Stock Analysis on Net

Boeing Co. (NYSE:BA)

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Common-Size Balance Sheet: Liabilities and Stockholders’ Equity
Quarterly Data

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Boeing Co., common-size consolidated balance sheet: liabilities and stockholders’ equity (quarterly data)

Microsoft Excel
Mar 31, 2026 Dec 31, 2025 Sep 30, 2025 Jun 30, 2025 Mar 31, 2025 Dec 31, 2024 Sep 30, 2024 Jun 30, 2024 Mar 31, 2024 Dec 31, 2023 Sep 30, 2023 Jun 30, 2023 Mar 31, 2023 Dec 31, 2022 Sep 30, 2022 Jun 30, 2022 Mar 31, 2022 Dec 31, 2021 Sep 30, 2021 Jun 30, 2021 Mar 31, 2021
Accounts payable
Accrued liabilities
Advances and progress billings
Short-term debt and current portion of long-term debt
Liabilities held for sale
Current liabilities
Deferred income taxes
Accrued retiree health care
Accrued pension plan liability, net
Other long-term liabilities
Long-term debt, excluding current portion
Long-term liabilities
Total liabilities
Mandatory convertible preferred stock, 6.00% Series A, par value $1.00
Common stock, par value $5.00
Additional paid-in capital
Treasury stock, at cost
Retained earnings
Accumulated other comprehensive loss
Shareholders’ equity (deficit)
Noncontrolling interests
Total equity (deficit)
Total liabilities and equity (deficit)

Based on: 10-Q (reporting date: 2026-03-31), 10-K (reporting date: 2025-12-31), 10-Q (reporting date: 2025-09-30), 10-Q (reporting date: 2025-06-30), 10-Q (reporting date: 2025-03-31), 10-K (reporting date: 2024-12-31), 10-Q (reporting date: 2024-09-30), 10-Q (reporting date: 2024-06-30), 10-Q (reporting date: 2024-03-31), 10-K (reporting date: 2023-12-31), 10-Q (reporting date: 2023-09-30), 10-Q (reporting date: 2023-06-30), 10-Q (reporting date: 2023-03-31), 10-K (reporting date: 2022-12-31), 10-Q (reporting date: 2022-09-30), 10-Q (reporting date: 2022-06-30), 10-Q (reporting date: 2022-03-31), 10-K (reporting date: 2021-12-31), 10-Q (reporting date: 2021-09-30), 10-Q (reporting date: 2021-06-30), 10-Q (reporting date: 2021-03-31).


The financial structure exhibits a prolonged period of negative shareholders' equity, characterized by total liabilities exceeding 100% of total liabilities and equity for the majority of the analyzed timeframe. However, a significant shift in the capital structure is observed starting in late 2024, leading to a transition from a deficit position to a positive equity standing by December 2025.

Current Liabilities and Operational Obligations
Current liabilities represent a dominant portion of the balance sheet, generally fluctuating between 58% and 71%. A primary driver of this is the "Advances and progress billings" account, which rose from 33.93% in March 2021 to a peak of 43.85% in March 2024. This suggests a high reliance on customer prepayments to fund operations. Accrued liabilities remained relatively stable, though they showed a gradual increase from approximately 13% to 16% over the period.
Long-Term Debt and Pension Obligations
A consistent downward trend is observed in long-term debt, excluding the current portion, which decreased from 38.36% in March 2021 to 26.92% by March 2026. This reduction is mirrored in other long-term obligations; specifically, the accrued pension plan liability dropped significantly from 9.31% to 2.55%, and accrued retiree health care liabilities decreased from 2.72% to 1.25%. Collectively, long-term liabilities fell from 51.98% to 32.32% of the total structure.
Equity Transition and Deficit Recovery
The total equity position remained in deficit for most of the period, reaching its lowest point in September 2024 at -17.11%. A sharp recovery began in December 2024, where the deficit narrowed to -2.50%. This improvement is attributed to a substantial reduction in the negative impact of treasury stock, which moved from -35.27% in September 2024 to -16.78% by March 2026, alongside an increase in additional paid-in capital. By December 2025, total equity turned positive at 3.24%, ending the period at 3.63% in March 2026.
Retained Earnings and Comprehensive Loss
Retained earnings experienced a steady decline from 25.38% in early 2021 to a low of 6.08% in September 2025, before recovering slightly to 10.41% by March 2026. Accumulated other comprehensive loss remained a persistent negative factor, although it moderated from a peak of -11.30% to -6.23% over the analysis window.