BA · Automotive

BOEING CO

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window

News · 2026-11-08

• Retiree Medicare Premium IncreaseImportance 23 · Surprise 64
  Boeing is raising 2027 premiums for its retiree Medicare Advantage plan in Washington state by more than 400%, from $60 to $316 per enrollee per month. The increase is attributed to rising healthcare claims and overall…

News · 2026-11-06

• Commercial Aircraft DemandImportance 58 · Surprise 42
  Avolon made a record purchase of 140 Boeing 737-10 jets, highlighting demand for larger single-aisle aircraft. The order adds to Boeing’s existing backlog and represents a substantial leasing-company customer…
• Single-Aisle Aircraft Market GrowthImportance 27 · Surprise 40
  A market report projects the global single-aisle aircraft market will grow from $76.16 billion in 2025 to $86.50 billion in 2026, a 13.6% increase. It attributes expansion to rising passenger traffic, airline fleet…
• Advanced Aircraft InspectionImportance 25 · Surprise 30
  Boeing is using camera-equipped AI drones at its San Antonio facility to inspect C-17 Globemaster III aircraft. The Advanced Aircraft Inspection program pairs the drones with Automated Damage Detection Software to…

News · 2026-11-05

• Revenue Performance and MixImportance 30 · Surprise 14
  A third-party report said Boeing’s revenue grew 3.9% year over year and surpassed estimates. The report also said Boeing missed earnings expectations with a loss of $0.34 per share. It provided no revenue amount or…

News · 2026-11-04

• 737 MAX 10 Product TransitionImportance 77 · Surprise 82
  Boeing finalized Avolon’s purchase of 140 737-10 aircraft, the largest 737 MAX order placed by a lessor. The deal raises Avolon’s Boeing 737 MAX backlog to more than 240 unfilled aircraft. Lessors placed firm orders…
• 737-10 Certification MilestoneImportance 47 · Surprise 60
  Reports said the FAA had certified the 737 MAX 10, with Avolon finalizing an order for 140 aircraft shortly afterward. The order is the largest 737 MAX purchase by a lessor and increases Avolon's Boeing backlog to more…
• Defense Customer CompetitionImportance 34 · Surprise 42
  Boeing withdrew from the U.S. Navy’s Undergraduate Jet Training System competition, which seeks 216 aircraft to replace the T-45 Goshawk fleet. Boeing’s exit followed earlier withdrawals by Lockheed Martin and Northrop…
• Navy Trainer Competition WithdrawalImportance 34 · Surprise 42
  Third-party reporting said Boeing had withdrawn from the U.S. Navy's Undergraduate Jet Training System competition, which concerns 216 replacement aircraft for the T-45 Goshawk fleet. The competition has also seen…
• Revenue Performance and MixImportance 30 · Surprise 14
  Boeing’s quarterly revenue rose 3.9% year over year to $24.19 billion, an increase of approximately $910 million based on the reported figures. The reported quarterly loss was $0.34 per share. The digest provided no…
• Elevated Interest Rates and Geopolitical RiskImportance 10 · Surprise 6
  A Yahoo Finance report described an investment environment shaped by elevated interest rates and geopolitical friction. It said institutional investors were favoring defense companies with large contract backlogs and…

News · 2026-11-03

• Order Backlog and Book-to-BillImportance 53 · Surprise 24
  Boeing’s total order backlog reached a record US$745 billion. The defense pipeline reached US$101 billion, also described as a record level. The report says Boeing continued to report losses per share in the third…
• Middle East Aircraft DemandImportance 38 · Surprise 24
  Boeing forecasts that the Middle East commercial aircraft fleet will more than double to over 3,500 planes by 2045, driven by passenger traffic, tourism, and international trade. It projects regional airlines will take…
• Commercial Aircraft DemandImportance 38 · Surprise 24
  Boeing’s long-term aviation forecast projects that the Middle East commercial aircraft fleet will more than double to over 3,500 planes by 2045. Boeing expects airlines in the region to take delivery of 2,995 new…

