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BA vs LHX
Which Stock Would AI Choose? Boeing (BA) vs. L3Harris Technologies (LHX) Stock Comparison
Key Takeaways
- BA trades around $194 with a market cap of $152B, facing YTD gains of 10.65% amid a record $682B backlog but high debt of $54B and operational challenges.
- LHX trades near $344 with a $64B market cap, boasting stronger YTD returns of 17.7% and 67% over one year, fueled by defense contracts like C$1.5B from Canada.
- LHX shows lower beta (0.61) for stability versus BA's 1.10, with superior trailing P/E (40x vs. 78x) and consistent revenue growth.
- Recent momentum favors LHX due to portfolio reshaping, VAMPIRE production ramp, and dividend hikes, while BA contends with production risks.
- Tickeron's AI tools highlight defense sector strength, with bots achieving up to 124% annualized returns in aerospace and defense trading.
- Relative performance positions LHX ahead in stability and growth catalysts.
Introduction
This stock comparison examines BA (Boeing), a leader in commercial and defense aerospace, against LHX (L3Harris Technologies), a focused defense technology provider. Both operate in the aerospace and defense sector, benefiting from global security demands and aviation recovery, but differ in business mix—Boeing's heavy commercial exposure versus L3Harris's government-centric portfolio. Traders seeking momentum in defense spending or investors eyeing long-term backlogs will find this analysis relevant for assessing relative performance, risk profiles, and market positioning in today's environment of geopolitical tensions and rising budgets.
BA Overview and Recent Performance
Boeing (BA), headquartered in Arlington, Virginia, designs, manufactures, and services commercial airplanes, defense products, and space systems. Its segments include Commercial Airplanes, Defense, Space & Security, and Global Services. In recent market activity, BA shares have traded around $194, reflecting YTD gains of about 10.65% despite earlier pressures. A record $682 billion backlog, including over 6,100 commercial orders, underscores demand, bolstered by contracts like a $326 million U.S. Army deal for CH-47F helicopters. However, sentiment remains cautious due to high debt ($54.1 billion), production delays, and integration costs from Spirit AeroSystems acquisition. Revenue reached $89.5 billion in the latest full year, with Q4 surging 57%, yet cash flow challenges and operational risks have capped upside in recent weeks.
LHX Overview and Recent Performance
L3Harris Technologies (LHX), based in Melbourne, Florida, delivers mission-critical defense and commercial technologies across air, land, sea, space, and cyber domains. Its segments encompass Space & Mission Systems, Communications & Spectrum Dominance, and Missile Solutions. Recently, LHX shares hover near $344, with robust YTD returns of 17.7% and 67% over one year. Key drivers include a C$1.5 billion Canadian defense contract, VAMPIRE counter-unmanned systems production ramp, and plans for a Missile Solutions IPO. Full-year revenue hit $21.9 billion (up 3%), with a $38.7 billion contractual backlog and book-to-bill of 1.3x. Dividend hikes and 2026 guidance for $23-23.5 billion revenue signal confidence, though minor pullbacks reflect broader sector rotation in recent weeks.
Trending AI Robots
Tickeron’s Trending AI Robots page showcases the platform's top-performing AI trading bots, curated from hundreds available that trade thousands of tickers across stocks, ETFs, and crypto. Only the most suitable for current market conditions—based on real-time signals, risk-adjusted returns, and adaptability—earn a spot in this elite section of 25 bots selected from 351 total. These bots employ diverse strategies like swing trading, scalping, and pattern recognition over timeframes from 5-minute to 60-minute charts, with filters for volatility, technical/fundamental analysis, and asset classes. While specific stats vary, featured bots have demonstrated annualized returns up to 124% in aerospace & defense, 159% on leveraged ETFs, and win rates exceeding 90% in select portfolios, alongside metrics like Sharpe ratios above 2 and controlled drawdowns. Explore these high-conviction signals to enhance your trading edge in dynamic markets.
Head-to-Head Comparison
Boeing (BA) and L3Harris (LHX) share aerospace and defense exposure but contrast sharply in models: BA's cyclical commercial aviation (vulnerable to travel slumps) versus LHX's stable government contracts (75% U.S. revenue). Growth drivers favor LHX amid surging defense budgets, with 7% organic revenue outlook and $38.7B backlog conversion, while BA's $682B backlog hinges on production ramps. Recent momentum tilts to LHX (67% 1-year return vs. 14%), with lower beta (0.61 vs. 1.10) reducing volatility. Risks for BA include elevated debt (1,033% debt/equity) and execution hurdles; LHX faces program dependencies but boasts healthier margins (15.8% adjusted). Sector tailwinds like geopolitical demand boost both, yet LHX's pure-play positioning yields stronger sentiment.
Tickeron AI Verdict
Tickeron’s AI currently favors LHX over BA, citing superior trend consistency, lower volatility (beta 0.61), robust YTD/1-year outperformance, and catalysts like defense contracts and backlog execution. While BA offers massive backlog potential, its higher risks and recent cash strains reduce near-term probability of relative gains. This assessment reflects observable momentum and positioning, subject to market shifts.
