Boeing (BA): FY26 Q2 earnings call, Jul 28, 2026
On its Jul 28, 2026 earnings call (FY26 Q2), Boeing said 10 of the 23 words Kalshi and Polymarket listed; Parrot’s count agreed with all 23 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
23 words · 10 settled yes · our count agreed on 23 of 23- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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.
| Word | Result | Our count | All speakers | Agrees | Probability | Clip | Market |
|---|---|---|---|---|---|---|---|
| Quarter 15+ times | Yes | 34 | 34 | ✓ | 83%transcripts from the transcript model | Hear it 0:02, Quarter 15+ times | – |
| Program | Yes | 31 | 31 | ✓ | 96%transcripts from the transcript model | Hear it 1:35, Program | – |
| Delivery | Yes | 29 | 29 | ✓ | 96%transcripts from the transcript model | Hear it 4:22, Delivery | – |
| Airplane 10+ times | Yes | 23 | 23 | ✓ | 81%transcripts from the transcript model | Hear it 2:30, Airplane 10+ times | – |
| Customer 3+ times | Yes | 13 | 13 | ✓ | 91%transcripts from the transcript model | Hear it 1:34, Customer 3+ times | – |
| Commercial | Yes | 12 | 12 | ✓ | 94%transcripts from the transcript model | Hear it 2:04, Commercial | – |
| NASA | Yes | 3 | 3 | ✓ | 48%n=1+tx from settlement history blended with transcripts | Hear it 38:50, NASA | – |
| Space | Yes | 2 | 2 | ✓ | 80%n=1+tx from settlement history blended with transcripts | Hear it 2:43, Space | – |
| Starliner | Yes | 2 | 2 | ✓ | 15%n=1+tx from settlement history blended with transcripts | Hear it 38:49, Starliner | – |
| Guidance | Yes | 1 | 1 | ✓ | 31%transcripts from the transcript model | Hear it 22:01, Guidance | – |
| China | No | 0 | 0 | ✓ | 75%n=1+tx from settlement history blended with transcripts | – | |
| F-47 | No | 0 | 0 | ✓ | 58%transcripts from the transcript model | – | |
| Tariff | No | 0 | 0 | ✓ | 52%n=1+tx from settlement history blended with transcripts | – | |
| Wide-Body | No | 0 | 0 | ✓ | 48%n=1+tx from settlement history blended with transcripts | – | |
| Iran | No | 0 | 0 | ✓ | 39%n=1+tx from settlement history blended with transcripts | – | |
| Artemis | No | 0 | 0 | ✓ | 32%transcripts from the transcript model | – | |
| Dividend | No | 0 | 0 | ✓ | 22%n=1+tx from settlement history blended with transcripts | – | |
| Fraud | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – | |
| Philippine Airlines | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – | |
| Airbus | No | 0 | 0 | ✓ | 15%n=1+tx from settlement history blended with transcripts | – | |
| Moon | No | 0 | 0 | ✓ | 15%n=1+tx from settlement history blended with transcripts | – | |
| Oil | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – | |
| Consumer 10+ times | No | 0 | 0 | ✓ | 2%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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
12 matches for “Commercial”; 5 quoted, at least 25 words apart.
Our commercial certification programs, a key focus for us this year, remain on plan, and I'm proud of our team's dedication to complete the certification…
…now take a closer look at our businesses, and we'll start with commercial airplanes. As we've said all year long, completing the certification work on…
Across the commercial market, we continue to see exceptional demand and market conditions as evidenced by our record backlog of more than 6,200 airplanes and…
…much better shape than we were two years ago. Like in our commercial business, the demand signal on our defense and space products remains very…
So far, we have not seen a material impact in the commercial service business from the conflict in the Middle East, and the government service…
Where the listed words were said
…standing by. Good day, everyone, and welcome to The Boeing Company's second quarter 2026 earnings conference call. At this time, all participants are in a…
…Boeing colleagues who worked side by side with our customer on the program. We continue to provide technical assistance to the investigation, and we're supporting…
…-7. These certifications pave the way for both airplane variants to start deliveries in 2027, and I'm confident these newest members of the 737 MAX…
…to the BCA production programs. On 737, we're now ramping to 47 airplanes per month after a successful capstone review in May and expect factory…
…for our future fight. Our service business has seen robust growth despite macro uncertainty, and we continue to win favor with our customers every day.
…up 8%, driven by solid growth across all three segments, including higher commercial deliveries and strong defense volume. The revenue impacts from the Spirit acquisition…
…with the customer on is commercial crew or the Starliner program. As NASA's replanning their launch sequence, that'll have some impact to when we're actually…
…As I mentioned in my prepared remarks, the better profile, more balanced profile in the year sets us up well to deliver on this guidance.
Agents: this page as TSV at /api/v1/appearances/boeing:2026-07-28:earnings_call · words: /api/v1/brief?appearance=boeing:2026-07-28:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP