Boeing to report earnings with attention on delivery totals, supplier holdups
Boeing (BA) is expected to report second quarter results on Tuesday, July 28, with a conference call scheduled for 10:30 am EDT. What to watch for: OUTLOOK: Boeing is expected to report a Q2 loss per share of (28c) on $24.3B in revenue. STOCK ACTION: Boeing shares have slipped roughly 1% over the past month and recently traded near $212. DELIVERIES: Boeing reported 171 commercial airplane deliveries for the second quarter across its 737, 767, 777, and 787 programs. The company also logged 35 deliveries across its defense, space, and security operations. 777X PROGRAM: Jefferies noted last week that flight testing for the 777‑9 is now more than 50% complete, with test program completion expected near year‑end 2026, followed by ETOPS work into 2027 ahead of first delivery. The Federal Aviation Administration approved TIA 4B in June, following the start of TIA 4A in March. The Air Current reported that the 777X program is undergoing a Change Incorporation process, as discussed by management in April, with the cost impact already reflected in prior charges and in Boeing's operating plan, which includes approximately $5B of inventory use in 2026, Jefferies added. SUPPLIER HOLDUP:.
Boeing (BA) is expected to report second quarter results on Tuesday, July 28, with a conference call scheduled for 10:30 am EDT.
What to watch for: OUTLOOK: Boeing is expected to report a Q2 loss per share of (28c) on $24.3B in revenue.
STOCK ACTION: Boeing shares have slipped roughly 1% over the past month and recently traded near $212.
DELIVERIES: Boeing reported 171 commercial airplane deliveries for the second quarter across its 737, 767, 777, and 787 programs.
The company also logged 35 deliveries across its defense, space, and security operations.
777X PROGRAM: Jefferies noted last week that flight testing for the 777‑9 is now more than 50% complete, with test program completion expected near year‑end 2026, followed by ETOPS work into 2027 ahead of first delivery.
The Federal Aviation Administration approved TIA 4B in June, following the start of TIA 4A in March.
The Air Current reported that the 777X program is undergoing a Change Incorporation process, as discussed by management in April, with the cost impact already reflected in prior charges and in Boeing's operating plan, which includes approximately $5B of inventory use in 2026, Jefferies added.
SUPPLIER HOLDUP:.