BA
The Boeing Company
BA has a slight edge over JBTM overall, supported by stronger valuation and stronger fundamentals.
JBTM
JBT Marel Corporation
JBTM has slightly lower modeled downside risk, despite its lower overall score.
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.
JBTM Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Strong |
JBTM's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
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 JBTM in the historical PE scenario, which offers more potential upside but is not a forecast.
JBTM PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 11x | $41.41 | -67% |
| Forward | 14x | $125 | — |
| Fair | 28x | $104 | -17% |
| Current | 33x | $125 | — |
| Expensive | 41x | $153 | +22% |
Historical ranges are pointers, not guarantees.
JBTM's PE is in its expensive range at 33x. If earnings grow as analysts expect, today's price would be 14x next year's earnings, in its cheap range.
BA Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Returning to profit | |
| Growth | |
| Improving | |
| Limited | |
| Low |
BA has the edge over JBTM on the outlook, with more favorable revenue expectations.
JBTM Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect JBTM's earnings to grow and its profitability to improve, with its revenue 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 JBTM on earnings, with more consistent year-over-year improvement.
JBTM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.08 | +140% |
| Q3 2026 | $3.78 | +$6.02 |
| Q2 2026 | $3.70 | +$5.99 |
| Q1 2026 | $3.23 | +$4.64 |
| Q4 2025 | -$0.98 | -137% |
| Q3 2025 | -$2.24 | -142% |
| Q2 2025 | -$2.29 | -112% |
| Q1 2025 | -$1.41 | -108% |
| Q4 2024 | $2.65 | -86% |
JBTM has returned to profit: it earned $3.78 per share over the past year, after losing money 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.
JBTM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $994M | -0.7% |
| Q2 2026 | $981M | +4.9% |
| Q1 2026 | $936M | +9.6% |
| Q4 2025 | $1B | +116% |
| Q3 2025 | $1B | +121% |
| Q2 2025 | $934.8M | +132% |
| Q1 2025 | $854.1M | +118% |
| Q4 2024 | $467.6M | +5.2% |
JBTM has the edge over BA on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 10% | -0.1 points |
| Q2 2026 | 4.7% | -0.5 points |
| Q1 2026 | 7.3% | +11 points |
| Q4 2025 | 7.2% | +3.8 points |
| Q3 2025 | 10% | -0.1 points |
| Q2 2025 | 5.2% | -1.5 points |
| Q1 2025 | -3.9% | -11 points |
| Q4 2024 | 3.4% | -9.6 points |
JBTM 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 JBTM on cash flow, with more consistent year-over-year improvement.
JBTM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $73M | +29% |
| Q2 2026 | $77M | -8% |
| Q1 2026 | $93M | +546% |
| Q4 2025 | $83.5M | -30% |
| Q3 2025 | $56.5M | -13% |
| Q2 2025 | $83.7M | +654% |
| Q1 2025 | $14.4M | +$14.5M |
| Q4 2024 | $118.7M | +$149M |
JBTM generated $327M in free cash flow over the past year, up 19% 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 | — |
JBTM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.1% | -600K shares |
| 1 year | -1.3% | -700K shares |
| 3 years | +61% | +19.5M shares |
| 5 years | +61% | +19.5M shares |
| Available history | +61% | +19.5M shares |
JBTM has the edge over BA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $94M |
| Q4 2023 | $5.1M |
| Q3 2023 | — |
| Q4 2022 | $4.9M |
| Q3 2022 | $500,000 |
| Q4 2019 | — |
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.
JBTM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q4 2024 | 0.2x | Very low |
| Q3 2024 | 0.6x | Very low |
| Q2 2024 | 1.0x | Very low |
| Q1 2024 | 0.9x | Very low |
| Q4 2023 | 0.8x | Very low |
| Q3 2023 | 1.2x | Healthy |
| Q2 2023 | 4.1x | High |
| Q1 2023 | 4.2x | High |
JBTM's net debt is less than a year of its operating earnings (EBITDA).
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).
JBTM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 52.6 | Neutral |
| Stochastic | 51.7 | Neutral |
JBTM's weekly RSI is 53 (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 has the edge over JBTM on valuation relative to its sector.
JBTM PE vs Industrials Sector
| Metric | JBTM | Sector median | Relative |
|---|---|---|---|
| PE | 33x | 24x | 38% above |
| PE % | 73 | 58 | 15 pts above |
JBTM is trading at 33x earnings, a 38% 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.
JBTM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $112.7 | 11% above |
| 20 week MA | $120.7 | 3.7% above |
| 50 week MA | $133.2 | 6% below |
| 100 week MA | $130.0 | 3.7% below |
| 200 week MA | $117.0 | 7% above |
JBTM 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.
JBTM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $114.8 | $117.8 | +2.6% |
| 2021 | $117.8 | $153.0 | +30% |
| 2022 | $153.0 | $89.2 | -42% |
| 2023 | $89.2 | $99.5 | +11% |
| 2024 | $99.5 | $128.4 | +29% |
| 2025 | $128.4 | $155.1 | +21% |
| 2026 YTD | $155.1 | $125.2 | -19% |
JBTM has the edge over BA on returns for 2026, with the stronger performance.