BA · Automotive

BOEING CO

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window

News · 2026-09-23

• Acquisition / Partnership / DivestitureImportance 47 · Surprise 42
  Boeing’s strategic transaction with Archer Aviation was described as potentially valued at up to $1 billion for a 20% stake in Archer. The transaction is expected to add more than $200 million in annual unmanned aerial…
• Advanced Air Mobility DevelopmentImportance 47 · Surprise 42
  A third-party report described Boeing’s strategic deal with Archer Aviation as converting a potential competitor into a partner. The transaction was described as valued at up to $1 billion for a 20% stake in Archer and…
• 737 MAX Production OutlookImportance 40 · Surprise 42
  Boeing is facing difficulty converting strong aircraft demand into higher production and cash flow. Recent comments from CEO Kelly Ortberg indicated that 737 MAX production stabilization is progressing more slowly than…
• Guidance and Production OutlookImportance 40 · Surprise 42
  Third-party reporting said Boeing is struggling to convert strong aircraft demand into higher production and cash flow. Chief Executive Kelly Ortberg reportedly indicated that 737 MAX production stabilization is…
• Commercial Aircraft DemandImportance 34 · Surprise 42
  Boeing and Turkish Airlines finalized an order for up to 150 737 MAX airplanes, comprising 100 firm 737-8 aircraft and options for 50 more. The order is Turkish Airlines' largest Boeing single-aisle purchase and…
• Products and TechnologyImportance 31 · Surprise 42
  Boeing subsidiary Insitu and Gogo tested satellite communications on an Integrator military drone. The system uses Eutelsat's OneWeb low-Earth-orbit network to provide an ITAR-free, high-speed SATCOM option for global…
• Autonomous Defense AircraftImportance 31 · Surprise 42
  Boeing subsidiary Insitu and Gogo reportedly tested satellite communications on an Integrator military drone. The system used Eutelsat’s OneWeb low-Earth-orbit network and was described as an ITAR-free, high-speed…
• Trade Policy and TariffsImportance 20 · Surprise 24
  Expectations for a new Chinese commitment to purchase Boeing aircraft weakened ahead of the September 24 Trump-Xi summit. Reporting said negotiations remained in flux and that a U.S.-China tariff truce is scheduled to…

News · 2026-09-22

• Korean Air 103-Aircraft OrderImportance 71 · Surprise 60
  Boeing finalized a commitment from Korean Air for 103 aircraft valued at $36.2 billion at list prices. The order materially expands Boeing’s commercial-aircraft backlog and provides long-term delivery visibility.…
• China Aircraft OrderImportance 58 · Surprise 42
  China is reportedly nearing finalization of a commitment to purchase 200 Boeing aircraft. The potential order could increase Boeing’s future deliveries and strengthen commercial demand in China, a strategically…
• Products and TechnologyImportance 31 · Surprise 42
  Boeing and Oak Ridge National Laboratory developed a 3D-printed Stamp Form Die using wire-arc additive manufacturing for composite aircraft production. The die is being developed for NASA’s Hi-Rate Composite Aircraft…
• Defense Customer WinsImportance 31 · Surprise 42
  Boeing Defence Australia selected Lite Coms to supply Beyond Line-Of-Sight satellite-communications terminals for the Australian Defence Force’s LAND 4140 modernization program. Lite Coms will provide LITE SAT 1.3A…
• Uncrewed Aircraft DevelopmentImportance 31 · Surprise 42
  Boeing subsidiary Insitu and aviation connectivity provider Gogo successfully tested a military drone using satellite communications. The demonstration targets government and defense efforts to reduce dependence on…
• Australian SATCOM PartnershipImportance 31 · Surprise 42
  Boeing Defence Australia selected U.S.-based Lite Coms to supply Beyond Line-of-Sight satellite-communications terminals for Australia’s LAND 4140 modernization program. Lite Coms will provide LITE SAT 1.3A tactical…
• Commercial Aircraft DemandImportance 20 · Surprise 24
  Alaska Airlines plans to add daily Boeing 737-800 service on selected Honolulu-Kahului routes beginning October 3, 2026. The expansion increases 737 capacity in the Hawaii market and supports demand for additional…

