reported second-quarter 2026 revenue of $24.6 billion, up 8% from a year earlier, with a GAAP loss of $0.67 per diluted share compared with $0.92 a year earlier. The company attributed the results mainly to higher commercial airplane deliveries and favorable working capital, and it ended the quarter with total backlog of $715 billion.
Revenue of $24.6 billion versus $22.7 billion in Q2 2025; commercial deliveries rose to 171 from 150
GAAP loss per share of ($0.67) versus ($0.92); core loss per share (non-GAAP) of ($0.76) versus ($1.24)
Free cash flow (non-GAAP) of $631 million versus negative $200 million in Q2 2025
Cash and marketable securities fell to $20.0 billion from $20.9 billion in the first quarter; consolidated debt was $45.9 billion
Boeing reported first-quarter 2026 revenue of $22.2 billion, up 14% from $19.5 billion a year earlier, on 143 commercial deliveries compared with 130. The GAAP loss per share narrowed to $0.11 from $0.16, but the company still posted a net loss and operating cash flow was negative, leaving cash and marketable securities lower than at the end of 2025.
Revenue $22.2 billion vs. $19.5 billion a year earlier; commercial deliveries 143 vs. 130
GAAP diluted loss per share $0.11 vs. $0.16; core loss per share (non-GAAP) $0.20 vs. $0.49
Earnings from operations $448 million vs. $461 million; operating cash flow negative $179 million
Cash and marketable securities $20.9 billion vs. $29.4 billion at December 31, 2025; consolidated debt $47.2 billion vs. $54.1 billion
Boeing reported fourth-quarter 2025 revenue of $23.9 billion, up 57% from a year earlier, and GAAP diluted earnings of $10.23 per share versus a loss of $5.46 per share in the prior-year quarter. The profit was driven mainly by a $9.6 billion gain on the sale tied to closing the Digital Aviation Solutions transaction, so shareholders should weigh the gain against underlying operating results, which remained a loss in Commercial Airplanes and Defense, Space & Security.
Q4 revenue $23.9 billion versus $15.2 billion; 160 commercial deliveries versus 57
GAAP diluted EPS $10.23; core EPS (non-GAAP) $9.92, versus a loss of $5.90 a year earlier
Full-year 2025 revenue $89.5 billion, up 34%; GAAP diluted EPS $2.48 versus a loss of $18.36 in 2024
Full-year 2025 free cash flow (non-GAAP) was negative $1.9 billion; cash and marketable securities rose to $29.4 billion at year-end
Boeing said on December 8, 2025 that it has completed its acquisition of Spirit AeroSystems. Spirit's Boeing-related commercial operations, including 737 fuselages and 767, 777 and 787 structures, are moving into Boeing, while Spirit's defense work will operate as Spirit Defense, a non-integrated subsidiary of Boeing Defense, Space & Security. The filing does not disclose purchase price or financial effects on Boeing's results.
Acquisition completed and announced in a press release dated December 8, 2025
Approximately 15,000 teammates across five sites in Wichita, Dallas, Tulsa, Prestwick and Belfast-related operations are becoming part of Boeing
Spirit Defense established as a non-integrated subsidiary of Boeing Defense, Space & Security
Acquisition brings Spirit's aftermarket businesses, including spare parts and MRO services, into Boeing's Global Services
Boeing's board elected Bradley D. Tilden, former chairman, president and CEO of Alaska Air Group, as a director effective December 3, 2025. He will serve on the Aerospace Safety and Finance committees and join the company's nonemployee director compensation program.
Tilden was elected by the board on December 1, 2025, effective December 3, 2025.
He will serve on the Aerospace Safety Committee and the Finance Committee.
Tilden is 64 and spent 31 years at Alaska Air Group, becoming its CEO in 2012.
The filing says Tilden will be the 10th new director added since 2019 and the 12th board member.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Boeing filing is on SEC EDGAR ↗. 8-K briefs of other companies →