Boeing Co (BA) stock: price, suppliers, customers and institutional ownership
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
The Boeing Company, together with its subsidiaries, designs, develops, manufactures, sales, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems, and services worldwide. The company operates through four segments: Commercial Airplanes; Defense, Space & Security; Global Services; and Boeing Capital. The Commercial Airplanes segment provides commercial jet aircraft for passenger and cargo requirements, as well as fleet support services. The Defense, Space & Security segment engages in the research, development, production, and modification of manned and unmanned military aircraft and weapons systems; strategic defense and intelligence systems, which include strategic missile and defense systems, command, control, communications, computers, intelligence, surveillance and reconnaissance, cyber and information solutions, and intelligence systems; and satellite systems, such as government and commercial satellites, and space exploration. The Global Services segment offers products and services, including supply chain and logistics management, engineering, maintenance and modifications, upgrades and conversions, spare parts, pilot and maintenance training systems and services, technical and maintenance documents, and data analytics and digital services to commercial and defense customers. The Boeing Capital segment offers financing services and manages financing exposure for a portfolio of equipment under operating leases, sales-type/finance leases, notes and other receivables, assets held for sale or re-lease, and investments. The company was incorporated in 1916 and is based in Chicago, Illinois.
the bull case· 4
6
customers naming BA as a supplier in their own filings
sec filingsfrom their filings24
disclosed supplier and customer ties in SEC filings
sec filingsedgar2,625
managers reporting a position in thirteen F filings
13fJun 30 '26+2.69%
change in shares held by the ten largest reporting managers in the latest quarter
13fJun 30 '26the bear case· 4
−19.63%
median EPS surprise across the recent reported quarters
earnings history2 of 4
recent quarters where reported EPS beat consensus
earnings history3 of 8
recent reports where the move came in under the options implied range
earnings historyimplied vs realized12 of 24
largest reporting managers cut their stake in the latest quarter
13fJun 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Oct 26 '26 report. Not a forecast, not advice.
Of the 6 companies Boeing Co moves with most closely, none share its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 3721, Aircraft, from each company's own filings. Largest first.
tall tick = annual report · 1 on record
BA (Boeing Co) has 18 disclosed suppliers and 6 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.
2,634 managers report a position worth $140.8B between them, and 47 of them hold 80% of it.
Boeing Co
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Aircraft
High 211.65 at 8:45 am ET, low 206.08 at 2:15 pm ET.