{"ticker":"BA","source_url":"https://www.sec.gov/Archives/edgar/data/12927/000162828026067508/0001628280-26-067508-index.htm","company":"The Boeing Company","period":"Q3 2026","period_end":"2026-09-30","filing_type":"10-Q","filing_date":"2026-10-27","accession":"0001628280-26-067508","comparison_basis":"FREE SAMPLE: one change in full (item 3, as in the paid card, with the disclaimer moved to the card-level disclaimer field), the others as teasers with category, section and materiality, plus direction, a size bucket and magnitude_basis where the paid card's own figures give them. The paid card has every change in full, each with figures and a source line.","changes":[{"id":1,"access":"teaser","category":"other","direction":"increase","magnitude":"$5B-$25B","magnitude_basis":"prior_period_pair","section":"10-Q, Part I Item 1 Condensed Consolidated Statements of Operations","materiality":"high"},{"id":2,"access":"teaser","category":"segment","direction":"increase","magnitude":"$100M-$1B","magnitude_basis":"prior_period_pair","section":"10-Q, Part I Item 1 Condensed Consolidated Statements of Operations and Notes, Segment information","materiality":"high"},{"id":3,"category":"risk","summary":"New this quarter: \"During the third quarter of 2026, we experienced supplier shortages which have disrupted factory operations. This is adversely affecting the KC-46A Tanker and the 777 Freighter programs. We expect this disruption to continue into 2027 and result in abnormal production costs, which are expensed as incurred.\" The 10-Q gives no total for these costs.","materiality":"medium","citation":"Q3 2026 10-Q, Item 2 MD&A, Supply Chain; Part I Item 1 Notes, Commitments and Contingencies (KC-46A Tanker)","why_it_matters":"A supplier problem is now adding unplanned costs on two programs, with no end date before 2027.","access":"full"},{"id":4,"access":"teaser","category":"commitment","direction":"decrease","magnitude":"$1B-$5B","magnitude_basis":"prior_period_pair","section":"10-Q, Part I Item 1 Condensed Consolidated Statements of Financial Position","materiality":"medium"},{"id":5,"access":"teaser","category":"commitment","direction":"increase","magnitude":">$25B","magnitude_basis":"prior_period_pair","section":"10-Q, Item 2 MD&A, Backlog","materiality":"medium"},{"id":6,"access":"teaser","category":"other","direction":"increase","magnitude":"$1B-$5B","magnitude_basis":"prior_period_pair","section":"10-Q, Part I Item 1 Condensed Consolidated Statements of Cash Flows","materiality":"high"}],"new_material_items_count":6,"high_materiality_count":3,"generated_at":"2026-10-31T13:52:55.883Z","access":"teaser","gated_fields":["changes[].summary","changes[].citation","changes[].why_it_matters"],"hidden":{"changes":5,"high_materiality":3},"buy_with":{"tool":"get_filing_delta","args":{"ticker":"BA"},"price_usd":0.01},"disclaimer":"Not investment advice."}