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The Boeing Company
The Boeing Company (BA) investor relations material
The Boeing Company Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary27 Oct, 2026
Executive summary
Q3 revenue rose 4% YoY to $24.2B; GAAP net loss was $116M and core loss per share was $0.34.
Free cash flow was $464M and total backlog reached a record $745B, supporting a multi-year cash-flow growth outlook.
737-7 and 737-10 certifications, defense awards and commercial production recovery supported the outlook, though rate and supplier challenges persist.
Financial highlights
Q3 operating cash flow was $1.496B and free cash flow was $464M, versus $238M a year earlier; working capital helped, partly offset by ~$700M in DOJ settlement payments.
Nine-month revenue rose 8% YoY to $71.0B; net loss narrowed to $551M from $6.0B.
Nine-month operating cash flow was $2.681B versus cash use of $266M; free cash flow was negative $359M versus negative $2.252B.
Cash and marketable securities ended Q3 at $20.7B; debt was $45.9B, unchanged QoQ.
Outlook and guidance
Free cash flow targets are ~$2B in 2026, ~$3B in 2027, ~$6B in 2028 and $10B in 2029; significant growth potential remains beyond 2029.
Targets assume 777X certification by mid-2027; 2027 cash-flow drivers include higher deliveries and improving cash margins, partly offset by lower BCA deposits and ~$1B higher CapEx.
CapEx is expected at ~$5B in 2027 and ~$4B in each of 2028 and 2029; normalized future levels are expected at 3%–4% of revenue.
BCA deliveries are expected to rise 10%+ in 2027; 2026 737 deliveries will fall short of 500, while 787 deliveries are expected at 90–100, nearer the lower end.
737 production is progressing toward 47 per month, with Rate 52 targeted for H2 2027; 787 rate increases beyond eight per month are planned from December 2026, and first 777X delivery remains targeted for 2027.
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Latest events from The Boeing Company
- Revenue and cash flow improved as 737 quality actions continued.BA
Q4 2023 - 737 MAX 7 certified, production rising, and leadership addressed strategy and risks at conference.BAMorgan Stanley's 14th Annual Laguna Conference
- Q2 2026 revenue up 8% to $24.6B, backlog at $715B, cash flow and margins improved.BAQ2 2026
- Record backlog, production ramp, and strategic risk management drive near-term outlook.BABernstein 42nd Annual Strategic Decisions Conference
- Revenue up 14% to $22.2B, record backlog, and improved core operating earnings.BAQ1 2026
- Q4 revenue up 57% to $23.9B, $8.2B net earnings, record backlog, Spirit AeroSystems acquired.BAQ4 2025
- Revenue up 28% to $65.5B, but $4.9B 777X charge and regulatory risks weigh on results.BAQ3 2025
- Revenue up 18% to $19.5B; net loss narrows; backlog hits $545B amid ongoing risks.BAQ1 2025
- Q4 losses and cash outflows offset by $24B capital raise and $521B backlog.BAQ4 2024
Next The Boeing Company earnings date
Q4 202626 Jan, 2027
The Boeing Company
Next The Boeing Company earnings date
Q4 202626 Jan, 2027
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Frequently asked questions
Aviation Pioneers
The Boeing Company is a leading figure in the aerospace and defense industry. Founded in 1916, Boeing's impact on global travel, defense, and space exploration has been immense. Today the company operates in multiple segments, including Commercial Airplanes, Defense, Space & Security, and maintenance for their aircraft.
Born and Bred in Seattle
Boeing's journey began in 1916 when timber merchant William E. Boeing established the "Pacific Aero Products Co." in Seattle. A year later, the company was renamed "The Boeing Airplane Company," marking the beginning of a long history of aviation innovation. Over the years, Boeing has been responsible for pioneering a variety of aircraft, including commercial jetliners and military planes. One of Boeing's most significant milestones was the development of the Boeing 707, which revolutionized air travel by making commercial jet service more available than previously. As the company continued to grow, it diversified its operations through acquisitions and mergers, including the notable merger with McDonnell Douglas in 1997. Today, Boeing is one of the biggest suppliers of aircraft in the world together with Airbus.
The Three Divisions of The Business
The Commercial Airplanes division designs, assembles, markets, and services a comprehensive line of commercial aircraft, from the narrow-body 737 to the large and iconic, wide-body 777 and 787 families.
The Defense, Space & Security segment provides end-to-end services for a broad range of military and commercial customers. This includes the production of fighter aircraft and rotorcraft and Boeing has been involved in several projects in space exploration.
Boeing also provides a variety of services that complement its portfolio of aircraft. These include training, supply chain, and data analytics for their aircraft. The company also provides maintenance, modifications, and upgrades through this division ensuring support for customers throughout the lifecycle of their aircraft and systems.
Commercial and Military customers
Boeing's customers span the globe and include commercial airlines, governments, and private entities. The company's commercial aircraft are used by airlines worldwide, including major carriers such as Delta and United Airlines. On the defense side, Boeing's primary customer is the U.S. Department of Defense, but it also has relationships with military customers outside of the US.