Subtext

The Boeing Company BA

SectorIndustrials
Transcripts76
Date range2006-04-26 – 2025-04-23
Calls charted75

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-22-11+0+11+222006 Q12008 Q42011 Q32014 Q12016 Q32019 Q12021 Q32024 Q12006 Q1 · Overall: +9.62006 Q2 · Overall: +1.72006 Q3 · Overall: +8.12006 Q4 · Overall: +9.12007 Q2 · Overall: +6.52007 Q3 · Overall: +3.32007 Q4 · Overall: +7.12008 Q1 · Overall: +4.12008 Q2 · Overall: +0.92008 Q3 · Overall: +0.42008 Q4 · Overall: -3.12009 Q1 · Overall: -0.92009 Q2 · Overall: -2.92009 Q3 · Overall: +0.12009 Q4 · Overall: +5.32010 Q1 · Overall: +7.12010 Q2 · Overall: +0.92010 Q4 · Overall: +0.22011 Q1 · Overall: +1.42011 Q2 · Overall: +1.82011 Q3 · Overall: +3.72011 Q4 · Overall: +7.12012 Q1 · Overall: +5.72012 Q2 · Overall: +7.92012 Q3 · Overall: +13.42012 Q4 · Overall: +10.12013 Q1 · Overall: +12.82013 Q2 · Overall: +11.82013 Q3 · Overall: +18.52013 Q4 · Overall: +15.82014 Q1 · Overall: +18.02014 Q2 · Overall: +9.42014 Q3 · Overall: +17.92014 Q4 · Overall: +17.22015 Q1 · Overall: +6.82015 Q2 · Overall: +17.92015 Q3 · Overall: +10.22015 Q4 · Overall: +12.52016 Q1 · Overall: +13.02016 Q2 · Overall: +10.92016 Q3 · Overall: +15.02016 Q4 · Overall: +14.82017 Q1 · Overall: +14.82017 Q2 · Overall: +14.52017 Q3 · Overall: +15.62017 Q4 · Overall: +15.32018 Q1 · Overall: +18.72018 Q2 · Overall: +14.62018 Q3 · Overall: +16.62018 Q4 · Overall: +15.22019 Q1 · Overall: +8.12019 Q2 · Overall: +7.92019 Q3 · Overall: +6.92019 Q4 · Overall: -1.52020 Q1 · Overall: -5.22020 Q2 · Overall: +1.12020 Q3 · Overall: +3.32020 Q4 · Overall: +5.52021 Q1 · Overall: +11.32021 Q2 · Overall: +15.32021 Q3 · Overall: +9.22021 Q4 · Overall: +4.12022 Q1 · Overall: +9.02022 Q2 · Overall: +7.72022 Q3 · Overall: +4.82022 Q4 · Overall: +14.92023 Q1 · Overall: -3.92023 Q2 · Overall: +13.82023 Q3 · Overall: +8.12023 Q4 · Overall: +6.32024 Q1 · Overall: -0.82024 Q2 · Overall: +8.92024 Q3 · Overall: +4.42024 Q4 · Overall: +5.02025 Q1 · Overall: +9.1
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-79-40+0+40+792006 Q12008 Q42011 Q32014 Q12016 Q32019 Q12021 Q32024 Q12006 Q2 · CEO: +3.22006 Q3 · CEO: +11.82006 Q4 · CEO: +18.82007 Q2 · CEO: +12.12007 Q4 · CEO: +14.12008 Q1 · CEO: +2.22008 Q2 · CEO: +8.92008 Q3 · CEO: +9.12008 Q4 · CEO: -0.52009 Q1 · CEO: +4.22009 Q2 · CEO: +3.92009 Q3 · CEO: +5.32009 Q4 · CEO: +7.02010 Q1 · CEO: +11.92010 Q2 · CEO: +6.42010 Q4 · CEO: +4.72011 Q1 · CEO: +5.82011 Q2 · CEO: +7.42011 Q3 · CEO: +10.12011 Q4 · CEO: +12.72012 Q1 · CEO: +10.82012 Q2 · CEO: +13.72012 Q3 · CEO: +23.02012 Q4 · CEO: +21.22013 Q1 · CEO: +17.32013 Q2 · CEO: +13.22013 Q3 · CEO: +22.12013 Q4 · CEO: +22.92014 Q1 · CEO: +27.02014 Q2 · CEO: +9.92014 Q3 · CEO: +25.72014 Q4 · CEO: +27.12015 Q1 · CEO: +16.32015 Q4 · CEO: +17.82016 Q3 · CEO: +19.02016 Q4 · CEO: +21.62017 Q1 · CEO: +20.62017 Q2 · CEO: +17.42017 Q3 · CEO: +20.32017 Q4 · CEO: +19.02018 Q1 · CEO: +23.12018 Q2 · CEO: +17.02018 Q3 · CEO: +21.12018 Q4 · CEO: +19.52019 Q1 · CEO: +13.32019 Q2 · CEO: +12.22019 Q3 · CEO: +9.32019 Q4 · CEO: +0.82020 Q1 · CEO: -3.92020 Q2 · CEO: +2.52020 Q3 · CEO: +4.72020 Q4 · CEO: +11.62021 Q1 · CEO: +14.12021 Q2 · CEO: +16.02021 Q3 · CEO: +12.22021 Q4 · CEO: +8.02022 Q1 · CEO: +8.62022 Q2 · CEO: +8.52022 Q3 · CEO: +6.12022 Q4 · CEO: +17.02023 Q1 · CEO: +5.32023 Q2 · CEO: +16.92023 Q3 · CEO: +13.22023 Q4 · CEO: +8.02024 Q1 · CEO: +3.42024 Q2 · CEO: +11.42024 Q3 · CEO: +11.52024 Q4 · CEO: +12.82025 Q1 · CEO: +11.42006 Q1 · CFO: +17.12006 Q2 · CFO: +13.42006 Q3 · CFO: +13.82006 Q4 · CFO: +9.82007 Q2 · CFO: +11.22007 Q3 · CFO: -69.02007 Q4 · CFO: +16.82008 Q1 · CFO: +14.32008 Q2 · CFO: +4.42008 Q3 · CFO: +3.42008 Q4 · CFO: +2.52009 Q1 · CFO: +6.22009 Q2 · CFO: +3.22009 Q3 · CFO: +4.62009 Q4 · CFO: +13.62010 Q1 · CFO: +9.42010 Q2 · CFO: +3.92010 Q4 · CFO: +4.02011 Q1 · CFO: +7.32011 Q2 · CFO: +12.82011 Q3 · CFO: +8.22012 Q1 · CFO: +12.62012 Q2 · CFO: +19.62012 Q3 · CFO: +18.32012 Q4 · CFO: +9.42013 Q1 · CFO: +17.62013 Q2 · CFO: +24.12013 Q3 · CFO: +24.92013 Q4 · CFO: +21.52014 Q1 · CFO: +25.52014 Q2 · CFO: +23.02014 Q3 · CFO: +23.82014 Q4 · CFO: +21.32015 Q1 · CFO: +14.92015 Q4 · CFO: +14.72016 Q3 · CFO: +18.72016 Q4 · CFO: +16.62017 Q1 · CFO: +16.42017 Q2 · CFO: +28.62017 Q3 · CFO: +25.72017 Q4 · CFO: +21.62018 Q1 · CFO: +24.72018 Q2 · CFO: +23.52018 Q3 · CFO: +19.02018 Q4 · CFO: +21.02019 Q1 · CFO: +4.42019 Q2 · CFO: +6.22019 Q3 · CFO: +7.32019 Q4 · CFO: +1.02020 Q1 · CFO: -5.02020 Q2 · CFO: +3.02020 Q3 · CFO: +5.22020 Q4 · CFO: -1.52021 Q1 · CFO: +10.72021 Q2 · CFO: +21.72021 Q3 · CFO: +8.22021 Q4 · CFO: +5.82022 Q1 · CFO: +13.32022 Q2 · CFO: +15.32022 Q3 · CFO: +7.72022 Q4 · CFO: +14.82023 Q1 · CFO: -3.92023 Q2 · CFO: +18.42023 Q3 · CFO: +8.82023 Q4 · CFO: +8.42024 Q1 · CFO: +6.32024 Q2 · CFO: +11.82024 Q3 · CFO: -3.82024 Q4 · CFO: -4.32025 Q1 · CFO: +14.3
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-38-19+0+19+382006 Q12008 Q42011 Q32014 Q12016 Q32019 Q12021 Q32024 Q12006 Q1 · Prepared remarks: +32.82006 Q2 · Prepared remarks: +18.62006 Q3 · Prepared remarks: +25.62006 Q4 · Prepared remarks: +22.42007 Q2 · Prepared remarks: +19.92007 Q3 · Prepared remarks: +19.22007 Q4 · Prepared remarks: +24.42008 Q1 · Prepared remarks: +10.22008 Q2 · Prepared remarks: +6.62008 Q3 · Prepared remarks: +3.62008 Q4 · Prepared remarks: +1.92009 Q1 · Prepared remarks: +2.82009 Q2 · Prepared remarks: +8.62009 Q3 · Prepared remarks: +9.32009 Q4 · Prepared remarks: +13.92010 Q1 · Prepared remarks: +15.42010 Q2 · Prepared remarks: +13.42010 Q4 · Prepared remarks: +5.82011 Q1 · Prepared remarks: +10.42011 Q2 · Prepared remarks: +17.22011 Q3 · Prepared remarks: +14.62011 Q4 · Prepared remarks: +20.62012 Q1 · Prepared remarks: +15.62012 Q2 · Prepared remarks: +23.52012 Q3 · Prepared remarks: +23.92012 Q4 · Prepared remarks: +10.22013 Q1 · Prepared remarks: +22.02013 Q2 · Prepared remarks: +23.12013 Q3 · Prepared remarks: +30.12013 Q4 · Prepared remarks: +29.62014 Q1 · Prepared remarks: +24.82014 Q2 · Prepared remarks: +20.62014 Q3 · Prepared remarks: +22.72014 Q4 · Prepared remarks: +26.92015 Q1 · Prepared remarks: +20.42015 Q2 · Prepared remarks: +26.62015 