News · 2026-11-01

• F-15EX Production ExpansionImportance 34 · Surprise 42
  Boeing CEO Kelly Ortberg announced a new U.S. Air Force contract for 22 F-15EX fighters, bringing the total under contract to 120 aircraft. Boeing said the order contributes to a stronger defense growth outlook, with…
• Order Backlog and Book-to-BillImportance 32 · Surprise 24
  Boeing was reported to have a record backlog of $745 billion. The digest does not specify the backlog’s composition or provide a comparison with a prior period. This reported backlog indicates substantial demand for…
• Defense Contract AwardsImportance null · Surprise null
  Boeing CEO Kelly Ortberg said a new U.S. Air Force contract covers 22 F-15EX fighters, bringing the total under contract to 120 aircraft. The report characterizes the order as supporting a stronger defense growth…

News · 2026-10-31

• Revenue Performance and MixImportance 30 · Surprise 14
  Boeing’s Q3 2026 revenue increased 4% year over year to $24.19 billion, an increase of approximately $930 million. Defense, Space & Security and Global Services drove the revenue growth. Boeing reported a core loss of…

News · 2026-10-30

• Order Backlog and Book-to-BillImportance 60 · Surprise 40
  Boeing’s backlog stood at $745.4 billion at the end of Q3 2026, up 17.3% year over year. The report also says defense wins boosted the backlog, but does not identify the contracts or customers. The backlog growth…
• Free Cash Flow and Production OutlookImportance 40 · Surprise 42
  Boeing was reported to have missed its 2026 737 MAX delivery target, and stabilizing production rates was expected to take longer than previously anticipated. The production delay was reported to affect free cash flow…
• Guidance and Production OutlookImportance 40 · Surprise 42
  Boeing said it would miss its 2026 737 MAX delivery target. Stabilizing production rates is taking longer than expected, and the delay is expected to affect free cash flow through 2027. Management is prioritizing…
• Revenue Performance and MixImportance 37 · Surprise 32
  Boeing reported Q3 2026 revenue of $24.19 billion, up 3.9% year over year and approximately in line with the $24.21 billion analyst estimate. Operating margin was 1.5%, compared with negative 20.5% in Q3 2025. Adjusted…
• Aerospace Supply Chain ConstraintsImportance 22 · Surprise 24
  Boeing CEO Robert Ortberg said the 737 production-rate stabilization is taking longer than expected, citing challenges ramping up wing manufacturing and synchronizing fuselage supply from Wichita. Supply disruptions…
• Commercial Aircraft DemandImportance 17 · Surprise 24
  CEO Kelly Ortberg said Boeing is in regular contact with airline customers navigating higher fuel prices. He said a large portion of Boeing’s backlog consists of replacement aircraft, and that newer jets use less fuel…
• Fuel Price and Demand RiskImportance 17 · Surprise 24
  CEO Kelly Ortberg said higher jet fuel prices could encourage airlines to replace older aircraft with more fuel-efficient models. He said Boeing is in regular contact with airline customers navigating higher fuel…

