AER
AerCap Holdings N.V.
There isn't enough reported data to score AER yet.
BA
The Boeing Company
BA's fundamentals are strong: its operating margin went from −10% to 10% and revenue grew 18%. Its PE isn't a useful guide right now because of how its recent earnings were reported.
AER Fundamentals
| Metric | Status |
|---|---|
| Unavailable | |
| Strong | |
| Unavailable | |
| Weak |
AER's profitability is currently strong, but its balance sheet is weak. There isn't enough data to rate its revenue and cash flow.
BA Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Stable | |
| Under pressure |
BA's profitability is currently healthy, and its revenue and cash flow are stable, but its balance sheet is under pressure.
AER PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 5.8x | $123 | -30% |
| Fair | 7x | $150 | -15% |
| Current | 8.3x | $176 | — |
| Expensive | 8.4x | $178 | +1.1% |
| Forward | 9.4x | $176 | — |
Historical ranges are pointers, not guarantees.
AER's PE is 8.3x, but its earnings don't support one, so it isn't a reliable read right now.
BA PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 18x | $172 | — |
| Cheap | 51x | $496 | +189% |
| Fair | 82x | $790 | +360% |
| Expensive | 91x | $876 | +411% |
Historical ranges are pointers, not guarantees.
BA has the edge over AER in the historical PE scenario, which offers more potential upside but is not a forecast.
AER Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Growth | |
| Stable | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect AER's earnings to grow and its profitability to improve, with its revenue holding steady.
BA Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Returning to profit | |
| Growth | |
| Improving | |
| Limited | |
| Low |
BA has the edge over AER on the outlook, with more favorable revenue expectations.
AER Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $18.70 | -12% |
| Q4 2025 | $21.30 | +97% |
| Q2 2025 | $16.00 | +5.4% |
| Q4 2024 | $10.79 | -22% |
| Q2 2024 | $15.18 | +95% |
| Q4 2023 | $13.78 | +$16.80 |
| Q2 2023 | $7.80 | +$11.69 |
| Q4 2022 | -$3.02 | -145% |
| Q2 2022 | -$3.89 | -$1.17 |
AER has the edge over BA in the latest year-over-year earnings comparison.
BA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $9.66 | +$23.38 |
| Q2 2026 | $2.78 | +$19.33 |
| Q1 2026 | $2.53 | +$20.49 |
| Q4 2025 | $2.48 | +$20.84 |
| Q3 2025 | -$13.72 | -$0.83 |
| Q2 2025 | -$16.55 | -$10.93 |
| Q1 2025 | -$17.96 | -$14.42 |
| Q4 2024 | -$18.36 | -$14.69 |
BA has returned to profit: it earned $9.66 per share over the past year, after losing money the year before.
AER Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q4 2025 | $4.6B | +13% |
| Q2 2025 | $4B | -0.3% |
| Q4 2024 | $4B | +6.1% |
| Q2 2024 | $4B | +4.9% |
| Q4 2023 | $3.8B | +6.7% |
| Q2 2023 | $3.8B | +9.5% |
| Q4 2022 | $3.6B | +23% |
| Q2 2022 | $3.5B | +49% |
AER has the edge over BA in the latest year-over-year revenue comparison.
| Quarter | Margin | YoY |
|---|---|---|
| Q4 2025 | 44% | -16 points |
| Q2 2025 | 53% | +26 points |
| Q4 2024 | 28% | +1.8 points |
| Q2 2024 | 29% | +85 points |
| Q4 2023 | 60% | +39 points |
| Q2 2023 | 27% | +2.7 points |
| Q4 2022 | 26% | +71 points |
| Q2 2022 | -56% | -80 points |
AER's operating margin was 44% last quarter, down 16 points from the same quarter a year ago.
BA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $24.2B | +3.9% |
| Q2 2026 | $24.6B | +8% |
| Q1 2026 | $22.2B | +14% |
| Q4 2025 | $23.9B | +57% |
| Q3 2025 | $23.3B | +30% |
| Q2 2025 | $22.7B | +35% |
| Q1 2025 | $19.5B | +18% |
| Q4 2024 | $15.2B | -31% |
BA's revenue has grown year over year for seven quarters in a row: $24.2B last quarter, up 3.9% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 1.5% | +22 points |
| Q2 2026 | 0.6% | +1.4 points |
| Q1 2026 | 2% | -0.3 points |
| Q4 2025 | 37% | +61 points |
| Q3 2025 | -21% | +12 points |
| Q2 2025 | -0.8% | +5.7 points |
| Q1 2025 | 2.4% | +2.9 points |
| Q4 2024 | -25% | -26 points |
BA's operating margin was 1.5% last quarter, up 22 points from the same quarter a year ago.
