BA · Earnings call · 2026Q3T · Full report
Order Backlog and Book-to-Bill
BOEING CO · 2026-10-27 · Importance 64 · Surprise 42 · Contradicted
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 6,300 airplanes. BDS booked $23 billion of orders and ended the quarter with a record $101 billion backlog; BGS booked $5 billion and ended with $33 billion. The F/A-XX selection was not included in BDS third-quarter backlog pending completion of source selection and evaluation.
Key facts
- Boeing expects 2027 BCA order deposits to be lower year over year, with an impact sized in the range of a few billion dollars, although 2027 order cash is expected to remain strong.
- Boeing reported a record backlog of $745 billion.
- BDS booked $23 billion of orders in the third quarter of 2026 and ended the quarter with a record backlog of $101 billion.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | +80.8% | BDS booked $23 billion of orders in the third quarter of 2026 and ended the quarter with a record backlog of $101 billion. |
| cash | negative | probable | — | Boeing expects 2027 BCA order deposits to be lower year over year, with an impact sized in the range of a few billion dollars, although… |