What Boeing's Quarter ended Sep 30, 2026 10-Q says: 6 signals
Boeing filed its latest 10-Q with the SEC on Oct 27, 2026. It discusses backlog growth, divestiture and manufacturing issue.
Public (BA)Aviation and Aerospace Component Manufacturing10,000+ employeesboeing.comLinkedIn
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What changed at Boeing this week? Use Autobound signals for boeing.com.- Filed
- Oct 27, 2026
- Period
- Quarter ended Sep 30, 2026
- Filings
- 3
- Signals
- 30
Source: Autobound Signal API · 120 signals tracked for Boeing · updated
10-Q · latest 10
What Boeing's 10-Q filings say
- SEC EDGAR
10-Q · Quarter ended Sep 30, 2026
Filed · 6 signals
Total Backlog Reached $745,431 Million as Contractual Backlog Rose by $53,046 Million
Boeing reported total backlog of $745,431 million as of September 30, 2026, up from $682,207 million at year-end 2025, driven by a $53,046 million increase in contractual backlog.
$745.4B
total backlog
Supplier shortages disrupt KC-46A and 777 factory operations into 2027
Boeing experienced parts shortages from a key supplier in Q3 2026, disrupting factory operations across the KC-46A Tanker and 777 Freighter programs with impacts expected through first half of 2027.
Boeing Achieved Certification for 737-7 in Q3 2026 and 737-10 in October 2026
Boeing achieved certification of the 737-7 and engine anti-ice solution in Q3 2026, followed by 737-10 certification in October 2026.
engine anti-ice solution
Boeing delays 737 and 787 production rate increases, pressuring operating margins
During Q3 2026, Boeing decided to delay planned 737 and 787 production rate increases, expecting 737 stabilization at 47 per month in 2027.
$697M
Commercial Airplanes loss from operations for the three months ended September 30, 2026
Commercial Airplanes Posted Operating Margins of (6.5)% Driven by Delayed Rate Increases
BCA recorded a loss from operations of $697 million and an operating margin of (6.5)% for the third quarter of 2026, lower than planned due to delayed 737 and 787 production rate increases and higher supply chain costs.
$-697M
BCA loss from operations for the three months ended September 30, 2026
-6.5%
BCA operating margin for the three months ended September 30, 2026
Boeing BDS Recognized $252 Million Gain on Sale of Equity Method Investment
Defense, Space & Security recognized a $252 million gain on the sale of an equity method investment during the nine and three months ended September 30, 2026.
$252M
gain recognized on the sale of an equity method investment
- SEC EDGAR
10-Q
Filed · 12 signals
A new ERP system rolled out in late 2025 is causing operational problems in a distribution business, directly impacting profitability.
enterprise resource planning system
Boeing increasing 2026 capital expenditures after spending $2.0B in H1
The company's capital expenditures nearly doubled to $2.0 billion in the first half of 2026 from $1.1 billion in the prior year, with plans for continued higher spending.
$2B
Capital expenditures for the six months ended June 30, 2026
Facing "reach-forward losses" on major fixed-price defense programs like KC-46A and T-7A
Boeing is experiencing cost overruns and schedule delays on key fixed-price development programs due to technical complexity, creating risk of material financial charges.
Boeing reports 'ongoing disruption' and reduced margins from a new ERP system transition.
A new enterprise resource planning (ERP) system implemented in late 2025 is causing ongoing disruption in a distribution business, contributing to a year-over-year reduction in operating margins for the Global Services segment.
$81M
Decrease in BGS earnings from operations for the three months ended June 30, 2026, partially attributed to the disruption.
enterprise resource planning system
Earlier 10-Q filings
- 10-QFiled · 12 signalsSEC EDGAR
Showing 10 of 30 filing signals. The Signal API returns all of them.
Get them with one API callEarnings calls
Boeing earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Increasing full-year CapEx outlook to nearly $3 billionCFO raised the 2025 CapEx forecast, driven by significant investments in future products and growth, particularly facility expansions in St. Louis and Charleston. This indicates available budget for infrastructure, manufacturing technology, and related services. | |
| Divesting Jeppesen business while reintegrating Spirit AeroSystems.Boeing is actively restructuring its portfolio by selling its Jeppesen digital business and reintegrating the Spirit AeroSystems fuselage business. This major M&A activity will trigger significant IT and operational integration/de-integration projects, creating opportunities for systems integrators, consultants, and software vendors. | |
| Investing in major expansion of South Carolina 787 production facility.Boeing is expanding its Charleston, SC site to prepare for 787 production rates higher than 10 per month, with plans to double the manufacturing footprint. This signals significant capital expenditure on facilities, manufacturing equipment, and related infrastructure, creating opportunities for industrial suppliers and construction partners. | |
| New CFO, Jay Malave, joins company for first earnings call.The introduction of a new CFO presents a prime opportunity for vendors to establish new relationships, as new financial leadership often reviews existing contracts and explores new solutions for financial management, reporting, and efficiency. | |
| Seat certifications and supply chain are constraining 787 production ramp-up.The CEO explicitly identified seat certifications and the general supply chain as challenging constraints for increasing 787 production from 8 to 10 aircraft per month. This indicates a need for solutions in supply chain visibility, supplier management, and certification process optimization. | |
| Driving factory efficiency with 75% reduction in traveled work on 737.Leadership is heavily focused on improving factory health and stability, achieving a 75% reduction in traveled work on the 737 line. This focus on operational efficiency and KPIs suggests receptiveness to solutions for lean manufacturing, quality management systems (QMS), and production analytics. |
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Page updated , the date of the newest row on this page.
Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .