BA
The Boeing Company
BA has the edge over ITT overall, supported by stronger valuation and stronger fundamentals.
ITT
ITT Inc.
ITT's outlook is improving despite an expensive valuation.
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.
ITT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Stable | |
| Healthy | |
| Under pressure |
ITT's revenue and cash flow are currently healthy, and its profitability is stable, but its balance sheet 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 has the edge over ITT in the historical PE scenario, which offers more potential upside but is not a forecast.
ITT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 19x | $91.25 | -57% |
| Forward | 23x | $215 | — |
| Fair | 25x | $121 | -44% |
| Expensive | 42x | $204 | -5% |
| Current | 44x | $215 | — |
Historical ranges are pointers, not guarantees.
ITT's PE is in its expensive range at 44x. If earnings grow as analysts expect, today's price would be 23x next year's earnings, in its fair range.
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.
ITT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Improving | |
| Limited | |
| High |
Analysts expect strong earnings and revenue growth for ITT, 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 returned to profit: it earned $9.66 per share over the past year, after losing money the year before.
ITT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.51 | +96% |
| Q3 2026 | $4.86 | -19% |
| Q2 2026 | $5.10 | -20% |
| Q1 2026 | $5.67 | -9.9% |
| Q4 2025 | $6.11 | -3% |
| Q3 2025 | $6.02 | +2.7% |
| Q2 2025 | $6.36 | +21% |
| Q1 2025 | $6.29 | +23% |
| Q4 2024 | $6.30 | +27% |
ITT earned $4.86 per share over the past year, down 19% from 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's revenue has grown year over year for seven quarters in a row: $24.2B last quarter, up 3.9% from the same quarter a year ago.
| 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.
ITT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.4B | +44% |
| Q2 2026 | $1.5B | +51% |
| Q1 2026 | $1.2B | +33% |
| Q4 2025 | $1.1B | +13% |
| Q3 2025 | $999.1M | +13% |
| Q2 2025 | $972.4M | +7.3% |
| Q1 2025 | $913M | +0.3% |
| Q4 2024 | $929M | +12% |
ITT's revenue has grown year over year for 19 quarters in a row: $1.4B last quarter, up 44% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 16% | -2.3 points |
| Q2 2026 | 12% | -5.8 points |
| Q1 2026 | 12% | -4.9 points |
| Q4 2025 | 17% | -0.3 points |
| Q3 2025 | 18% | -5.5 points |
| Q2 2025 | 18% | +0.5 points |
| Q1 2025 | 17% | +0.2 points |
| Q4 2024 | 17% | +2.9 points |
ITT 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's free cash flow has turned positive after six years mostly in the red: $16M over the past year.
ITT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $283.5M | +94% |
| Q2 2026 | $162.1M | +18% |
| Q1 2026 | $13.8M | -82% |
| Q4 2025 | $187.4M | +0.3% |
| Q3 2025 | $146.2M | +67% |
| Q2 2025 | $137.3M | +2.1% |
| Q1 2025 | $76.6M | +154% |
| Q4 2024 | $186.8M | +42% |
ITT generated $647M in free cash flow over the past year, up 18% 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 the edge over ITT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2019 | — |
ITT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -- |
| 1 year | +15% | +11.4M shares |
| 3 years | +8.8% | +7.3M shares |
| 5 years | +4.1% | +3.5M shares |
| Available history | +1.4% | +1.2M shares |
ITT has 90M diluted shares, up 15% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $50.1M |
| Q2 2026 | $4.9M |
| Q1 2026 | $100M |
| Q4 2025 | $20.1M |
| Q3 2025 | $100,000 |
| Q2 2025 | $400.8M |
| Q1 2025 | $100M |
| Q4 2024 | $500,000 |
ITT spent $175M buying back its own shares over the past year, down 65% 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.
ITT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.9x | Moderate |
| Q2 2026 | 3.5x | Elevated |
| Q1 2026 | 3.9x | Elevated |
| Q4 2025 | -1.2x | Net Cash |
| Q3 2025 | 0.6x | Very low |
| Q2 2025 | 0.7x | Very low |
| Q1 2025 | 0.4x | Very low |
| Q4 2024 | 0.3x | Very low |
ITT 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).
ITT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 60.0 | Neutral |
| Stochastic | 52.8 | Neutral |
ITT's weekly RSI is 60 (neutral) and its Stochastic is 53 (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 ITT on valuation relative to its sector.
ITT PE vs Industrials Sector
| Metric | ITT | Sector median | Relative |
|---|---|---|---|
| PE | 44x | 24x | 84% above |
| PE % | 87 | 58 | 29 pts above |
ITT is trading at 44x earnings, a 84% 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.
ITT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $202.6 | 5.9% above |
| 20 week MA | $202.2 | 6.1% above |
| 50 week MA | $196.7 | 9.1% above |
| 100 week MA | $176.3 | 22% above |
| 200 week MA | $145.6 | 47% above |
ITT 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.
ITT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $74.0 | $76.5 | +3.4% |
| 2021 | $76.5 | $100.4 | +31% |
| 2022 | $100.4 | $80.0 | -20% |
| 2023 | $80.0 | $119.3 | +49% |
| 2024 | $119.3 | $143.5 | +20% |
| 2025 | $143.5 | $177.9 | +24% |
| 2026 YTD | $177.9 | $214.6 | +21% |
ITT has the edge over BA on returns for 2026, with the stronger performance.