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Boeing

BA · Industrials

Last earnings Oct 27, 2026

Key results

Revenuequarter

$23.3 billion

Revenue increased to $23.3 billion primarily reflecting 160 commercial deliveries Earnings reflects impact of $4.9 billion charge associated with updated 777X certification timing

SEC original ↗Boeing — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Free cash flowquarter

$0.2 billion

Operating cash flow of $1.1 billion and free cash flow (non-GAAP)* of $0.2 billion Total company backlog grew to $636 billion

SEC original ↗Boeing — Earnings release (8-K exhibit)EX-99Oct 29, 2025

, October 29, 2025 The Boeing Company NYSE BA recorded third quarter revenue of $23.3 billion, reflecting improved operational performance and higher commercial delivery volume.

SEC original ↗Boeing — Earnings release (8-K exhibit)EX-99Oct 29, 2025

The company reported operating cash flow of $1.1 billion and free cash flow (non-GAAP)* of $0.2 billion.

SEC original ↗Boeing — Earnings release (8-K exhibit)EX-99Oct 29, 2025

revenue increased to $11.1 billion primarily reflecting higher deliveries.

SEC original ↗Boeing — Earnings release (8-K exhibit)EX-99Oct 29, 2025

revenue of $6.9 billion and

SEC original ↗Boeing — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Operating marginquarter

1.7 percent

operating margin of 1.7 percent reflect stabilizing operational performance and higher volume.

SEC original ↗Boeing — Earnings release (8-K exhibit)EX-99Oct 29, 2025

revenue was $5.4 billion driven by higher volume.

SEC original ↗Boeing — Earnings release (8-K exhibit)EX-99Oct 29, 2025

AI analysis

Q3 2025 · reported Oct 29, 2025

Based on: Earnings release + parent 8-K — transcript not held

Revenue · Q3 2025
$23.3B
EX-99 · Oct 29, 2025
Free cash flow · Q3 2025
$0.2B
EX-99 · Oct 29, 2025
Operating margin · Q3 2025
1.7 percent
EX-99 · Oct 29, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
Revenue$23.3 billion——
Free cash flow$0.2 billion——
Operating margin1.7 percent——

EX-99 · Oct 29, 2025

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Operating margin1.7 percent

Cash flow & capex

Free cash flow$0.2B

Capital allocation

Cash, Marketable Securities and Debt Balances Quarter End (Billions) 3Q 2025 2Q 2025 Cash and investments in marketable securities 1 $23.0 $23.0 Consolidated debt $53.4 $53.3 1 Marketable securities consist primarily of time deposits due within one year classified as short-term investments.

Free Cash Flow Free cash flow is GAAP operating cash flow reduced by capital expenditures for property, plant and equipment .

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

GAAP loss per share of ($7.14) and core loss per share (non-GAAP)* of ($7.47) primarily reflect a pre-tax earnings charge of $4.9 billion on the 777X program, which increased the loss per share by $6.45

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Cash, Marketable Securities and Debt Balances Quarter End (Billions) 3Q 2025 2Q 2025 Cash and investments in marketable securities 1 $23.0 $23.0 Consolidated debt $53.4 $53.3 1 Marketable securities consist primarily of time deposits due within one year classified as short-term investments.

SEC original ↗Boeing — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Free Cash Flow Free cash flow is GAAP operating cash flow reduced by capital expenditures for property, plant and equipment .

SEC original ↗Boeing — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Management believes free cash flow provides investors with an important perspective on the cash available for shareholders, debt repayment, and acquisitions after making the capital investments required to support ongoing business operations and long term value creation.

SEC original ↗Boeing — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Free cash flow does not represent the residual cash flow available for discretionary expenditures as it excludes certain mandatory expenditures such as repayment of maturing debt.

SEC original ↗Boeing — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Strategy & priorities

With a sustained focus on safety and quality, we achieved important milestones in our recovery as we generated positive free cash flow in the quarter and jointly agreed with the FAA in October to increase 737 production to 42 per month, said Kelly Ortberg, Boeing president and chief executive officer.

SEC original ↗Boeing — Earnings release (8-K exhibit)EX-99Oct 29, 2025

While we are disappointed in the 777X schedule delay, the airplane continues to perform well in flight testing, and we remain focused on the work ahead to complete our development programs and stabilize our operations in order to fully recover our company's performance and restore trust with all of our stakeholders.

SEC original ↗Boeing — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Space Force to enhance strategic satellite communication capabilities and partnered with the Royal Australian Air Force to successfully demonstrate autonomous operational capabilities of the MQ-28 Ghost Bat.

SEC original ↗Boeing — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Navy for the repair of F A-18 aircraft landing gear and announced a strategic collaboration agreement with Korean Air focused on advancing predictive maintenance analytics.

SEC original ↗Boeing — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Among these factors are risks related to (1) general conditions in the economy and our industry, including those due to regulatory changes (2) our reliance on our commercial airline customers (3) the overall health of our aircraft production system, production quality issues, commercial airplane production rates, our ability to successfully develop and certify new aircraft or new derivative aircraft, and the ability of our aircraft to meet stringent performance and reliability standards (4) changing budget and appropriation levels and acquisition priorities of the U.

SEC original ↗Boeing — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Risks & headwinds

These statements are not guarantees and are subject to risks, uncertainties, and changes in circumstances that are difficult to predict.

SEC original ↗Boeing — Earnings release (8-K exhibit)EX-99Oct 29, 2025

customers, including tariffs, trade restrictions and government actions (9) changes in accounting estimates (10) our pending acquisition of Spirit AeroSystems Holdings, Inc.

SEC original ↗Boeing — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Documents

Earnings deck slides

1 deck with slide view

Competitors

Competitors & peers

Named in the company’s own filings

General Dynamics (GD)“BDS faces strong competition primarily from General Dynamics Corporation, Lockheed Martin Corporation, Northrop Grumman Corporation, RTX Corporation and SpaceX.”Lockheed Martin (LMT)“BDS faces strong competition primarily from General Dynamics Corporation, Lockheed Martin Corporation, Northrop Grumman Corporation, RTX Corporation and SpaceX.”Northrop Grumman (NOC)“BDS faces strong competition primarily from General Dynamics Corporation, Lockheed Martin Corporation, Northrop Grumman Corporation, RTX Corporation and SpaceX.”RTX Corporation (RTX)“BDS faces strong competition primarily from General Dynamics Corporation, Lockheed Martin Corporation, Northrop Grumman Corporation, RTX Corporation and SpaceX.”

Filings

66 documents

Earnings releases

19 documents

Presentations

1 document

Transcripts

0 documents

No transcripts for Boeing are held in this edition of the library.

Mentioned by

20 companies

Other tracked companies whose held documents mention Boeing by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.