Boeing’s Q3 2026 earnings, due October 27, carry a market-implied 58.5% chance of beating consensus estimates of roughly a $0.22 per-share loss on about $23.6–24.3 billion in revenue. The recent FAA certification of the 737 MAX 10 removes a key regulatory overhang and supports commercial-aircraft backlog conversion, yet traders remain measured because of ongoing supplier disruptions that have paused 777 freighter output and persistent cash-flow execution risks. Prior-quarter results missed EPS targets despite a modest revenue beat, leaving sentiment balanced between the positive program milestone and the need for visible margin and delivery improvement in the coming report.