BA
The Boeing Company
BA has a slight edge over SIF overall, supported by stronger valuation and lower modeled downside.
SIF
SIFCO Industries, Inc.
SIF offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
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.
SIF Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Healthy | |
| Healthy |
SIF's revenue, profitability, cash flow and balance sheet are all currently healthy.
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 SIF in the historical PE scenario, which offers more potential upside but is not a forecast.
SIF PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 3.5x | $2.25 | -87% |
| Fair | 7.1x | $4.57 | -73% |
| Expensive | 26x | $16.68 | -0.8% |
| Current | 26x | $16.81 | — |
Historical ranges are pointers, not guarantees.
SIF's PE is in its expensive range at 26x.
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.
SIF Forward outlook
There aren't enough analyst estimates for SIF to show an outlook.
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.
SIF Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q2 2026 | $0.64 | +$0.77 |
| Q1 2026 | $1.21 | +$1.89 |
| Q4 2025 | $0.55 | +$1.26 |
| Q3 2025 | -$0.12 | +$0.78 |
| Q2 2025 | -$0.13 | +$1.21 |
| Q1 2025 | -$0.68 | +$0.78 |
| Q4 2024 | -$0.71 | +$0.89 |
| Q3 2024 | -$0.90 | +$0.57 |
SIF 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 SIF 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 SIF on profitability, with a higher operating margin.
SIF Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $26.1M | +18% |
| Q1 2026 | $26.4M | +39% |
| Q4 2025 | $24M | +15% |
| Q3 2025 | $22.8M | +5.3% |
| Q2 2025 | $22.1M | -24% |
| Q1 2025 | $19M | -28% |
| Q4 2024 | $20.9M | -0.8% |
| Q3 2024 | $21.7M | -12% |
SIF's revenue is recovering but still below its 2019 peak: $26M last quarter, up 18% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 1.1% | -14 points |
| Q1 2026 | 10% | +14 points |
| Q4 2025 | 11% | +20 points |
| Q3 2025 | -1.7% | +13 points |
| Q2 2025 | 15% | +10 points |
| Q1 2025 | -4.1% | -2.1 points |
| Q4 2024 | -9.2% | +4.5 points |
| Q3 2024 | -14% | -4.1 points |
SIF's operating margin was 1.1% last quarter, down 14 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 SIF on cash flow, with more consistent year-over-year improvement.
SIF Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | -$2.1M | -792% |
| Q1 2026 | -$3M | -212% |
| Q4 2025 | $8M | +$11.9M |
| Q3 2025 | $566K | -76% |
| Q2 2025 | $310K | +$658K |
| Q1 2025 | $2.7M | +$6.7M |
| Q4 2024 | -$3.9M | -$1.3M |
| Q3 2024 | $2.4M | +563% |
SIF has burned cash in most quarters: $3M over the past year, up 133% 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 | — |
SIF Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.9% | -55K shares |
| 1 year | -0.1% | -7K shares |
| 3 years | +3.2% | +191K shares |
| 5 years | +2.1% | +125K shares |
| Available history | +10% | +565K shares |
SIF has the edge over BA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2020 | — |
| Q2 2020 | — |
| Q3 2019 | — |
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.
SIF Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 1.3x | Healthy |
| Q1 2026 | 0.6x | Very low |
| Q4 2025 | 0.2x | Very low |
| Q3 2025 | 3.5x | Elevated |
| Q2 2025 | 11.0x | High |
| Q4 2024 | 112.5x | High |
| Q2 2024 | 31.8x | High |
| Q1 2024 | 118.2x | High |
SIF 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).
SIF Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 41.7 | Neutral |
| Stochastic | 13.2 | Oversold |
SIF's weekly RSI is 42 (neutral) and its Stochastic is 13 (oversold).
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 SIF on valuation relative to its sector.
SIF PE vs Industrials Sector
| Metric | SIF | Sector median | Relative |
|---|---|---|---|
| PE | 26x | 24x | 9.1% above |
| PE % | 84 | 58 | 26 pts above |
SIF is trading at 26x earnings, in line with 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.
SIF Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $20.5 | 18% below |
| 20 week MA | $22.0 | 24% below |
| 50 week MA | $16.7 | 0.9% above |
| 100 week MA | $10.6 | 58% above |
| 200 week MA | $6.99 | 140% above |
SIF 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.
SIF Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $3.98 | $5.30 | +33% |
| 2021 | $5.30 | $6.00 | +13% |
| 2022 | $6.00 | $2.40 | -60% |
| 2023 | $2.40 | $4.54 | +89% |
| 2024 | $4.54 | $3.65 | -20% |
| 2025 | $3.65 | $5.43 | +49% |
| 2026 YTD | $5.43 | $16.8 | +210% |
SIF has the edge over BA on returns for 2026, with the stronger performance.