Boeing's Q3 told 737 customers, suppliers and anyone holding $BA for a cash recovery the same thing on October 27: plan around a slower…
Boeing's Q3 told 737 customers, suppliers and anyone holding $BA for a cash recovery the same thing on October 27: plan around a slower ramp. The quarter itself was mixed, but the production timeline is what moved the stock.
- Core loss came in at $0.34 a share versus roughly $0.21 expected, while revenue of $24.19B beat the $23.84B LSEG estimate. Shares initially rose to $188.94 on that revenue beat.
- On the call, CEO Kelly Ortberg said stabilizing the 737 at 47 a month runs into 2027, Boeing will miss its 500-delivery target for 2026, and 52 a month is now an H2 2027 goal.
- Shares reversed to close at $168.18, down 10.69%, near the $167.41 low. October 28 premarket sits at $168.32, basically flat.
- Baird cut its target to $230 from $300 and Morgan Stanley to $195 from $225. Q3 free cash flow was positive at $464M against a $745B backlog.
My read: airlines waiting on jets and investors waiting on cash both got a longer timeline, and the $745B backlog only matters as fast as rate 47 holds. I'd want proof of that stability before treating this drop as a dip worth buying, though I could be wrong if the line settles sooner.
Sources:
https://investors.boeing.com/investors/news/press-release-details/2026/Boeing-Reports-Third-Quarter-Results/default.aspx
https://finance.yahoo.com/markets/stocks/articles/why-boeing-stock-falling-092606322.html
https://cnbc.com/2026/10/27/-boeing-ba-q3-2026-earnings.html?taid=6ae08577f64aaa0001591945
Sources:
247wallst.com: https://247wallst.com/investing/2026/10/28/boeing-craters-again-falling-beyond-20-year-to-date-several-analysts-predict-80-returns-from-here/
Simply Wall St: https://simplywall.st/stocks/us/capital-goods/nyse-ba/boeing/news/boeing-ba-stock-hit-by-q3-earnings-loss-and-delivery-cuts
Not financial advice. For informational and educational purposes only.
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