Advertisement
BWXT vs GE
Which Stock Would AI Choose? BWX Technologies (BWXT) vs. GE Aerospace (GE) Stock Comparison
Key Takeaways
- BWXT delivered strong Q4 2025 earnings, beating estimates with $1.08 EPS and $885.8M revenue, up significantly Y/Y, fueled by naval nuclear demand and acquisitions.
- GE Aerospace shows robust momentum in aviation engines post-spin-off, with shares up over 100% in the past year amid defense and commercial aftermarket growth.
- BWXT's YTD return stands at approximately 19%, with recent highs near $220, reflecting nuclear sector tailwinds.
- GE's shares trade around $340, with analyst targets near $361, supported by expanding defense contracts.
- Tickeron's AI bots favor aerospace plays like GE with up to +89% annualized returns, highlighting sector strength.
- Both stocks exhibit relative outperformance versus the S&P 500, but BWXT offers niche nuclear exposure while GE provides broader aviation scale.
Introduction
This stock comparison examines BWXT and GE in the current market environment, where defense spending and aerospace recovery drive industrials performance. BWX Technologies specializes in nuclear components for naval and commercial applications, while GE Aerospace focuses on aircraft engines and systems. Traders seeking exposure to government contracts and long-term energy trends, or investors eyeing aviation aftermarket growth, will find value in analyzing their relative performance, momentum, and sector positioning. Recent earnings beats and backlog expansion underscore resilience amid geopolitical tensions and supply chain shifts.
BWXT Overview and Recent Performance
BWX Technologies, Inc., a leader in nuclear components and fuel, operates in government and commercial segments, manufacturing precision naval reactors and providing services for nuclear power plants. In recent market activity, BWXT shares reached all-time highs near $220, with YTD gains around 19% and over 90% in the past year. Q4 2025 results showed revenues of $885.8 million, surpassing estimates by 6.82%, and EPS of $1.08 versus $0.91 expected, driven by robust demand in naval propulsion and strategic acquisitions boosting backlog by 50%. Sentiment has strengthened on nuclear renaissance catalysts, including microreactors and defense priorities, though valuation at 37x earnings reflects growth pricing. Risks include government budget uncertainties and execution on capacity expansions.
GE Overview and Recent Performance
GE Aerospace, post its 2024 spin-off from legacy GE, designs and produces commercial and defense aircraft engines, integrated components, and power systems. GE shares have surged, trading near $340 with a 52-week range from $159 to $348 and analyst targets around $361. Recent momentum stems from defense expansions, including a $12.4 million unmanned systems contract, and strong aftermarket services amid travel recovery. YTD performance aligns with sector gains, supported by high-teens revenue growth expectations and debt reduction. Market sentiment favors GE's scale in aviation, though exposure to supply chain disruptions and engine certification delays pose risks. Broader industrials tailwinds, like rising defense budgets, bolster positioning.
Trending AI Robots
Tickeron’s Trending AI Robots page showcases the platform's top-performing AI trading bots, curated from hundreds of agents that trade thousands of tickers across diverse strategies, timeframes, and styles. These bots leverage AI/ML models for pattern recognition, achieving standout stats like annualized returns up to +120% (e.g., AeroDefense DFEN bot at +120.24% with 75% win rate), win rates of 85%+ (e.g., GE Aerospace bot at +89.16%), profit factors over 3.0, and low drawdowns relative to gains. Trending selections adapt to current volatility in sectors like aerospace, semiconductors, and industrials, outperforming the S&P 500 in recent quarters. With varying approaches—from short-term scalping to swing trading—users can explore real-time equity curves and backtests. Visit the page to evaluate and subscribe to bots suited to today's market dynamics.
Head-to-Head Comparison
BWXT and GE both thrive in aerospace & defense but diverge in focus: BWXT's niche in nuclear propulsion offers stable government revenues (majority from U.S. Navy contracts), contrasting GE's scale in commercial/military engines with aftermarket dominance. Growth drivers for BWXT include commercial nuclear revival and microreactors, yielding high backlog growth; GE leverages aviation recovery and defense wins for faster revenue expansion (17.7% LTM vs. BWXT's 14%). Recent momentum favors GE's post-spin purity, with stronger 1-year returns, though BWXT shows steadier YTD stability. Risks for BWXT center on federal budgets and project delays; GE faces cyclical aviation demand and supply issues. Sector exposure ties both to rising defense outlays, but BWXT's nuclear moat provides defensiveness versus GE's broader market sensitivity. Valuation trade-offs: BWXT at premium multiples reflects scarcity; GE offers value with higher targets.
Tickeron AI Verdict
Tickeron’s AI analysis leans toward GE in the current environment, based on superior trend consistency in aerospace ETFs (e.g., +89% annualized on GE-specific bots versus solid but narrower BWXT momentum), expanding catalysts like defense contracts, and relative valuation post-spin-off. BWXT's nuclear stability merits attention for risk-averse positioning, but GE's scale and aftermarket durability suggest higher probability of outperformance amid industrials upcycle.
