BA
The Boeing Company
BA has the edge over BBCP overall, supported by stronger valuation and stronger fundamentals.
BBCP
Concrete Pumping Holdings, Inc.
BBCP offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
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.
BBCP Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Under pressure | |
| Under pressure |
BBCP's revenue and profitability are currently healthy, but its cash flow and balance sheet are under pressure.
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 BBCP in the historical PE scenario, which offers more potential upside but is not a forecast.
BBCP PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 15x | $2.41 | -77% |
| Fair | 22x | $3.56 | -65% |
| Forward | 30x | $10.27 | — |
| Expensive | 61x | $9.69 | -5.6% |
| Current | 64x | $10.27 | — |
Historical ranges are pointers, not guarantees.
BBCP's PE is in its expensive range at 64x. If earnings grow as analysts expect, today's price would be 30x next year's earnings.
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.
BBCP Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for BBCP, with profitability improving.
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 BBCP on earnings, with more consistent year-over-year improvement.
BBCP Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.35 | +116% |
| Q3 2026 | $0.16 | 0% |
| Q2 2026 | $0.14 | -36% |
| Q1 2026 | $0.09 | -68% |
| Q4 2025 | $0.09 | -65% |
| Q3 2025 | $0.16 | -38% |
| Q2 2025 | $0.22 | -29% |
| Q1 2025 | $0.28 | -20% |
| Q4 2024 | $0.26 | -52% |
BBCP's earnings per share have fallen from their peak: $0.16 over the past year, against $0.57 in early 2023.
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 BBCP 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.
BBCP Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $116.8M | +13% |
| Q2 2026 | $106.8M | +14% |
| Q1 2026 | $90.6M | +4.8% |
| Q4 2025 | $108.8M | -2.4% |
| Q3 2025 | $103.7M | -5.4% |
| Q2 2025 | $94M | -12% |
| Q1 2025 | $86.4M | -12% |
| Q4 2024 | $111.5M | -7.3% |
BBCP's revenue is growing: $117M last quarter, up 13% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 13% | +0.4 points |
| Q2 2026 | 11% | +2.5 points |
| Q1 2026 | 5% | +0.9 points |
| Q4 2025 | 15% | -1.7 points |
| Q3 2025 | 12% | -2.7 points |
| Q2 2025 | 8.8% | -2.5 points |
| Q1 2025 | 4% | +2.5 points |
| Q4 2024 | 17% | +1.2 points |
BBCP has the edge over BA on profitability, with a higher operating margin.
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 BBCP on cash flow, with more consistent year-over-year improvement.
BBCP Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $3.8M | -13% |
| Q2 2026 | -$2M | -118% |
| Q1 2026 | $11.9M | +6105% |
| Q4 2025 | $1.9M | -88% |
| Q3 2025 | $4.3M | -84% |
| Q2 2025 | $11.1M | +$13M |
| Q1 2025 | $191K | -92% |
| Q4 2024 | $16.1M | -17% |
BBCP still generates free cash flow, though less than at its 2023 peak: $16M 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 | — |
BBCP Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +93K shares |
| 1 year | -1.5% | -803K shares |
| 3 years | -5.8% | -3.1M shares |
| 5 years | -4.4% | -2.4M shares |
| Available history | -2.9% | -1.5M shares |
BBCP has the edge over BA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $120,000 |
| Q2 2026 | $2.6M |
| Q1 2026 | $4.6M |
| Q4 2025 | $1.9M |
| Q3 2025 | $3.8M |
| Q2 2025 | $5.9M |
| Q1 2025 | $2.6M |
| Q4 2024 | $3M |
BBCP spent $9M buying back its own shares over the past year, down 40% from the year before.
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 BBCP on leverage, with a lower net debt burden relative to earnings.
BBCP Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.7x | Elevated |
| Q2 2026 | 3.8x | Elevated |
| Q1 2026 | 3.8x | Elevated |
| Q4 2025 | 3.9x | Elevated |
| Q3 2025 | 3.8x | Elevated |
| Q2 2025 | 3.7x | Elevated |
| Q1 2025 | 3.1x | Elevated |
| Q4 2024 | 3.1x | Elevated |
BBCP's net debt is about 3.7 years of its operating earnings (EBITDA), about the same as a year ago.
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).
BBCP Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 57.1 | Neutral |
| Stochastic | 56.1 | Neutral |
BBCP's weekly RSI is 57 (neutral) and its Stochastic is 56 (neutral).
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 BBCP on valuation relative to its sector.
BBCP PE vs Industrials Sector
| Metric | BBCP | Sector median | Relative |
|---|---|---|---|
| PE | 64x | 24x | 167% above |
| PE % | 85 | 58 | 27 pts above |
BBCP is trading at 64x earnings, a 167% premium to the Industrials sector's median of 24x.
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.
BBCP Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $9.68 | 6.1% above |
| 20 week MA | $9.94 | 3.3% above |
| 50 week MA | $8.50 | 21% above |
| 100 week MA | $7.59 | 35% above |
| 200 week MA | $7.39 | 39% above |
BBCP has the edge over BA on trend strength, trading above more of its moving averages.
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.
BBCP Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $5.48 | $3.60 | -34% |
| 2021 | $3.60 | $8.22 | +128% |
| 2022 | $8.22 | $5.92 | -28% |
| 2023 | $5.92 | $8.20 | +39% |
| 2024 | $8.20 | $6.49 | -21% |
| 2025 | $6.49 | $7.06 | +8.8% |
| 2026 YTD | $7.06 | $10.3 | +45% |
BBCP has the edge over BA on returns for 2026, with the stronger performance.