News · 2026-09-21

• China Aircraft OrderImportance 46 · Surprise 42
  China is making progress toward finalizing a commitment announced in May to purchase 200 Boeing aircraft. U.S. Trade Representative Jamieson Greer disclosed the development on September 21, 2026. Completion of the…
• MQ-25 Stingray DevelopmentImportance 46 · Surprise 42
  The Pentagon awarded Boeing a $562 million contract to produce MQ-25A Stingray uncrewed aircraft. The award was part of nearly $1.9 billion in Pentagon contracts announced for Boeing and Lockheed Martin. The contract…

News · 2026-09-20

• MQ-25 Stingray DevelopmentImportance 53 · Surprise 60
  The U.S. Navy awarded Boeing a $552 million contract to build and deliver MQ-25A Stingray drones. The award implies an average contract value of approximately $184 million per drone across the three-drone delivery…
• Products and TechnologyImportance 31 · Surprise 42
  Boeing completed SES’s 13-satellite O3b mPOWER constellation, with the final three satellites launched from Cape Canaveral. The program demonstrates Boeing’s software-defined satellite architecture for commercial…
• O3b mPOWER Constellation CompletionImportance 31 · Surprise 42
  Boeing completed SES’s 13-satellite O3b mPOWER constellation, with the final three satellites launched from Cape Canaveral. The completion strengthens Boeing’s commercial partnership with SES and demonstrates delivery…

News · 2026-09-18

• Korean Air 103-Aircraft OrderImportance 64 · Surprise 42
  Korean Air signed a Boeing commitment valued at $36.2 billion, covering 103 aircraft and extending into the next decade. The order is expected to support Boeing’s commercial-aircraft backlog but is not expected to…
• Commercial Aircraft DemandImportance 63 · Surprise 42
  Korean Air signed a $36.2 billion Boeing commitment spanning into the next decade, described as a record aircraft order. The order reinforces strong long-term demand for Boeing commercial aircraft despite the company’s…
• FAA Emissions WaiverImportance 47 · Surprise 60
  The FAA granted Boeing an exemption from future fuel-efficiency rules for 35 additional 777F freighters. The waiver addresses the 777F’s ineligibility for sale after December 31, 2027, while the 777-8F is expected to…
• Guidance and Production OutlookImportance 46 · Surprise 42
  CEO Kelly Ortberg said Boeing continues to face headwinds in the 737 and 787 production ramps. Ortberg also indicated that 737 MAX production is taking longer than previously promised, increasing execution risk for…
• 737 MAX Production RampImportance 46 · Surprise 42
  Boeing CEO Kelly Ortberg said the 737 MAX production ramp is taking longer than previously promised. The delayed ramp reflects continuing manufacturing and delivery execution challenges despite sustained commercial…
• 777X Certification DelayImportance 40 · Surprise 42
  The 777X certification process faces a further delay, according to CEO Kelly Ortberg’s reported comments. The delay is particularly relevant to Boeing’s large-aircraft product transition because the 777-8F freighter is…
• Manufacturing And CapacityImportance 38 · Surprise 24
  CEO commentary identified continued headwinds affecting the 737 and 787 production ramps. Boeing’s manufacturing recovery is therefore progressing more slowly than anticipated across two major commercial-aircraft…
• Starliner Customer DiscussionsImportance 31 · Surprise 42
  NASA is reportedly in talks with Boeing about using the Starliner vehicle for additional missions. The discussions could create further mission opportunities for Boeing’s crewed-space transportation product. No mission…
• Starliner Strategic ExpansionImportance 31 · Surprise 42
  NASA is discussing additional missions for Boeing’s Starliner vehicle, according to reporting by the Wall Street Journal. The discussions could expand Starliner’s role beyond its existing mission profile and support…

