Boeing (BA): FY26 Q3 earnings call, Oct 27, 2026

Tue, Oct 27Earnings callSpeaker-labelled transcriptBoeing

On its Oct 27, 2026 earnings call (FY26 Q3), Boeing said 5 of the 14 words Kalshi listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each.

Updated

Markets

14 words · 5 settled yes · our count agreed on 14 of 14
Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability published before the event
WordResultOur countAll speakersAgreesProbabilityMarket
PAC-3 / PAC 3 Yes33✓53%transcripts from the transcript model–
Space Yes22✓71%n=3+tx from settlement history blended with transcripts–
NASA Yes22✓57%n=3+tx from settlement history blended with transcripts–
Starliner Yes22✓38%n=3+tx from settlement history blended with transcripts–
F-47 Yes13✓35%n=2+tx from settlement history blended with transcripts–
China No00✓50%n=2+tx from settlement history blended with transcripts–
Wide-Body No00✓30%n=2+tx from settlement history blended with transcripts–
Iran / Hormuz No00✓23%transcripts from the transcript model–
Tariff No00✓20%n=3+tx from settlement history blended with transcripts–
Dividend No00✓19%n=2+tx from settlement history blended with transcripts–
Artemis No00✓19%n=1+tx from settlement history blended with transcripts–
Archer No00✓14%transcripts from the transcript model–
Philippine Airlines No00✓11%n=1+tx from settlement history blended with transcripts–
Airbus No00✓9%n=3+tx from settlement history blended with transcripts–

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 27, 2026 16:21 UTC.

Transcript

quotes of at most 25 words

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

10 matches for “777X”; 5 quoted, at least 25 words apart.

Jay Malavecompanyprepared

…improved materially versus the prior year's results, which were impacted by the 777X charge. That improvement was partially offset by a reduction in booking rates…

Jay Malavecompanyprepared

…abnormal cost and period expense over the next few quarters. Finally, on 777X, as Kelly mentioned, we remain on track for first delivery in 2027.

Jay Malavecompanyprepared

…that in future years. For financial planning purposes, these targets assume that 777X will be certified by mid-year 2027. For 2027, in addition to the…

Jay Malavecompanyprepared

…737 and 787 deliveries with improving cash margins, positive cash contribution from 777X, profitable growth at BDS and BGS, and still elevated but lower CapEx.…

Myles Waltonanalystqa

…a little bit more on the $3 billion expansion in 2028? Is that three quarters from 777X? Maybe just the combination of and 2029. Thanks.

Where the listed words were said

Kelly Ortbergcompany“PAC-3 / PAC 3” · prepared

…interruption. We secured major program awards across our defense and space portfolio, including multi-billion dollar contracts on key programs like the PAC-3 and the F-15EX.

Kelly Ortbergcompany“Space” · prepared

…continue to see strong demand for proven franchises across our defense and space portfolio. Boeing received a seven-year contract to accelerate and eventually triple the…

Kelly Ortbergcompany“NASA” · prepared

…still had work to do with the customer. We've since worked with NASA on a path forward to support future flights while reducing our program…

Kelly Ortbergcompany“Starliner” · qa

And we've got Starliner kind of under control here in the last quarter. So look, I feel much, much better about both the growth profile,…

Kelly Ortbergcompany“F-47” · qa

The F-47 is cost-plus, and the F/A-XX I can't say, but I'll just say it's an appropriate contract type.

Agents: this page as TSV at /api/v1/appearances/boeing:2026-10-27:earnings_call · words: /api/v1/brief?appearance=boeing:2026-10-27:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP