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Boeing Expected to Post Q3 Loss Amid Production Snags, Analyst Data Shows
Boeing is expected to report a small third-quarter loss when it announces results on Tuesday, as ongoing production challenges continue to overshadow recent operational successes, according to analyst consensus data.
Wall Street analysts forecast a loss of 21 cents per share, reflecting investor concerns over production rates and cash flow even as the aerospace giant secured significant new business.
Analyst Expectations
According to LSEG data, consensus estimates point to a significantly narrowed loss compared to the previous year, alongside positive cash flow. Key figures investors will be watching include:
- Net Loss: A forecast of $153 million, a substantial improvement from the nearly $6 billion net loss reported in the same period of 2025.
- Free Cash Flow: Expected to be $330.5 million for the quarter.
- Net Debt: Projected to fall to $25.4 billion, down from $30.4 billion one year ago.
Production and Cash Flow in Focus
AdDespite a record pace of 737 MAX deliveries, with 363 jets delivered in the first nine months of 2026, the company's production ramp-up has been slower than anticipated. Boeing is working to stabilize its 737 output at 47 jets per month and has faced difficulties increasing 787 production from eight to 10 jets per month.
BNP Paribas analyst Matt Akers told Reuters that investors are primarily focused on free cash flow and its main driver, aircraft deliveries. He noted that significant cash drains include the certification of the 777-9 program and the construction of new defense production facilities.
Market Reaction and Context
Boeing's recent wins—including the U.S. Navy's F/A-XX fighter contract and the certification of its final two 737 MAX variants—have had little effect on its stock price, which was down 17.3% year-to-date as of Monday's market open. Akers stated that these successes had already been accounted for by the market.
Investors will be looking for signs of progress on stabilizing production and managing cash flow when the company reports its full quarterly results.
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