The Boeing Company · BA · Next earnings

The Boeing Company reports Wednesday, Oct 28, 2026

BA reports before market open with consensus EPS at $-0.15 and revenue at $24.97B. Last quarter: Boeing Q1 2026: EPS Beat, Record Backlogs, Production Ramping

Reports Before market open38 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $-0.15 Calendar consensus
Consensus revenue $24.97B Calendar consensus
Report date Oct 28, 2026 Wednesday, date estimated
Session Before market open 38 days away

Where BA left off: FY2026 Q1

Full report

Boeing Q1 2026: EPS Beat, Record Backlogs, Production Ramping

EPS surprise +70.8% Reported $-0.20 vs $-0.68
Revenue surprise +1.7% Reported $22.22B vs $21.85B
Stock move +5.5% Event window
Subsequent drift -3.9% Up to 20 sessions

Guidance was maintained. The company reaffirmed its 2026 free cash flow target of $1-3 billion and continued debt reduction trajectory with a $20.9B cash position. Capex outlook remains increasing, with approximately $4B planned for 2026 including factory expansions (North Line in Everett, new line in Charleston). Production rate targets are unchanged: 737 MAX to 47 per month this summer, then 52 per month; 787 to 10 per month in 2026; first 777X delivery targeted for 2027.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Regional instability from the Iran war impacting Middle-East delivery schedules and aftermarket revenue
  • Supply-chain constraints, especially 787 seat-certification delays and engine delivery schedules
  • Potential certification delays for 737 and 777X programs
  • Spirit AeroSystems integration challenges and approximately $1B cash drag in 2026
  • Free cash flow variability and potential payment deferrals from customers

Questions analysts left open

  • Impact of Middle-East conflict on delivery schedules and aftermarket revenue
  • Timeline for 737 production rate increases and Spirit AeroSystems integration
  • 787 delivery delays due to seat certification and engine supply issues
  • Free cash flow variability and potential payment deferrals from customers
  • Scope and timeline of 777 change-incorporation effort

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Recent BA quarters

All BA earnings
+5.5%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.