BOEING CO (BA) Risk Factors

Recent key developments

Concrete developments — dated events, named agreements and instruments, legal proceedings — that BOEING CO surfaced in its latest filing.

• IAM District 751 strike halted production of most commercial aircraft and certain Defense, Space & Security products for 53 days in 2024.2024
• IAM District 837 strike disrupted St. Louis operations and impacted F/A-18, F-15, T-7A, MQ-25 and Weapons programs for 101 days in 2025.2025
• Society of Professional Engineering Employees in Aerospace contracts expire in October 2026, and failure to negotiate successor agreements could lead to work stoppages.October 2026
• In the second quarter of 2025, certain customers in China paused accepting deliveries in response to ongoing tariff negotiations between the U.S. and China.2025
• The Spirit Acquisition closed in December 2025.December 2025
• During 2024, BDS recorded $5.0 billion of additional losses on its five most significant fixed-price development programs (KC-46A Tanker, T-7A Red Hawk, Commercial Crew, VC-25B Presidential Aircraft, and MQ-25).2024
• Recognized additional reach-forward losses of $4.9 billion in 2025 and $3.5 billion in 2024 on 777X.2025
• 777X program launched in 2013 and expecting first delivery in 2027.2027
• 737-9 door plug accident occurred in January 2024, leading to slowed production rates and delayed planned increases.January 2024
• Dividends on 6.00% Series A Mandatory Convertible Preferred Stock accumulate at 6.00% per annum on $1,000.00 liquidation preference per share, with up to $345 million of cash per year required through October 15, 2027.October 15, 2027