ARCB
ArcBest Corporation
ARCB has lower modeled downside risk, despite its lower overall score.
BA
The Boeing Company
BA has the edge over ARCB overall, supported by stronger valuation and stronger fundamentals.
ARCB Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Stable | |
| Healthy | |
| Strong |
ARCB's revenue, cash flow and balance sheet are currently healthy, and its profitability is stable.
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.
ARCB PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 8.3x | $10.60 | -92% |
| Forward | 14x | $135 | — |
| Fair | 15x | $18.93 | -86% |
| Expensive | 28x | $35.29 | -74% |
| Current | 105x | $135 | — |
Historical ranges are pointers, not guarantees.
ARCB's PE is in its expensive range at 105x. If earnings grow as analysts expect, today's price would be 14x next year's earnings, in its fair range.
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 ARCB in the historical PE scenario, which offers more potential upside but is not a forecast.
ARCB Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for ARCB, with profitability improving.
BA Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Returning to profit | |
| Growth | |
| Improving | |
| Limited | |
| Low |
Analysts expect BA to return to profit, with revenue growing. However, they disagree widely on these estimates.
ARCB Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.38 | +633% |
| Q3 2026 | $1.28 | -69% |
| Q2 2026 | $0.70 | -90% |
| Q1 2026 | $2.44 | -68% |
| Q4 2025 | $2.62 | -64% |
| Q3 2025 | $4.18 | -49% |
| Q2 2025 | $6.69 | +26% |
| Q1 2025 | $7.53 | +51% |
| Q4 2024 | $7.30 | -7.9% |
ARCB's earnings per share have fallen from their peak: $1.28 over the past year, against $12.64 in late 2022.
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 the edge over ARCB on earnings, with more consistent year-over-year improvement.
ARCB Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.2B | +15% |
| Q2 2026 | $1.2B | +16% |
| Q1 2026 | $998.8M | +3.3% |
| Q4 2025 | $972.7M | -2.9% |
| Q3 2025 | $1B | -1.4% |
| Q2 2025 | $1B | -5.2% |
| Q1 2025 | $967.1M | -6.7% |
| Q4 2024 | $1B | -8.1% |
ARCB's revenue is growing: $1.2B last quarter, up 15% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 6.1% | +0.8 points |
| Q2 2026 | -1.7% | -5.4 points |
| Q1 2026 | 0.3% | -0.3 points |
| Q4 2025 | -0.8% | -4.7 points |
| Q3 2025 | 5.2% | -7.5 points |
| Q2 2025 | 3.6% | -0.9 points |
| Q1 2025 | 0.7% | -1.5 points |
| Q4 2024 | 3.8% | -2.1 points |
ARCB has the edge over BA on profitability, with a higher operating margin.
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 has the edge over ARCB on sales, with more consistent year-over-year improvement.
| 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.
ARCB Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $103.3M | +211% |
| Q2 2026 | $117.1M | +45% |
| Q1 2026 | -$1.2M | +$35.6M |
| Q4 2025 | $36.9M | +944% |
| Q3 2025 | $33.2M | +39% |
| Q2 2025 | $80.9M | -3.5% |
| Q1 2025 | -$36.8M | +$11.7M |
| Q4 2024 | $3.5M | -91% |
ARCB generated $256M in free cash flow over the past year, about three times what it generated the year before.
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 has the edge over ARCB on cash flow, with more consistent year-over-year improvement.
ARCB Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.4% | +79.5K shares |
| 1 year | -1.7% | -383K shares |
| 3 years | -8.6% | -2.1M shares |
| 5 years | -16% | -4.3M shares |
| Available history | -12% | -3.1M shares |
ARCB has the edge over BA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $26.6M |
| Q2 2026 | $749,000 |
| Q1 2026 | $7.4M |
| Q4 2025 | $17.4M |
| Q3 2025 | $16.4M |
| Q2 2025 | $19.7M |
| Q1 2025 | $22M |
| Q4 2024 | $19.1M |
ARCB spent $52M buying back its own shares over the past year, down 32% from the year before.
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 | — |
ARCB Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.0x | Very low |
| Q2 2026 | 0.3x | Very low |
| Q1 2026 | 0.6x | Very low |
| Q4 2025 | 0.5x | Very low |
| Q3 2025 | 0.3x | Very low |
| Q2 2025 | 0.3x | Very low |
| Q1 2025 | 0.4x | Very low |
| Q4 2024 | 0.2x | Very low |
ARCB has the edge over BA on leverage, with a lower net debt burden relative to earnings.
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.
ARCB Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 53.2 | Neutral |
| Stochastic | 24.0 | Neutral |
ARCB's weekly RSI is 53 (neutral) and its Stochastic is 24 (neutral).
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).
ARCB PE vs Industrials Sector
| Metric | ARCB | Sector median | Relative |
|---|---|---|---|
| PE | 105x | 24x | 338% above |
| PE % | 96 | 58 | 38 pts above |
ARCB is trading at 105x earnings, a 338% premium to the Industrials sector's median of 24x.
BA PE vs Industrials Sector
| Metric | BA | Sector median | Relative |
|---|---|---|---|
| PE | 18x | 24x | 26% below |
| PE % | 0 | 58 | 58 pts below |
BA has the edge over ARCB on valuation relative to its sector.
ARCB Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $129.0 | 4.3% above |
| 20 week MA | $137.0 | 1.8% below |
| 50 week MA | $119.2 | 13% above |
| 100 week MA | $97.1 | 39% above |
| 200 week MA | $102.9 | 31% above |
ARCB 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.
ARCB Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $27.4 | $43.3 | +58% |
| 2021 | $43.3 | $111.6 | +158% |
| 2022 | $111.6 | $71.5 | -36% |
| 2023 | $71.5 | $120.2 | +68% |
| 2024 | $120.2 | $93.6 | -22% |
| 2025 | $93.6 | $77.3 | -17% |
| 2026 YTD | $77.3 | $134.6 | +74% |
ARCB 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.