BA
The Boeing Company
BA has a slight edge over BXC overall, supported by stronger fundamentals and lower modeled downside.
BXC
BlueLinx Holdings Inc.
BXC 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.
BXC Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Stable | |
| Strong |
BXC's balance sheet is currently strong, and its revenue and cash flow are stable, but its profitability is 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's PE is 18x, but its earnings don't support one, so it isn't a reliable read right now.
BXC PE Valuation
BXC has no meaningful PE right now: it lost money over the past year.
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.
BXC Forward outlook
There aren't enough analyst estimates for BXC to show an outlook.
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 BXC on earnings quality, reporting a profit while its opponent remains loss making.
BXC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$0.49 | -128% |
| Q2 2026 | -$0.22 | -106% |
| Q1 2026 | -$0.49 | -111% |
| Q4 2025 | $0.02 | -100% |
| Q3 2025 | $1.74 | -51% |
| Q2 2025 | $3.41 | -22% |
| Q1 2025 | $4.52 | -17% |
| Q4 2024 | $6.19 | +15% |
BXC has swung to a loss: it lost $0.49 per share over the past year, after a profit the year before.
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 BXC 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.
BXC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $812.6M | +8.5% |
| Q2 2026 | $814.1M | +4.4% |
| Q1 2026 | $731.1M | +3.1% |
| Q4 2025 | $715.8M | +0.7% |
| Q3 2025 | $748.9M | +0.2% |
| Q2 2025 | $780.1M | +1.5% |
| Q1 2025 | $709.2M | -2.3% |
| Q4 2024 | $710.6M | -0.3% |
BXC's revenue is recovering but still below its 2021 peak: $813M last quarter, up 8.5% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 1.5% | +0.1 points |
| Q2 2026 | 2.5% | +0.6 points |
| Q1 2026 | 1% | -0.5 points |
| Q4 2025 | -0.5% | -2.1 points |
| Q3 2025 | 1.3% | -1.9 points |
| Q2 2025 | 1.9% | -1.2 points |
| Q1 2025 | 1.5% | -2.3 points |
| Q4 2024 | 1.7% | -2.1 points |
BXC's operating margin was 1.5% last quarter, about level with the same quarter a year ago.
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 BXC on cash flow, with more consistent year-over-year improvement.
BXC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $39.6M | -25% |
| Q2 2026 | $8.8M | +$45.2M |
| Q1 2026 | -$59.8M | -$20M |
| Q4 2025 | $56.4M | +$57.9M |
| Q3 2025 | $52.7M | -2.2% |
| Q2 2025 | -$36.4M | -224% |
| Q1 2025 | -$39.8M | -$3.3M |
| Q4 2024 | -$1.5M | -102% |
BXC's free cash flow has turned positive again: $45M over the past year, against −$25M 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 | — |
BXC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | +2.8K shares |
| 1 year | -1.1% | -84.2K shares |
| 3 years | -12% | -1.1M shares |
| 5 years | -21% | -2.1M shares |
| Available history | -16% | -1.5M shares |
BXC has the edge over BA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | $2.6M |
| Q1 2026 | $2.8M |
| Q4 2025 | — |
| Q3 2025 | $2.7M |
| Q2 2025 | $20.4M |
| Q1 2025 | $15M |
| Q4 2024 | $15.3M |
BXC spent $5M buying back its own shares over the past year, down 90% 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's net debt is about 3.0 years of its operating earnings (EBITDA), down from more than 20 years a year ago.
BXC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.6x | Net Cash |
| Q2 2026 | -0.3x | Net Cash |
| Q1 2026 | -0.3x | Net Cash |
| Q4 2025 | -1.2x | Net Cash |
| Q3 2025 | -1.5x | Net Cash |
| Q2 2025 | -0.9x | Net Cash |
| Q1 2025 | -1.4x | Net Cash |
| Q4 2024 | -1.6x | Net Cash |
BXC has the edge over BA on leverage, with a lower net debt burden relative to earnings.
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).
BXC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 45.2 | Neutral |
| Stochastic | 28.4 | Neutral |
BXC's weekly RSI is 45 (neutral) and its Stochastic is 28 (neutral).
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.
BXC PE vs Industrials Sector
| Metric | BXC | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 24x | — |
BXC has no meaningful PE right now: it lost money over the past year.
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.
BXC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $71.7 | 12% below |
| 20 week MA | $71.7 | 12% below |
| 50 week MA | $64.9 | 3.1% below |
| 100 week MA | $71.8 | 13% below |
| 200 week MA | $84.7 | 26% below |
BXC is in a downtrend: it's below all five of its weekly moving averages, and 26% below its 200-week average.
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.
BXC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $13.2 | $29.4 | +123% |
| 2021 | $29.4 | $87.1 | +197% |
| 2022 | $87.1 | $72.0 | -17% |
| 2023 | $72.0 | $113.3 | +57% |
| 2024 | $113.3 | $103.7 | -8.5% |
| 2025 | $103.7 | $62.6 | -40% |
| 2026 YTD | $62.6 | $62.8 | +0.4% |
BXC has the edge over BA on returns for 2026, with the stronger performance.