BA
The Boeing Company
BA offers stronger valuation, but that advantage does not outweigh its weaker overall profile.
PH
Parker-Hannifin Corporation
PH has the edge over BA overall, supported by stronger modeled upside and lower modeled downside.
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.
PH Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Strong | |
| Stable |
PH's revenue, profitability and cash flow are currently healthy, and its balance sheet 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 PH in the historical PE scenario, which offers more potential upside but is not a forecast.
PH PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 21x | $617 | -36% |
| Forward | 25x | $958 | — |
| Fair | 26x | $766 | -20% |
| Expensive | 32x | $930 | -2.9% |
| Current | 33x | $958 | — |
Historical ranges are pointers, not guarantees.
PH's PE is in its expensive range at 33x. If earnings grow as analysts expect, today's price would be 25x next year's earnings, in its fair range.
BA Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Returning to profit | |
| Growth | |
| Improving | |
| Limited | |
| Low |
BA has the edge over PH on the outlook, with more favorable profitability expectations.
PH Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Stable | |
| Moderate | |
| High |
Analysts expect earnings and revenue growth for PH, 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.
PH Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $37.92 | +30% |
| Q3 2026 | $29.11 | +3.7% |
| Q2 2026 | $28.48 | +5% |
| Q1 2026 | $27.11 | +4.2% |
| Q4 2025 | $27.42 | +13% |
| Q3 2025 | $28.07 | +26% |
| Q2 2025 | $27.12 | +24% |
| Q1 2025 | $26.02 | +22% |
| Q4 2024 | $24.21 | +20% |
PH has the edge over BA on earnings, with more consistent year-over-year improvement.
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 PH 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.
PH Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $6B | +18% |
| Q2 2026 | $5.8B | +9.8% |
| Q1 2026 | $5.5B | +11% |
| Q4 2025 | $5.2B | +9.1% |
| Q3 2025 | $5.1B | +3.7% |
| Q2 2025 | $5.2B | +1.1% |
| Q1 2025 | $5B | -2.2% |
| Q4 2024 | $4.7B | -1.6% |
PH's revenue has grown year over year for six quarters in a row: $6B last quarter, up 18% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 24% | +0.3 points |
| Q2 2026 | 26% | +2.9 points |
| Q1 2026 | 22% | +0.1 points |
| Q4 2025 | 23% | +1.9 points |
| Q3 2025 | 23% | +1.7 points |
| Q2 2025 | 23% | +1.6 points |
| Q1 2025 | 22% | +2 points |
| Q4 2024 | 21% | +0.9 points |
PH 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 PH on cash flow, with more consistent year-over-year improvement.
PH Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $643M | -7.2% |
| Q2 2026 | $1.6B | +17% |
| Q1 2026 | $881M | +62% |
| Q4 2025 | $768M | -5.6% |
| Q3 2025 | $693M | +6.8% |
| Q2 2025 | $1.3B | +19% |
| Q1 2025 | $542.4M | -24% |
| Q4 2024 | $813.6M | +37% |
PH's free cash flow has been positive every quarter for seven years: $3.9B over the past year, up 14% 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 | — |
PH Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -300K shares |
| 1 year | -0.5% | -600K shares |
| 3 years | -2% | -2.6M shares |
| 5 years | -2.3% | -3M shares |
| Available history | -2.1% | -2.7M shares |
PH has the edge over BA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $118M |
| Q2 2026 | $255M |
| Q1 2026 | $340M |
| Q4 2025 | $145M |
| Q3 2025 | $522M |
| Q2 2025 | $906.1M |
| Q1 2025 | $667.6M |
| Q4 2024 | $98.5M |
PH spent $858M buying back its own shares over the past year, down 61% 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.
PH Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.2x | Moderate |
| Q2 2026 | 1.2x | Healthy |
| Q1 2026 | 2.0x | Healthy |
| Q4 2025 | 2.1x | Moderate |
| Q3 2025 | 2.4x | Moderate |
| Q2 2025 | 1.3x | Healthy |
| Q1 2025 | 2.1x | Moderate |
| Q4 2024 | 2.0x | Moderate |
PH 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).
PH Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 52.0 | Neutral |
| Stochastic | 25.4 | Neutral |
PH's weekly RSI is 52 (neutral) and its Stochastic is 25 (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 PH on valuation relative to its sector.
PH PE vs Industrials Sector
| Metric | PH | Sector median | Relative |
|---|---|---|---|
| PE | 33x | 24x | 37% above |
| PE % | 87 | 58 | 29 pts above |
PH is trading at 33x earnings, a 37% 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.
PH Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $941.6 | 1.7% above |
| 20 week MA | $967.9 | 1% below |
| 50 week MA | $940.3 | 1.9% above |
| 100 week MA | $817.4 | 17% above |
| 200 week MA | $644.4 | 49% above |
PH 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.
PH Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $207.0 | $269.5 | +30% |
| 2021 | $269.5 | $311.9 | +16% |
| 2022 | $311.9 | $291.0 | -6.7% |
| 2023 | $291.0 | $460.7 | +58% |
| 2024 | $460.7 | $643.8 | +40% |
| 2025 | $643.8 | $888.1 | +38% |
| 2026 YTD | $888.1 | $958.0 | +7.9% |
PH has the edge over BA on returns for 2026, with the stronger performance.