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
- 5.3/10
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
- Boeing Anticipates Air Cargo Traffic To Double Over Next 20 Years To More Than 4K Airplanes — benzinga, 2026-10-28
- Boeing CFO Says 787 Margins Will Top 2018 Levels by 2029, While 737 Recovery Falls Short of Past Highs — benzinga, 2026-10-28
- Baird Maintains Outperform on Boeing, Lowers Price Target to $230 — benzinga, 2026-10-28
Where TrendMatrix's rating stands now
TrendMatrix currently rates BA Sell at 5.3/10; 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.
What argues against it
- Concentration risk — Geographic: non-U.S. BCA revenue (60.0%)
- Concentration risk — Supplier: sole-source components
- Cyclical trap - fwd PE 47x vs trail 17x (2.7x)
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
- $168.18
- Price target
- $231.54
- Stop
- $162.39
- Upside to target
- +37.7%
- Reward-to-risk
- 5.9:1
Forward estimates sit below the trailing run-rate (47.3× forward vs 17.4× trailing) — consensus expects earnings to decline from here.
Risk check: RSI 27 — a level conventionally read as oversold; trading volume is running 5.0× its average — elevated turnover around the report window.
Model outputs from TrendMatrix’s engine as of 2026-10-28 — 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
- $132.83B
- P/E (fwd)
- 47.3
- P/E (ttm)
- 17.4
- 52-week range
- $167.41–$254.35
- Off 52-week high
- 33.9%
- RSI (14)
- 27
- Volume vs avg
- 5.00×
- Score today
- 5.3/10