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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Noah Poponak | Goldman Sachs | 8 | 38% |
| Doug Harned | Bernstein | 7 | 14% |
| Myles Walton | Wolfe Research | 6 | 0% |
| Peter Arment | Robert W. Baird | 6 | 0% |
| Sheila Kahyaoglu | Jefferies | 6 | 17% |
| Seth Seifman | JPMorgan | 6 | 0% |
| Ron Epstein | Bank of America | 5 | 40% |
| Dave Strauss | Wells Fargo | 5 | 0% |
| Scott Deuschle | Deutsche Bank | 4 | 0% |
| Rob Stallard | Vertical Research Partners | 3 | 33% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Goldman Sachs | 1 | 8 | 38% |
| Bernstein | 1 | 7 | 14% |
| JPMorgan | 1 | 6 | 0% |
| Wolfe Research | 1 |
| 6 |
| 0% |
| Robert W. Baird | 1 | 6 | 0% |
| Jefferies | 1 | 6 | 17% |
| Bank of America | 1 | 5 | 40% |
| Wells Fargo | 1 | 5 | 0% |
Boeing's Q1 FY2026 delivered revenue growth of 14.0% and EPS growth of 31.3% as 737 production stabilized at 42 per month with rate 47 planned for summer. The defense business saw record backlog and rising budgets, while 777X certification advanced with TIA 4a and engine fixes. BCA backlog reached an all-time high of $576 billion, and management outlined a path to $10 billion in free cash flow. The 787 delivery pace was impacted by seat certifications and engines, and FCF guidance of $1-3 billion was reiterated.
Margin | Capital Allocation | Supply Chain | Demand | Competitive Dynamics | Cost Pressure | Revenue Growth | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 4 | 5 | 3 | 2 | 4 | 1 | |
| 2025Q1 | 3 | 3 | 4 | 2 | 3 | 1 | 1 | |
| 2025Q2 | 4 | 2 | 2 | 3 | 3 | 2 | 2 | |
| 2025Q3 | 2 | 5 | 4 | 3 | 2 | 2 | 2 | |
| 2025Q4 | 6 | 3 | 1 | 2 | 3 | 2 | 1 | |
| 2026Q1 | 3 | 3 | 3 | 3 | 1 | 5 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Margin | 5 | 3 | 4 | 2 | 6 | 3 |
| Capital Allocation | 4 | 3 | 2 | 5 | 3 | 3 |
| Supply Chain | 5 | 4 | 2 | 4 | 1 | 3 |
| Demand | 3 | 2 | 3 | 3 | 2 | 3 |
| Competitive Dynamics | 2 | 3 | 3 | 2 | 3 | |
| Cost Pressure | 4 | 1 | 2 | 2 | 1 | |
| Revenue Growth | 1 | 2 | 1 | 5 | ||
| Innovation & R&D | 1 | 2 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
BA The Boeing Company | 7 | +14.0% | |
| AXON Axon Enterprise Inc. | 10 | +33.8% | |
| GD General Dynamics | 8 | +10.3% | |
| GE GE Aerospace | 7 | +24.7% | |
| HII Huntington Ingalls Industries | 6 | +13.3% | |
| LHX L3Harris | 8 | +11.9% | |
| LMT Lockheed Martin | 4 | +0.3% | |
| NOC Northrop Grumman | 6 | +4.4% | |
| RTX RTX Corporation | 9 | +8.7% | |
| TDG TransDigm Group | 10 | +18.3% | |
| TXT Textron | 7 | +11.8% |