BA
The Boeing Company
BA has the edge over LXFR overall, supported by stronger valuation and stronger fundamentals.
LXFR
Luxfer Holdings PLC
LXFR'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.
LXFR Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Stable | |
| Healthy |
LXFR's balance sheet is currently healthy, and its revenue, profitability and cash flow are 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 LXFR in the historical PE scenario, which offers more potential upside but is not a forecast.
LXFR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 16x | $3.48 | -80% |
| Forward | 17x | $17.34 | — |
| Fair | 23x | $4.99 | -71% |
| Expensive | 47x | $10.26 | -41% |
| Current | 79x | $17.34 | — |
Historical ranges are pointers, not guarantees.
LXFR's PE is in its expensive range at 79x. If earnings grow as analysts expect, today's price would be 17x 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 LXFR on the outlook, with more favorable revenue expectations.
LXFR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect LXFR'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 returned to profit: it earned $9.66 per share over the past year, after losing money the year before.
LXFR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.05 | +375% |
| Q3 2026 | $0.22 | -58% |
| Q2 2026 | $0.29 | -68% |
| Q1 2026 | $0.21 | -73% |
| Q4 2025 | $0.28 | -59% |
| Q3 2025 | $0.53 | +56% |
| Q2 2025 | $0.90 | +$1.08 |
| Q1 2025 | $0.78 | +7700% |
| Q4 2024 | $0.68 | +$0.75 |
LXFR's earnings per share have fallen from their peak: $0.22 over the past year, against $1.34 in late 2021.
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 LXFR 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.
LXFR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $91.7M | -1.3% |
| Q2 2026 | $95.7M | -8% |
| Q1 2026 | $83.9M | -14% |
| Q4 2025 | $90.7M | -12% |
| Q3 2025 | $92.9M | -6.5% |
| Q2 2025 | $104M | +4.3% |
| Q1 2025 | $97M | +8.5% |
| Q4 2024 | $103.4M | +7.8% |
LXFR's revenue has slid since its 2022 peak: $92M last quarter, down 1.3% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 3% | -2.8 points |
| Q2 2026 | 8.2% | +0.8 points |
| Q1 2026 | 7.4% | -0.5 points |
| Q4 2025 | 3.6% | -0.2 points |
| Q3 2025 | 5.8% | -12 points |
| Q2 2025 | 7.4% | +3.6 points |
| Q1 2025 | 7.8% | +2.4 points |
| Q4 2024 | 3.9% | +16 points |
LXFR 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 LXFR on cash flow, with more consistent year-over-year improvement.
LXFR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $12.4M | +20% |
| Q2 2026 | $0 | +$700K |
| Q1 2026 | -$6.1M | -245% |
| Q4 2025 | $12.4M | -45% |
| Q3 2025 | $10.3M | +5.1% |
| Q2 2025 | -$700K | -111% |
| Q1 2025 | $4.2M | +83% |
| Q4 2024 | $22.5M | +60% |
LXFR still generates free cash flow, though less than at its 2020 peak: $19M 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 | — |
LXFR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.3% | +73.8K shares |
| 1 year | +0.5% | +136K shares |
| 3 years | +1% | +279K shares |
| 5 years | -2.6% | -739K shares |
| Available history | -2.1% | -588K shares |
LXFR has the edge over BA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | $700,000 |
| Q1 2026 | $700,000 |
| Q4 2025 | $1.2M |
| Q3 2025 | $800,000 |
| Q2 2025 | $600,000 |
| Q1 2025 | $500,000 |
| Q4 2024 | $700,000 |
LXFR spent $3M buying back its own shares over the past year, about the same as 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.
LXFR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.3x | Healthy |
| Q2 2026 | 1.5x | Healthy |
| Q1 2026 | 1.3x | Healthy |
| Q4 2025 | 0.9x | Very low |
| Q3 2025 | 1.1x | Healthy |
| Q2 2025 | 1.0x | Healthy |
| Q1 2025 | 1.0x | Healthy |
| Q4 2024 | 1.0x | Healthy |
LXFR 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).
LXFR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 60.6 | Neutral |
| Stochastic | 78.8 | Neutral |
LXFR's weekly RSI is 61 (neutral) and its Stochastic is 79 (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 LXFR on valuation relative to its sector.
LXFR PE vs Industrials Sector
| Metric | LXFR | Sector median | Relative |
|---|---|---|---|
| PE | 79x | 24x | 227% above |
| PE % | 91 | 58 | 33 pts above |
LXFR is trading at 79x earnings, a 227% 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.
LXFR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $17.3 | 0.4% above |
| 20 week MA | $17.2 | 1% above |
| 50 week MA | $15.6 | 11% above |
| 100 week MA | $14.0 | 24% above |
| 200 week MA | $13.1 | 32% above |
LXFR 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.
LXFR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $18.5 | $15.6 | -16% |
| 2021 | $15.6 | $19.3 | +24% |
| 2022 | $19.3 | $13.2 | -31% |
| 2023 | $13.2 | $8.94 | -32% |
| 2024 | $8.94 | $13.1 | +46% |
| 2025 | $13.1 | $14.1 | +7.5% |
| 2026 YTD | $14.1 | $17.3 | +23% |
LXFR has the edge over BA on returns for 2026, with the stronger performance.