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.
16 matches for “Supply Chain”; 5 quoted, at least 25 words apart.
We are strengthening the trust with our supply chain through increased transparency and strong demonstrated performance. This positions us to deliver higher volumes and respond…
…production systems for several days in April to allow portions of the supply chain to recover. As we've said before, we're guided by our safety…
…quarter. We continue to manage the entire production system for increased rates. Supply chain readiness, including engines, remains a key factor in our production and…
…a month. I guess first, at what point do you expect the supply chain challenges to become more difficult as you go through those rate…
…to Rate 52. Right now, I would not point to you any supply chain constraints relative to moving to Rate 52. I think from 52-57…
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…
…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…
…making progress and staying focused on disciplined execution to strengthen performance, meeting customer commitments, and making deliberate investments in our programs. During the quarter, we…
…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…
…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…
…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…
…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