BA Earnings

BA reported its earnings on 2026-01-27, showcasing a revenue of 23.95B against an estimate of 21.74B, resulting in a 10.16% surprise. The EPS was -1.91, surpassing the expected -0.4 by -377.5%. The stock experienced a -1.56% price change on the earnings day and a -5.92% change over the next five days, reflecting market reactions to the results.

Following BA's earnings announcement on 2026-01-27, the stock price moved by -1.56% on the day of the release. Over the subsequent five days, it saw a -5.92% change. Historically, BA's stock price tends to shift by an average of -1.83% in the 10 days leading up to earnings and -0.11% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate BA's annual revenue to reach 22.48B, while the EPS is projected at 0.06. These estimates reflect recent revisions, with revenue estimates revised downward by -0.06% and EPS estimates revised downward by -0.5% over the past three months, indicating analyst expectation in the company's performance.

The correlation between BA's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised downward by -0.06%, while EPS estimates moved revised downward by -0.5%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, BA's stock price typically moves by -1.83% in the 10 days before its earnings and -0.11% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.06 and revenue of 22.48B.

The earnings call presents mixed signals. Strong financial performance with 34% revenue growth and improved EPS is positive. However, the delay in 777X delivery and uncertainty in cash flow normalization are concerns. The Q&A reveals management's lack of specificity, which could unsettle investors. Despite operational improvements and strategic investments, the absence of clear guidance and the $1 billion cash impact from Spirit in 2026 temper expectations. Overall, the sentiment is neutral, as positives are offset by uncertainties and execution risks.