BA
The Boeing Company
BA offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
JBHT
J.B. Hunt Transport Services, Inc.
JBHT has the edge over BA overall, supported by stronger modeled upside and lower modeled downside.
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.
JBHT Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Healthy | |
| Healthy |
JBHT's revenue, profitability, cash flow and balance sheet are all currently healthy.
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 JBHT in the historical PE scenario, which offers more potential upside but is not a forecast.
JBHT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 21x | $148 | -35% |
| Forward | 25x | $228 | — |
| Fair | 28x | $197 | -13% |
| Current | 32x | $228 | — |
| Expensive | 33x | $232 | +1.9% |
Historical ranges are pointers, not guarantees.
JBHT's PE is in its expensive range at 32x. If earnings grow as analysts expect, today's price would be 25x 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.
JBHT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for JBHT, 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.
JBHT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $8.95 | +26% |
| Q3 2026 | $7.10 | +23% |
| Q2 2026 | $7.04 | +28% |
| Q1 2026 | $6.44 | +17% |
| Q4 2025 | $6.12 | +10% |
| Q3 2025 | $5.77 | +4.9% |
| Q2 2025 | $5.50 | -5.3% |
| Q1 2025 | $5.51 | -13% |
| Q4 2024 | $5.56 | -20% |
JBHT has the edge over BA on earnings, with more consistent year-over-year improvement.
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 JBHT 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.
JBHT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $3.7B | +20% |
| Q2 2026 | $3.5B | +19% |
| Q1 2026 | $3.1B | +4.6% |
| Q4 2025 | $3.1B | -1.6% |
| Q3 2025 | $3.1B | -0.5% |
| Q2 2025 | $2.9B | 0% |
| Q1 2025 | $2.9B | -0.8% |
| Q4 2024 | $3.1B | -4.8% |
JBHT's revenue is growing: $3.7B last quarter, up 20% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 6.7% | -1.2 points |
| Q2 2026 | 7.4% | +0.7 points |
| Q1 2026 | 6.8% | +0.6 points |
| Q4 2025 | 8% | +1.4 points |
| Q3 2025 | 8% | +0.7 points |
| Q2 2025 | 6.7% | -0.3 points |
| Q1 2025 | 6.1% | -0.5 points |
| Q4 2024 | 6.6% | +0.4 points |
JBHT 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 JBHT on cash flow, with more consistent year-over-year improvement.
JBHT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $219.1M | -38% |
| Q2 2026 | $253.3M | +37% |
| Q1 2026 | $242.8M | +53% |
| Q4 2025 | $251.3M | +169% |
| Q3 2025 | $352.4M | +116% |
| Q2 2025 | $185.6M | +89% |
| Q1 2025 | $158.4M | -40% |
| Q4 2024 | $93.3M | +$182.2M |
JBHT generated $966M in free cash flow over the past year, up 22% 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 793M diluted shares, up 4.3% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2019 | — |
JBHT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.3% | -297K shares |
| 1 year | -2.3% | -2.2M shares |
| 3 years | -9.3% | -9.7M shares |
| 5 years | -11% | -11.8M shares |
| Available history | -13% | -13.7M shares |
JBHT has the edge over BA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $173.8M |
| Q2 2026 | $97.8M |
| Q1 2026 | $80.1M |
| Q4 2025 | $139.9M |
| Q3 2025 | $230.4M |
| Q2 2025 | $318.8M |
| Q1 2025 | $234.1M |
| Q4 2024 | $85.6M |
JBHT spent $492M buying back its own shares over the past year, down 43% 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.
JBHT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.7x | Very low |
| Q2 2026 | 0.7x | Very low |
| Q1 2026 | 0.8x | Very low |
| Q4 2025 | 0.9x | Very low |
| Q3 2025 | 1.0x | Very low |
| Q2 2025 | 1.1x | Healthy |
| Q1 2025 | 1.0x | Very low |
| Q4 2024 | 0.9x | Very low |
JBHT 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).
JBHT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.0 | Neutral |
| Stochastic | 7.8 | Oversold |
JBHT's weekly RSI is 43 (neutral) and its Stochastic is 8 (oversold).
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 JBHT on valuation relative to its sector.
JBHT PE vs Industrials Sector
| Metric | JBHT | Sector median | Relative |
|---|---|---|---|
| PE | 32x | 24x | 33% above |
| PE % | 78 | 58 | 20 pts above |
JBHT is trading at 32x earnings, a 33% 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.
JBHT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $226.3 | 0.6% above |
| 20 week MA | $254.5 | 11% below |
| 50 week MA | $239.5 | 5% below |
| 100 week MA | $195.6 | 16% above |
| 200 week MA | $188.5 | 21% above |
JBHT 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.
JBHT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $116.7 | $137.4 | +18% |
| 2021 | $137.4 | $197.2 | +44% |
| 2022 | $197.2 | $177.4 | -10% |
| 2023 | $177.4 | $199.7 | +13% |
| 2024 | $199.7 | $172.0 | -14% |
| 2025 | $172.0 | $198.3 | +15% |
| 2026 YTD | $198.3 | $227.7 | +15% |
JBHT has the edge over BA on returns for 2026, with the stronger performance.