| BA |
Report |
Revenue |
IN-LINE |
pred ~$24.30B vs. cons $24.15B |
MEDIUM |
| BA |
Report |
Free cash flow |
BEAT |
pred ~-$250M vs. cons -$365M |
MEDIUM |
| BA |
Report |
737 MAX deliveries |
BEAT |
pred ~128 vs. cons 125.9 |
MEDIUM |
| BA |
Guide |
FY26 FCF |
UNCHANGED |
guide $1B-$3B vs. cons $2.45B |
MEDIUM |
| BA |
Guide |
FY26 737 deliveries |
LOWER |
guide ~500 vs. cons 506.8 |
MEDIUM |
| BA |
Guide |
FY26 787 deliveries |
LOWER |
guide 90-100 vs. cons 97.9 |
MEDIUM |
| BA |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
MEDIUM |
| BA |
Return |
5-day cumulative residual |
+3.5% (STABILIZE) |
STABILIZE — modest C-archetype follow-through, capped by maintained FY targets |
MEDIUM |