Earnings Releases·Oct 27, 2026, 7:30 AM ET

Boeing — Third Quarter 2026 Earnings Summary

Total revenue rose 4% to $24.2 billion for the quarter and 8% to $71.0 billion for the nine months, while GAAP operating margins improved 22.0 percentage points to 1.5% for the quarter, reversing a 20.5% loss in the prior year period.
Operating cash flow increased 33% to $1.5 billion for the quarter despite $0.7 billion in DOJ settlement payments, and free cash flow (non-GAAP) improved to $0.5 billion from $0.2 billion in the prior year.
Commercial Airplanes delivered 161 units with a record backlog of $612 billion, while Defense, Space & Security revenue grew 15% to $7.9 billion driven by a $252 million gain on the HRL Laboratories sale and selection for the F/A-XX fighter program.
Global Services revenue increased 4% to $5.6 billion with operating margins of 18.3%, and total company backlog reached a record $745.4 billion, supported by 300 net orders in the quarter.
The company maintains $20.7 billion in cash and investments with $10.0 billion in undrawn credit facilities, while the 737 program targets 47 units per month and the 777X remains on track for first delivery in 2027.