Advertisement
BWXT vs LHX
Which Stock Would AI Choose? BWX Technologies (BWXT) vs. L3Harris Technologies (LHX) Stock Comparison
Key Takeaways
- BWXT has outperformed LHX year-to-date with approximately 32% gains compared to LHX's 19%, driven by strong nuclear sector momentum.
- BWXT trades at a higher P/E ratio of around 64x versus LHX's 41x, reflecting elevated growth expectations in defense nuclear components.
- Recent market activity shows BWXT up over 13% in the past month, while LHX has been relatively flat.
- Both stocks benefit from aerospace and defense sector tailwinds, but BWXT's smaller market cap of $21.6B offers higher volatility and upside potential compared to LHX's $66B.
- LHX provides greater scale and diversification across mission systems and communications.
Introduction
Both BWXT and LHX operate in the resilient aerospace and defense sector, benefiting from sustained government spending and geopolitical tensions. This comparison analyzes their business models, recent performance, and market positioning to help investors evaluate relative opportunities. Traders seeking momentum plays may favor one, while those prioritizing stability might lean toward the other. With defense budgets expanding, understanding these dynamics aids in portfolio allocation amid volatile market conditions.
BWXT Overview and Recent Performance
BWX Technologies, Inc. (BWXT) specializes in nuclear components and services for the U.S. Navy's nuclear propulsion program and commercial nuclear power generation. In recent weeks, BWXT shares have rallied significantly, gaining over 13% in the past month and 32% year-to-date, reaching highs near $241. This momentum stems from robust Q4 2025 results, with EPS of $1.01 and positive 2026 guidance, alongside growing demand for nuclear technology in defense and clean energy transitions. Sentiment has shifted positively on contract wins and commercial operations growth projected at 25% for 2026, pushing the stock to new 12-month highs despite a premium valuation.
LHX Overview and Recent Performance
L3Harris Technologies, Inc. (LHX) delivers integrated mission systems, communication solutions, and space technologies for defense and commercial aerospace customers. Shares have shown stability in recent market activity, with year-to-date gains of about 19% and a one-year rise of 62%, trading around $350. Performance has been mixed over the past month, remaining relatively flat amid broader sector rotation. Key influences include steady Q4 results, defense budget support, and expansion in mission systems, though recent pullbacks reflect profit-taking after strong prior gains. Market sentiment remains constructive due to the company's scale and diversified backlog.
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 various styles, strategies, timeframes, and performance metrics. Out of 351 total bots, 25+ make the trending list based on current market suitability, boasting annualized returns up to 227%, win rates of 70–80%, and strong results in sectors like aerospace and defense. These bots employ advanced models for momentum, sector rotation, and pattern recognition, adapting to volatility. Investors can explore and copy these high-conviction signals to enhance trading efficiency.
Head-to-Head Comparison
BWXT and LHX share defense sector exposure but differ in focus: BWXT emphasizes nuclear propulsion with high-growth commercial upside, while LHX offers broader diversification in electronics, space, and communications. Growth drivers for BWXT include nuclear revival and Navy contracts, contrasting LHX's reliance on multi-year programs. Recent momentum favors BWXT with superior YTD and monthly gains, but LHX exhibits lower volatility due to its larger $66B market cap versus BWXT's $21.6B. Risk factors include government spending cuts for both, though BWXT's niche positioning amplifies sensitivity to nuclear policy. Market sentiment leans toward BWXT for growth traders, while LHX appeals for value and stability.
Tickeron AI Verdict
Tickeron’s AI models currently favor BWXT over LHX due to stronger trend consistency, recent catalysts in nuclear demand, and superior relative performance in the past month and YTD. BWXT's positioning in high-growth defense subsectors suggests higher probability of continued outperformance, though LHX remains a solid peer with lower risk profile.
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 StrongBuy and LHX 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 whileLHX’s FA Score has 0 green FA rating(s).
- BWXT’s FA Score: 2 green, 3 red.
- LHX’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.
BWXT’s TA Score shows that 5 TA indicator(s) are bullish while LHX’s TA Score has 4 bullish TA indicator(s).
