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BWXT vs HWM
Which Stock Would AI Choose? BWX Technologies (BWXT) vs. Howmet Aerospace (HWM) Stock Comparison
Key Takeaways
- BWXT delivered strong Q1 2026 results, beating earnings and revenue estimates with 26% revenue growth, while raising full-year guidance amid nuclear demand.
- HWM approaches Q1 earnings on May 7 with a history of beats, supported by commercial aerospace recovery and projected 15% revenue growth.
- Both stocks show robust YTD gains around 19%, with BWXT leading 1-year returns at 85% versus HWM's 58%, outperforming the S&P 500 significantly.
- BWXT offers lower beta (0.78) for stability in nuclear/defense, while HWM (beta 1.19) ties to cyclical aerospace growth.
- Market caps differ sharply: HWM at $97B dwarfs BWXT's $19B, reflecting scale in components versus specialized nuclear tech.
- Analyst targets suggest upside: BWXT ~$234 (14% from $206), HWM ~$281 (16% from $243).
Introduction
This stock comparison examines BWXT and HWM, two leaders in the aerospace and defense ecosystem. BWXT, a nuclear components specialist, benefits from naval propulsion and emerging commercial nuclear trends. HWM excels in engineered aerospace solutions like jet engine parts. Traders eyeing defense stability or aerospace recovery, and investors tracking sector rotation amid geopolitical tensions and air travel rebound, will find value in their relative performance, growth drivers, and market positioning in today's environment.
BWXT Overview and Recent Performance
BWXT (BWX Technologies, Inc.) manufactures nuclear components, reactors, and fuel, primarily for U.S. naval programs via its Government Operations segment, alongside commercial nuclear steam generators and services. In recent market activity, the stock experienced volatility, closing at $206.15 after a 4.86% drop amid broader sector pressures, yet it boasts a YTD return of 19.44% and 85.25% over one year, far exceeding the S&P 500. Q1 2026 results highlighted strength, with revenues up 26% to $860.2 million (beating estimates by 2.7%) and non-GAAP EPS of $1.12 (21% above consensus), driven by 121% commercial growth. The company raised full-year guidance for adjusted EBITDA to $650-$665 million and EPS to $4.60-$4.75. Sentiment reflects nuclear demand from defense priorities and clean energy, bolstered by a $7.3 billion backlog, though high P/E (55x TTM) and beta of 0.78 signal premium valuation with lower volatility.
HWM Overview and Recent Performance
HWM (Howmet Aerospace Inc.) supplies advanced engineered solutions, including jet engine components, fastening systems, and airframe structures for aerospace and transportation. Recent weeks saw the stock rise 1.25% to $242.69, with YTD gains of 18.44% and 57.63% over one year, outperforming benchmarks. Approaching Q1 2026 earnings on May 7, analysts project EPS of $1.11 (up 29% YoY) and $2.24 billion revenue (15% growth), following four straight beats despite supply chain issues. Commercial aerospace, expected at 17% growth, drives momentum amid travel recovery, with defense adding stability. Trading near 52-week highs (high $267), P/E stands at 65x TTM, beta at 1.19 reflects cyclical exposure, and a modest 0.20% dividend yield supports total returns. Positive analyst sentiment targets $281, fueled by engine products demand.
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Head-to-Head Comparison
BWXT and HWM operate in aerospace/defense but diverge in focus: BWXT's nuclear niche (naval/government heavy) versus HWM's broader components for engines/fasteners (commercial aerospace dominant). Growth drivers contrast BWXT's backlog surge from nuclear revival against HWM's air travel rebound. Recent momentum favors BWXT's post-earnings raise, though both show YTD parity; 1-year edge to BWXT reflects defense tailwinds. Risk factors include BWXT's government contract reliance versus HWM's supply chain cyclicality (higher beta 1.19 vs. 0.78). Sector exposure: BWXT ties to stable DoD nuclear, HWM to volatile commercial jets. Valuations premium (P/E 55x vs. 65x), sentiment leans nuclear stability for BWXT amid trade-offs in scale (HWM $97B cap) and diversification.
