BA
The Boeing Company
BA offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
TTC
The Toro Company
TTC has the edge over BA overall, supported by 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.
TTC Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Strong | |
| Healthy |
TTC'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 TTC in the historical PE scenario, which offers more potential upside but is not a forecast.
TTC PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 21x | $107 | — |
| Cheap | 22x | $82.04 | -23% |
| Fair | 26x | $98.24 | -8.1% |
| Current | 29x | $107 | — |
| Expensive | 31x | $117 | +9.1% |
Historical ranges are pointers, not guarantees.
TTC's PE is in its fair range at 29x. If earnings grow as analysts expect, today's price would be 21x 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.
TTC Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for TTC, with profitability improving.
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.
TTC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $5.05 | +35% |
| Q3 2026 | $3.74 | +13% |
| Q2 2026 | $3.47 | -11% |
| Q1 2026 | $3.34 | -15% |
| Q4 2025 | $3.17 | -21% |
| Q3 2025 | $3.30 | -13% |
| Q2 2025 | $3.90 | +54% |
| Q1 2025 | $3.91 | +43% |
| Q4 2024 | $4.01 | +28% |
TTC earned $3.74 per share over the past year, up 13% 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 TTC 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.
TTC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.2B | +8.4% |
| Q2 2026 | $1.4B | +8.1% |
| Q1 2026 | $1B | +4.2% |
| Q4 2025 | $1.1B | -0.9% |
| Q3 2025 | $1.1B | -2.2% |
| Q2 2025 | $1.3B | -2.3% |
| Q1 2025 | $995M | -0.7% |
| Q4 2024 | $1.1B | +9.4% |
TTC's revenue has picked up after three years of holding roughly level: $1.2B last quarter, up 8.4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 9.4% | +3.7 points |
| Q2 2026 | 14% | +0.4 points |
| Q1 2026 | 8.4% | +0.6 points |
| Q4 2025 | 8.7% | -1.5 points |
| Q3 2025 | 5.7% | -7.1 points |
| Q2 2025 | 13% | -0.7 points |
| Q1 2025 | 7.8% | -1 points |
| Q4 2024 | 10% | +0.5 points |
TTC 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 TTC on cash flow, with more consistent year-over-year improvement.
TTC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $159.6M | -23% |
| Q2 2026 | $250.9M | +65% |
| Q1 2026 | $14.6M | +$82.3M |
| Q4 2025 | $286.4M | +43% |
| Q3 2025 | $207.2M | +21% |
| Q2 2025 | $152.4M | -26% |
| Q1 2025 | -$67.7M | +$43.6M |
| Q4 2024 | $200.2M | +85% |
TTC generated $712M in free cash flow over the past year, up 45% 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 | — |
TTC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.5% | -1.5M shares |
| 1 year | -3.4% | -3.4M shares |
| 3 years | -8.3% | -8.7M shares |
| 5 years | -12% | -12.8M shares |
| Available history | -12% | -12.5M shares |
TTC has the edge over BA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $73M |
| Q2 2026 | $190.2M |
| Q1 2026 | $94.9M |
| Q4 2025 | — |
| Q3 2025 | $90M |
| Q2 2025 | $100M |
| Q1 2025 | $100M |
| Q4 2024 | $136.3M |
TTC spent $358M buying back its own shares over the past year, down 16% 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.
TTC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.2x | Healthy |
| Q2 2026 | 1.4x | Healthy |
| Q1 2026 | 1.6x | Healthy |
| Q4 2025 | 1.1x | Healthy |
| Q3 2025 | 1.5x | Healthy |
| Q2 2025 | 1.4x | Healthy |
| Q1 2025 | 1.4x | Healthy |
| Q4 2024 | 1.1x | Healthy |
TTC 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).
TTC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 63.4 | Neutral |
| Stochastic | 81.6 | Overbought |
TTC's weekly RSI is 63 (neutral) and its Stochastic is 82 (overbought).
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 TTC on valuation relative to its sector.
TTC PE vs Industrials Sector
| Metric | TTC | Sector median | Relative |
|---|---|---|---|
| PE | 29x | 24x | 19% above |
| PE % | 65 | 58 | 7 pts above |
TTC is trading at 29x earnings, a 19% 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.
TTC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $102.1 | 4.6% above |
| 20 week MA | $98.2 | 8.8% above |
| 50 week MA | $93.8 | 14% above |
| 100 week MA | $84.4 | 27% above |
| 200 week MA | $89.0 | 20% above |
TTC 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.
TTC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $80.2 | $93.9 | +17% |
| 2021 | $93.9 | $99.3 | +5.8% |
| 2022 | $99.3 | $113.0 | +14% |
| 2023 | $113.0 | $96.0 | -15% |
| 2024 | $96.0 | $81.0 | -16% |
| 2025 | $81.0 | $79.4 | -2% |
| 2026 YTD | $79.4 | $106.9 | +35% |
TTC has the edge over BA on returns for 2026, with the stronger performance.