News · 2026-09-17

• FAA Emissions WaiverImportance 65 · Surprise 60
  The Federal Aviation Administration approved a waiver of aircraft emissions rules for Boeing. The waiver allows Boeing to sell 35 additional 777F freighters after 2028. The decision creates additional post-2028 sales…
• 737 MAX Production OutlookImportance 51 · Surprise 50
  Boeing is struggling to stabilize 737 MAX production at 47 aircraft per month because of wing-production constraints in Renton. CEO Kelly Ortberg said the company is “not stable yet” at that rate, making the previously…
• 737 MAX Production RampImportance 51 · Surprise 50
  Boeing remains unable to stabilize 737 MAX production at 47 aircraft per month, with wing production in Renton identified as the primary constraint. The company’s previously targeted increase to 52 737s per month by…
• Commercial Aircraft DemandImportance 46 · Surprise 42
  Lufthansa Group approved the exercise of purchase options for 20 Boeing 737 MAX 10 aircraft. The aircraft are intended to replace older Airbus A320-family aircraft in Lufthansa’s fleet, with deliveries expected to…
• Lufthansa 737 MAX 10 OrderImportance 46 · Surprise 42
  Lufthansa Group approved the exercise of purchase options for 20 Boeing 737 MAX 10 aircraft. The aircraft are intended to replace older Airbus A320-family jets, representing a competitive displacement opportunity for…
• 737 MAX 10 CertificationImportance 40 · Surprise 42
  Boeing expects certification of the 737 MAX 10 soon, although customer deliveries remain dependent on approval by the U.S. Federal Aviation Administration. Lufthansa exercised options for 20 MAX 10 aircraft, with…
• 777X Certification ProgressImportance 17 · Surprise 24
  Boeing continues to target 777X deliveries in 2027. GE Aerospace said a durability issue involving the GE9X engine mid-seal is not expected to delay the 777X’s entry into service next year. The update reduces an…

News · 2026-09-16

• 737 MAX 10 CertificationImportance 65 · Surprise 60
  Boeing expects certification of the 737-10 variant "very soon," despite the program being several years behind schedule. The 737 MAX 10 reportedly represents approximately 30% of Boeing’s backlog, making certification…
• Commercial Aircraft DemandImportance 65 · Surprise 60
  Boeing and Korean Air finalized an order for 103 aircraft on September 16, 2026. The order includes 20 777-9 aircraft, 25 787-10 aircraft, 50 737-10 aircraft, and eight 777-8 Freighters. The agreement fulfills Korean…
• Korean Air 103-Aircraft OrderImportance 65 · Surprise 60
  Boeing and Korean Air finalized an order for 103 aircraft on September 16, 2026, completing a procurement commitment announced in August 2025. The order includes 20 777-9 aircraft, 25 787-10 aircraft, 50 737-10…
• 737 MAX Production OutlookImportance 46 · Surprise 42
  Boeing CEO Kelly Ortberg said stabilizing 737 MAX production at 47 aircraft per month is taking longer than expected. Wing production at the Renton, Washington, factory is the principal bottleneck, and Boeing plans…
• 737 MAX Production RampImportance 46 · Surprise 42
  Boeing CEO Kelly Ortberg said stabilizing 737 MAX production at 47 aircraft per month is taking longer than expected. Wings production at the Renton, Washington, factory is the main bottleneck, and Boeing plans to…
• Aerospace Supply Chain ConstraintsImportance 46 · Surprise 42
  Boeing continues to face challenges obtaining 787 engine deliveries. The engine supply issue is occurring alongside 777X testing and could extend into next year. These constraints may affect widebody production and…
• 777X Product PositioningImportance 40 · Surprise 42
  Boeing is continuing 777X testing as it manages delays to the program. Testing could extend into next year, adding timing risk to the widebody aircraft transition. The 777X is included in Korean Air’s finalized order…

News · 2026-09-15

• Defense Contract AwardsImportance 89 · Surprise 82
  The U.S. Air Force increased the ceiling of a 2019 Boeing contract from $5.7 billion to $19.1 billion, a $13.4 billion expansion. The contract supports KC-46 Pegasus military sales to Japan, Israel, and future…
• Defense Contract DemandImportance 89 · Surprise 82
  The U.S. Air Force increased the ceiling of Boeing’s 2019 contract from $5.7 billion to $19.1 billion. The expanded contract supports KC-46 Pegasus military sales to Japan, Israel, and future partners, as well as…
• Commercial Aircraft DemandImportance 64 · Surprise 42
  Korean Air finalized an order for 103 Boeing aircraft valued at $36.2 billion at list prices. The order includes wide-body passenger aircraft, freighters, and single-aisle planes, broadening demand across Boeing’s…

