The Boeing Company (BA)
What changed in recent filings
- Revenue +8% YoYQuarter ended Jun 30, 2026
- Institutions — 3 new · 2 added · 4 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
The Boeing Company recent earnings releases
Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.
- 26Q2Released Jul 28, 2026Revenue +8.0% YoY · EPS $-0.67Released before the open: Jul 27 close → Jul 28 close, the stock moved +4.8% · over the same window, market +0.2% · sector +0.3%
- 26Q1Released Apr 22, 2026Revenue +14.0% YoY · EPS $-0.11Released before the open: Apr 21 close → Apr 22 close, the stock moved +5.5% · over the same window, market +1.0% · sector -1.5%
- 25Q4Released Jan 27, 2026Revenue +57.1% YoY · EPS $10.73Released before the open: Jan 26 close → Jan 27 close, the stock moved -1.6% · over the same window, market +0.4% · sector +1.4%
- 25Q3Released Oct 29, 2025Revenue +30.4% YoY · EPS $-7.14Released before the open: Oct 28 close → Oct 29 close, the stock moved -4.4% · over the same window, market +0.0% · sector -0.6%
The next earnings release is estimated around Oct 28, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).
Institutions holding The Boeing Company
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 7 → 2026 Q2: 10 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold The Boeing Company
Institutions we track that reported holding this stock in their most recent 13F.
- National Pension Service (Korea)0.23% of portfolio · held as of 2019 Q1 or earlier
- Capital World Investors1.05% of portfolio · held as of 2020 Q3 or earlier
- PRIMECAP Management0.13% of portfolio · since 2023 Q4
- Moore Capital Management0.02% of portfolio · since 2024 Q2
- Point72 Asset Management0.01% of portfolio · since 2024 Q3
- Viking Global Investors2.02% of portfolio · since 2024 Q4
- Caisse de depot (Quebec)0.11% of portfolio · since 2026 Q1
- Tudor Investment CorpNew this quarter0.14% of portfolio · since 2026 Q2
- Bridgewater AssociatesNew this quarterunder 0.01% of portfolio · since 2026 Q2
- Appaloosa ManagementNew this quarter2.24% of portfolio · since 2026 Q2
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Q2 2026 13F recap — stocks several institutions bought and sold together →Company overview
A major aerospace company making the 737 and 787 commercial jets and military/defense systems. Large losses continue from quality problems and strikes.
What is the Defense & Aerospace sector?
Defense, aerospace, and government contracts. Benefits from geopolitical tension.
The Boeing Company is classified under the Defense & Aerospace sector. See peers below.
The Boeing Company key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
The Boeing Company vs Defense & Aerospace sector benchmark
Median of 13 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
BA revenue by segment summary
SEC 10-Q · segment totals cross-checked against total revenue
2026-06-30 revenue was $24.6B, +8.0% YoY.
The largest segment is Commercial Airplanes, 47.8% of revenue — a concentrated structure.
Recent revenue growth was led mainly by the Commercial Airplanes segment (about 48% of the increase).
Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.
ETFs holding The Boeing Company
Per SEC N-PORT · 2026-06-30 · by weight · factual
BA on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Defense & Aerospace average
Peers · Defense & Aerospace
BA FAQ
What is The Boeing Company (BA)?
A major aerospace company making the 737 and 787 commercial jets and military/defense systems. Large losses continue from quality problems and strikes.
What sector is The Boeing Company in?
The Boeing Company is classified under Defense & Aerospace. Defense, aerospace, and government contracts. Benefits from geopolitical tension.
What are The Boeing Company's key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 24.8%, Operating margin 0.6%, Net margin 2.6%, ROE 41.0%, Debt-to-equity 7.47x. Definitions and interpretation are available on Stocklore.
What are The Boeing Company's main revenue segments?
The largest segment is Commercial Airplanes, about 47.8% of revenue. Segment totals are cross-checked against total revenue from SEC filings.
Where can I analyze The Boeing Company (BA) stock?
On Stocklore you can see BA's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.