BOEING CO — Form 8-K
Filed October 27, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 52/100
What the filing says
Boeing reported Q3 2026 revenue of $24.2B (up 4% YoY) with operating loss of $354M and net loss of $116M. Key milestones: 737-7 received FAA amended type certification; 737-10 certified in October; Defense segment selected by U.S. Navy to design/build F/A-XX next-generation fighter (contract value and timing not disclosed pending source selection review). Operating cash flow was $1.5B; free cash flow $0.5B. Total backlog reached record $745B including 6,300+ commercial aircraft. Commercial Airplanes segment posted operating loss of $697M reflecting unfavorable delivery mix and higher supply chain costs.
Why this rating
737 certifications are operational progress but expected. F/A-XX contract conditionally material—not yet in backlog pending approval, value unknown. $745B backlog is strong but backlog-to-revenue ratio ~10x is normal for Boeing. Q3 losses continue but narrowing vs. 2025 ($5.3B loss). Cash generation stabilizing but still fragile relative to $158B market cap and $46B debt. Earnings remain deeply negative.
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