| BA |
Report |
Commercial Deliveries (Q2 2026) |
BEAT |
pred ~172 vs. cons 167 |
MEDIUM |
| BA |
Report |
Free Cash Flow (Q2 2026) |
BEAT |
pred ~-$150M vs. cons -$365M |
MEDIUM |
| BA |
Report |
BCA Operating Margin (Q2 2026) |
BEAT |
pred ~-3.8% vs. cons -4.2% |
MEDIUM |
| BA |
Guide |
FY 2026 Free Cash Flow (FY2026) |
LOWER |
guide ~$2B midpoint vs. cons $2.45B |
HIGH |
| BA |
Guide |
FY 2026 Deliveries 737/787 (FY2026) |
UNCHANGED |
guide ~500/90-100 reaffirmed vs. cons 667 total |
HIGH |
| BA |
Guide |
BCA Margin Trajectory (FY2026) |
UNCHANGED |
guide positive by mid-2027 reaffirmed vs. embedded consensus |
HIGH |
| BA |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.0% |
— |
MEDIUM |
| BA |
Return |
5-day cumulative residual |
+2.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH - modest; FY FCF guide midpoint below consensus caps estimate revisions; delivery beat supports partial follow-through but SPEEA overhang and H2 FCF step-up skepticism limit sustained move |
MEDIUM |