AER Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q4 2013 | -$1.1B | -$693.7M |
| Q4 2012 | -$394.2M | -$252.6M |
| Q4 2011 | -$141.6M | +$1.2B |
AER and BA do not have enough comparable growth data to identify a winner.
BA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $464M | +95% |
| Q2 2026 | $631M | +$831M |
| Q1 2026 | -$1.5B | +$836M |
| Q4 2025 | $375M | +$4.5B |
| Q3 2025 | $238M | +$2.2B |
| Q2 2025 | -$200M | +$4.1B |
| Q1 2025 | -$2.3B | +$1.6B |
| Q4 2024 | -$4.1B | -239% |
BA's free cash flow has turned positive after six years mostly in the red: $16M over the past year.
AER Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -2.7% | -4.9M shares |
| 1 year | -23% | -51.5M shares |
| 3 years | +27% | +37.7M shares |
| 5 years | +20% | +29.5M shares |
AER has the edge over BA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2012 | $320.1M |
| Q4 2011 | $100M |
BA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.3% | +2.1M shares |
| 1 year | +4.3% | +32.8M shares |
| 3 years | +31% | +186M shares |
| 5 years | +35% | +204M shares |
| Available history | +40% | +227M shares |
BA has 793M diluted shares, up 4.3% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2019 | — |
AER Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q4 2025 | 6.3x | High |
| Q2 2025 | 7.4x | High |
| Q4 2024 | 9.1x | High |
| Q2 2024 | 7.5x | High |
| Q4 2023 | 7.8x | High |
| Q2 2023 | 10.4x | High |
| Q4 2022 | 32.4x | High |
| Q2 2022 | 55.9x | High |
AER's net debt is about 6.3 years of its operating earnings (EBITDA), down from 7.8 years a year ago.
BA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.0x | Elevated |
| Q2 2026 | 5.7x | High |
| Q1 2026 | 6.0x | High |
| Q4 2025 | 6.9x | High |
| Q2 2024 | 361.8x | High |
| Q1 2024 | 36.1x | High |
| Q4 2023 | 36.4x | High |
| Q3 2023 | 96.1x | High |
BA's net debt is about 3.0 years of its operating earnings (EBITDA), down from more than 20 years a year ago.
AER Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 74.3 | Overbought |
| Stochastic | 95.0 | Overbought |
AER's weekly RSI is 74 (overbought) and its Stochastic is 95 (overbought).
BA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 31.1 | Neutral |
| Stochastic | 9.6 | Oversold |
BA's weekly RSI is 31 (neutral) and its Stochastic is 10 (oversold).
AER PE vs Industrials Sector
| Metric | AER | Sector median | Relative |
|---|---|---|---|
| PE | 8.3x | 24x | 66% below |
| PE % | 82 | 58 | 24 pts above |
AER has the edge over BA on valuation relative to its sector.
BA PE vs Industrials Sector
| Metric | BA | Sector median | Relative |
|---|---|---|---|
| PE | 18x | 24x | 26% below |
| PE % | 0 | 58 | 58 pts below |
BA is trading at 18x earnings, a 26% discount to the Industrials sector's median of 24x, though its earnings don't support one.
AER Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $154.3 | 14% above |
| 20 week MA | $150.4 | 17% above |
| 50 week MA | $145.4 | 21% above |
| 100 week MA | $128.3 | 37% above |
| 200 week MA | $101.9 | 73% above |
AER has the edge over BA on trend strength, trading above more of its moving averages.
BA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $184.6 | 7.1% below |
| 20 week MA | $203.8 | 16% below |
| 50 week MA | $215.5 | 20% below |
| 100 week MA | $205.9 | 17% below |
| 200 week MA | $200.6 | 14% below |
BA is in a downtrend: it's below all five of its weekly moving averages, and 14% below its 200-week average.
AER Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $61.7 | $43.5 | -29% |
| 2021 | $43.5 | $64.0 | +47% |
| 2022 | $64.0 | $56.7 | -11% |
| 2023 | $56.7 | $74.3 | +31% |
| 2024 | $74.3 | $95.5 | +28% |
| 2025 | $95.5 | $144.8 | +52% |
| 2026 YTD | $144.8 | $176.0 | +22% |
AER has the edge over BA on returns for 2026, with the stronger performance.
BA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $330.1 | $217.2 | -34% |
| 2021 | $217.2 | $204.2 | -6% |
| 2022 | $204.2 | $189.1 | -7.4% |
| 2023 | $189.1 | $260.7 | +38% |
| 2024 | $260.7 | $180.7 | -31% |
| 2025 | $180.7 | $216.4 | +20% |
| 2026 YTD | $216.4 | $171.6 | -21% |
BA has finished lower in four of the last six years. It's down 21% so far in 2026.