BA · Full Picture

BOEING CO — the full picture

Trailing window · 2026-06-26 to 2026-09-24

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Korean Air 103-Aircraft Order · UnclassifiedPriority 77
    +125.3% revenue; 1 forward row(s); quote_verified
    Boeing has finalized a deal with Korean Air for 103 aircraft, valued at $36.2 billion at list prices.
  2. Revenue Performance and Mix · Revenue growth & mixPriority 77
    +26.3% revenue (realized); 2 sources (news, press_release); quote_verified
    Boeing reported Q3 2025 revenues of $23.3B, a 30% year-over-year increase, net loss attributable to shareholders of $5.3B, operating margin of -20.5%, and updated 2025 free cash flow usage to approximately $2.5B.
  3. Acquisition / Partnership / Divestiture · M&A and divestituresPriority 66
    15 forward row(s); quote_verified
    Boeing closed a $4.7 billion reacquisition of Spirit in December.
  4. Commercial Aircraft Demand · Demand, orders & backlogPriority 64
    2 sources (news, press_release); 7 forward row(s); quote_verified
    Korean Air finalized an order for 103 Boeing aircraft worth $36.2 billion at list prices, including wide-body passenger jets, freighters and single-aisle planes.
  5. Order Backlog and Book-to-Bill · Demand, orders & backlogPriority 64
    2 sources (news, press_release); 4 forward row(s); quote_verified
    Total company backlog at quarter end grew to a record $715,261 million (approximately $715 billion).
  6. Defense Contract Demand · Demand, orders & backlogPriority 61
    +3.5% revenue (realized); 2 sources (news, press_release); 2 forward row(s); quote_verified
    Boeing is selling three subsidiaries—Wisk Aero, Insitu, and SkyGrid—to Archer Aviation in an all-stock transaction worth an estimated $200 million, and Boeing will receive approximately a 16.5% stake in Archer.
  7. Workforce Cost and Labor Risk · Labor, headcount & wagesPriority 61
    +8.0% revenue (realized); 6 forward row(s); quote_verified
    SPEEA approved strike authorization and set the stage for a potential work stoppage if a new deal is not reached before the current contracts expire on October 6.
  8. Global Services Customer Wins · Customers & concentrationPriority 60
    2 sources (news, press_release); 1 forward row(s); quote_verified
    Boeing secured the Next Generation Air Dominance (NGAD) contract for the F-47 in March 2025, a cost-plus deal worth over $20 billion with the first flight targeted for 2028.
  9. Manufacturing Capacity Expansion · Supply chain & operationsPriority 60
    2 sources (news, press_release); 3 forward row(s); quote_verified
    Boeing has opened a new 'North Line' in Everett for 737 Max production in a $1 billion investment.
  10. 737 MAX 10 Certification · UnclassifiedPriority 59
    2 sources (news, press_release); 8 forward row(s); quote_verified
    Lufthansa Group announced it will add 20 Boeing 737 MAX 10 aircraft to its fleet after its supervisory board approved the exercise of purchase options.
  11. Cash Flow and Production Outlook · Guidance & outlookPriority 58
    5 forward row(s); quote_verified
    Boeing aims to achieve positive cash flow of $1 billion to $3 billion by the end of 2026.
  12. FAA Emissions Waiver · ESG & sustainabilityPriority 56
    1 forward row(s); quote_verified
    The Federal Aviation Administration approved a waiver of airplane emissions rules to allow Boeing to sell another 35 777F freighters after 2028.

Threads by pillar

Revenue & Demand Priority 83 · 7 threads

Costs & Margins Priority 70 · 6 threads

Capital & Balance Sheet Priority 57 · 5 threads

Strategy & Portfolio Priority 74 · 9 threads

Legal, Regulatory & Policy Priority 45 · 8 threads

Guidance & Outlook Priority 61 · 3 threads

Macro & Market Conditions Priority 50 · 2 threads

Management & Governance Priority 58 · 2 threads

Unclassified Priority 93 · 5 threads

Expected impact by metric

metricforward netforward grossrealized
revenue+130.4%+130.4%+37.9%
liability-1.6%+1.6%—