- BWXT’s TA Score: 5 bullish, 4 bearish.
- LHX’s TA Score: 4 bullish, 4 bearish.
Price Growth
BWXT (@Aerospace & Defense) experienced а -7.26% price change this week, while LHX (@Aerospace & Defense) price change was -1.08% for the same time period.
The average weekly price growth across all stocks in the @Aerospace & Defense industry was -1.95%. For the same industry, the average monthly price growth was -13.74%, and the average quarterly price growth was +16.00%.
Reported Earning Dates
BWXT is expected to report earnings on Aug 10, 2026.
LHX is expected to report earnings on Jul 23, 2026.
Industries' Descriptions
@Aerospace & Defense (-1.95% 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 | LHX | BWXT / LHX | |
| Capitalization | 17.8B | 54.1B | 33% |
| EBITDA | 569M | 3.85B | 15% |
| Gain YTD | 12.925 | -0.268 | -4,825% |
| P/E Ratio | 56.00 | 31.03 | 180% |
| Revenue | 3.38B | 22.5B | 15% |
| Total Cash | 512M | 590M | 87% |
| Total Debt | 2.02B | 11.4B | 18% |
BWXT | LHX | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 7 | 12 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 93 Overvalued | 39 Fair valued | |
PROFIT vs RISK RATING 1..100 | 18 | 49 | |
SMR RATING 1..100 | 34 | 76 | |
PRICE GROWTH RATING 1..100 | 52 | 60 | |
P/E GROWTH RATING 1..100 | 31 | 48 | |
SEASONALITY SCORE 1..100 | n/a | n/a |
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 (39) in the null industry is somewhat better than the same rating for BWXT (93) in the Aerospace And Defense industry. This means that LHX’s stock grew somewhat faster than BWXT’s over the last 12 months.
BWXT's Profit vs Risk Rating (18) in the Aerospace And Defense industry is in the same range as LHX (49) in the null industry. This means that BWXT’s stock grew similarly to LHX’s over the last 12 months.
BWXT's SMR Rating (34) in the Aerospace And Defense industry is somewhat better than the same rating for LHX (76) in the null industry. This means that BWXT’s stock grew somewhat faster than LHX’s over the last 12 months.
BWXT's Price Growth Rating (52) in the Aerospace And Defense industry is in the same range as LHX (60) in the null industry. This means that BWXT’s stock grew similarly to LHX’s over the last 12 months.
BWXT's P/E Growth Rating (31) in the Aerospace And Defense industry is in the same range as LHX (48) in the null industry. This means that BWXT’s stock grew similarly to LHX’s over the last 12 months.
| BWXT | LHX | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 70% | N/A |
| Stochastic ODDS (%) | 1 day ago 71% | 1 day ago 55% |
| Momentum ODDS (%) | 1 day ago 71% | 1 day ago 54% |
| MACD ODDS (%) | 1 day ago 75% | 1 day ago 51% |
| TrendWeek ODDS (%) | 1 day ago 55% | 1 day ago 56% |
| TrendMonth ODDS (%) | 1 day ago 54% | 1 day ago 60% |
| Advances ODDS (%) | 10 days ago 70% | 6 days ago 53% |
| Declines ODDS (%) | 3 days ago 55% | 10 days ago 54% |
| BollingerBands ODDS (%) | 1 day ago 54% | 1 day ago 62% |
| Aroon ODDS (%) | 1 day ago 57% | 1 day ago 56% |
Advertisement
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% | +2.85% | ||
| CW - BWXT | 73% Closely correlated | +2.76% | ||
| AIR - BWXT | 52% Loosely correlated | +0.76% | ||
| MRCY - BWXT | 52% Loosely correlated | N/A | ||
| HWM - BWXT | 51% Loosely correlated | +0.11% | ||
| KTOS - BWXT | 49% Loosely correlated | N/A | ||
More | ||||
LHX and
Correlation & Price change
A.I.dvisor indicates that over the last year, LHX has been loosely correlated with NOC. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is some statistical probability that if LHX jumps, then NOC could also see price increases.