The Boeing Company (BA) Earnings Call Transcripts

The Boeing Company's Latest Earnings Call - September 16, 2026

In the third quarter of fiscal year 2026, Boeing reported a significant milestone with the certification of the 737 MAX 7, which is expected to enhance production capabilities. The company maintained its free cash flow guidance of $1 billion to $3 billion for the year, signaling stability in operations despite ongoing challenges in the supply chain and production rates. Revenue and earnings figures were not disclosed in the transcript, but management expressed optimism regarding future production increases and inventory management strategies.

Reported metrics

Guidance from management

Boeing reiterated its free cash flow guidance of $1 billion to $3 billion for 2026, with expectations for improvement in 2027 as production stabilizes and inventory issues are addressed.

What management said

I do. Thank you, Kristine. Today's discussion includes forward-looking statements that are subject to risks and uncertainties and including the ones described in our SEC filings. Relevant disclosures are included in the materials accompanying the event webcast, which can be accessed on the Events and Presentations section of our Investor Relations website.

Right. And the beauty of that is once you get to the stabilized area where maybe you're not picking up inventory as a source of cash, but you're still holding it at a certain level, so that you can drop through the margins and really the net income of our throughput and so as I mentioned before, it's a really solid opportunity for us and just got to -- there's a tail to it question.

What analysts pressed on

Analysts expressed concerns regarding the potential impact of union negotiations on production rates and the ongoing challenges in the supply chain, particularly related to wing production and engine deliveries. There is also apprehension about the timeline for the 777X certification and its implications for future deliveries.

Main topics on the call

• 737 MAX 7 Certification — Boeing achieved certification for the 737 MAX 7, which is expected to facilitate increased production rates. CEO Robert Ortberg noted, "We really are knocking down these major milestones on certification as well." This i...
• Production Rate Challenges — Boeing is currently producing 47 units per month of the 737 MAX but is not yet stable at this rate. Ortberg stated, "That's been our task here to get...that’s probably taken us a little bit longer than what I had anticip...
• Supply Chain Management — Management expressed improved confidence in the supply chain, particularly regarding engine deliveries. Ortberg mentioned, "The supply chain is in really good shape," but acknowledged that wing production remains a bottl...
• Free Cash Flow Guidance — Boeing maintained its free cash flow guidance of $1 billion to $3 billion for 2026, with a focus on achieving the midpoint. CFO Jay Malave stated, "It's still where we expect it to be," indicating stability in cash flow ...

Read the full The Boeing Company transcript (September 16, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 80 The Boeing Company earnings call transcripts on record, spanning January 29, 2020 to September 16, 2026. Based on this history, The Boeing Company reports quarterly. The most recent call on file is dated September 16, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

BA

Exchange

NYSE

Country

US

Sector

Industrials

Industry

Aerospace and Defense

Calls on record

80

First call

January 29, 2020

Most recent

September 16, 2026

Reporting cadence

quarterly