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Boeing (BA) guidance and outlook
Boeing (BA) gave its guidance on Oct 27, 2026: Operating margin −6.5% for Q3 2026. Boeing's 10-Q filed Oct 27, 2026 makes 22 forward-looking statements, 8 of them new and 4 no longer said since the filing before.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | Q3 2026 | $10.7B | new |
| Operating margin | Q3 2026 | −6.5% | new |
From the earnings release filed Oct 27, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Oct 27, 2026
- During 2024, we recorded a reach-forward loss of $1,770 million on the T-7A Red Hawk program that was primarily driven by projected increases in supplier cost estimates.
- new · We expect this disruption to continue into 2027 and result in abnormal production costs, which are expensed as incurred.
- If we are unable to successfully negotiate successor agreements with our unions that our employees will ratify, we may experience additional work stoppages in the future and/or higher than anticipated costs, which could materially adversely affect our business, financial position, results of operations and cash flows.
- Our total backlog represents the estimated transaction prices on unsatisfied and partially satisfied performance obligations to our customers where we believe it is probable that we will collect the consideration due and where no contingencies remain before we and the customer are required to perform.
- new · We continue to work toward stabilizing production at 47 per month and now expect to stabilize in 2027.
- new · Consistent with our focus on safety and quality, after demonstrating stability at rate 47 for a period of time, we plan to increase to rate 52.
- updated · If we are unable to deliver aircraft and/or increase production rates consistent with our assumptions, our financial position, results of operations and cash flows will be further adversely affected.
- We are targeting a production rate of approximately three aircraft per month.
- We expect to complete production of the 767 commercial program by 2027.
- new · The 777 accounting quantity reflects the number of units we expect to produce and deliver by 2029.
- new · We expect operations to continue to be disrupted through the first half of 2027.
- new · On the 777X program, we continue to work through certification flight testing and expect to receive approval on the final phases of flight testing by the end of 2026.
Boeing's latest quarter
Boeing, Q3 2026: revenue $24.2B (+4% year over year), operating margin 1.5%, net loss $116M, operating cash flow $1.5B. The chart follows the revenue to costs, profit and cash.
Questions
Did Boeing raise or lower its guidance?
Boeing (BA) gave its guidance on Oct 27, 2026: Operating margin −6.5% for Q3 2026.
What does Boeing expect?
We expect this disruption to continue into 2027 and result in abnormal production costs, which are expensed as incurred. We continue to work toward stabilizing production at 47 per month and now expect to stabilize in 2027. Consistent with our focus on safety and quality, after demonstrating stability at rate 47 for a period of time, we plan to increase to rate 52.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.