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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for The Boeing Company (BA) is 7/10.
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.
Scored from The Boeing Company’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $15.24B | -30.8% | $-5.45 | -14356.2% | -10.4% | -25.1% | -25.4% | $-4.10B |
| FY2025 Q1 | $19.50B | +17.7% | $-0.16 | +71.4% | 12.4% | 2.4% | -0.2% | $-2.29B |
| FY2025 Q2 | $22.75B | +34.9% | $-0.92 | +60.5% | 10.7% | -1.2% | -2.7% | $-200M |
| FY2025 Q3 | $23.27B | +30.4% | $-7.14 | +28.4% | -10.2% | -20.6% | -22.9% | $1.80B |
| FY2025 Q4 | $23.95B | +57.1% | $10.23 | +287.7% | 7.6% | -3.4% | 34.3% | $-1.18B |
| FY2026 Q1 | $22.22B | +14.0% | $-0.11 | +31.3% | 11.5% | 2.0% | -0.0% | $-1.45B |
| FY2026 Q2 | $24.56B | +8.0% | $-0.67 | +27.2% | 9.8% | 0.6% | -1.8% | $2.64B |