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Jim Cramer Says Boeing’s ‘Kitchen Sink’ Quarter May Have Reset Expectations Amid Stock Sell-Off, Production Woes

Reviewed by ClearTape · Source: Benzinga

Key takeaways

Boeing’s Q3 results mixed: revenue beat expectations but earnings fell short, and production hiccups add uncertainty, though defense deals offer a bright spot.
Revenue $24.188 billion (up 4%
YoY
Year over year — compared with the same period last year.
)
EPS
Earnings per share — profit for one share of the company, in dollars.
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loss $0.34 (vs. expected $0.21 loss)
737 target 47 planes/month

What happened

Boeing Co. (NYSE: BA) reported Q3 2026 revenue of $24.188 billion, up 4% year‑over‑year and beating the $23.840 billion consensus, but posted an earnings‑per‑share loss of $0.34 versus the expected $0.21 loss. The company highlighted production challenges, noting that 737 single‑aisle output is still below the target of 47 planes per month and that 777‑freighter and 767‑tanker lines were disrupted by a wing‑component supplier, though shipments have resumed. CEO Kelly Ortberg said the firm is…

Why it matters

The earnings miss and production setbacks raise doubts about Boeing’s ability to hit its 500‑aircraft delivery target for the year, potentially tightening cash flow and affecting future

guidance

What a company says it expects for future sales or profits — a forecast from the company, not a guarantee.

. The company’s defense wins and backlog provide a counterbalance, but the mixed signals may lead investors to reassess risk…

Short-term and longer-term

Short-term. Boeing shares fell more than 10% after the call, but closed near $168.30 in overnight trading.

Longer-term. Over the next few months, Boeing’s ability to stabilize 737 output and deliver the 777‑9 will be critical for meeting its 500‑aircraft delivery target.

Words on this card

EPS Learn: Earnings per share, a measure of a company’s profitability per share of stock.
YoY: Year‑over‑year, comparing a metric to the same period in the previous year.
Backlog: Orders that a company has received but has not yet delivered.
Guidance: What a company says it expects for future sales or profits — a forecast from the company, not a guarantee.
Revenue: Sales — money the company took in before costs.
Earnings Learn: A company’s results report — usually profit and sales for a quarter, plus any update on what comes next.

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