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CliffsNotes IBM, Boeing Earnings Summaries: Boeing's OK; IBM Is All About What Management Didn't Say
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CliffsNotes IBM, Boeing Earnings Summaries: Boeing's OK; IBM Is All About What Management Didn't Say

Seeking Alpha·Brian Gilmartin, CFA·about 1 month ago
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Summary

  • Boeing reported their Q1 ’26 financial results on April 22nd, 2026, and while the results weren’t great, the results do indicate Boeing is slowly moving forward with aircraft construction and deliveries but may not hit "peak" output until 2028.
  • Even though BA’s GAAP financial statements look grim, the company will print record revenue sometime in 2027, surpassing the previous $102-103 billion peak late last decade.
  • IBM actually had an OK quarter. Its forward EPS estimates did continue to increase after the Wednesday night conference call, albeit with some disappointment around software and disclosure.
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Boeing (BA) the airline manufacturing giant that is ordinarily the envy of the world and one of only two airline manufacturers across the globe (Airbus (EADSF, EADSY) being the other), reported their

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