BA
The Boeing Company
BA has the edge over KE overall, supported by stronger valuation and stronger fundamentals.
KE
Kimball Electronics, Inc.
KE 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.
KE Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Under pressure | |
| Healthy |
KE's balance sheet is currently healthy, and its revenue and profitability are stable, but its cash flow 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 KE in the historical PE scenario, which offers more potential upside but is not a forecast.
KE PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 12x | $10.17 | -49% |
| Forward | 13x | $20.10 | — |
| Fair | 15x | $12.92 | -36% |
| Current | 24x | $20.10 | — |
| Expensive | 27x | $22.42 | +12% |
Historical ranges are pointers, not guarantees.
KE's PE is in its expensive range at 24x. If earnings grow as analysts expect, today's price would be 13x 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 KE on the outlook, with more favorable profitability expectations.
KE Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Stable | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for KE, 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 returned to profit: it earned $9.66 per share over the past year, after losing money the year before.
KE Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.59 | +90% |
| Q3 2026 | $0.84 | -13% |
| Q2 2026 | $1.13 | +66% |
| Q1 2026 | $1.05 | +50% |
| Q4 2025 | $0.97 | +213% |
| Q3 2025 | $0.96 | +92% |
| Q2 2025 | $0.68 | -16% |
| Q1 2025 | $0.70 | -45% |
| Q4 2024 | $0.31 | -86% |
KE's earnings per share have fallen from their peak: $0.84 over the past year, against $2.27 in late 2023.
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 KE 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.
KE Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $390.8M | +6.9% |
| Q2 2026 | $371.6M | -2.3% |
| Q1 2026 | $352.9M | -5.8% |
| Q4 2025 | $341.3M | -4.5% |
| Q3 2025 | $365.6M | -2.3% |
| Q2 2025 | $380.5M | -12% |
| Q1 2025 | $374.6M | -12% |
| Q4 2024 | $357.4M | -15% |
KE's revenue is recovering but still below its 2023 peak: $391M last quarter, up 6.9% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 3.2% | -0.8 points |
| Q2 2026 | 7.8% | +3.5 points |
| Q1 2026 | 3.3% | +0.2 points |
| Q4 2025 | 3.1% | +0.9 points |
| Q3 2025 | 4% | +1.5 points |
| Q2 2025 | 4.3% | -0.2 points |
| Q1 2025 | 3.1% | +4.6 points |
| Q4 2024 | 2.3% | -1.6 points |
KE 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 KE on cash generation, producing positive trailing cash flow while its opponent burns cash.
KE Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$28.3M | -$25.9M |
| Q2 2026 | $34M | -50% |
| Q1 2026 | $494K | -98% |
| Q4 2025 | -$11.2M | -149% |
| Q3 2025 | -$2.5M | -108% |
| Q2 2025 | $68.4M | +73% |
| Q1 2025 | $27M | -9.8% |
| Q4 2024 | $23.1M | +$67M |
KE's free cash flow was −$5M over the past year, against $116M 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 | — |
KE Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.8% | -187K shares |
| 1 year | -1.3% | -328K shares |
| 3 years | -2.6% | -657K shares |
| 5 years | -2.8% | -720K shares |
| Available history | -3% | -749K shares |
KE has the edge over BA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $3.1M |
| Q2 2026 | $2.2M |
| Q1 2026 | $4M |
| Q4 2025 | $4.4M |
| Q3 2025 | $1.2M |
| Q2 2025 | $3M |
| Q1 2025 | $3M |
| Q4 2024 | $3.1M |
KE spent $14M buying back its own shares over the past year, up 33% 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.
KE Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.6x | Healthy |
| Q2 2026 | 0.3x | Very low |
| Q1 2026 | 0.9x | Very low |
| Q4 2025 | 0.8x | Very low |
| Q3 2025 | 0.7x | Very low |
| Q2 2025 | 0.7x | Very low |
| Q1 2025 | 1.5x | Healthy |
| Q4 2024 | 2.2x | Moderate |
KE 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).
KE Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 38.3 | Neutral |
| Stochastic | 21.9 | Neutral |
KE's weekly RSI is 38 (neutral) and its Stochastic is 22 (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 KE on valuation relative to its sector.
KE PE vs Industrials Sector
| Metric | KE | Sector median | Relative |
|---|---|---|---|
| PE | 24x | 24x | 0.4% below |
| PE % | 77 | 58 | 19 pts above |
KE is trading at 24x earnings, in line with 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.
KE Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $25.1 | 20% below |
| 20 week MA | $24.9 | 19% below |
| 50 week MA | $25.8 | 22% below |
| 100 week MA | $23.5 | 15% below |
| 200 week MA | $23.4 | 14% below |
KE is in a downtrend: it's below all five of its weekly moving averages, and 14% 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 the edge over KE on returns for 2026, with the stronger performance.
KE Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $17.9 | $15.6 | -12% |
| 2021 | $15.6 | $21.2 | +36% |
| 2022 | $21.2 | $22.4 | +5.4% |
| 2023 | $22.4 | $27.0 | +20% |
| 2024 | $27.0 | $18.8 | -30% |
| 2025 | $18.8 | $29.2 | +55% |
| 2026 YTD | $29.2 | $20.1 | -31% |
KE is down 31% so far in 2026, after finishing higher in four of the previous six years.