Boeing (BA) Q3 2026 Earnings Call Transcript

Boeing’s Q3 2026 earnings call highlighted a record-level backlog and progress on cash flow, alongside production-rate challenges. The company reported revenue of $24.2 billion, up 4%, driven by higher defense and global services volume. It posted a core loss per share of $0.34, improving versus a $7.47 loss in the prior year. Free cash flow rose to $464 million from $238 million, though it reflected $700 million in Department of Justice settlement payments. Total backlog reached a record $745 billion, covering more than 6,300 commercial aircraft. Boeing targeted 737 production at 52 aircraft per month in the second half of 2027, while 787 output stayed at eight per month, expected to transition to 10 by end-2026.