8-K filings, October 26-27, 2026: Boeing reports $24.2 billion in quarterly revenue

Boeing said defense and services volume rose while its commercial airplane unit had a negative margin

In its Form 8-K, the filing a US company makes to report a material event, Boeing reported these third-quarter 2026 results:

• Boeing Commercial Airplanes reported $10.7 billion in revenue and a negative 6.5 percent operating margin. Boeing said this was mainly due to less favorable delivery mix and higher projected production-adjustment and supply-chain costs.
• Boeing Defense, Space & Security reported $7.9 billion in revenue and a 6.2 percent operating margin, including a $252 million HRL Laboratories sale gain.
• Boeing Global Services reported $5.6 billion in revenue and an 18.3 percent operating margin.
• Boeing said it generated $1.5 billion of operating cash flow. Its cash and marketable securities increased to $20.7 billion from $20.0 billion.

Several companies linked growth to artificial intelligence and data demand

Corning said faster adoption of its Optical Communications innovations doubled its quarterly generative artificial intelligence (Gen AI) sales year over year. Corning said it secured four long-term, multibillion-dollar customer agreements, including with Verizon and AT&T. Corning said its solar sales grew 37% year over year. Cadence Design Systems said its AI Super Agents had more than 100 active customer engagements. Cadence said its board authorized an additional $2.5 billion for its share repurchase program. American Tower said cash revenue in Data Centers grew 16.3%. It said it raised its full-year outlook for the third time this year.

Industrial and materials companies reported growth alongside cost pressures

• Freeport-McMoRan said it produced 832 million pounds of copper in the third quarter of 2026, in line with expectations. It said molybdenum mine unit net cash costs rose to $20.04 per pound from $19.41 a year earlier.
• Ecolab said its fixed-currency sales grew 20%, with an 11% contribution from acquisitions and 9% organic sales growth.
• Illinois Tool Works said organic revenue growth, which excludes acquisitions, was 3.8 percent. It said tornado damage to two Welding facilities reduced revenue by an estimated $40 million.

Other companies reported earnings, cash returns and payer effects

S&P Global said its third-quarter diluted earnings per share (EPS) under generally accepted accounting principles (GAAP) increased 26% to $4.45. Sherwin-Williams said it returned $2.98 billion to shareholders during the first nine months of 2026. HCA Healthcare estimated that a third-quarter shift in payer mix, meaning who pays for patient care, reduced income before income taxes by approximately $400 million.