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AIR vs BWXT
Which Stock Would AI Choose? AAR Corp. (AIR) vs. BWX Technologies, Inc. (BWXT) Stock Comparison
Key Takeaways
- AAR Corp. (AIR) operates in aerospace and defense services, while BWX Technologies, Inc. (BWXT) focuses on nuclear technologies for naval, commercial, and government applications.
- Recent market activity shows AIR exhibiting volatility following its fourth-quarter fiscal 2026 earnings release, with shares trading near recent highs amid broader sector interest.
- BWXT has demonstrated resilience in nuclear demand themes, with prior guidance raises supporting growth expectations despite recent sector-wide pressure on defense stocks.
- Both companies maintain exposure to U.S. government contracts, though BWXT’s positioning in expanding nuclear programs provides distinct growth drivers compared to AIR’s aviation maintenance focus.
- Relative performance over recent weeks reflects differing catalysts, with AIR tied more closely to commercial and military aviation cycles and BWXT benefiting from sustained nuclear infrastructure momentum.
- Market sentiment for each remains influenced by defense spending trends and macroeconomic factors affecting industrial equities.
Introduction
Investors and traders seeking exposure to the aerospace and defense sector often evaluate companies with complementary yet distinct business models. AAR Corp. (AIR) and BWX Technologies, Inc. (BWXT) both serve government and commercial markets but operate in different niches within the broader industrials space. This comparison examines their recent stock behavior, operational drivers, and positioning in the current market environment. The analysis is particularly relevant for those assessing relative performance between aviation services and nuclear technology providers amid evolving defense budgets and energy infrastructure demands.
AAR Corp. (AIR) Overview and Recent Performance
AAR Corp. (AIR) provides aviation services including parts supply, maintenance, and repair for commercial airlines and military operators. The company reported fourth-quarter and full-year fiscal 2026 results in July, highlighting year-over-year sales growth and earnings that exceeded analyst expectations. In recent market activity, shares have traded in a range influenced by post-earnings reactions and broader aerospace sector sentiment. Performance has reflected strength in aftermarket demand alongside periodic volatility tied to contract awards and industry cycles. Over recent weeks, investor focus has centered on the company’s execution in government and commercial segments.
BWX Technologies, Inc. (BWXT) Overview and Recent Performance
BWX Technologies, Inc. (BWXT) delivers nuclear solutions, including components and services for naval propulsion, commercial power, and related applications. Earlier in the year, the company raised its full-year 2026 guidance following first-quarter results that showed revenue and earnings growth. In recent market activity, shares have faced pressure amid wider defense sector movements, trading below prior peaks despite ongoing nuclear demand themes. Performance has been shaped by contract announcements and policy support for domestic nuclear capabilities. Over recent weeks, attention has remained on execution in core programs and potential expansion in commercial markets.
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Head-to-Head Comparison
AAR Corp. (AIR) and BWX Technologies, Inc. (BWXT) differ significantly in business model and growth drivers. AIR centers on aftermarket aviation services with revenue tied to flight hours and fleet utilization, creating sensitivity to commercial travel recovery and military sustainment budgets. BWXT derives strength from long-term nuclear contracts, particularly naval programs, which provide greater revenue visibility and insulation from short-term cyclical swings.
Recent momentum shows AIR responding directly to earnings beats and sector rotation into aerospace, while BWXT’s trajectory has been steadier around nuclear policy tailwinds but subject to broader defense stock rotations. Risk factors for AIR include exposure to airline financial health and supply chain issues in parts distribution; BWXT faces regulatory and execution risks in nuclear projects alongside potential delays in government funding.
Sector exposure overlaps in defense but diverges in commercial applications, with AIR more aviation-centric and BWXT positioned in clean energy and propulsion technologies. Market sentiment currently favors nuclear themes for BWXT, whereas AIR benefits from post-earnings reassessments of its valuation and growth trajectory.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings delivery, and positioning relative to sector catalysts, Tickeron’s AI would currently assign a modestly higher probability of favorable near-term performance to BWX Technologies, Inc. (BWXT). Its established contract base in naval nuclear programs and prior guidance increases provide a clearer path for sustained momentum compared with the more variable post-earnings dynamics observed in AAR Corp. (AIR). This assessment remains probabilistic and subject to evolving market data.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
Disclaimers and LimitationsTo compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AIR is a Hold and BWXT is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AIR’s FA Score shows that 1 FA rating(s) are green whileBWXT’s FA Score has 0 green FA rating(s).
- AIR’s FA Score: 1 green, 4 red.
- BWXT’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AIR’s TA Score shows that 2 TA indicator(s) are bullish while BWXT’s TA Score has 5 bullish TA indicator(s).
- AIR’s TA Score: 2 bullish, 5 bearish.
- BWXT’s TA Score: 5 bullish, 3 bearish.
Price Growth
AIR (@Aerospace & Defense) experienced а +2.45% price change this week, while BWXT (@Aerospace & Defense) price change was -2.62% for the same time period.
