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Boeing10-K: Competitor named

Boeing's Defense segment (BDS) identifies 5+ key competitors, including Lockheed Martin and SpaceX.

What happened

The Defense, Space & Security (BDS) segment is in direct competition with major defense contractors like Lockheed Martin and RTX, as well as new entrants like SpaceX. This competitive pressure drives a need for greater efficiency, innovation, and cost-effectiveness in R&D and production to win contracts.

Source

SEC EDGARJan 30, 2026

Annual report (Form 10-K)

Boeing 10-K

Filing excerpt

BDS faces strong competition primarily from General Dynamics Corporation, Lockheed Martin Corporation, Northrop Grumman Corporation, RTX Corporation and SpaceX.

sec.gov/Archives/edgar/data/12927/000162828026004357/ba-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Competitor named

What this signalsFilings often name leadership changes, deals and spending plans.

Filed
Jan 30, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Details

CIK
12927
Accession number
0001628280-26-004357
Timeframe
Next year
Filing year
2026
Why it matters
Competitive intelligence
Signal category
Market

Topics and mentions

Competitors

  • General Dynamics Corporation
  • Lockheed Martin Corporation
  • Northrop Grumman Corporation
  • RTX Corporation
  • SpaceX
  • BAE Systems
  • Airbus Group

Regions named

  • U.S.
  • North American

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
Feb 3, 2026
signal_type
sec-10k
signal_subtype
competitorNamed

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/7516dd07-473b-4361-aaba-24fdaa3ffc92 returns this record as JSON. POST /v1/companies/enrich returns every signal for boeing.com.

{
  "signal_id": "7516dd07-473b-4361-aaba-24fdaa3ffc92",
  "signal_type": "sec-10k",
  "signal_subtype": "competitorNamed",
  "detected_at": "2026-02-03T08:23:54.53+00:00",
  "company": {
    "name": "Boeing",
    "domain": "boeing.com"
  },
  "data": {
    "detail": "The Defense, Space & Security (BDS) segment is in direct competition with major defense contractors like Lockheed Martin and RTX, as well as new entrants like SpaceX. This competitive pressure drives a need for greater efficiency, innovation, and cost-effectiveness in R&D and production to win contracts.",
    "metrics": {
      "timeframe": "next_year"
    },
    "summary": "Boeing's Defense segment (BDS) identifies 5+ key competitors, including Lockheed Martin and SpaceX.",
    "excerpts": "BDS faces strong competition primarily from General Dynamics Corporation, Lockheed Martin Corporation, Northrop Grumman Corporation, RTX Corporation and SpaceX.",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/12927/000162828026004357/ba-20251231.htm",
    "filing_date": "2026-01-30",
    "filing_year": 2026,
    "sales_relevance": "Competitive intelligence",
    "signal_category": "market",
    "regions_mentioned": [
      "U.S.",
      "North American"
    ],
    "competitors_mentioned": [
      "General Dynamics Corporation",
      "Lockheed Martin Corporation",
      "Northrop Grumman Corporation",
      "RTX Corporation",
      "SpaceX",
      "BAE Systems",
      "Airbus Group"
    ]
  }
}

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