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 BWXT is a Buy and GE 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).
BWXT’s FA Score shows that 2 FA rating(s) are green whileGE’s FA Score has 2 green FA rating(s).
- BWXT’s FA Score: 2 green, 3 red.
- GE’s FA Score: 2 green, 3 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.
BWXT’s TA Score shows that 4 TA indicator(s) are bullish while GE’s TA Score has 4 bullish TA indicator(s).
- BWXT’s TA Score: 4 bullish, 6 bearish.
- GE’s TA Score: 4 bullish, 4 bearish.
Price Growth
BWXT (@Aerospace & Defense) experienced а -2.71% price change this week, while GE (@Aerospace & Defense) price change was +7.22% for the same time period.
The average weekly price growth across all stocks in the @Aerospace & Defense industry was +3.03%. For the same industry, the average monthly price growth was +2.77%, and the average quarterly price growth was +43.16%.
Reported Earning Dates
BWXT is expected to report earnings on Aug 10, 2026.
GE is expected to report earnings on Jul 16, 2026.
Industries' Descriptions
@Aerospace & Defense (+3.03% 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.
| BWXT | GE | BWXT / GE | |
| Capitalization | 19.3B | 314B | 6% |
| EBITDA | 569M | 12.2B | 5% |
| Gain YTD | 22.131 | -2.215 | -999% |
| P/E Ratio | 56.21 | 37.36 | 150% |
| Revenue | 3.38B | 48.3B | 7% |
| Total Cash | 512M | 11B | 5% |
| Total Debt | 2.02B | 20.3B | 10% |
BWXT | GE | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 67 | 9 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 94 Overvalued | 84 Overvalued | |
PROFIT vs RISK RATING 1..100 | 11 | 10 | |
SMR RATING 1..100 | 34 | 21 | |
PRICE GROWTH RATING 1..100 | 48 | 55 | |
P/E GROWTH RATING 1..100 | 14 | 41 | |
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.
GE's Valuation (84) in the Industrial Conglomerates industry is in the same range as BWXT (94) in the Aerospace And Defense industry. This means that GE’s stock grew similarly to BWXT’s over the last 12 months.
GE's Profit vs Risk Rating (10) in the Industrial Conglomerates industry is in the same range as BWXT (11) in the Aerospace And Defense industry. This means that GE’s stock grew similarly to BWXT’s over the last 12 months.
GE's SMR Rating (21) in the Industrial Conglomerates industry is in the same range as BWXT (34) in the Aerospace And Defense industry. This means that GE’s stock grew similarly to BWXT’s over the last 12 months.
BWXT's Price Growth Rating (48) in the Aerospace And Defense industry is in the same range as GE (55) in the Industrial Conglomerates industry. This means that BWXT’s stock grew similarly to GE’s over the last 12 months.
BWXT's P/E Growth Rating (14) in the Aerospace And Defense industry is in the same range as GE (41) in the Industrial Conglomerates industry. This means that BWXT’s stock grew similarly to GE’s over the last 12 months.
| BWXT | GE | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 61% | N/A |
| Stochastic ODDS (%) | 1 day ago 69% | 1 day ago 42% |
| Momentum ODDS (%) | 1 day ago 47% | 1 day ago 64% |
| MACD ODDS (%) | 1 day ago 59% | 1 day ago 75% |
| TrendWeek ODDS (%) | 1 day ago 55% | 1 day ago 70% |
| TrendMonth ODDS (%) | 1 day ago 55% | 1 day ago 64% |
| Advances ODDS (%) | 20 days ago 69% | 7 days ago 71% |
| Declines ODDS (%) | 5 days ago 55% | 5 days ago 53% |
| BollingerBands ODDS (%) | 1 day ago 76% | 5 days ago 54% |
| Aroon ODDS (%) | 1 day ago 66% | 1 day ago 59% |
Advertisement
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| KORU | 983.09 | 40.91 | +4.34% |
| Direxion Daily South Korea Bull 3X ETF | |||
| EHLS | 27.25 | 0.42 | +1.56% |
| Even Herd Long Short ETF | |||
| RFMZ | 13.32 | 0.12 | +0.91% |
| RiverNorth Flexible Municipal Income Fund II | |||
| QQLV | 24.31 | -0.20 | -0.82% |
| Invesco QQQ Low Volatility ETF | |||
| GIND | 23.84 | -0.63 | -2.57% |
| Goldman Sachs India Equity ETF | |||
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 73% 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% | +2.66% | ||
| CW - BWXT | 73% Closely correlated | -0.09% | ||
| KTOS - BWXT | 50% Loosely correlated | -1.55% | ||
| MRCY - BWXT | 50% Loosely correlated | +1.82% | ||
| AIR - BWXT | 49% Loosely correlated | -0.18% | ||
| HWM - BWXT | 48% Loosely correlated | +1.12% | ||
More | ||||