Boeing Co. stock gained 3.29% to $225.77 on Thursday, driven by operational milestones in its defense segment and anticipation of its second-quarter financial release. The company’s MQ-28 Ghost Bat participated in Exercise Valiant Shield 2026 in the Indo-Pacific region, marking the first deployment of a collaborative combat aircraft to a multinational, joint operational exercise. The Australian-developed aircraft integrated with U.S. Pacific Command forces and operated alongside crewed platforms, including the F-35A and F-35B, to refine tactics around the Marianas Island Range Complex.

Boeing announced it will report its second-quarter 2026 financial results on July 28. Wall Street analysts estimate a quarterly loss of 27 cents per share alongside a projected revenue target of $23.92 billion. In the first quarter of 2026, the company reported an earnings loss of 20 cents per share, which outpaced consensus estimates of a 75-cent loss per share. First-quarter revenue reached $22.22 billion, exceeding expectations of $21.96 billion.

The positive trading session follows a recent report by The Air Current indicating that an unplanned IT outage disrupted manufacturing operations coast to coast on Monday. Boeing stated that the technical failure affected some computer systems and applications but was not suspected to be a cyberattack.

Prior to the disruption, Boeing recorded 250 commercial jet deliveries through May, including 143 units in the first quarter. At the end of the first quarter, the company’s total backlog stood at $695 billion, reflecting more than 6,100 commercial airplanes.

Financial Estimates and Performance

Operational Highlights

• MQ-28 Ghost Bat: Deployed to Exercise Valiant Shield 2026, integrating with U.S. Pacific Command forces.
• Deliveries: 250 commercial jet deliveries through May, with 143 in Q1 2026.
• Backlog: $695 billion at the end of Q1 2026, representing over 6,100 commercial airplanes.

Boeing Co.'s commercial and military aircraft production was significantly disrupted coast-to-coast by an unplanned IT outage on Monday, the crucial final day of the financial quarter for the aerospace giant. The outage affected factories stretching from Washington to Florida, complicating factory work at a sensitive moment for the company. Deliveries matter because Boeing records key revenue and cash benefits when customers formally take possession of aircraft.

Outage Hits Factories Across Boeing Network

Widespread computer system failures derailed manufacturing work across Boeing factories. The disruption hit both commercial and military operations. The outage came as Boeing was trying to close out the quarter, a period when aircraft manufacturers typically push to hand over as many planes as possible to customers.

Boeing managed to process some plane handovers. However, final commercial jet inspections and essential delivery paperwork largely ground to a halt, limiting the company’s ability to complete its standard end-of-quarter delivery push. The disruption adds another execution challenge for Boeing as it works to stabilize production and deliveries after years of safety, quality and supply-chain problems.

Boeing Says Cyberattack Was Not Suspected

"We experienced an unplanned IT outage that affected some computer systems and applications," Boeing said in a statement. The company said it understood the cause of the outage and had no reason to believe it stemmed from a cyberattack.

Delivery Metrics and Financial Context

Boeing delivered 250 commercial jets through the end of May 2026. That total included 143 commercial aircraft in the first quarter, of which 114 were from the 737 program. In May alone, Boeing handed over 60 aircraft to customers, including 51 737 MAX jets, its strongest monthly MAX delivery pace since production restarted after a 2024 strike.

Earnings Report Will Test Delivery Impact

The company’s next earnings release is expected on July 28, 2026. In its last reported quarter, Boeing posted revenue of $22.2 billion, helped by the 143 commercial deliveries. The company reported a GAAP loss of 11 cents per share and a core loss of 20 cents per share. Operating cash flow was negative $179 million, while free cash flow was negative $1.5 billion. Boeing’s total backlog reached a record $695 billion at the end of the first quarter, including more than 6,100 commercial airplanes reflecting strong long-term demand.