The Boeing Company is expected to report Q1 2026 revenue of $21.87 billion, a 12.2% year-over-year increase, alongside a consensus EPS loss of $0.86, as shares currently trade significantly below the average analyst price target of $269.00.
Investors are primarily focused on the commercial aircraft production ramp, specifically the 737 MAX delivery cadence and its impact on free cash flow.
While Boeing outdelivered Airbus in the first quarter with 143 total shipments, execution risks persist regarding supply chain stability and the integration of Spirit AeroSystems. Analysts will look for confirmation that the company remains on track to increase 737 production to 47 jets per month by mid-year.