| BA |
Report |
Revenue |
BEAT |
pred ~$24.1B vs. cons $23.7B |
MEDIUM |
| BA |
Report |
Core EPS |
MISS |
pred ~-$0.28 vs. cons -$0.12 |
MEDIUM |
| BA |
Report |
Free cash flow |
IN-LINE |
pred ~-$0.25B vs. cons -$0.24B |
MEDIUM |
| BA |
Guide |
FY2026 commercial-aircraft deliveries |
UNCHANGED |
guide ~500 aircraft vs. cons 500 aircraft (FY2026) |
HIGH |
| BA |
Guide |
FY2026 free cash flow |
UNCHANGED |
guide ~$2.0B midpoint vs. cons $2.0B midpoint (FY2026) |
HIGH |
| BA |
Guide |
FY2026 787 deliveries |
UNCHANGED |
guide ~95 aircraft midpoint vs. cons 95 aircraft midpoint (FY2026) |
MEDIUM |
| BA |
Guide |
FY2026 BDS operating margin |
UNCHANGED |
guide ~3.5% vs. cons 3.5% (FY2026) |
MEDIUM |
| BA |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| BA |
Return |
5-day cumulative residual |
+3.5% (FOLLOW-THROUGH) |
Revenue and delivery upside, confirmation of 47-per-month 737 production, and constructive MAX 7/10 certification commentary should outweigh a modest core-EPS miss. With FY2026 delivery and free-cash-flow guides held at ~500 aircraft and ~$2.0B midpoint, out-period estimates should remain intact rather than suffer implicit cuts. |
MEDIUM |