Geopolitics Alpha

Boeing Misses Earnings Estimates as 737 Production Remains Below Stable 47-a-Month Rate

Published . Updated .

GEOPOLITICS ALPHABoeing Misses Earnings Estimatesas 737 Production Remains BelowStable 47-a-Month RateBAGEOPOLITICS ALPHA

This report is about aerospace and Aerospace.

Directly affected

  • BA Boeing-10.2% 30d

    Named in this report.

Indirectly affected

  • ITA iShares U.S. Aerospace & Defense ETF-3.2% 30d

    iShares U.S. Aerospace & Defense ETF: it holds aerospace and defense makers. Linked by “boeing” (aerospace) in this story.

  • GE GE Aerospace-6.1% 30d

    GE Aerospace (electronic and other electrical equipment (no computer equip)): aircraft makers and suppliers move with orders and air travel. Linked by “boeing” (aerospace) in this story.

  • HWM Howmet Aerospace-13.5% 30d

    Howmet Aerospace (rolling drawing and extruding of nonferrous metals): aircraft makers and suppliers move with orders and air travel. Linked by “boeing” (aerospace) in this story.

  • TDG TransDigm Group+1.6% 30d

    TransDigm Group (aircraft parts and auxiliary equipment): aircraft makers and suppliers move with orders and air travel. Linked by “boeing” (aerospace) in this story.

  • DAL Delta Air Lines+0.4% 30d

    Delta flies the 737, so a Boeing aircraft story reaches its fleet. Linked by “BA” in this story

  • UAL United Airlines Holdings+1.0% 16d

    United flies the 737, so a Boeing aircraft story reaches its fleet. Linked by “BA” in this story

  • RTX Rtx+1.1% 7d

    Rtx (aircraft engines and engine parts): aircraft makers and suppliers move with orders and air travel. Linked by “boeing” (aerospace) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
BA+1.16%-0.32%base-5.32%after closeafter closeafter close
ITANo price data for this ticker———————
GE+3.99%+1.83%base+2.00%after closeafter closeafter close
HWM+8.89%-0.55%base+0.22%after closeafter closeafter close
TDG+1.15%+1.08%base-0.61%after closeafter closeafter close
DAL-3.17%+0.08%base+0.34%after closeafter closeafter close
UAL-2.65%+1.35%base+0.51%after closeafter closeafter close
RTX-2.10%-1.45%base-0.51%after closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

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Boeing Misses Earnings Estimates as 737 Production Remains Below Stable 47-a-Month Rate Yahoo Finance

Source: Yahoo Finance

IShares U.S. Aerospace & Defense ETF (ITA) since this story, compared with the market

CompanyWhenMoveStatus
Boeing (BA)that day-5.32%still updating
Boeing (BA)three days earlier-0.32%final price
Boeing (BA)five days earlier+1.16%final price
Delta Air Lines (DAL)that day+0.34%still updating
Delta Air Lines (DAL)three days earlier+0.08%final price
Delta Air Lines (DAL)five days earlier-3.17%final price
General Electric (GE)that day+2.00%still updating
General Electric (GE)three days earlier+1.83%final price
General Electric (GE)five days earlier+3.99%final price
Howmet Aerospace (HWM)that day+0.22%still updating
Howmet Aerospace (HWM)three days earlier-0.55%final price
Howmet Aerospace (HWM)five days earlier+8.89%final price
RTXthat day-0.51%still updating
RTXthree days earlier-1.45%final price
RTXfive days earlier-2.10%final price
TransDigm Group (TDG)that day-0.61%still updating
TransDigm Group (TDG)three days earlier+1.08%final price
TransDigm Group (TDG)five days earlier+1.15%final price
United Airlines Holdings (UAL)that day+0.51%still updating
United Airlines Holdings (UAL)three days earlier+1.35%final price
United Airlines Holdings (UAL)five days earlier-2.65%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around IShares U.S. Aerospace & Defense ETF (ITA)

