# BA earnings call intelligence

LOPJLB CallCard / temporal rollup · freemium · [stock page](https://www.lopjlb.com/stock/BA) · [Earnings tab](https://www.lopjlb.com/stock/BA?tab=earnings)

Updated: 2026-09-07T03:12:10

Quarters analyzed: 8

## Cross-quarter narrative

Across 8 calls for BA, management tone moved from +0.30 (2024 Q3) to +0.00 (2026 Q2). Latest guidance stance: vague. Latest desk line: n/a

## Latest CallCard · Q2

**Guidance:** vague

**Tone:** mgmt 0 · Q&A pressure 0 · divergence 0

## Quarter one-liners

- **2026 Q2:** —
- **2026 Q1:** —
- **2025 Q4:** Boeing reports record deliveries and backlog, progress on 737 and 777X certifications, but notes lingering certification delays, engine issues and integration costs.
- **2025 Q3:** Boeing reports strong demand and a return to positive free cash flow while ramping 737 production and expanding 787 capacity, but 777X certification is delayed to 2027 and 737‑7/‑10 certification pushed to 2026.
- **2025 Q2:** Boeing reports strong delivery volumes and progress on production rates while acknowledging certification delays, cash‑flow uncertainty and the need to sustain momentum across commercial and defense businesses.
- **2025 Q1:** Boeing posted a solid Q1 with 130 deliveries, ramping 737 production, winning the F‑47 fighter contract and advancing key programs, while flagging seat‑certification work, China tariff risks and ongoing divestiture.
- **2024 Q4:** Boeing Q4 2024 hit by IAM strike; 737 restart targeting 38→42/mo, 777X 2026 delivery, BDS $1.7B charges, no guidance, $87.5B inventory to unwind.
- **2024 Q3:** Boeing reports a $17.8B revenue dip and heavy losses as the IAM strike drags on, but backs a $0.5T backlog and a four‑pillared plan to reset culture, stabilize the business, tighten execution and shape a new future.

## Theme arcs

- **Management tone** (deteriorating): Δ mgmt=-0.30

## Fear persistence

- **labor** [resolved]: 2024 Q3
- **program delays** [resolved]: 2024 Q3
- **financial performance** [resolved]: 2024 Q3
- **credit rating** [resolved]: 2024 Q3
- **supply chain** [resolved]: 2024 Q3
- **defense program losses** [resolved]: 2024 Q3
- **portfolio risk** [resolved]: 2024 Q3
- **execution discipline** [resolved]: 2024 Q3
- **regulatory/tariff** [resolved]: 2025 Q1
- **certification** [resolved]: 2025 Q1

## Guidance path

2024 Q3:vague → 2024 Q4:withdrawn → 2025 Q1:maintained → 2025 Q2:maintained → 2025 Q3:maintained → 2025 Q4:maintained → 2026 Q1:vague → 2026 Q2:vague

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Research context only. Not personalized investment advice.

API: `GET /bff/api/bigfive/earnings-intel/BA`