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Reporting soon: earnings call Tuesday, Oct 27
A pre-earnings brief is ready for BA: the setup, what peers and partners said this season, and which analysts to watch.Reading it is a Tellvest Pro feature.
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Doug Harned | Bernstein | 8 questions · 25% challenging |
| Noah Poponak | Goldman Sachs | 8 questions · 50% challenging |
| Ron Epstein | Bank of America | 7 questions · 29% challenging |
| Peter Arment | Robert W. Baird | 7 questions · 0% challenging |
| Seth Seifman | JPMorgan | 7 questions · 0% challenging |
| Myles Walton | Wolfe Research | 7 questions · 14% challenging |
| Sheila Kahyaoglu | Jefferies | 7 questions · 14% challenging |
| David Strauss | Wells Fargo | 6 questions · 0% challenging |
| Scott Deuschle | Deutsche Bank | 4 questions · 0% challenging |
| Rob Stallard | Vertical Research Partners | 4 questions · 50% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Goldman Sachs | 1 analyst | 8 questions · 50% challenging |
| Bernstein | 1 analyst | 8 questions · 25% challenging |
| Bank of America | 1 analyst | 7 questions · 29% challenging |
| Jefferies | 1 analyst | 7 questions · 14% challenging |
| JPMorgan | 1 analyst | 7 questions · 0% challenging |
| Robert W. Baird | 1 analyst | 7 questions · 0% challenging |
| Wolfe Research | 1 analyst | 7 questions · 14% challenging |
| Wells Fargo | 1 analyst | 6 questions · 0% challenging |
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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 |
Calendar quarter Q1 2026Earnings call Apr 22, 2026
FY2026 Q1 in brief
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.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for The Boeing Company (BA), FY2026 Q1: 7/10. Scores: The Boeing Company’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: BA daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $15.24B | -30.8% | $-5.46 | -13550.0% | -10.4% | -24.7% | -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% | -0.8% | -2.7% | $-200M |
| FY2025 Q3 | $23.27B | +30.4% | $-7.14 | +28.4% | -10.2% | -20.5% | -22.9% | $238M |
| FY2025 Q4 | $23.95B | +57.1% | $10.23 | +287.4% | 7.6% | 36.7% | 34.3% | $375M |
| FY2026 Q1Selected | $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% | $631M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
GAAP revenue YoY +14.0% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What BA said about other companies on its FY2026 Q1 call, and what other companies said about BA on their calls covering the same calendar quarter (Q1 2026). Each company's own fiscal quarter is shown next to its name. Extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“In the commercial OEM market, Boeing and Airbus are continuing to ramp production rates.”
TransDigm reports Boeing is continuing to ramp production rates (a bumpy but improving recovery), supporting TransDigm's commercial OEM demand as a Boeing supplier.
“we are thrilled to be the sole-source partner on the 777X. We have over a thousand engines on order, and customers want the engines, they want the airplanes.”
GE reaffirms it is sole-source engine partner on Boeing's 777X with over a thousand engines on order and strong customer demand.
“we rely on Boeing for seekers”
Boeing supplies seekers for the PAC-3 program and has made a public commitment to the government to invest in and scale its seeker business.
“We're feeling confident about what we're seeing out of Boeing every month. Things seem to just be getting better and better there about their ability to deliver on time.”
Southwest reports improving, more predictable Boeing aircraft deliveries; positive signal on Boeing's 737 MAX production and delivery cadence.
“We have the rate for the 737 at an average of 42 per month for the year, on the 787 currently 7 per month, rising to 8 per month by the fourth quarter.”
Howmet cites Boeing build rates in its guidance - 737 averaging 42/month and 787 at 7/month rising to 8 by Q4 - as a key demand input.
“We're really pleased with Boeing increasing production rates on the narrowbody. They've been a great partner to us. It is financially advantageous to take the new aircraft, both from a margin and a return on invested capital standpoint.”
A major customer confirms Boeing narrowbody production rates are increasing and intends to keep taking deliveries even in a high-fuel environment, positive signal on Boeing's ramp.
“We have taken delivery of four high premium Boeing 787-9s with up to 16 more expected to be added in 2026 and a total of 33 planned over the next two years.”
United confirms 787-9 deliveries on schedule with 16 more in 2026 and 33 over two years, steady widebody demand and delivery execution for Boeing.
“Our global services team also signed the largest Landing Gear Exchange contract in Boeing's history with Singapore Airlines”
Singapore Airlines signed Boeing's largest-ever landing gear exchange contract, covering 75+ 737 MAX and 787 aircraft.
“the recent Artemis II launch that carried NASA astronauts to space on the Boeing-built core stage rocket”
Boeing built the SLS core-stage rocket for NASA's Artemis II crewed launch.
“partially offset by the dilutive impact of the Spirit AeroSystems acquisition that we highlighted last quarter”
The Spirit AeroSystems acquisition is currently dilutive to BCA margins and a cash drag as integration proceeds.
“Finally, on 777X, Kelly highlighted TIA 4a approval as well as progress made with GE on a solution for the engine durability issue we highlighted last quarter”
GE, the 777X engine supplier, identified root cause of a durability issue and is finalizing a fix/modification required before delivery.
