BAThe Boeing Company
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- −$0.34Missed
- vs −$0.21 expected on Oct 27
- Stock move on it
- −10.69%
- one session
- Typical move
- ±7.7%
- average over 2 reports
- Price
- $171.55
- −1.71% today · $169B cap
Past and upcoming reports
2
| Oct 27, 2026 | Sep 30, 2026 | Time not given | −$0.21 | Missed−$0.34 | −10.69% |
| Jul 28, 2026 | Jun 30, 2026 | Time not given | −$0.24 | Missed−$0.76 | +4.76% |
After the report
Jul 28, 2026 report
This covers the Jul 28, 2026 report. The Oct 27, 2026 numbers are in the table above.
Boeing EPS Misses by 141.5%, Stock Rallies 3.2% on Forward Optimism
Boeing reported Q2 2026 EPS of -$0.76, well below the -$0.31 consensus, a 141.5% miss. Despite the miss, the stock rose 3.24% on July 30 to $220.95, suggesting the market is focused on the strong forward growth trajectory (EPS next year growth +598%) and analyst target of $273.08. The post-earnings narrative is quiet, with no new news, but the buy-tilted consensus (13/14 buy) and solid growth scores support a recovery thesis.
Reported against expected
MissedReported EPS of -$0.76 missed consensus estimate of -$0.31 by 141.5% (surprise -$0.45).
Guidance
No explicit guidance provided in payload. stock rallied 3.2% on the day, indicating the market may be pricing in future delivery ramp and margin improvement.
How the stock reacted
Stock closed at $220.95 on July 30, up 3.24% from prior close of $214.01, with volume of 4.08M (above average).
What changed
EPS miss of -$0.45 vs estimate. stock rallied 3.2% post-print, signaling market looked past the miss.
What the price now assumes
Market pricing a recovery thesis: forward EPS growth of 598% and analyst target 24% above current.
What it means for the business
Upgrade bias on delivery ramp. watch next quarter's free cash flow and 737 MAX deliveries.
The next one to three months, as we saw it then
Better case30%
Delivery ramp accelerates, margins improve, and free cash flow turns positive, driving stock toward analyst target of $273.
Base case50%
Steady recovery continues with gradual delivery improvements. stock trades in $210-$240 range as market digests mixed signals.
Worse case20%
Execution risk materializes (supply chain, labor, or regulatory) causing delivery delays and margin deterioration, stock falls below $200.
If you hold it
Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.
If you are watching
Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.
Scenario odds are a judgement, not measured.