Q3 · Prepared remarks: +24.92015 Q4 · Prepared remarks: +20.82016 Q1 · Prepared remarks: +18.32016 Q2 · Prepared remarks: +17.72016 Q3 · Prepared remarks: +17.32016 Q4 · Prepared remarks: +20.12017 Q1 · Prepared remarks: +18.92017 Q2 · Prepared remarks: +23.82017 Q3 · Prepared remarks: +19.52017 Q4 · Prepared remarks: +25.12018 Q1 · Prepared remarks: +27.82018 Q2 · Prepared remarks: +16.32018 Q3 · Prepared remarks: +22.22018 Q4 · Prepared remarks: +24.72019 Q1 · Prepared remarks: +13.42019 Q2 · Prepared remarks: +10.12019 Q3 · Prepared remarks: +8.32019 Q4 · Prepared remarks: +1.82020 Q1 · Prepared remarks: -8.82020 Q2 · Prepared remarks: +0.62020 Q3 · Prepared remarks: +5.32020 Q4 · Prepared remarks: +2.42021 Q1 · Prepared remarks: +12.52021 Q2 · Prepared remarks: +17.12021 Q3 · Prepared remarks: +15.72021 Q4 · Prepared remarks: +12.42022 Q1 · Prepared remarks: +9.82022 Q2 · Prepared remarks: +16.22022 Q3 · Prepared remarks: +7.52022 Q4 · Prepared remarks: +16.12023 Q1 · Prepared remarks: +25.32023 Q2 · Prepared remarks: +16.62023 Q3 · Prepared remarks: +11.92023 Q4 · Prepared remarks: +10.92024 Q1 · Prepared remarks: +30.22024 Q2 · Prepared remarks: +10.42024 Q3 · Prepared remarks: +5.42024 Q4 · Prepared remarks: +5.72025 Q1 · Prepared remarks: +16.32006 Q1 · Q&A responses: +9.42006 Q2 · Q&A responses: +0.02006 Q3 · Q&A responses: +6.52006 Q4 · Q&A responses: +6.92007 Q2 · Q&A responses: +4.12007 Q3 · Q&A responses: +1.82007 Q4 · Q&A responses: +1.02008 Q1 · Q&A responses: +3.62008 Q2 · Q&A responses: +0.82008 Q3 · Q&A responses: -4.72008 Q4 · Q&A responses: -3.62009 Q1 · Q&A responses: +6.02009 Q2 · Q&A responses: -1.42009 Q3 · Q&A responses: +0.42009 Q4 · Q&A responses: +4.72010 Q1 · Q&A responses: +4.52010 Q2 · Q&A responses: -4.62010 Q4 · Q&A responses: -4.92011 Q1 · Q&A responses: +0.32011 Q2 · Q&A responses: -3.12011 Q3 · Q&A responses: -0.52011 Q4 · Q&A responses: +1.22012 Q1 · Q&A responses: +3.02012 Q2 · Q&A responses: +4.32012 Q3 · Q&A responses: +10.62013 Q1 · Q&A responses: +12.12013 Q2 · Q&A responses: +9.22013 Q3 · Q&A responses: +15.02013 Q4 · Q&A responses: +9.02014 Q1 · Q&A responses: +16.92014 Q2 · Q&A responses: +3.52014 Q3 · Q&A responses: +20.12014 Q4 · Q&A responses: +14.22015 Q1 · Q&A responses: +5.82015 Q2 · Q&A responses: +16.42015 Q3 · Q&A responses: +8.92015 Q4 · Q&A responses: +7.62016 Q1 · Q&A responses: +13.52016 Q2 · Q&A responses: +10.92016 Q3 · Q&A responses: +15.82016 Q4 · Q&A responses: +17.22017 Q1 · Q&A responses: +16.42017 Q2 · Q&A responses: +14.32017 Q3 · Q&A responses: +18.22017 Q4 · Q&A responses: +11.82018 Q1 · Q&A responses: +16.12018 Q2 · Q&A responses: +14.02018 Q3 · Q&A responses: +14.42018 Q4 · Q&A responses: +11.12019 Q1 · Q&A responses: +4.42019 Q2 · Q&A responses: +7.92019 Q3 · Q&A responses: +6.22019 Q4 · Q&A responses: -0.82020 Q1 · Q&A responses: +1.62020 Q2 · Q&A responses: +5.62020 Q3 · Q&A responses: +3.12020 Q4 · Q&A responses: +11.12021 Q1 · Q&A responses: +10.92021 Q2 · Q&A responses: +16.02021 Q3 · Q&A responses: +1.62021 Q4 · Q&A responses: -1.72022 Q1 · Q&A responses: +9.22022 Q2 · Q&A responses: +1.02022 Q3 · Q&A responses: +4.32022 Q4 · Q&A responses: +15.52023 Q1 · Q&A responses: -1.72023 Q2 · Q&A responses: +14.62023 Q3 · Q&A responses: +8.62023 Q4 · Q&A responses: +6.32024 Q1 · Q&A responses: +0.82024 Q2 · Q&A responses: +13.12024 Q3 · Q&A responses: +5.62024 Q4 · Q&A responses: +6.82025 Q1 · Q&A responses: +8.2
