| BA |
Report |
Free cash flow (Q2'26) |
BEAT |
pred ~-$0.1B vs. cons ~-$0.4B |
MEDIUM |
| BA |
Report |
Revenue (Q2'26) |
BEAT |
pred ~$23.4B vs. cons ~$22.9B |
MEDIUM |
| BA |
Report |
Core EPS (Q2'26) |
IN-LINE |
pred ~-$0.08 vs. cons ~-$0.10 |
LOW |
| BA |
Guide |
FY2026 free cash flow |
UNCHANGED |
guide ~$1-3B vs. cons ~$1.7B (FY26) |
MEDIUM |
| BA |
Guide |
737 MAX production rate |
BETTER |
guide 47/mo now, path to 52 vs. cons 47/mo (exiting FY26) |
MEDIUM |
| BA |
Guide |
MAX 7/10 certification timing |
BETTER |
guide cert imminent/2H26, ~1st deliveries 2027 vs. cons ~1H27 (2H26) |
MEDIUM |
| BA |
Guide |
787 rate-10 / FY deliveries |
UNKNOWN |
guide 8/mo to 10/mo, FY 90-100 vs. cons ~92 (FY26) |
LOW |
| BA |
Guide |
BDS segment margin |
UNCHANGED |
guide ~3.5% vs. cons ~3.4% (FY26) |
LOW |
| BA |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| BA |
Return |
5-day cumulative residual |
+0.8% (FADE) |
A cash/revenue beat with only a reaffirmed (not raised) FY $1-3B FCF guide and much good news (MAX cert, FAA trust, China order) already priced in caps upside; out-period math shows the recovery compounding but not accelerating, so initial pop partially fades on sell-the-news and lingering 787/DOJ-payment/2H-linearity overhang. |
LOW |