BA
The Boeing Company
BA has a slight edge over OSK overall, supported by stronger fundamentals and stronger valuation.
OSK
Oshkosh Corporation
OSK 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.
OSK Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Healthy | |
| Strong |
OSK's cash flow and balance sheet are currently healthy, and its revenue and profitability 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 OSK in the historical PE scenario, which offers more potential upside but is not a forecast.
OSK PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 10x | $83.08 | -41% |
| Forward | 12x | $140 | — |
| Fair | 15x | $118 | -16% |
| Current | 18x | $140 | — |
| Expensive | 23x | $182 | +30% |
Historical ranges are pointers, not guarantees.
OSK's PE is in its expensive range at 18x. If earnings grow as analysts expect, today's price would be 12x next year's earnings, in its cheap 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.
OSK Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Improving | |
| Limited | |
| Low |
Analysts expect earnings and revenue growth for OSK, with profitability improving. 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 OSK on earnings, with more consistent year-over-year improvement.
OSK Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $11.69 | +48% |
| Q3 2026 | $7.92 | -23% |
| Q2 2026 | $8.74 | -12% |
| Q1 2026 | $8.98 | -4.1% |
| Q4 2025 | $10.02 | -3.2% |
| Q3 2025 | $10.25 | -0.5% |
| Q2 2025 | $9.96 | -3.7% |
| Q1 2025 | $9.36 | -10% |
| Q4 2024 | $10.35 | +14% |
OSK earned $7.92 per share over the past year, down 23% from 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 OSK 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.
OSK Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.8B | +5.7% |
| Q2 2026 | $2.9B | +6.7% |
| Q1 2026 | $2.3B | +0.2% |
| Q4 2025 | $2.7B | +3.5% |
| Q3 2025 | $2.7B | -1.9% |
| Q2 2025 | $2.7B | -4% |
| Q1 2025 | $2.3B | -9.1% |
| Q4 2024 | $2.6B | +5.3% |
OSK's revenue has grown year over year for four quarters in a row: $2.8B last quarter, up 5.7% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 6.9% | -2.7 points |
| Q2 2026 | 8.3% | -2.3 points |
| Q1 2026 | 3.5% | -4 points |
| Q4 2025 | 7.9% | -0.7 points |
| Q3 2025 | 9.7% | 0 points |
| Q2 2025 | 11% | +1.5 points |
| Q1 2025 | 7.6% | -2.6 points |
| Q4 2024 | 8.6% | -0.1 points |
OSK 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 OSK on cash flow, with more consistent year-over-year improvement.
OSK Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $274.7M | -39% |
| Q2 2026 | $347.6M | +896% |
| Q1 2026 | -$189.1M | +$246.1M |
| Q4 2025 | $540.3M | -23% |
| Q3 2025 | $450.1M | +65% |
| Q2 2025 | $34.9M | +$285.4M |
| Q1 2025 | -$435.2M | +$20.7M |
| Q4 2024 | $703.3M | +84% |
OSK generated $974M in free cash flow over the past year, up 29% 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 | — |
OSK Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.8% | -502K shares |
| 1 year | -3.6% | -2.3M shares |
| 3 years | -5.6% | -3.7M shares |
| 5 years | -10% | -7M shares |
| Available history | -9.7% | -6.7M shares |
OSK has the edge over BA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $82.4M |
| Q2 2026 | $91.6M |
| Q1 2026 | $47.3M |
| Q4 2025 | $118.7M |
| Q3 2025 | $90.6M |
| Q2 2025 | $40M |
| Q1 2025 | $28.7M |
| Q4 2024 | $50.4M |
OSK spent $340M buying back its own shares over the past year, up 62% 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.
OSK Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.6x | Very low |
| Q2 2026 | 0.7x | Very low |
| Q1 2026 | 0.8x | Very low |
| Q4 2025 | 0.5x | Very low |
| Q3 2025 | 0.9x | Very low |
| Q2 2025 | 1.1x | Healthy |
| Q1 2025 | 1.1x | Healthy |
| Q4 2024 | 0.6x | Very low |
OSK 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).
OSK Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 49.8 | Neutral |
| Stochastic | 45.5 | Neutral |
OSK's weekly RSI is 50 (neutral) and its Stochastic is 45 (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.
OSK PE vs Industrials Sector
| Metric | OSK | Sector median | Relative |
|---|---|---|---|
| PE | 18x | 24x | 26% below |
| PE % | 69 | 58 | 11 pts above |
OSK has the edge over BA on valuation relative to its sector.
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.
OSK Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $133.2 | 5.4% above |
| 20 week MA | $143.2 | 2% below |
| 50 week MA | $144.3 | 2.7% below |
| 100 week MA | $128.5 | 9.3% above |
| 200 week MA | $114.3 | 23% above |
OSK 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.
OSK Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $94.9 | $85.6 | -9.8% |
| 2021 | $85.6 | $110.2 | +29% |
| 2022 | $110.2 | $87.4 | -21% |
| 2023 | $87.4 | $108.4 | +24% |
| 2024 | $108.4 | $94.4 | -13% |
| 2025 | $94.4 | $130.6 | +38% |
| 2026 YTD | $130.6 | $140.4 | +7.5% |
OSK has the edge over BA on returns for 2026, with the stronger performance.