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Boeing turned FCF positive for the first time in a while — still a net loss but the trend line matters

$BA Q2 2026: revenue $24.56B, +8% YoY. Still a net loss of $428M ($0.67/share GAAP), but that's an improvement from a $612M loss a year ago. 171 aircraft delivered including 129 737 MAX and 25 787s — highest quarterly delivery total since 2018. Free cash flow was positive $631M, well above the ~$177M burn analysts expected, versus a $200M burn a year ago. FAA cleared Boeing to resume issuing airworthiness certificates for 737 MAX and 787. Full-year FCF guide is still $1-3B, which requires a real Q4 delivery ramp — this quarter was a good sign, not proof yet.
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  • u/value_vic
    Delivery rate ramping to 47/month on the 737 line is the number to track for the Q4 FCF target, not this quarter's beat
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