Boeing · Q3 2026 · Earnings analysis
Boeing's 2026 cash target counts on a tanker order
The target requires about $2.4 billion in fourth-quarter free cash flow. Slower production increases and rising inventory complicate the recovery.
BA · Q3 2026
Boeing
Tuesday, October 27 · 10:30 AM EDT
Results available
Fiscal period ended 2026-09-30.
Full analysis below.
Earnings analysis
Coming into the quarter
Second quarter 2026. Period ended 2026-06-30. Company-wide figures unless noted.
First takes
HRL sale gain accounts for about half of Boeing's quarterly defense profit
Boeing's defense margin reaches 6.2% in the third quarter. Excluding only the HRL sale gain leaves a 3.0% margin, above the year-earlier reported result.
An official Q&A source is available below. Published coverage is listed above.