BA
The Boeing Company
BA has the edge over CMCO overall, supported by stronger fundamentals and lower modeled downside.
CMCO
Columbus McKinnon Corporation
CMCO 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.
CMCO Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Weak | |
| Weak | |
| Weak |
CMCO's revenue is currently strong, but its profitability, cash flow and balance sheet are weak.
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.
CMCO PE Valuation
CMCO 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 |
BA has the edge over CMCO on the outlook, with more favorable profitability expectations.
CMCO Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Strong growth | |
| Stable | |
| Limited | |
| High |
Analysts expect strong earnings and revenue growth for CMCO, with profitability holding steady.
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 CMCO on earnings quality, reporting a profit while its opponent remains loss making.
CMCO Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.23 | — |
| Q3 2026 | -$10.30 | -8023% |
| Q2 2026 | -$9.38 | -$8.83 |
| Q1 2026 | -$7.40 | -$7.22 |
| Q4 2025 | $0.20 | -38% |
| Q3 2025 | $0.13 | -75% |
| Q2 2025 | -$0.55 | -135% |
| Q1 2025 | -$0.18 | -111% |
| Q4 2024 | $0.32 | -81% |
CMCO has swung to a loss: it lost $10.30 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 CMCO 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.
CMCO Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $539.3M | +107% |
| Q2 2026 | $531.5M | +125% |
| Q1 2026 | $437.8M | +77% |
| Q4 2025 | $258.7M | +10% |
| Q3 2025 | $261M | +7.7% |
| Q2 2025 | $235.9M | -1.6% |
| Q1 2025 | $246.9M | -7% |
| Q4 2024 | $234.1M | -7.9% |
CMCO's revenue has grown year over year for five quarters in a row: $539M last quarter, up 107% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 6.5% | +1.8 points |
| Q2 2026 | -3.3% | -5.7 points |
| Q1 2026 | -35% | -37 points |
| Q4 2025 | 6.3% | -1.3 points |
| Q3 2025 | 4.7% | +0.2 points |
| Q2 2025 | 2.3% | -6.5 points |
| Q1 2025 | 2% | -7.6 points |
| Q4 2024 | 7.6% | -3 points |
CMCO 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 CMCO on cash generation, producing positive trailing cash flow while its opponent burns cash.
CMCO Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$15.4M | -202% |
| Q2 2026 | $20M | +$41.3M |
| Q1 2026 | -$174.3M | -692% |
| Q4 2025 | $16.5M | +168% |
| Q3 2025 | $15.1M | +282% |
| Q2 2025 | -$21.4M | -$6M |
| Q1 2025 | $29.5M | -2.2% |
| Q4 2024 | $6.2M | -73% |
CMCO's free cash flow has turned negative after years in the green: −$153M 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 | — |
CMCO Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.4% | +107K shares |
| 1 year | +0.1% | +26K shares |
| 3 years | -0.3% | -101K shares |
| 5 years | +0.5% | +144K shares |
| Available history | +20% | +4.9M shares |
CMCO has the edge over BA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q1 2026 | — |
| Q4 2025 | — |
| Q1 2025 | $55,000 |
| Q4 2024 | $5M |
| Q1 2024 | — |
| Q1 2023 | — |
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 CMCO on leverage, with a lower net debt burden relative to earnings.
CMCO Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 62.2x | High |
| Q4 2025 | 4.7x | High |
| Q3 2025 | 4.8x | High |
| Q2 2025 | 5.1x | High |
| Q1 2025 | 3.9x | Elevated |
| Q4 2024 | 3.6x | Elevated |
| Q3 2024 | 3.4x | Elevated |
| Q2 2024 | 2.9x | Moderate |
CMCO's net debt is more than 20 years of its operating earnings (EBITDA), up from 3.9 years 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).
CMCO Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 62.6 | Neutral |
| Stochastic | 52.5 | Neutral |
CMCO's weekly RSI is 63 (neutral) and its Stochastic is 52 (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.
CMCO PE vs Industrials Sector
| Metric | CMCO | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 24x | — |
CMCO 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.
CMCO Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $16.4 | 29% above |
| 20 week MA | $16.8 | 26% above |
| 50 week MA | $16.8 | 26% above |
| 100 week MA | $17.9 | 18% above |
| 200 week MA | $27.6 | 23% below |
CMCO 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.
CMCO Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $39.9 | $39.6 | -0.7% |
| 2021 | $39.6 | $45.3 | +15% |
| 2022 | $45.3 | $31.8 | -30% |
| 2023 | $31.8 | $39.0 | +23% |
| 2024 | $39.0 | $37.4 | -4% |
| 2025 | $37.4 | $17.8 | -52% |
| 2026 YTD | $17.8 | $21.2 | +19% |
CMCO has the edge over BA on returns for 2026, with the stronger performance.