News · 2026-09-14

• SPEEA Strike RiskImportance 50 · Surprise 58
  Boeing presented a new final offer to SPEEA, the union representing its white-collar engineers and technicians. The offer includes a guaranteed 10% wage increase and annual wage pools, increasing labor costs. A strike…
• Aerospace Services CapacityImportance 32 · Surprise 42
  Boeing and American Airlines completed the first landing gear exchange for a 737 MAX under Boeing’s Landing Gear Exchange Program. The program provides fully overhauled, Boeing-certified landing gear assemblies…

News · 2026-09-13

• Order Backlog and Book-to-BillImportance 81 · Surprise 64
  Boeing reported a backlog of approximately $715 billion, covering more than 6,200 commercial aircraft orders. The company delivered 51 jets in August 2026, indicating continued commercial aircraft fulfillment. Adjusted…
• Commercial Aircraft DemandImportance 50 · Surprise 24
  Boeing's commercial aircraft backlog was reported at $715 billion as of September 2026. The backlog covers more than 6,200 commercial aircraft orders, indicating substantial forward demand for Boeing aircraft. The…
• Commercial Aircraft DeliveriesImportance 20 · Surprise 24
  Boeing delivered 51 jets in August, indicating continued recovery in commercial aircraft deliveries. The company’s backlog totals approximately $715 billion and includes more than 6,200 commercial aircraft orders,…

News · 2026-09-12

• Labor Contract and Strike RiskImportance 44 · Surprise 50
  Boeing and the Society of Professional Engineering Employees in Aerospace reached a tentative four-year contract agreement covering approximately 17,000 members. The proposed agreement provides a 10% initial wage…

News · 2026-09-11

• Commercial Aircraft DeliveriesImportance 18 · Surprise 24
  Boeing delivered 51 aircraft in August, down from both the prior month and the year-earlier period. The delivery total included 41 737 MAX jets and four 787 Dreamliners, with Southwest Airlines and United Airlines…

News · 2026-09-10

• Spirit AeroSystems Acquisition CostsImportance 66 · Surprise 74
  Boeing increased the estimated cost of fulfilling customer agreements inherited through its December 2025 Spirit AeroSystems acquisition by $455 million, to $1.52 billion. The revised estimate represents a 43% increase…
• Aircraft Safety InvestigationsImportance 31 · Surprise 42
  The National Transportation Safety Board is investigating the fatal crash of an Amazon Prime Air Boeing cargo aircraft in Miami. NTSB Chair Jennifer Homendy said flight data showed increased throttle shortly before the…

News · 2026-09-09

• Revenue Performance and MixImportance 36 · Surprise 14
  Boeing reported revenue of $24.56 billion, up 8% year over year. Adjusted loss was $0.76 per share, missing analyst expectations. The report did not provide segment revenue, sequential revenue, or revenue-mix details.
• Wisk Aero Strategic DivestitureImportance 34 · Surprise 42
  Archer Aviation is acquiring Boeing subsidiaries Wisk Aero, Insitu, and SkyGrid, expanding Archer’s advanced air mobility and aerospace portfolio. Upon completion, Boeing will retain a 16.75% equity stake in Archer.…

News · 2026-09-08

• FAA Safety EnforcementImportance 44 · Surprise 60
  Boeing paid a $3.1 million fine to the U.S. Federal Aviation Administration for safety violations, including issues related to the 2024 Alaska Airlines 737 MAX 9 mid-air emergency. The violations reportedly included…
• Wisk Aero Strategic DivestitureImportance 40 · Surprise 42
  Archer Aviation is acquiring Boeing subsidiaries Wisk Aero, SkyGrid, and Insitu. Boeing will receive a 16.75% stake in Archer in exchange for the businesses. The transaction would reposition Boeing’s…
• Commercial Aircraft DeliveriesImportance 30 · Surprise 40
  Boeing delivered 51 aircraft in August, down from 57 a year earlier, a year-over-year decline of more than 10%. Deliveries included 41 737 MAX aircraft but only four 787 Dreamliners, with the widebody handover decline…