Earnings call · 2026-10-27

• Guidance / OutlookImportance 93 · Surprise 82
  Boeing forecast free cash flow of approximately $2 billion in 2026, $3 billion in 2027, $6 billion in 2028, and $10 billion in 2029, with further growth potential thereafter. Management tied the trajectory to higher…
• Capital Expenditure OutlookImportance 75 · Surprise 48
  Boeing expects approximately $5 billion of CapEx in 2027, about $1 billion above 2026, including investment associated with recent BDS awards. Management expects CapEx of approximately $4 billion in each of 2028 and…
• Order Backlog and Book-to-BillImportance 64 · Surprise 42
  Boeing cited a record company backlog of $745 billion, which management said supports the free-cash-flow outlook through backlog pricing and volume. BCA backlog reached a record $612 billion and included more than…
• 787 Production and DeliveriesImportance 53 · Surprise 48
  Boeing said the 787 factory is stable at eight aircraft per month, though delivery cadence has been uneven because of seat certification challenges. Supply-chain stability is improving, while engine deliveries remain…
• Defense Contract DemandImportance 52 · Surprise 42
  Boeing reported strong demand across its defense and space portfolio, including a seven-year PAC-3 Seeker contract intended to accelerate and eventually triple production. A U.S. Air Force award for 22 additional…
• Commercial Aircraft DemandImportance 50 · Surprise 24
  Boeing cited a record $745 billion company backlog and improved pricing dynamics, with BCA backlog at a record $612 billion covering more than 6,300 airplanes. Management said the market remains strong, campaign…
• Defense Spending OutlookImportance 47 · Surprise 32
  Boeing expects Defense revenue growth to be stronger than the low-single-digit growth it had anticipated a year earlier, moving toward high-middle-single-digit growth or higher. Management cited the F/A-XX selection,…
• Free Cash Flow and LiquidityImportance 42 · Surprise 24
  Boeing generated $464 million of free cash flow in the third quarter, an improvement year over year from better working capital, partly offset by approximately $700 million of Department of Justice settlement payments…
• 737 MAX Production RampImportance 38 · Surprise 24
  Boeing is working to stabilize 737 production at 47 airplanes per month, but management said demonstrating performance at that rate is taking longer than expected and full stability is expected next year. Wing output…
• 777X Certification OutlookImportance 38 · Surprise 24
  Boeing continues to expect the 777-9’s first delivery in 2027, with its financial planning assuming certification by midyear 2027. Flight testing is progressing, but Boeing still needs FAA authorization for the balance…
• Product Launch and TransitionImportance 34 · Surprise 42
  The FAA certified the 737-7 in July and the 737-10 shortly before the call, completing Boeing’s certification milestone for the two newest members of the 737 MAX family. Management said the aircraft are intended to…
• Defense Customer WinsImportance 34 · Surprise 42
  Management said Boeing had been uncertain about winning next-generation sixth-generation fighter programs two years ago. It has now won both programs, strengthening its position in this defense market. The transcript…
• Aerospace Supply Chain ConstraintsImportance 32 · Surprise 24
  Management identified 737 wing production and Wichita fuselage stability as the principal constraints on the next production-rate increase, while saying engines were not a problem in the 737 ramp. Some wing-shop flow…
• Revenue Performance and MixImportance 30 · Surprise 14
  Third-quarter consolidated revenue was $24.2 billion, up 4% year over year, primarily from higher Defense and Services volume, partly offset by less favorable Commercial delivery mix. BCA revenue was $10.7 billion,…
• Operating Income and MarginsImportance 26 · Surprise 24
  Consolidated operating margin improved to 1.5%, while core EPS improved to a loss of $0.34 on higher segment earnings and lower corporate expenses. BCA's operating margin was negative 6.5%, materially improved from the…
• Supply Chain Cost and DisruptionImportance 26 · Surprise 24
  BCA's third-quarter results included higher estimated supply-chain costs, which reduced booking rates alongside production-rate adjustments. A supplier disruption in wing components affected the 777 freighter and 767…
• Fuel Price and Demand RiskImportance 13 · Surprise 6
  Management said Boeing is in regular contact with airline customers amid high fuel prices, and that the effects vary by airline. Higher fuel costs are encouraging customers to seek fuel-efficient replacement aircraft…
• Income Tax Rate ChangesImportance 9 · Surprise 6
  Management said Boeing does not expect cash taxes to begin until the early 2030s. That timing was provided in response to a question about the assumptions underlying the 2029 free-cash-flow outlook. No cash-tax amount…

