BA
The Boeing Company
BA has the edge over RRX overall, supported by stronger valuation and stronger fundamentals.
RRX
Regal Rexnord Corporation
RRX'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.
RRX Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Stable | |
| Under pressure |
RRX's revenue, profitability and cash flow are currently stable, but its balance sheet 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 RRX in the historical PE scenario, which offers more potential upside but is not a forecast.
RRX PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 15x | $181 | — |
| Cheap | 21x | $72.73 | -60% |
| Fair | 28x | $96.42 | -47% |
| Expensive | 42x | $145 | -19% |
| Current | 52x | $181 | — |
Historical ranges are pointers, not guarantees.
RRX's PE is in its expensive range at 52x. If earnings grow as analysts expect, today's price would be 15x 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.
RRX Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Improving | |
| Limited | |
| Low |
Analysts expect earnings and revenue growth for RRX, 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 returned to profit: it earned $9.66 per share over the past year, after losing money the year before.
RRX Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $12.07 | +249% |
| Q3 2026 | $3.46 | -10% |
| Q2 2026 | $4.85 | +29% |
| Q1 2026 | $4.30 | +23% |
| Q4 2025 | $4.20 | +43% |
| Q3 2025 | $3.86 | +22% |
| Q2 2025 | $3.75 | +$3.77 |
| Q1 2025 | $3.50 | +$3.98 |
| Q4 2024 | $2.94 | +$3.81 |
RRX 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 RRX 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.
RRX Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.6B | +6.1% |
| Q2 2026 | $1.6B | +4.2% |
| Q1 2026 | $1.5B | +4.3% |
| Q4 2025 | $1.5B | +4.3% |
| Q3 2025 | $1.5B | +1.3% |
| Q2 2025 | $1.5B | -3.3% |
| Q1 2025 | $1.4B | -8.4% |
| Q4 2024 | $1.5B | -9.1% |
RRX's revenue has grown year over year for five quarters in a row: $1.6B last quarter, up 6.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 5.1% | -6.5 points |
| Q2 2026 | 14% | +1.6 points |
| Q1 2026 | 10% | -0.9 points |
| Q4 2025 | 11% | +2 points |
| Q3 2025 | 12% | -0.1 points |
| Q2 2025 | 12% | -0.3 points |
| Q1 2025 | 11% | +2.6 points |
| Q4 2024 | 8.8% | -2.2 points |
RRX 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 RRX on cash flow, with more consistent year-over-year improvement.
RRX Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $193.7M | +11% |
| Q2 2026 | $154.2M | -69% |
| Q1 2026 | -$2.5M | -103% |
| Q4 2025 | $140.6M | -24% |
| Q3 2025 | $174M | +39% |
| Q2 2025 | $493M | +292% |
| Q1 2025 | $85.5M | +32% |
| Q4 2024 | $183.9M | +7.6% |
RRX still generates free cash flow, though less than at its 2025 peak: $486M 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 | — |
RRX Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.4% | -300K shares |
| 1 year | 0% | -- |
| 3 years | +0.5% | +300K shares |
| 5 years | +62% | +25.6M shares |
| Available history | +62% | +25.5M shares |
RRX has the edge over BA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q4 2024 | — |
| Q4 2023 | — |
| Q3 2023 | — |
| Q2 2023 | — |
| Q1 2023 | — |
| Q4 2022 | — |
| Q3 2022 | $55.2M |
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 RRX on leverage, with a lower net debt burden relative to earnings.
RRX Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.6x | Elevated |
| Q2 2026 | 3.5x | Elevated |
| Q1 2026 | 3.7x | Elevated |
| Q4 2025 | 3.6x | Elevated |
| Q3 2025 | 3.8x | Elevated |
| Q2 2025 | 4.0x | Elevated |
| Q1 2025 | 4.3x | High |
| Q4 2024 | 4.4x | High |
RRX's net debt is about 3.6 years of its operating earnings (EBITDA), down from 3.8 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).
RRX Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 52.7 | Neutral |
| Stochastic | 43.2 | Neutral |
RRX's weekly RSI is 53 (neutral) and its Stochastic is 43 (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 RRX on valuation relative to its sector.
RRX PE vs Industrials Sector
| Metric | RRX | Sector median | Relative |
|---|---|---|---|
| PE | 52x | 24x | 117% above |
| PE % | 97 | 58 | 39 pts above |
RRX is trading at 52x earnings, a 117% 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.
RRX Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $161.2 | 12% above |
| 20 week MA | $174.9 | 3.2% above |
| 50 week MA | $183.1 | 1.4% below |
| 100 week MA | $160.9 | 12% above |
| 200 week MA | $155.4 | 16% above |
RRX 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.
RRX Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $85.4 | $120.2 | +41% |
| 2021 | $120.2 | $165.2 | +37% |
| 2022 | $165.2 | $118.6 | -28% |
| 2023 | $118.6 | $148.0 | +25% |
| 2024 | $148.0 | $156.5 | +5.7% |
| 2025 | $156.5 | $145.2 | -7.2% |
| 2026 YTD | $145.2 | $180.5 | +24% |
RRX has the edge over BA on returns for 2026, with the stronger performance.