Company: BA
Filing Date: 2025-10-29
Form Type: 10-Q
Source: 0001628280-25-047023
Chunk: 3

Company: BOEING CO
Filing Date: 2025-10-29
Form: 10-Q
Item: Item 3
Chunk 3
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,245 781 491 Total non-U.S. revenues17,672 12,937 7,847 5,069 United States12,326 5,512 3,182 2,354 Estimated potential concessions and other considerations to 737 MAX customers, net of insurance recoveries5 (443) Total revenues from contracts with customers30,003 18,006 11,029 7,423 Intersegment revenues eliminated on consolidation112 93 65 20 Total segment revenues$30,115 $18,099 $11,094 $7,443 Revenue recognized on fixed-price contracts100 %100 %100 %100 %Revenue recognized at a point in time100 %99 %100 %99 %BDS revenues on contracts with customers, based on the customer's location, consisted of the following:(Dollars in millions)Nine months ended September 30Three months ended September 302025202420252024Revenue from contracts with customers:U.S. customers$15,485 $14,324 $5,325 $4,361 Non-U.S. customers(1)4,332 4,183 1,577 1,175 Total segment revenue from contracts with customers$19,817 $18,507 $6,902 $5,536 Revenue recognized over time100 %99 %99 %99 %Revenue recognized on fixed-price contracts57 %53 %56 %49 %Revenue from the U.S. government(1)91 %91 %91 %92 %(1)Includes revenues earned from foreign military sales through the U.S. government.

30

BGS revenues consisted of the following:(Dollars in millions)Nine months ended September 30Three months ended September 302025202420252024Revenue from contracts with customers:Commercial$9,055 $8,782 $3,088 $2,882 Government6,337 5,764 2,169 1,935 Total revenues from contracts with customers15,392 14,546 5,257 4,817 Intersegment revenues eliminated on consolidation322 289 113 84 Total segment revenues$15,714 $14,835 $5,370 $4,901 Revenue recognized at a point in time53 %53 %53