Pomegra
Boeing Stock Heads Into Earnings Expecting 21-Cent Loss
What are Boeing earnings expectations today?
Boeing (BA) is expected to report a 21-cent per-share loss on Tuesday before the bell, with investors watching whether free cash flow stays positive at about $330.5 million.
Key numbers
| Q3 loss per share (est.) | -$0.21Estimates range -$0.20 to -$0.21; net loss ~$153M vs ~$6B a year ago |
|---|---|
| Q3 free cash flow (est.) | $330.5Mvs $631M in Q2 2026 |
| Q2 free cash flow | $631Mvs -$200M in Q2 2025 |
| 737 MAX deliveries, 9 months | 363Fastest pace ever |
| Q3 jets delivered | 161vs 171 in Q2 |
| Boeing stock, year to date | -17.3%As of Oct 26 open |
What happened
Boeing (BA) is expected to report a 21-cent per-share loss on Tuesday before the bell, with investors watching whether free cash flow stays positive at about $330.5 million. A net loss of about $153 million is expected, far smaller than the roughly $6 billion loss a year ago. Free cash flow, the cash left after paying for running the business and investments, was negative $1.5 billion in the first quarter but positive $631 million in the second. Boeing shares are down about 17% this year. Coca-Cola also reports before the bell, with Visa and Robinhood after the close.
Why it matters
Boeing is one of the world's two big makers of passenger jets, so its cash flow shows whether its recovery from production and quality problems is real. Positive free cash flow means the company is funding itself rather than borrowing more. Analysts expect its net debt to be near $25.4 billion by year-end. Airbus delivered 547 jets in the first nine months of 2026, versus 475 for Boeing.
Who this affects
- MarketneutralMedium impact
- Investors face four big earnings reports in one day.
- CompanymixedHigh impact
- Boeing shareholders want positive cash flow; a miss would hurt.
- CompetitorsneutralLow impact
- Airbus leads on deliveries; a Boeing recovery narrows that gap.
- IndustrybullishLow impact
- Airlines and suppliers benefit if Boeing steadies its production.
Boeing vs Airbus
How we got here
Boeing ends second quarter with $631M free cash flow, after a $1.5B outflow in Q1.
Boeing reports 57 September deliveries; Airbus delivers 72.
Reuters preview: analysts expect 21-cent loss and $330.5M free cash flow.
Boeing and Coca-Cola report before the bell; Visa and Robinhood after the close.
What to watch
- Whether Boeing's third-quarter free cash flow lands at or above the $330.5M analysts expect.2026-10-27
- Whether 737 output holds at 47 jets a month and 787 output rises from 8 to 10.Q4 2026
- Coca-Cola's expected 88-cent profit per share; Visa's expected $3.44 after the close (per).2026-10-27
Educational content only. Not investment advice.
More briefsAll briefs →
UK Gilt Yield Eases to 5.35% as Budget Nears
UK gilts (GB10Y) sit near a 2007 high while headroom has shrunk to about £10bn–£12bn before Healey's Budget
Oil Slips to $114.7 as Iran Talks Ease War Fears
Brent crude (BZ=F) eased 0.96% as Saudi, Turkish and Pakistani officials agreed to keep talking with Iran.
Surgery Partners Stock Jumps 47.6% After $5.7B Buyout
Surgery Partners (SGRY) closed at $23.25, just under the $23.50 cash offer from a Bon Secours affiliate.