| BA |
Report |
Revenue |
BEAT |
pred ~$24.7B vs. cons $24.3B |
MEDIUM |
| BA |
Report |
Core EPS |
BEAT |
pred ~$0.05 vs. cons ($0.30) |
MEDIUM |
| BA |
Report |
Free cash flow |
BEAT |
pred ~($0.1B) vs. cons ($0.3B) |
MEDIUM |
| BA |
Guide |
Free cash flow guidance |
UNCHANGED |
guide ~$2.0B midpoint vs. cons $2.0B (FY2026) |
HIGH |
| BA |
Guide |
737 deliveries |
UNCHANGED |
guide ~500 aircraft vs. cons 500 aircraft (FY2026) |
HIGH |
| BA |
Guide |
787 deliveries |
UNCHANGED |
guide ~95 aircraft midpoint vs. cons 95 aircraft (FY2026) |
MEDIUM |
| BA |
Guide |
737 production rate |
UNCHANGED |
guide ~47 aircraft/month vs. cons 47 aircraft/month (Q3 2026) |
HIGH |
| BA |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| BA |
Return |
5-day cumulative residual |
+4.5% (FOLLOW-THROUGH) |
Predicted +4.5% five-day residual vs. +3.5% day-1 residual: a free-cash-flow and EPS beat, reaffirmed FY2026 cash guidance, and confirmation of the 47-per-month 737 rate should support estimate revisions, while unchanged delivery guidance limits the magnitude. |
MEDIUM |