Boeing narrowed its third-quarter 2026 loss, supported by a 15% rise in defense revenue. Revenue increased 4% to $24.19 billion, surpassing analysts' expectations. Commercial aircraft operations continued to face production and supply chain cost pressures.
Boeing plans to increase 737 MAX production as it advances its recovery. Boeing reported a net loss of $116 million for the third quarter, significantly lower than the $5.34 billion loss recorded a year earlier.
Revenue rose to $24.19 billion, while adjusted loss per share of 34 cents exceeded analysts’ expectations of 21 cents.
Defense revenue climbed to $7.94 billion, helping offset weakness in commercial aviation. Boeing delivered 161 commercial aircraft, but revenue from that division declined 3% to $10.72 billion. The company continues to target higher 737 MAX production, with output stabilization taking longer than anticipated.
Boeing is focusing on improving operational efficiency, controlling costs, and maintaining safety and quality standards. Recent regulatory approvals for the 737 MAX 7 and MAX 10, alongside a U.S. Navy fighter jet development contract, offer potential support for its recovery.
Investors are closely watching production targets and the company’s ability to strengthen commercial aircraft performance.
