| BA |
Report |
Revenue |
BEAT |
pred ~$24.35B vs. cons $24.15B |
MEDIUM |
| BA |
Report |
Core (non-GAAP) EPS/Loss per share |
BEAT |
pred ~-$0.22 vs. cons -$0.30 |
MEDIUM |
| BA |
Report |
Free Cash Flow |
BEAT |
pred ~-$0.1B vs. cons -$0.3B |
MEDIUM |
| BA |
Guide |
FY2026 Free Cash Flow guide |
UNCHANGED |
guide ~$1-3B (midpoint ~$2B) vs. cons ~$1.8B (FY2026) |
MEDIUM |
| BA |
Guide |
737 production rate |
UNCHANGED |
guide ~47/month vs. cons 47/month (Q4 2026 exit rate) |
MEDIUM |
| BA |
Guide |
787 production rate ramp |
LOWER |
guide ~8-9/month vs. cons 10/month (2H2026) |
LOW |
| BA |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.2% |
— |
MEDIUM |
| BA |
Return |
5-day cumulative residual |
+0.7% (FADE) |
Delivery/revenue beat and narrower core loss should drive an initial pop, but the FCF turn remains entirely back-half/2027-loaded and contingent on a still-unconfirmed DOJ-related cash payment, while 787 GEnx/premium-seat supply constraints likely push the 10/month goal further out—implicit downward revisions to 2H26/2027 FCF and delivery cadence estimates typically erode Boeing's initial post-print pop within days, consistent with the stock's recent pullback from June highs on similar 'good quarter, cautious cash math' dynamics. |
MEDIUM |