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| BAThe Boeing Company | 7 | +14.0% | 737 production stabilized at 42/month, rate 47 this summer | |
| ACHRArcher Aviation Inc. | 5 | n/a | Archer Aviation, a pre-commercial eVTOL developer, remained pre-revenue and deeply loss-making in Q1 (GAAP EPS of -$0.28) while emphasizing execution across its civil, defense and software lines | |
| AXONAxon Enterprise Inc. | 10 | +33.8% | AI Era Plan Driving Explosive Adoption | |
| GDGeneral Dynamics | 8 | +10.3% | Strong Revenue Growth Across All Segments | |
| GEGE Aerospace | 7 | +24.7% | Exceptional Commercial Services Growth | |
| HIIHuntington Ingalls Industries | 6 | +13.3% | Strong Shipbuilding Revenue Growth Continues at 18% | |
| HWMHowmet Aerospace | 9 | +19.1% | Record Q1 Revenue Up 19% with 32% EBITDA Margin | |
| LHXL3Harris | 8 | +11.9% | Revenue surged to $5.7 billion with 15% organic growth and broad-based strength across all segments, while GAAP EPS of $2.72 rose 33% year-over-year | |
| LMTLockheed Martin | 4 | +0.3% | Munitions Production Ramp Accelerates | |
| LUNRIntuitive Machines, Inc. | 3 | +198.7% | Intuitive Machines reported record first-quarter revenue of $186.7 million, roughly 3x the prior-year quarter, though the increase was driven almost entirely by the January 2026 Lanteris acquisition rather than organic growth | |
| NOCNorthrop Grumman | 6 | +4.4% | B-21 Production Rate Acceleration | |
| RKLBRocket Lab USA, Inc. | 8 | +63.5% | Rocket Lab delivered its strongest first quarter ever, with record revenue of $200.3 million, up 63.5% year-over-year and just above the high end of guidance, led by Space Systems at $136.7 million (up 57.2%) | |
| RTXRTX Corporation | 9 | +8.7% | Strong Organic Growth Across All Three Channels | |
| SPCXSpace Exploration Technologies Corp. | Has not reported Q1 2026 | n/a | Has not reported Q1 2026 | |
| TDGTransDigm Group | 10 | +18.3% | TransDigm delivered a beat-and-raise second quarter, with GAAP revenue up roughly 18% year over year (organic growth of approximately 11%) as all three channels grew: commercial aftermarket rose about 14%, commercial OEM about 12%, and defense about 11% | |
| TXTTextron | 7 | +11.8% | Industrial Separation Announced to Create Pure-Play A&D |
737 production stabilized at 42/month, rate 47 this summer
Archer Aviation, a pre-commercial eVTOL developer, remained pre-revenue and deeply loss-making in Q1 (GAAP EPS of -$0.28) while emphasizing execution across its civil, defense and software lines
| Company | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|
| BA | 2 | 8 | 8 | 8 | 9 | 7 |
| ACHR | 5 | 5 | 5 | 5 | 5 | 5 |
| AXON | 8 | 8 | 8 | 8 | 10 | 10 |
| GD | 8 | 8 | 8 | 8 | 6 | 8 |
| GE | 6 | 8 | 9 | 9 | 9 | 7 |
| HII | 3 | 5 | 7 | 9 | 9 | 6 |
| HWM | 9 | 9 | 9 | 9 | 9 | 9 |
| LHX | 8 | 5 | 7 | 8 | 7 | 8 |
| LMT | 6 | 7 | 6 | 8 | 7 | 4 |
| LUNR | 8 | 3 | 5 | 2 | 3 | 3 |
| NOC | 6 | 1 | 7 | 8 | 9 | 6 |
| RKLB | 8 | 8 | 8 | 8 | 8 | 8 |
| RTX | 9 | 6 | 5 | 9 | 7 | 9 |
| SPCX | No score | No score | No score | No score |
Exceptional Commercial Services Growth
Strong Shipbuilding Revenue Growth Continues at 18%
Revenue surged to $5.7 billion with 15% organic growth and broad-based strength across all segments, while GAAP EPS of $2.72 rose 33% year-over-year
Intuitive Machines reported record first-quarter revenue of $186.7 million, roughly 3x the prior-year quarter, though the increase was driven almost entirely by the January 2026 Lanteris acquisition rather than organic growth
Rocket Lab delivered its strongest first quarter ever, with record revenue of $200.3 million, up 63.5% year-over-year and just above the high end of guidance, led by Space Systems at $136.7 million (up 57.2%)
Has not reported Q1 2026
TransDigm delivered a beat-and-raise second quarter, with GAAP revenue up roughly 18% year over year (organic growth of approximately 11%) as all three channels grew: commercial aftermarket rose about 14%, commercial OEM about 12%, and defense about 11%
| No score |
| No score |
| TDG | 9 | 7 | 8 | 9 | 7 | 10 |
|---|
| TXT | 3 | 5 | 5 | 7 | 9 | 7 |
|---|