8-K · 2026-10-27

• Operating Income and MarginsImportance 69 · Surprise 64
  Third-quarter GAAP operating earnings were $354 million, compared with an operating loss of $4.781 billion a year earlier; operating margin improved to 1.5% from negative 20.5%. Commercial Airplanes recorded a $697…
• Defense Segment PerformanceImportance 63 · Surprise 64
  Defense, Space & Security third-quarter revenue increased 15% year over year to $7.935 billion, driven by higher volume. Operating earnings rose to $492 million from $114 million, and operating margin improved to 6.2%…
• Order Backlog and Book-to-BillImportance 61 · Surprise 32
  Boeing’s total backlog reached a record $745.4 billion at September 30, 2026, up from $682.2 billion at year-end 2025. Commercial Airplanes backlog rose to $611.8 billion from $567.3 billion, and the business booked…
• Cash Flow and Capital ExpendituresImportance 51 · Surprise 64
  Third-quarter operating cash flow increased 33% year over year to $1.496 billion, and free cash flow increased to $464 million from $238 million. Cash flow reflected working-capital timing, partly offset by…
• Liquidity and Debt PositionImportance 36 · Surprise 14
  At September 30, 2026, Boeing reported $20.7 billion of cash and investments in marketable securities, up from $20.0 billion at the beginning of the quarter, primarily reflecting cash flow generated during the quarter.…
• Defense Customer WinsImportance 34 · Surprise 42
  Boeing was selected by the U.S. Navy to design, build and deliver the F/A-XX next-generation fighter aircraft; the award was not yet included in backlog pending completion of the source selection and evaluation review…
• F/A-XX Navy Fighter SelectionImportance 34 · Surprise 42
  Boeing’s Defense, Space & Security business was selected by the U.S. Navy to design, build and deliver the F/A-XX next-generation fighter aircraft. The order was not included in backlog while the source selection and…
• Revenue Performance and MixImportance 30 · Surprise 14
  Third-quarter 2026 revenue increased 4% year over year to $24.188 billion, while nine-month revenue rose 8% to $70.965 billion. Boeing attributed the quarterly increase primarily to higher Defense, Space & Security and…
• Guidance and Production OutlookImportance 26 · Surprise 24
  Boeing said the 737 program is progressing toward stabilized production of 47 aircraft per month. The 787 remains at a production rate of 8 per month. The 777X is progressing through 777-9 certification flight testing,…
• Capital Expenditure ProgramImportance 25 · Surprise 6
  Boeing reported $1.032 billion of additions to property, plant and equipment in the third quarter of 2026, above the $726 million materiality threshold. The company said the additions primarily reflected higher…
• 737 MAX Production RampImportance 23 · Surprise 24
  Boeing said the 737 program continues to progress toward stabilized production of 47 aircraft per month. The 737-7 received amended type certification from the FAA during the quarter, and the 737-10 received…

News · 2026-10-22

• 737-10 Certification MilestoneImportance 59 · Surprise 60
  The U.S. Federal Aviation Administration certified Boeing’s 737-10, the largest variant in the 737 MAX family, on October 22, 2026. The approval allows customer deliveries to commence and opens access to Boeing’s…
• 737- MAX 10 CertificationImportance 59 · Surprise 60
  The FAA certified Boeing’s 737-10, the largest variant in the 737 MAX family, clearing the way for customer deliveries. The aircraft can carry up to 230 passengers, offers extended range, and is positioned with the…

News · 2026-10-21

• 737-10 Certification MilestoneImportance 71 · Surprise 60
  The FAA approved Boeing’s 737 MAX 10 for passenger service on October 21, 2026, after nearly a decade of development and certification work. The approval clears the way for deliveries beginning in 2027. Boeing has…
• 737 MAX 10 CertificationImportance 71 · Surprise 60
  The FAA approved Boeing’s 737 MAX 10 for passenger service after extensive safety reviews and nearly 1,000 test flights. The certification clears the way for deliveries beginning in 2027 and releases 1,555 ordered…
• 737- MAX 10 CertificationImportance 71 · Surprise 60
  The Federal Aviation Administration (FAA) certified Boeing’s 737 MAX 10 for passenger service in October 2026 after extensive safety reviews and nearly 1,000 test flights. The approval clears the way for deliveries…

News · 2026-10-20

• Boeing 737 MAX 10 Certification LitigationImportance 25 · Surprise 42
  A federal judge in Illinois permanently dismissed a securities-fraud lawsuit tied to the 737 MAX crashes. The court ruled that Value Recapture Partners LLC lacked standing because it had not directly purchased Boeing…