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$-1.51$10.58$22.672006 Q12008 Q42011 Q32014 Q12016 Q32019 Q12021 Q32024 Q12017 Q1: $9.522017 Q2: $9.812017 Q3: $10.572017 Q4: $11.072018 Q1: $14.722018 Q2: $15.942018 Q3: $16.992018 Q4: $18.212019 Q1: $21.002019 Q2: $18.762019 Q3: $17.742019 Q4: $18.922020 Q1: $5.852020 Q2: $0.972020 Q3: $0.772020 Q4: $1.342021 Q1: $1.112021 Q2: $1.972021 Q3: $4.432021 Q4: $4.822022 Q1: $4.132022 Q2: $2.542022 Q3: $2.992022 Q4: $2.382023 Q1: $1.612023 Q2: $1.862023 Q3: $2.622023 Q4: $3.982024 Q1: $4.132024 Q2: $1.802024 Q3: $1.782024 Q4: $0.16

Forward P/E

-67.50548.141163.792006 Q12008 Q42011 Q32014 Q12016 Q32019 Q12021 Q32024 Q12017 Q1: 18.772017 Q2: 19.612017 Q3: 22.892017 Q4: 26.362018 Q1: 22.432018 Q2: 22.832018 Q3: 21.502018 Q4: 17.552019 Q1: 17.962019 Q2: 19.652019 Q3: 21.782019 Q4: 17.482020 Q1: 17.422020 Q2: 198.492020 Q3: 216.782020 Q4: 168.562021 Q1: 237.472021 Q2: 122.982021 Q3: 48.302021 Q4: 40.552022 Q1: 45.762022 Q2: 52.652022 Q3: 49.922022 Q4: 79.102023 Q1: 123.112023 Q2: 116.612023 Q3: 79.392023 Q4: 63.042024 Q1: 44.182024 Q2: 96.952024 Q3: 87.022024 Q4: 1078.87

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2018 Q2 tone ↓ -4.1 fwd EPS ↑ +1.22 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q1 tone ↓ -7.0 fwd EPS ↑ +2.79 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q4 tone ↓ -8.4 fwd EPS ↑ +1.18 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +6.3 fwd EPS ↓ -4.88 Tone rose while the forward EPS estimate was cut.
  • 2020 Q3 tone ↑ +2.2 fwd EPS ↓ -0.20 Tone rose while the forward EPS estimate was cut.
  • 2021 Q1 tone ↑ +5.8 fwd EPS ↓ -0.23 Tone rose while the forward EPS estimate was cut.
  • 2021 Q3 tone ↓ -6.1 fwd EPS ↑ +2.46 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q4 tone ↓ -5.1 fwd EPS ↑ +0.39 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↑ +4.9 fwd EPS ↓ -0.69 Tone rose while the forward EPS estimate was cut.
  • 2022 Q3 tone ↓ -2.9 fwd EPS ↑ +0.45 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q4 tone ↑ +10.0 fwd EPS ↓ -0.61 Tone rose while the forward EPS estimate was cut.
  • 2023 Q3 tone ↓ -5.6 fwd EPS ↑ +0.76 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -7.1 fwd EPS ↑ +0.15 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q2 tone ↑ +9.7 fwd EPS ↓ -2.32 Tone rose while the forward EPS estimate was cut.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-23+9.1——View →
2024 Q42025-01-28+5.0$0.161078.9View →
2024 Q32024-10-23+4.4$1.7887.0View →
2024 Q22024-07-31+8.9$1.8097.0View →
2024 Q12024-04-24-0.8$4.1344.2View →
2023 Q42024-01-31+6.3$3.9863.0View →
2023 Q32023-10-25+8.1$2.6279.4View →
2023 Q22023-07-26+13.8$1.86116.6View →