The average weekly price growth across all stocks in the @Aerospace & Defense industry was -0.94%. For the same industry, the average monthly price growth was +10.23%, and the average quarterly price growth was +0.50%.
Reported Earning Dates
AIR is expected to report earnings on Sep 29, 2026.
BWXT is expected to report earnings on Nov 09, 2026.
Industries' Descriptions
@Aerospace & Defense (-0.94% weekly)Aerospace & Defense is one of largest industries in the U.S., mainly comprising the following areas: commercial airliners, military aircraft, missiles, space, and general aviation. Focused heavily on research & development, it is also one of the fastest growing industries. Military aircraft has the largest market share in the industry’s sales, followed by space systems, civil aircraft, and missiles. Aerospace exports, directly and indirectly, support more jobs than the export of any other commodity, according to a study by the U.S. Department of Commerce. Boeing Company, Lockheed Martin Corporation and General Electric Company are some of the most prominent players in this space.
| AIR | BWXT | AIR / BWXT | |
| Capitalization | 6B | 15.1B | 40% |
| EBITDA | 390M | 582M | 67% |
| Gain YTD | 79.998 | -4.120 | -1,942% |
| P/E Ratio | 30.66 | 42.75 | 72% |
| Revenue | 3.31B | 3.51B | 94% |
| Total Cash | 84M | N/A | - |
| Total Debt | 995M | 2.02B | 49% |
AIR | BWXT | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 90 | 17 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 39 Fair valued | 93 Overvalued | |
PROFIT vs RISK RATING 1..100 | 4 | 37 | |
SMR RATING 1..100 | 63 | 36 | |
PRICE GROWTH RATING 1..100 | 37 | 61 | |
P/E GROWTH RATING 1..100 | 99 | 70 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
AIR's Valuation (39) in the Aerospace And Defense industry is somewhat better than the same rating for BWXT (93). This means that AIR’s stock grew somewhat faster than BWXT’s over the last 12 months.
AIR's Profit vs Risk Rating (4) in the Aerospace And Defense industry is somewhat better than the same rating for BWXT (37). This means that AIR’s stock grew somewhat faster than BWXT’s over the last 12 months.
BWXT's SMR Rating (36) in the Aerospace And Defense industry is in the same range as AIR (63). This means that BWXT’s stock grew similarly to AIR’s over the last 12 months.
AIR's Price Growth Rating (37) in the Aerospace And Defense industry is in the same range as BWXT (61). This means that AIR’s stock grew similarly to BWXT’s over the last 12 months.
BWXT's P/E Growth Rating (70) in the Aerospace And Defense industry is in the same range as AIR (99). This means that BWXT’s stock grew similarly to AIR’s over the last 12 months.
| AIR | BWXT | |
|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 79% |
| Stochastic ODDS (%) | 1 day ago 53% | 1 day ago 77% |
| Momentum ODDS (%) | 1 day ago 49% | 1 day ago 53% |
| MACD ODDS (%) | 1 day ago 74% | 1 day ago 75% |
| TrendWeek ODDS (%) | 1 day ago 75% | 1 day ago 56% |
| TrendMonth ODDS (%) | 1 day ago 70% | 1 day ago 57% |
| Advances ODDS (%) | 7 days ago 75% | 7 days ago 71% |
| Declines ODDS (%) | 12 days ago 57% | 1 day ago 56% |
| BollingerBands ODDS (%) | 1 day ago 56% | 1 day ago 76% |
| Aroon ODDS (%) | 1 day ago 48% | 1 day ago 62% |
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AIR and
Correlation & Price change
A.I.dvisor indicates that over the last year, AIR has been loosely correlated with VSEC. These tickers have moved in lockstep 64% of the time. This A.I.-generated data suggests there is some statistical probability that if AIR jumps, then VSEC could also see price increases.
| Ticker / NAME | Correlation To AIR | 1D Price Change % | ||
|---|---|---|---|---|
| AIR | 100% | -3.05% | ||
| VSEC - AIR | 64% Loosely correlated | -3.27% | ||
| CW - AIR | 59% Loosely correlated | -0.06% | ||
| DCO - AIR | 59% Loosely correlated | -0.47% | ||
| BWXT - AIR | 59% Loosely correlated | -3.66% | ||
| LOAR - AIR | 57% Loosely correlated | -1.48% | ||
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BWXT and
Correlation & Price change
A.I.dvisor indicates that over the last year, BWXT has been closely correlated with CW. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if BWXT jumps, then CW could also see price increases.
| Ticker / NAME | Correlation To BWXT | 1D Price Change % | ||
|---|---|---|---|---|
| BWXT | 100% | -3.66% | ||
| CW - BWXT | 75% Closely correlated | -0.06% | ||
| AIR - BWXT | 59% Loosely correlated | -3.05% | ||
| HWM - BWXT | 59% Loosely correlated | +1.22% | ||
| KRMN - BWXT | 54% Loosely correlated | -3.80% | ||
| GE - BWXT | 53% Loosely correlated | +1.53% | ||
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