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 Limitations
To 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 BA is a Hold and LHX is a Buy.
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).
BA’s FA Score shows that 1 FA rating(s) are green whileLHX’s FA Score has 3 green FA rating(s).
- BA’s FA Score: 1 green, 4 red.
- LHX’s FA Score: 3 green, 2 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.
BA’s TA Score shows that 6 TA indicator(s) are bullish while LHX’s TA Score has 2 bullish TA indicator(s).
- BA’s TA Score: 6 bullish, 4 bearish.
- LHX’s TA Score: 2 bullish, 7 bearish.
Price Growth
BA (@Aerospace & Defense) experienced а +1.32% price change this week, while LHX (@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 +5.42%. For the same industry, the average monthly price growth was +14.86%, and the average quarterly price growth was +27.81%.
Reported Earning Dates
BA is expected to report earnings on Apr 22, 2026.
LHX is expected to report earnings on Apr 30, 2026.
Industries' Descriptions
@Aerospace & Defense (+5.42% 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.
| BA | LHX | BA / LHX | |
| Capitalization | 177B | 65.1B | 272% |
| EBITDA | 7.36B | 3.75B | 196% |
| Gain YTD | 3.666 | 19.148 | 19% |
| P/E Ratio | 90.76 | 40.86 | 222% |
| Revenue | 89.5B | 21.9B | 409% |
| Total Cash | 29.4B | 1.07B | 2,750% |
| Total Debt | 54.4B | 11.1B | 490% |
BA | LHX | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 16 | 62 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 84 Overvalued | 20 Undervalued | |
PROFIT vs RISK RATING 1..100 | 100 | 28 | |
SMR RATING 1..100 | 10 | 75 | |
PRICE GROWTH RATING 1..100 | 50 | 47 | |
P/E GROWTH RATING 1..100 | 72 | 26 | |
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.
LHX's Valuation (20) in the null industry is somewhat better than the same rating for BA (84) in the Aerospace And Defense industry. This means that LHX’s stock grew somewhat faster than BA’s over the last 12 months.
LHX's Profit vs Risk Rating (28) in the null industry is significantly better than the same rating for BA (100) in the Aerospace And Defense industry. This means that LHX’s stock grew significantly faster than BA’s over the last 12 months.
BA's SMR Rating (10) in the Aerospace And Defense industry is somewhat better than the same rating for LHX (75) in the null industry. This means that BA’s stock grew somewhat faster than LHX’s over the last 12 months.
LHX's Price Growth Rating (47) in the null industry is in the same range as BA (50) in the Aerospace And Defense industry. This means that LHX’s stock grew similarly to BA’s over the last 12 months.
LHX's P/E Growth Rating (26) in the null industry is somewhat better than the same rating for BA (72) in the Aerospace And Defense industry. This means that LHX’s stock grew somewhat faster than BA’s over the last 12 months.
| BA | LHX | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 77% | N/A |
| Stochastic ODDS (%) | 1 day ago 64% | 1 day ago 52% |
| Momentum ODDS (%) | 1 day ago 65% | 1 day ago 55% |
| MACD ODDS (%) | 1 day ago 63% | 1 day ago 51% |
| TrendWeek ODDS (%) | 1 day ago 68% | 1 day ago 52% |
| TrendMonth ODDS (%) | 1 day ago 66% | 1 day ago 57% |
| Advances ODDS (%) | 1 day ago 65% | 16 days ago 54% |
| Declines ODDS (%) | 23 days ago 75% | 1 day ago 51% |
| BollingerBands ODDS (%) | 1 day ago 56% | 1 day ago 71% |
| Aroon ODDS (%) | 1 day ago 77% | 1 day ago 54% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RVER | 31.01 | 0.40 | +1.31% |
| Trenchless Fund ETF | |||
| AIRR | 123.88 | 0.75 | +0.61% |
| First Trust RBA Amer Indl RenaisTM ETF | |||
| LQTI | 19.75 | 0.05 | +0.25% |
| FT Vest Investment Grade & Target Income ETF | |||
| SIMS | 45.26 | 0.07 | +0.16% |
| Stt Strt®SPDR®S&PKenshoIntlgntStrctrETF | |||
| ULST | 40.48 | 0.01 | +0.02% |
| State Street® Ultra Short Term Bond ETF | |||
LHX and
Correlation & Price change
A.I.dvisor indicates that over the last year, LHX has been loosely correlated with GD. These tickers have moved in lockstep 61% of the time. This A.I.-generated data suggests there is some statistical probability that if LHX jumps, then GD could also see price increases.
| Ticker / NAME | Correlation To LHX | 1D Price Change % | ||
|---|---|---|---|---|
| LHX | 100% | -0.51% | ||
| GD - LHX | 61% Loosely correlated | -1.23% | ||
| HII - LHX | 59% Loosely correlated | -0.66% | ||
| NOC - LHX | 52% Loosely correlated | -1.24% | ||
| KTOS - LHX | 50% Loosely correlated | -1.63% | ||
| BWXT - LHX | 49% Loosely correlated | -3.20% | ||
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