Boeing Company (The) (BA) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- -$0.34
- Estimate
- -$0.20
- Surprise
- -69.2%
- Revenue (period 2026-09-30)
- $24.19B
- Score today
- 4.6/10
Revenue source: xbrl.
How the report landed
Boeing Company (The) (BA) reported a wider loss than forecast — adjusted EPS of -$0.34 against the -$0.20 estimate (a 69.2% shortfall).
Coverage in the report window
- Bernstein Maintains Outperform on Boeing, Lowers Price Target to $223 — benzinga, 2026-10-29
- Howmet Aerospace Exec Says Co Expects Volume Increases For Boeing 737, 787 And Airbus A320, A350 To Be Healthy; Says F-3 — benzinga, 2026-10-29
- 'Nvidia is Boeing': Chamath Palihapitiya and Ken Griffin Back Viral Analogy Comparing AI GPUs to Airlines — benzinga, 2026-10-29
Where TrendMatrix's rating stands now
TrendMatrix currently rates BA Sell at 4.6/10; no pre/post engine snapshot brackets this report.
2 of the last 4 quarters beat the estimate; this quarter's -69.2% surprise compares with a +596.2% four-quarter average. Next scheduled report: 2027-01-26.
What argues against it
- Concentration risk — Geographic: non-U.S. BCA revenue (60.0%)
- Concentration risk — Supplier: sole-source components
- Cyclical trap - fwd PE 67x vs trail 18x (3.8x)
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $171.55
- Price target
- $213.68
- Stop
- $160.06
- Upside to target
- +24.6%
- Reward-to-risk
- 3.6:1
Forward estimates sit below the trailing run-rate (66.7× forward vs 17.7× trailing) — consensus expects earnings to decline from here.
Model outputs from TrendMatrix’s engine as of 2026-10-31 — shown for context, not personalized investment advice.
BA at TrendMatrix's latest read
Industrial quarters are order-book stories — backlog and book-to-bill color how the market reads the reported number.
- Industry
- Aerospace & Defense
- Market cap
- $135.94B
- P/E (fwd)
- 66.7
- P/E (ttm)
- 17.7
- 52-week range
- $165.01–$254.35
- Off 52-week high
- 32.6%
- RSI (14)
- 31
- Volume vs avg
- 0.89×
- Score today
- 4.6/10