Boeing Company (BA) Q3 2026 (USD): Adj. EPS -0.34 (exp. -0.25), Revenue 24.2bln (exp. 23.9bln)

Key Metrics: Adj. free cash flow 464mln (exp. 325.1mln). Commercial airplane revenue 10.72bln (exp. 10.94bln). Adj. operating income 204mln. Operating margin 1.5%. Operating cash flow 1.5bln (exp.1.24bln). Other Metrics: Backlog 745bln. Commercial airplanes loss from operations 697mln. Commercial airplanes operating margin -6.5%. Defense, space & security operating margin 6.2%. Global services earnings from operations 1.02bln. Global services operating margin 18.3%. Commentary: 737 program continues to progress toward stabilized production of 47/month. 787 program remains stable at a production rate of 8/month. Commercial airplanes result due to less favorable delivery mix, higher projected costs of future production rate changes and higher supply chain costs.