8-K ·Filed Aug 21, 2026

BA

BOEING CO
NEUTRAL
Impact 2/10
Horizonmonths Processed1mo ago SEC0001628280-26-058481
Actionable Insight • Neutral

This is a routine succession filing for a controller role with no immediate trading implications. Monitor the FY2026 10-K filing for any accounting policy changes or financial statement adjustments under the new controller.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled — T+20d
BA ▼ -6.05% at T+20d
NEUTRAL call ✗ call lost -6.05% · α vs SPY -7.37% · entry $210.46 → $197.72
Next anchor: T+60d in 6w
Latest observation: T+26 -7.75% FF3 residual α
Entry anchored
Aug 21, 05:03 PM ET
via 1-min bar
T+1d
+0.29%
call +0.29% · α -0.03%
$211.08
settled 6w ago
T+5d
-1.27%
call -1.27% · α -1.74%
$207.78
settled 5w ago
T+20d
-6.05%
call -6.05% · α -7.37%
$197.72
settled 11d ago
T+60d
—
call — · α —
—
in 6w

Price Chart

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Executive Summary

Boeing appointed Ryan L. Shedd as Senior Vice President and Controller (principal accounting officer), effective after the 2026 10-K filing. He will succeed Michael J. Cleary, who plans to retire in 2027 after a transition period. This is a routine succession planning move for a senior finance role with no red flags—the departure is a planned retirement and a replacement is named with a clear timeline.

Key Facts

  • Ryan L. Shedd appointed SVP and Controller, effective after FY2026 10-K filing
  • Incumbent Michael J. Cleary plans to retire in 2027 after over 20 years at Boeing
  • Shedd joins from Ernst & Young LLP, where he was an Assurance Partner
  • Shedd's base salary set at $600,000 with a $300,000 cash sign-on award
  • No financial restatements, guidance changes, or material financial data in this filing

Financial Impact

No material financial impact from this routine officer succession

Risk Factors

  • No material risks identified from this routine officer appointment

Market Snapshot

Price
$214.20
Change
-0.4%
Volume
6.2M
Exchange
NYSE
Sector
Aircraft
Analyst Consensus
84% bullish (37 analysts)

Investment Themes

Defense Tech

Documents Analyzed

This report is based on 8 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (BA) — Batch item 10001628280-26-058481
Document: 0001628280-26-058481-index-headers.html0001628280-26-058481
Document: 0001628280-26-058481-index.html0001628280-26-058481
Document: 0001628280-26-058481.txt0001628280-26-058481
8-K Filing (BA) — Batch item 50001628280-26-058481
Document: 0001628280-26-058481-index-headers.html0001628280-26-058481
Document: 0001628280-26-058481-index.html0001628280-26-058481
Document: 0001628280-26-058481.txt0001628280-26-058481
20 reports for BA
Performance horizon
88% Hit rate 7 of 8 directional calls best @ T+20▲ +12.56%Mar 31, 2026
Filters
Rows
Reports for BA — sortable, filterable
TypeNow
Sep 11, 2026
21d ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$210.45 $198.20▼ −5.82%▼ −5.60%$192.28 (−8.63%)
Aug 21, 2026
5w ago
8-K
NEUTRAL ★ 2/10
$210.46 $207.78▼ −1.27%▼ −1.74%$192.28 (−8.64%)
Aug 13, 2026
7w ago
Court Ruling
BULLISH ★ 6/10
$230.33 $215.10▼ −6.61%▼ −4.65%$192.28 (−16.52%)
Aug 11, 2026
7w ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$233.08 $222.82▼ −4.40%▼ −4.00%$192.28 (−17.50%)
Jul 30, 2026
9w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$220.90 $232.19▲ +5.11%▲ +1.49%$192.28 (−12.96%)
Jul 28, 2026
9w ago
8-K
MIXED ★ 5/10
$221.56 $233.49▲ +5.38%▲ +3.12%$192.28 (−13.22%)
May 18, 2026
19w ago
Court Ruling
BEARISH ★ 6/10
$220.54 $218.86▲ +0.76%▲ +2.38%$192.28 (+12.81%)
Apr 22, 2026
23w ago
8-K
BEARISH ★ 7/10
$73.08 $71.77▲ +1.80%▲ +1.85%$192.28 (−163.11%)
Mar 31, 2026
26w ago
Court Ruling
BULLISH ★ 6/10
$198.97 $217.81▲ +9.47%▲ +5.53%$192.28 (−3.36%)
Mar 31, 2026
26w ago
Court Ruling
BULLISH ★ 7/10
$198.97 $217.81▲ +9.47%▲ +5.53%$192.28 (−3.36%)
Showing 10 of 20

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