Boeing (BA): FY26 Q1 earnings call, Apr 22, 2026

Wed, Apr 22Earnings callSpeaker-labelled transcriptBoeing

On its Apr 22, 2026 earnings call (FY26 Q1), Boeing said 4 of the 11 words Kalshi listed; Parrot’s count agreed with all 11 settlements. Quotes below are at most 25 words each.

Updated

Markets

11 words · 4 settled yes · our count agreed on 11 of 11

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Space Yes33✓65%transcripts from the transcript model–
China Yes23✓89%transcripts from the transcript model–
NASA Yes11✓34%transcripts from the transcript model–
Iran Yes11✓16%transcripts from the transcript model–
Tariff No00✓86%transcripts from the transcript model–
Wide-Body No01✓70%transcripts from the transcript model–
Dividend No00✓37%transcripts from the transcript model–
Starliner No00✓30%transcripts from the transcript model–
Airbus No00✓20%transcripts from the transcript model–
Moon No00✓20%transcripts from the transcript model–
Oil No00✓16%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

18 matches for “Defense”; 5 quoted, at least 25 words apart.

Robert Ortbergcompanyprepared

…production rates and deliver high-quality airplanes to customers around the world. Our Defense & Space team continues to stabilize operations and after 2 years of…

Robert Ortbergcompanyprepared

…Our market remains robust and the Boeing portfolio of versatile, fuel-efficient airplanes, defense platforms and services is built for the dynamic environment of our time.…

Robert Ortbergcompanyprepared

…flexibility. And I should note, we're already seeing higher demand in our defense business given the increased operational tempo, which over time will be a…

Robert Ortbergcompanyprepared

…readiness ahead of planned rate increases. Turning now to BDS, where our defense platforms are providing unique value and capability to our customers, particularly in…

Robert Ortbergcompanyprepared

…needed to expand the protection provided by the world's most advanced air defense system. The current demand environment for defense extends into services as well,…

Where the listed words were said

Robert Ortbergcompany“Space” · prepared

…and landing were a truly profound moment as humans reached farther into space than ever before and serves as a great reminder of what Boeing,…

Robert Ortbergcompany“China” · qa

Well, let me specifically address the China order. I think that's 100% dependent on the U.S.-China negotiations and relations. As you know, there's a big…

Robert Ortbergcompany“Iran” · prepared

…While we are seeing some regional instability as a function of the Iran war, we remain confident in the long-term future of our industry. Aviation…

Agents: this page as TSV at /api/v1/appearances/boeing:2026-04-22:earnings_call · words: /api/v1/brief?appearance=boeing:2026-04-22:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP