8-KCurrent report

Results of operations

✓ VerifiedBoeing reported Q3 2026 revenue of $24.2 billion, up 4%, a net loss of ($116) million, and record total backlog of $745 billion, while the 737-7 and 737-10 won FAA certification.

Summary

  • Third quarter 2026 revenue was $24,188 million, up 4% from $23,270 million, with a GAAP loss from operations of $354 million in earnings and a net loss of ($116) million versus ($5,339) million a year earlier.
  • Total company backlog grew to a record $745 billion, including over 6,300 commercial airplanes valued at a record $612 billion.
  • The 737-7 achieved amended type certification from the FAA in the quarter and the 737-10 achieved it in October.
  • Boeing was selected by the U.S. Navy to design, build and deliver the F/A-XX next-generation fighter aircraft, which is not yet included in backlog pending completion of the source selection review.
  • Operating cash flow was $1.5 billion and free cash flow (non-GAAP) was $0.5 billion, reflecting Department of Justice settlement payments of approximately $0.7 billion.
  • Defense, Space & Security revenue rose 15% to $7,935 million with a $252 million gain on the HRL Laboratories sale, while Commercial Airplanes posted a ($697) million loss from operations.
Q3 2026 revenue
$24,188 million
From the filing for Q3 2026 revenue
“Revenues $24,188 $23,270 4% $70,965 $65,515 8%”
Q3 2026 net loss
($116)
From the filing for Q3 2026 net loss
“Net loss ($116) ($5,339) NM ($551) ($5,982) NM”
Diluted loss per share
($0.26)
From the filing for Diluted loss per share
“Diluted loss per share ($0.26) ($7.14) NM ($1.04) ($8.25) NM”
Total backlog
$745 billion
From the filing for Total backlog
“Total company backlog grew to a record $745 billion, including over 6,300 commercial airplanes”
Operating cash flow
$1.5 billion
From the filing for Operating cash flow
“Operating cash flow of $1.5 billion and free cash flow (non-GAAP)* of $0.5 billion”
737 certifications
737-7 and 737-10 ATC
From the filing for 737 certifications
“737-7 achieved amended type certification (ATC) from the FAA; 737-10 achieved ATC in October”
F/A-XX selection
F/A-XX next generation fighter aircraft
From the filing for F/A-XX selection
“Selected by the U.S. Navy to design, build and deliver the F/A-XX next generation fighter aircraft”
HRL Laboratories gain
$252 million
From the filing for HRL Laboratories gain
“Operating margin of 6.2 percent primarily reflects a $252 million gain on the HRL Laboratories sale and improved operational performance.”

The results confirm 737-7 and 737-10 certifications and the F/A-XX Navy award, with record $745 billion backlog and a narrowed net loss. The F/A-XX contract is excluded from backlog pending source selection review.

Filed
Oct 27, 2026
Accepted
2026-10-27 11:30Z
Period
Oct 27, 2026
Accession no.
0001628280-26-067411
Size
748 KB