Q2 2026 Boeing Co Earnings Call Transcript
Key Points
- Boeing Co (BA) reported an 8% increase in revenue to $24.6 billion, driven by growth across all segments.
- The company achieved a positive free cash flow of $631 million, exceeding expectations due to favorable receipt timing.
- Boeing Co (BA) delivered 171 airplanes in the quarter, marking the highest quarterly total since 2018.
- The FAA authorized Boeing to resume issuing airworthiness certificates for all 737 MAX and 787 airplanes, reflecting regained trust.
- Boeing Co (BA) has a record backlog of over 6,200 airplanes, indicating strong market demand and future revenue potential.
- Boeing Co (BA) incurred a $280 million charge related to the VC-25B program due to additional resources needed for build and test schedules.
- The company is still facing challenges with seat certifications, which may cause delivery delays for the 787.
- Engine delivery issues with GE have impacted the 787 production, necessitating a recovery plan to meet future production targets.
- Boeing Co (BA) is managing risks associated with fixed price development programs, including the VC-25B and Starliner programs.
- The company is in early contract negotiations with the Puget Sound Engineering Union, posing potential risks of labor disruptions.
Thank you for standing by. Good day, everyone, and welcome to The Boeing Company's second-quarter 2026 earnings conference call. (Operator Instructions)
At this time, I am turning the call over to Mr. Eric Hill, Vice President of Investor. Relations for opening remarks and introductions. Mr. Hill, please go ahead.
Thank you and good morning. Welcome to Boeing's quarterly earnings call. With me today are Kelly Ortberg, Boeing's President and Chief Executive Officer and Jay Malabe, Boeing's Executive Vice President and Chief Financial Officer.
This quarter's webcast, earnings release and presentation, which include relevant disclosures and non-GAAP reconciliations, are available on our website.
Today's discussion includes forward-looking statements that are subject to risks and uncertainties, including the ones described in our SEC filings.
As always, we'll leave time at the end of the call for analyst questions.
With that, I will turn the call over to Kelly
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