| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | July 28, 2026 | 5/12 | 4 high, 5 medium, 1 low flags | 0 | 1 | Call sheet → |
| Q1'26 | April 22, 2026 | 11/12 | 3 medium, 3 low flags | 2 | 0 | Call sheet → |
| Q4'25 | January 27, 2026 | 10/12 | 1 high, 3 medium, 2 low flags | 5 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Missed | BDS steady margin improvement Went from 3.1% to -0.2% including charges, even ex-charges only 3.5% |
| Q2'26 | Pending | 787 rate 10 later this year Now conditional on GE engine recovery, showing new risk |
| Q2'26 | Pending | Free cash flow positive for the year Now at $1-3B range after negative $869M YTD. Q4 needs to be huge. |
| Q2'26 | Pending | 787 deliveries of 90-100 units in 2026 Delivered 40 YTD, need 50-60 in H2. Seat certs remain a risk. |
| Q2'26 | Pending | 737 production increase to 47/month this summer Capstone review complete, factory rollouts expected to hit 47 'this summer', still not there yet |
| Q2'26 | Pending | 777X first delivery in 2027 Reiterated timeline but only 55% through cert testing and GE engines not delivering |
| Q2'26 | Pending | 737-7 and 737-10 certified later this year 737-7 testing complete, expect cert 'very soon'. 737-10 completed final test flight. Both tracking but not done. |
| Q1'26 | Pending | 777X first delivery in 2027 Maintained despite engine durability issue discovery |
| Q1'26 | Pending | BDS moving toward high single-digit margins Hit 3.1% in Q1, Jay expects ~3.5% for full year |
| Q1'26 | Pending | Positive free cash flow of $1-3B for 2026 Q1 better than expected, maintained guidance |
| Q1'26 | Pending | 787 deliveries of 90-100 aircraft for 2026 Maintained range despite seat certification delays |
| Q1'26 | Pending | 500 737 deliveries for full year 2026 Reaffirmed despite wiring issues, 25 aircraft reworked |
| Q1'26 | Delivered | Final shadow factory 737 delivery in Q1 Down to one aircraft as promised, delivered in Q1 |
| Q1'26 | Delivered | 737 production stabilized at 42 per month Achieved effective rate in November-December despite holiday months |
| Q4'25 | Delivered | Jeppesen sale expected to close in Q4 Completed $10 billion Jefferson/DAS sale |
| Q4'25 | Delivered | Spirit AeroSystems transaction expected to close this year Completed the acquisition as promised |
| Q4'25 | Exceeded | 787 program working towards demonstrating stability at rate 7, aim to move to 8 per month Now stabilizing at rate 8, targeting rate 10 later in 2026 |
| Q4'25 | Delivered | Joint agreement with FAA to increase 737 production to 42 airplanes per month Achieved in Q4 as promised |
| Q4'25 | Delivered | Free cash flow positive in Q4 before any impact from potential DOJ payment Delivered $375M positive vs $238M in Q3 |
| Q4'25 | Pending | We anticipate certification for both the 737-7 and 737-10 in 2026 Unchanged from Q3 but added qualification about 'following the lead of the FAA' |
| Q4'25 | Pending | We still expect to deliver the remaining [787] airplanes in 2026, which is aligned with our customers' fleet plans Carried forward from Q3, now down to ~5 aircraft vs 10 last quarter |
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