Boeing (BA Quick QuoteBA - Free Report) reported $24.19 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 3.9%. EPS of -$0.34 for the same period compares to -$7.47 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $24.28 billion, representing a surprise of -0.39%. The company delivered an EPS surprise of -61.91%, with the consensus EPS estimate being -$0.21.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Boeing performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Deliveries - Total: 161 compared to the 161 average estimate based on two analysts.
• Deliveries - Commercial Airplanes - 737: 124 versus the two-analyst average estimate of 125.
• Deliveries - Commercial Airplanes - 787: 22 compared to the 22 average estimate based on two analysts.
• Deliveries - Commercial Airplanes - 777: 5 versus 5 estimated by two analysts on average.
• Deliveries - Commercial Airplanes - 767: 10 versus the two-analyst average estimate of 9.
• Revenues- Global Services: $5.57 billion versus the four-analyst average estimate of $5.36 billion. The reported number represents a year-over-year change of +3.8%.
• Revenues- Defense, Space & Security: $7.94 billion compared to the $7.37 billion average estimate based on four analysts. The reported number represents a change of +15% year over year.
• Revenues- Commercial Airplanes: $10.72 billion versus $11.67 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -3.4% change.
• Revenues- Unallocated items, eliminations and other: $-41 million versus the four-analyst average estimate of $-49.2 million. The reported number represents a year-over-year change of -57.3%.
• Earnings/(loss) from operations- Global Services: $1.02 billion compared to the $979.95 million average estimate based on three analysts.
• Earnings/(loss) from operations- Commercial Airplanes: $-697 million compared to the $-303.79 million average estimate based on three analysts.
• Earnings/(loss) from operations- Defense, Space & Security: $492 million versus the three-analyst average estimate of $237.1 million.

View all Key Company Metrics for Boeing here>>>

Shares of Boeing have returned +2.1% over the past month versus the Zacks S&P 500 composite's -0.8% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.