BAIndustrials & materialsboeing.com
| Metric | Dec 2024* | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025* | Mar 2026 | Jun 2026 | Sep 2026 | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Operations | |||||||||
| Revenue | $15.24B | $19.50B | $22.75B | $23.27B | $23.95B | $22.22B | $24.56B | $24.19B | ▲ +3.9% |
| Gross profit | −$1.59B | $2.42B | $2.44B | −$2.38B | $1.81B | $2.55B | $2.41B | $2.17B | ▲ +191.2% |
| Operating income | −$3.77B | $461.00M | −$176.00M | −$4.78B | $8.78B | $448.00M | $156.00M | $354.00M | ▲ +107.4% |
| Net income | −$3.87B | −$37.00M | −$611.00M | −$5.34B | $8.22B | −$4.00M | −$444.00M | −$116.00M | ▲ +97.8% |
| R&D | $836.00M | $844.00M | $910.00M | $897.00M | $964.00M | $903.00M | $921.00M | $830.00M | ▼ -7.5% |
| EPS (diluted) | — | -0.16 $ | -0.92 $ | -7.14 $ | — | -0.11 $ | -0.67 $ | -0.26 $ | ▲ +96.4% |
| Margins (% of revenue) | |||||||||
| Gross | -10.4 % | 12.4 % | 10.7 % | -10.2 % | 7.6 % | 11.5 % | 9.8 % | 9.0 % | ▲ +19.2 pt |
| Operating | -24.7 % | 2.4 % | -0.8 % | -20.5 % | 36.7 % | 2.0 % | 0.6 % | 1.5 % | ▲ +22.0 pt |
| Net | -25.4 % | -0.2 % | -2.7 % | -22.9 % | 34.3 % | -0.0 % | -1.8 % | -0.5 % | ▲ +22.5 pt |
| Balance sheet | |||||||||
| Assets | $156.36B | $156.49B | $155.12B | $150.02B | $168.24B | $164.79B | $165.87B | $170.74B | ▲ +13.8% |
| Liabilities | $160.28B | $159.82B | $158.42B | $158.28B | $162.78B | $158.80B | $159.75B | $164.18B | ▲ +3.7% |
| Equity | −$3.91B | −$3.33B | −$3.30B | −$8.25B | $5.46B | $5.99B | $6.12B | $6.56B | ▲ +179.5% |
| Cash | $13.80B | $10.14B | $7.09B | $6.17B | $10.92B | $9.44B | $7.24B | $9.50B | ▲ +53.9% |
| Capital | |||||||||
| Shares outstanding | 750.07M | 754.01M | 756.16M | 760.10M | 785.35M | 788.30M | 790.37M | 792.45M | ▲ +4.3% |
| Public floatexcluding insiders | — | — | — | — | — | — | — | — | — |
* No 10-Q is filed for a fourth quarter: these amounts are the fiscal year minus the first three quarters, all filed. EPS stays blank — dilution doesn't subtract.