Companies mentioned with this story

  • ITA IShares U.S. Aerospace & Defense ETF

    For “Boeing Misses Earnings Estimates as 737 Production Remains Below Stable 47-a-Month Rate,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Aerospace & Defense ETF: it holds aerospace and defense makers. Linked by “boeing” (aerospace) in this story

  • GE General Electric

    In “Boeing Misses Earnings Estimates as 737 Production Remains Below Stable 47-a-Month Rate,” General Electric (GE) is linked, with no stored direction, medium confidence. Reason on file: GE Aerospace (electronic and other electrical equipment (no computer equip)): aircraft makers and suppliers move with orders and air travel. Linked by “boeing” (aerospace) in this story

  • HWM Howmet Aerospace

    Howmet Aerospace (HWM) is linked, with no stored direction, medium confidence in the 27 Oct 2026 story “Boeing Misses Earnings Estimates as 737 Production Remains Below Stable 47-a-Month Rate.” Reason on file: Howmet Aerospace (rolling drawing and extruding of nonferrous metals): aircraft makers and suppliers move with orders and air travel. Linked by “boeing” (aerospace) in this story

  • TDG TransDigm Group

    TransDigm Group (TDG) is linked, with no stored direction, medium confidence in the 27 Oct 2026 story “Boeing Misses Earnings Estimates as 737 Production Remains Below Stable 47-a-Month Rate.” Reason on file: TransDigm Group (aircraft parts and auxiliary equipment): aircraft makers and suppliers move with orders and air travel. Linked by “boeing” (aerospace) in this story

  • BA Boeing

    Boeing (BA) is linked, with no stored direction, medium confidence in the 27 Oct 2026 story “Boeing Misses Earnings Estimates as 737 Production Remains Below Stable 47-a-Month Rate.” Reason on file: The Boeing (aircraft): aircraft makers and suppliers move with orders and air travel. Linked by “boeing” (aerospace) in this story

  • DAL Delta Air Lines

    For “Boeing Misses Earnings Estimates as 737 Production Remains Below Stable 47-a-Month Rate,” Delta Air Lines (DAL) is linked, with no stored direction, medium confidence. Reason on file: Delta flies the 737, so a Boeing aircraft story reaches its fleet. Linked by “737” in this story

  • UAL United Airlines Holdings

    United Airlines Holdings (UAL) is linked, with no stored direction, medium confidence in the 27 Oct 2026 story “Boeing Misses Earnings Estimates as 737 Production Remains Below Stable 47-a-Month Rate.” Reason on file: United flies the 737, so a Boeing aircraft story reaches its fleet. Linked by “737” in this story

IShares U.S. Aerospace & Defense ETF (ITA)

On 27 Oct 2026, “Boeing Misses Earnings Estimates as 737 Production Remains Below Stable 47-a-Month Rate” is the story that connects IShares U.S. Aerospace & Defense ETF (ITA) to this story.

For IShares U.S. Aerospace & Defense ETF (ITA), the reason on file says iShares U.S. Aerospace & Defense ETF: it holds aerospace and defense makers. Linked by “boeing” (aerospace) in this story

General Electric (GE) is here too. Its reason reads: GE Aerospace (electronic and other electrical equipment (no computer equip)): aircraft makers and suppliers move with orders and air travel. Linked by “boeing” (aerospace) in this story

Dates in the story, and the IShares U.S. Aerospace & Defense ETF (ITA) price range

GE traded between 278.37 and 324.11 across 20 sessions. The latest close on file is 288.42. HWM traded between 183.52 and 232.72 across 20 sessions. The latest close on file is 194.31. ITA traded between 197.59 and 211.71 across 20 sessions. The latest close on file is 207.10.

How strong the case is around IShares U.S. Aerospace & Defense ETF (ITA)

46 out of 100Price not final

“Boeing Misses Earnings Estimates as 737 Production Remains Below Stable 47-a-Month Rate” scores 46 out of 100. The score uses 1 sources, and 7 linked companies. The price is not final yet.