ARMK
Aramark
ARMK has a slight edge over BA overall, supported by stronger modeled upside and lower modeled downside.
BA
The Boeing Company
BA offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
ARMK Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Stable | |
| Weak |
ARMK's revenue and profitability are currently healthy, and its cash flow is stable, but its balance sheet is weak.
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.
ARMK PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 16x | $22.71 | -58% |
| Forward | 19x | $53.88 | — |
| Fair | 33x | $47.38 | -12% |
| Current | 38x | $53.88 | — |
| Expensive | 55x | $78.71 | +46% |
Historical ranges are pointers, not guarantees.
ARMK's PE is in its fair range at 38x. If earnings grow as analysts expect, today's price would be 19x next year's earnings, in its cheap 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 ARMK in the historical PE scenario, which offers more potential upside but is not a forecast.
ARMK Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Stable | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for ARMK, with profitability holding steady.
BA Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Returning to profit | |
| Growth | |
| Improving | |
| Limited | |
| Low |
BA has the edge over ARMK on the outlook, with more favorable profitability expectations.
ARMK Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.82 | +97% |
| Q2 2026 | $1.43 | +5.9% |
| Q1 2026 | $1.34 | +3.1% |
| Q4 2025 | $1.19 | -6.3% |
| Q3 2025 | $1.22 | +23% |
| Q2 2025 | $1.35 | +2.3% |
| Q1 2025 | $1.30 | -46% |
| Q4 2024 | $1.27 | -47% |
| Q3 2024 | $0.99 | -61% |
ARMK's earnings per share have fallen from their peak: $1.43 over the past year, against $2.57 in late 2023.
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.
ARMK Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $5.1B | +9.3% |
| Q1 2026 | $4.9B | +15% |
| Q4 2025 | $4.8B | +6.1% |
| Q3 2025 | $5B | +14% |
| Q2 2025 | $4.6B | +5.7% |
| Q1 2025 | $4.3B | +1.9% |
| Q4 2024 | $4.6B | +3.3% |
| Q3 2024 | $4.4B | -9.9% |
ARMK's revenue has grown year over year for seven quarters in a row: $5.1B last quarter, up 9.3% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 4.3% | +0.3 points |
| Q1 2026 | 4.5% | +0.4 points |
| Q4 2025 | 4.5% | -0.3 points |
| Q3 2025 | 4.3% | -0.6 points |
| Q2 2025 | 4% | +0.3 points |
| Q1 2025 | 4.1% | +0.3 points |
| Q4 2024 | 4.8% | +1 points |
| Q3 2024 | 5% | -0.7 points |
ARMK 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 ARMK on sales, with stronger typical year-over-year growth.
| 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.
ARMK Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $4.8M | +$39.5M |
| Q1 2026 | $299M | +113% |
| Q4 2025 | -$904.4M | -$197.3M |
| Q3 2025 | $1B | +17% |
| Q2 2025 | -$34.7M | -162% |
| Q1 2025 | $140.1M | +4.7% |
| Q4 2024 | -$707M | +$65.7M |
| Q3 2024 | $882.3M | -0.5% |
ARMK generated $433M in free cash flow over the past year, up 54% from 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 ARMK on cash flow, with more consistent year-over-year improvement.
ARMK Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.8% | +2.1M shares |
| 1 year | +1.2% | +3.2M shares |
| 3 years | +2.2% | +5.8M shares |
| 5 years | +4.3% | +11.2M shares |
| Available history | +6.6% | +16.5M shares |
ARMK has the edge over BA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2026 | $913,000 |
| Q1 2026 | $25.1M |
| Q4 2025 | $41.3M |
| Q3 2025 | $29.7M |
| Q2 2025 | $30.9M |
| Q3 2021 | — |
| Q2 2021 | — |
| Q3 2020 | — |
ARMK spent $97M buying back its own shares over the past year.
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 | — |
ARMK Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 4.1x | High |
| Q1 2026 | 4.2x | High |
| Q4 2025 | 4.5x | High |
| Q3 2025 | 3.8x | Elevated |
| Q2 2025 | 4.6x | High |
| Q1 2025 | 4.6x | High |
| Q4 2024 | 4.5x | High |
| Q3 2024 | 4.0x | High |
ARMK's net debt is about 4.0 years of its operating earnings (EBITDA), down from 4.6 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 has the edge over ARMK on leverage, with a lower net debt burden relative to earnings.
ARMK Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.0 | Neutral |
| Stochastic | 23.6 | Neutral |
ARMK's weekly RSI is 51 (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).
ARMK PE vs Industrials Sector
| Metric | ARMK | Sector median | Relative |
|---|---|---|---|
| PE | 38x | 24x | 57% above |
| PE % | 55 | 58 | 3 pts below |
ARMK is trading at 38x earnings, a 57% 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 ARMK on valuation relative to its sector.
ARMK Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $54.2 | 0.6% below |
| 20 week MA | $56.3 | 4.4% below |
| 50 week MA | $48.6 | 11% above |
| 100 week MA | $43.4 | 24% above |
| 200 week MA | $37.2 | 45% above |
ARMK 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.
ARMK Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $31.4 | $27.2 | -13% |
| 2021 | $27.2 | $26.0 | -4.2% |
| 2022 | $26.0 | $30.0 | +15% |
| 2023 | $30.0 | $28.1 | -6.2% |
| 2024 | $28.1 | $37.4 | +33% |
| 2025 | $37.4 | $37.4 | 0% |
| 2026 YTD | $37.4 | $53.9 | +44% |
ARMK 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.