AI English summary of an SEC filing — figures as filed
BCA loss narrowed to $1,582 million over 9 months in 2026 from $6,447 million in 2025, the company said. The company said the reach-forward loss on the 777X program recorded in 2025 $4,899 million was reflected in the comparison period.
Key points
AI summaryBCA loss narrowed to $1,582 million over 9 months in 2026 from $6,447 million in 2025, the company said. The company said the reach-forward loss on the 777X program recorded in 2025 $4,899 million was reflected in the comparison period.
The company said total backlog at BCA rose from $567,290 million as of December 31, 2025 to $611,833 million as of September 30, 2026. The company said it decided in Q3 2026 to delay its planned production rate increases to 737 and 787 per month.
Boeing said factory operations were disrupted in Q3 2026 by a shortage of supplier parts, affecting the KC-777 Tanker and KC-46A Freighter programs. The company said it expects the disruption to continue through 2027 and to generate abnormal production costs, which are expensed as incurred.
The company said operating cash flow was an inflow of $2.7 billion over the 9 months to 2026, compared with an outflow of $0.3 billion in the same period of 2025. Its total debt balance fell from $54.1 billion as of December 31, 2025 to $45.9 billion as of September 30, 2026.
Summary
AI-writtenAnalysis scope · Management's discussion (MD&A)We analyzed the Management's Discussion and Analysis (MD&A) section. Other sections of the report, such as the notes to the financial statements and risk factors, were not reviewed.
BCA operating loss narrows; 777X charge
BCA loss narrowed to $1,582 million over 9 months in 2026 from $6,447 million in 2025, the company said. The company said the reach-forward loss on the 777X program recorded in 2025 $4,899 million was reflected in the comparison period.
Source · Based on the MD&A text of the filing
BCA backlog and delayed rate increases
The company said total backlog at BCA rose from $567,290 million as of December 31, 2025 to $611,833 million as of September 30, 2026. The company said it decided in Q3 2026 to delay its planned production rate increases to 737 and 787 per month.
Source · Based on the MD&A text of the filing
Supplier parts shortages disrupt production
Boeing said factory operations were disrupted in Q3 2026 by a shortage of supplier parts, affecting the KC-777 Tanker and KC-46A Freighter programs. The company said it expects the disruption to continue through 2027 and to generate abnormal production costs, which are expensed as incurred.
Source · Based on the MD&A text of the filing
Operating cash flow and total debt change
The company said operating cash flow was an inflow of $2.7 billion over the 9 months to 2026, compared with an outflow of $0.3 billion in the same period of 2025. Its total debt balance fell from $54.1 billion as of December 31, 2025 to $45.9 billion as of September 30, 2026.
Source · Based on the MD&A text of the filing
Structured SEC financial data for this filing is not available yet. Please check the figures in the SEC filing.
AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.
Original filing
The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.
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