BA
Market read
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 28 directly disclosed connections are confirming.
Invalidation: The isolated read changes if BA's group or a disclosed connection begins moving with it.
Research brief
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 28 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Advances and progress billings increased from $ 59,404 at December 31, 2025, to $ 64,059 at June 30, 2026, primarily driven by advances on orders received at BCA and progress billings at BDS.”10-Q · Jul 28, 2026 ↗
“The increased reach-forward loss in 2025 was due to increases in supplier costs.”10-Q · Jul 28, 2026 ↗
“BCA loss from operations was $322 million for the three months ended June 30, 2026, compared with $557 million in the same period in 2025 primarily reflecting higher revenues and a lower reach-forward loss on the 767 program, partially offset by higher spendi…”10-Q · Jul 28, 2026 ↗
“During 2024 and 2025, we recorded reach-forward losses of $580 million and $384 million primarily driven by higher production costs.”10-K · Jan 30, 2026 ↗
Valuation discipline
Price/sales 1.7× · EV/sales 2.2×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 14:05 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for BA. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for BA. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“BDS faces strong competition primarily from General Dynamics Corporation, Lockheed Martin Corporation, Northrop Grumman Corporation, RTX Corporation and SpaceX.”
“BDS faces strong competition primarily from General Dynamics Corporation, Lockheed Martin Corporation, Northrop Grumman Corporation, RTX Corporation and SpaceX.”
Depended on by
“The following tables identify the key customers and the major manufacturing facilities of the Composite Materials segment: COMPOSITE MATERIALS KEY CUSTOMERS Aernnova Daher Lockheed Martin Airbus Dassault Nordam Albany International Embraer Northrop Grumman Bl…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 25 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
BA is currently a Leader in the organic co-movement group Aerospace & Defense. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for BA; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.