BA · Earnings call · 2026Q3T · Full report

Revenue Performance and Mix

BOEING CO · 2026-10-27 · Importance 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, down 3% because of delivery mix; BDS revenue increased 15% to $7.9 billion on higher volume, including classified programs in missiles and weapons. BGS revenue rose 4% to $5.6 billion, or 11% excluding the prior-year digital aviation solutions divestiture, mainly on government and commercial modifications volume.

Key facts