Boeing
Major aerospace with troubled space division. Starliner, SLS core stage, WGS military comms. ULA co-owner (pending BO acquisition).
FINANCIAL HEALTH
CAPITAL & CREDIT PROFILE
Reported fundamentals from SEC XBRL companyfacts. Derived figures carry their formula in the caption.
FY2025 net income +$2.23B contradicts the same fiscal year's quarterly filings (sum −$5.99B across 3 quarters); annual row suppressed — showing the latest quarter instead. Source: SEC XBRL companyfacts.
Source: USAspending.gov award obligations matched to this company. Obligations, not recognized revenue.
SCHEDULE CREDIBILITY
How well this operator historically meets its own projected dates — launch NETs, company-announced roadmap milestones, and forward-dated facility plans. 100 = says what it does. Discount forward guidance accordingly.
| Source | Events | Late (share) | Median slip | Median slip, late only | Sub-score | On-time allowance |
|---|---|---|---|---|---|---|
| Roadmap milestones | 3 | 1 (33.3%) | 5 d | 216 d | 71.3 | 30 d |
WORST SLIPS (RECEIPTS)
| Commitment | Source | Announced | Outcome | Slip |
|---|---|---|---|---|
| CFT crew returned on SpaceX Crew Dragon due to Starliner thruster issues (Boeing Space) completed | Roadmap milestones | 2024-06 | 2025-02-01 | 216 d |
SCI = 100 × Σ(event credit) ÷ N over the trailing 36 months (2023-09-12 → 2026-09-11). Event credit = 1.0 when the commitment met its announced date (launches: net NET slip < 1 day; roadmap milestones & facility plans: within 30 days of the announced target window — month/year-precision targets count the whole period as on-time), else 30 ÷ (30 + days late beyond that allowance). Sources are pooled, so each source weighs by its event count. Sources: launch NET-change log (LL2 ingest, tracked since 2026-04-17; flown launches in coverage + not-yet-flown launches already slipped ≥1 day; cancelled launches excluded), roadmap registry milestones (company-announced targets, verified provenance only; open milestones past target count as late by days-overdue), facility_plans rows with target_date after announced_at (filing-dated rows excluded). Confidence: high ≥20 events, medium ≥8, low ≥5; no score below 5 events. 100 = says what it does.
Window: 2023-09-12 → 2026-09-11 (36 months) · launch NET log live since 2026-04-17
RECENT DEALS & CONTRACTS
| Date | Type | Amount | Counterparty | Significance |
|---|---|---|---|---|
| Oct 16, 2019 | Contract Award | $2.50B | National Aeronautics and Space Administration, THE BOEING COMPANY | Critical |
| Oct 01, 2012 | Contract Award | $1.30B | National Aeronautics and Space Administration, THE BOEING COMPANY | Critical |
| Oct 01, 2012 | Contract Award | $1.30B | National Aeronautics and Space Administration, THE BOEING COMPANY | Critical |
| Sep 01, 2007 | Contract Award | $10.50B | National Aeronautics and Space Administration, THE BOEING COMPANY | Critical |
| Sep 01, 2007 | Contract Award | $10.50B | National Aeronautics and Space Administration, THE BOEING COMPANY | Critical |
SECTOR POSITION
RECENT COVERAGE
| Date | Source | Headline |
|---|---|---|
| Sep 03, 2026 | Payload Space | Isaacman: Commercial Won’t Solve Every NASA Problem |
| Sep 02, 2026 | Via Satellite | Boeing Delivers O3b mPOWER Satellites to SES |
| Aug 12, 2026 | Spaceflight Now | Mike Fincke, a 30-year astronaut with experience across four spacecraft, retires from NASA |
| Aug 10, 2026 | BusinessWire — Satellite/Space | Archer to Shape Physical AI Future of Aerospace and Defense with Acquisition of Boeing’s Wisk Aero, Insitu and SkyGrid Subsidiaries; Boeing to Invest in Archer and Collaborate |
| Aug 03, 2026 | Space.com | AI is ready to run spacecraft. Is the space industry ready for it? (op-ed) |
REGISTRY DATA
Source: space_company_registry.json · Operator homepage → · Boeing corporate homepage — confirms Boeing Defense, Space & Security, including Starliner and SLS (NYSE: BA).
METHODOLOGY
Launch history and subsystem outcomes aggregate from AstraVeris's launch_events table with Wilson 95% lower bounds on success rates. ARI scores come from the 11-factor composite (/finance/methodology/). Constellation counts derive from the live CelesTrak/GCAT object catalog. Gov contracts from USAspending.gov awards; private deals from deduplicated pipeline deal extraction. Absence of a row means "not tracked" — we never fabricate. See /methodology/ for the full data model and /data-licensing/ for licensing terms.
Not investment advice. For insurance underwriting, verify against primary-source filings and operator investigation reports.