The Boeing Company
Shortcut
-0.33Normalized diluted EPS
-66.8% vs Street
Street
-0.20Normalized diluted EPS
October 25 consensus snapshot
Real
-0.34Core diluted EPS (non-GAAP)
Model download
Explore the assumptions and calculations behind the forecast.
Shortcut’s reasoning.
Pre-announced 3Q26 deliveries (Oct 13): 161 commercial (124 737, 10 767, 5 777, 22 787); widebodies fell to 27 from 32 in 2Q26 and 33 in 3Q25, so the deliveries x revenue-per-delivery build gives BCA revenue of c.$10.7B vs c.$11.7B Street BCA (Zacks) and total revenue $23.7B vs $24.4B consensus.
BCA margin assumed (4.9)%: 2Q26 underlying c.(4.2)% excluding c.150 bps favorable items, lower volume and mix, 737 not yet stable at 47/month (Sep 16); 777F/767 wing-line stoppage (Reuters Oct 23, after consensus capture) is extra downside.
BDS revenue from opening backlog x 8.9% conversion ($7.6B) at 3.0% margin (management guided c.3.5% ex-charges for 2H26; haircut for KC-46/767 disruption risk); BGS $5.4B at 18.0% margin (1H26 18.1%).
On the record.
- Reporting period
- Q3 2026 (FQ3 2026 - Sep 2026; quarter ended 2026-09-30)
- Reporting basis
- Core (non-GAAP) diluted EPS, matched to frozen consensus normalized diluted EPS
- Consensus snapshot
- October 25, 2026
- Model / effort
- Opus 5.5 · High effort
- Workbook
- Reviewed workbook
Record history
- Forecast generated
- Oct 26, 2026 at 11:31 AM PDT
- Reviewed revision completed
- Oct 26, 2026 at 11:31 AM PDT
- First published
- Oct 26, 2026 at 12:27 PM PDT
Result basis
Boeing reports a Core loss of $0.34 per share and a GAAP loss of $0.26 per share. Scoring uses the published Core convention, including the issuer’s pension adjustment, rather than GAAP or a new loss denominator.