Tickeron AI Verdict
Tickeron’s AI currently favors BWXT for its trend consistency post-Q1 beat, raised guidance signaling catalysts in nuclear demand, and relative stability (lower beta, strong backlog). While HWM holds momentum in aerospace recovery, BWXT's observable defense positioning and earnings surprise provide higher probabilistic edge in the near term amid sector rotation.
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 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 Hold and HWM 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 whileHWM’s FA Score has 4 green FA rating(s).
- BWXT’s FA Score: 2 green, 3 red.
- HWM’s FA Score: 4 green, 1 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 HWM’s TA Score has 6 bullish TA indicator(s).
- BWXT’s TA Score: 4 bullish, 6 bearish.
- HWM’s TA Score: 6 bullish, 4 bearish.
Price Growth
BWXT (@Aerospace & Defense) experienced а +0.33% price change this week, while HWM (@Aerospace & Defense) price change was +11.20% for the same time period.
The average weekly price growth across all stocks in the @Aerospace & Defense industry was +2.07%. For the same industry, the average monthly price growth was +1.71%, and the average quarterly price growth was +45.34%.
Reported Earning Dates
BWXT is expected to report earnings on Aug 10, 2026.
HWM is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Aerospace & Defense (+2.07% 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 | HWM | BWXT / HWM | |
| Capitalization | 18.9B | 108B | 18% |
| EBITDA | 569M | 2.55B | 22% |
| Gain YTD | 19.831 | 31.711 | 63% |
| P/E Ratio | 55.15 | 62.59 | 88% |
| Revenue | 3.38B | 8.62B | 39% |
| Total Cash | 512M | 2.44B | 21% |
| Total Debt | 2.02B | 4.69B | 43% |
BWXT | HWM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 67 | 10 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 94 Overvalued | 76 Overvalued | |
PROFIT vs RISK RATING 1..100 | 11 | 3 | |
SMR RATING 1..100 | 34 | 28 | |
PRICE GROWTH RATING 1..100 | 48 | 18 | |
P/E GROWTH RATING 1..100 | 14 | 28 | |
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.
HWM's Valuation (76) in the null industry is in the same range as BWXT (94) in the Aerospace And Defense industry. This means that HWM’s stock grew similarly to BWXT’s over the last 12 months.
HWM's Profit vs Risk Rating (3) in the null industry is in the same range as BWXT (11) in the Aerospace And Defense industry. This means that HWM’s stock grew similarly to BWXT’s over the last 12 months.
HWM's SMR Rating (28) in the null industry is in the same range as BWXT (34) in the Aerospace And Defense industry. This means that HWM’s stock grew similarly to BWXT’s over the last 12 months.
HWM's Price Growth Rating (18) in the null industry is in the same range as BWXT (48) in the Aerospace And Defense industry. This means that HWM’s stock grew similarly to BWXT’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 HWM (28) in the null industry. This means that BWXT’s stock grew similarly to HWM’s over the last 12 months.
| BWXT | HWM | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 61% | 2 days ago 55% |
| Stochastic ODDS (%) | 2 days ago 69% | 2 days ago 51% |
| Momentum ODDS (%) | 2 days ago 47% | 2 days ago 71% |
| MACD ODDS (%) | 2 days ago 59% | 2 days ago 75% |
| TrendWeek ODDS (%) | 2 days ago 55% | 2 days ago 72% |
| TrendMonth ODDS (%) | 2 days ago 55% | 2 days ago 70% |
| Advances ODDS (%) | 20 days ago 69% | 6 days ago 70% |
| Declines ODDS (%) | 5 days ago 55% | 14 days ago 51% |
| BollingerBands ODDS (%) | 2 days ago 76% | 2 days ago 42% |
| Aroon ODDS (%) | 2 days ago 66% | 2 days ago 73% |
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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 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% | -1.88% | ||
| CW - BWXT | 73% Closely correlated | +0.93% | ||
| KTOS - BWXT | 50% Loosely correlated | +0.60% | ||
| MRCY - BWXT | 50% Loosely correlated | +0.39% | ||
| AIR - BWXT | 49% Loosely correlated | -5.15% | ||
| HWM - BWXT | 48% Loosely correlated | -1.40% | ||
More | ||||
HWM and
Correlation & Price change
A.I.dvisor indicates that over the last year, HWM has been closely correlated with GE. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if HWM jumps, then GE could also see price increases.