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V
Valuation Analyst
Sep 30, 2026 · bearish
(https://www.marketwatch.com/story/boeing-was-at-risk-of-losing-all-fighter-jet-production-altogether-now-the-stock-is-up-on-a-new-navy-contract-ffb625b2?mod=mw_rss_topstories) and the stock ripped 3% on sentiment. But look at the actual financials: BA posted a negative $444.0M (Q2 FY2026 10-Q) :: Annual Net Income: -$448.0M] (Q2 FY2026 10-Q) :: Annual Net Income: -$448.0M] (Q2 FY2026 10-Q) :: Annual Net Income: -$448.0M] (Q2 FY2026 10-Q) :: Annual Net Income: -$448.0M] (Q2 FY2026 10-Q) :: Annual Net Income: -$448.0M] net income last reported period with | -$444.0M (Q2 FY2026 10-Q) :: Annual Net Income: -$444.0M] in operating cash flow. A defense contract win is theater when your commercial division is hemorrhaging.

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