BA
The Boeing Company
BA has the edge over OC overall, supported by stronger fundamentals and lower modeled downside.
OC
Owens Corning
OC trails on the overall score without a compensating advantage in the available component scores.
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.
OC Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Stable | |
| Weak |
OC's revenue and cash flow are currently stable, but its profitability and balance sheet are 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's PE is 18x, but its earnings don't support one, so it isn't a reliable read right now.
OC PE Valuation
OC has no meaningful PE right now: it lost money over the past year.
BA Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Returning to profit | |
| Growth | |
| Improving | |
| Limited | |
| Low |
BA has the edge over OC on the outlook, with more favorable earnings and revenue expectations.
OC Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Decline | |
| Stable | |
| Weakening | |
| Limited | |
| Low |
Analysts expect OC's earnings and profitability to decline, with its revenue holding steady. However, they disagree widely on these estimates.
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 OC on earnings quality, reporting a profit while its opponent remains loss making.
OC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $7.80 | — |
| Q3 2026 | -$5.14 | +$0.53 |
| Q2 2026 | -$7.88 | -302% |
| Q1 2026 | -$6.43 | -322% |
| Q4 2025 | -$6.22 | -184% |
| Q3 2025 | -$5.67 | -148% |
| Q2 2025 | $3.90 | -67% |
| Q1 2025 | $2.89 | -77% |
| Q4 2024 | $7.37 | -44% |
OC lost $5.14 per share over the past year, about the same as its loss 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 has the edge over OC 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 has the edge over OC on profitability, with a higher operating margin.
OC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.5B | -7.3% |
| Q2 2026 | $2.8B | +0.3% |
| Q1 2026 | $2.3B | -10% |
| Q4 2025 | $2.1B | -25% |
| Q3 2025 | $2.7B | -12% |
| Q2 2025 | $2.7B | -1.5% |
| Q1 2025 | $2.5B | +10% |
| Q4 2024 | $2.8B | +23% |
OC's revenue has slid since its 2024 peak: $2.5B last quarter, down 7.3% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -6.1% | +6.1 points |
| Q2 2026 | 17% | -0.9 points |
| Q1 2026 | 5.3% | -11 points |
| Q4 2025 | -11% | -2 points |
| Q3 2025 | -12% | -29 points |
| Q2 2025 | 18% | +2 points |
| Q1 2025 | 16% | -1.4 points |
| Q4 2024 | -8.5% | -23 points |
OC's operating margin was −6.1% last quarter, up 6.1 points from the same quarter a year ago.
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 OC on cash flow, with more consistent year-over-year improvement.
OC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $622M | -17% |
| Q2 2026 | $199M | +54% |
| Q1 2026 | -$387M | -$135M |
| Q4 2025 | $333M | -30% |
| Q3 2025 | $752M | +35% |
| Q2 2025 | $129M | -62% |
| Q1 2025 | -$252M | -$124M |
| Q4 2024 | $479M | -15% |
OC still generates free cash flow, though less than at its 2025 peak: $767M 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 | — |
OC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -2.4% | -1.9M shares |
| 1 year | -5.6% | -4.7M shares |
| 3 years | -13% | -12.2M shares |
| 5 years | -24% | -25.2M shares |
| Available history | -29% | -31.4M shares |
OC has the edge over BA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $276M |
| Q2 2026 | $208M |
| Q1 2026 | $22M |
| Q4 2025 | $232M |
| Q3 2025 | $220M |
| Q2 2025 | $227M |
| Q1 2025 | $136M |
| Q4 2024 | $103M |
OC spent $738M buying back its own shares over the past year, up 7.6% 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 has the edge over OC on leverage, with a lower net debt burden relative to earnings.
OC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 4.5x | High |
| Q2 2026 | 5.3x | High |
| Q1 2026 | 6.2x | High |
| Q4 2025 | 4.2x | High |
| Q3 2025 | 4.3x | High |
| Q2 2025 | 2.8x | Moderate |
| Q1 2025 | 2.8x | Moderate |
| Q4 2024 | 2.7x | Moderate |
OC's net debt is about 4.5 years of its operating earnings (EBITDA), up from 4.3 years a year ago.
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).
OC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.5 | Neutral |
| Stochastic | 21.6 | Neutral |
OC's weekly RSI is 43 (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 is trading at 18x earnings, a 26% discount to the Industrials sector's median of 24x, though its earnings don't support one.
OC PE vs Industrials Sector
| Metric | OC | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 24x | — |
OC has no meaningful PE right now: it lost money over the past year.
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.
OC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $117.9 | 0.3% below |
| 20 week MA | $133.0 | 12% below |
| 50 week MA | $124.9 | 5.9% below |
| 100 week MA | $135.1 | 13% below |
| 200 week MA | $140.3 | 16% below |
OC is in a downtrend: it's below all five of its weekly moving averages, and 16% 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 finished lower in four of the last six years. It's down 21% so far in 2026.
OC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $65.2 | $78.4 | +20% |
| 2021 | $78.4 | $88.8 | +13% |
| 2022 | $88.8 | $88.2 | -0.7% |
| 2023 | $88.2 | $148.2 | +68% |
| 2024 | $148.2 | $170.6 | +15% |
| 2025 | $170.6 | $113.7 | -33% |
| 2026 YTD | $113.7 | $117.5 | +3.3% |
OC has the edge over BA on returns for 2026, with the stronger performance.