Form 10-Q · Quarterly report
Boeing 10-Q, filed Oct 27, 2026
- Filed
- CIK
- 0000012927
- Accession no.
- 0001628280-26-067508
Summary
Boeing reported third-quarter 2026 revenues of $24.19 billion, up from $23.27 billion a year earlier, and narrowed its net loss attributable to shareholders to $116 million from $5.34 billion, with the prior-year period weighed down by a $4.9 billion reach-forward loss on the Commercial Airplanes segment. Total backlog rose to $745.4 billion at September 30, 2026 from $682.2 billion at the end of 2025, driven by a $44.5 billion increase in Commercial Airplanes backlog.
Key points
- Nine-month 2026 revenues were $70.97 billion versus $65.52 billion in 2025, and nine-month GAAP earnings from operations were $958 million versus a $4.50 billion loss a year earlier.
- Nine-month diluted loss per share was $1.04, compared with $8.25 in the prior-year period, and core (non-GAAP) loss per share was $1.30 versus $9.22.
- Boeing received roughly $420 million in tariff refunds during the first nine months of 2026 after U.S. Customs and Border Protection set up claims processes following a February 20, 2026 Supreme Court ruling on tariffs imposed under IEEPA.
- Defense, Space & Security revenues rose to $23.02 billion for the nine months from $19.82 billion, and its operating earnings were $710 million versus $379 million.
- Boeing said its backlog could face reductions or significant cancellations from delivery delays, production disruptions, and delays to entry into service of the 777X, 737-7, and 737-10.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
Item 2. Management’s Discussion and Analysis of Financial Condition and Results of Operations Consolidated Results of Operations and Financial Condition Consolidated Results of Operations The following table summarizes key indicators of consolidated results of operations: (Dollars in millions, except per share data) Nine months ended September 30 Three months ended September 30 2026 2025 2026 2025 Revenues $70,965 $65,515 $24,188 $23,270 GAAP Earnings/(loss) from operations $958 ($4,496) $354 ($4,781) Operating margins 1.3 % (6.9) % 1.5 % (20.5) % Effective income tax rate (19.3) % (5.2) % 5.7 % (2.7) % Net loss attributable to Boeing shareholders ($564) ($5,985) ($116) ($5,337) Diluted…
An excerpt of the text as filed with the SEC, cut for length.
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