Boeing (BA): FY26 Q2 earnings call, Jul 28, 2026

Tue, Jul 28Earnings callSpeaker-labelled transcriptBoeing

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.

Updated

Markets

23 words · 10 settled yes · our count agreed on 23 of 23

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 speakersAgreesProbabilityClipMarket
Quarter 15+ timesYes3434✓83%transcripts from the transcript modelHear it 0:02, Quarter 15+ times–
Program Yes3131✓96%transcripts from the transcript modelHear it 1:35, Program–
Delivery Yes2929✓96%transcripts from the transcript modelHear it 4:22, Delivery–
Airplane 10+ timesYes2323✓81%transcripts from the transcript modelHear it 2:30, Airplane 10+ times–
Customer 3+ timesYes1313✓91%transcripts from the transcript modelHear it 1:34, Customer 3+ times–
Commercial Yes1212✓94%transcripts from the transcript modelHear it 2:04, Commercial–
NASA Yes33✓48%n=1+tx from settlement history blended with transcriptsHear it 38:50, NASA–
Space Yes22✓80%n=1+tx from settlement history blended with transcriptsHear it 2:43, Space–
Starliner Yes22✓15%n=1+tx from settlement history blended with transcriptsHear it 38:49, Starliner–
Guidance Yes11✓31%transcripts from the transcript modelHear it 22:01, Guidance–
China No00✓75%n=1+tx from settlement history blended with transcripts–
F-47 No00✓58%transcripts from the transcript model–
Tariff No00✓52%n=1+tx from settlement history blended with transcripts–
Wide-Body No00✓48%n=1+tx from settlement history blended with transcripts–
Iran No00✓39%n=1+tx from settlement history blended with transcripts–
Artemis No00✓32%transcripts from the transcript model–
Dividend No00✓22%n=1+tx from settlement history blended with transcripts–
Fraud No00✓15%transcripts from the transcript model–
Philippine Airlines No00✓15%transcripts from the transcript model–
Airbus No00✓15%n=1+tx from settlement history blended with transcripts–
Moon No00✓15%n=1+tx from settlement history blended with transcripts–
Oil No00✓12%n=1+tx from settlement history blended with transcripts–
Consumer 10+ timesNo00✓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 words

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

3 matches for “NASA”; 2 quoted, at least 25 words apart.

Kelly Ortbergcompanyqa · 38:52Hear it 38:52, Kelly Ortberg

…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…

Kelly Ortbergcompanyqa · 39:27Hear it 39:21, Kelly Ortberg

…we do have some uncertainty here that we've got to work with NASA to get that put to bed. We are working with them right…

Where the listed words were said

Operatoroperator“Quarter (15+)” · prepared · 0:04Hear it 0:01, Operator

…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…

Kelly Ortbergcompany“Program” · prepared · 1:37Hear it 1:31, Kelly Ortberg

…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…

Kelly Ortbergcompany“Delivery” · prepared · 4:24Hear it 4:18, Kelly Ortberg

…-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…

Kelly Ortbergcompany“Airplane (10+)” · prepared · 2:32Hear it 2:26, Kelly Ortberg

…Boeing to resume issuing airworthiness certificates for all 737 MAX and 787 airplanes. We worked hard to build this trust from the FAA, and we…

Kelly Ortbergcompany“Customer (3+)” · prepared · 3:04Hear it 2:58, Kelly Ortberg

…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.

Kelly Ortbergcompany“Commercial” · prepared · 3:49Hear it 3:44, Kelly Ortberg

…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…

Kelly Ortbergcompany“Space” · prepared · 9:32Hear it 9:27, Kelly Ortberg

…Like in our commercial business, the demand signal on our defense and space products remains very strong, with notable increased demand in missiles and munitions…

Jay Malavecompany“Guidance” · qa · 22:03Hear it 21:57, Jay Malave

…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