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HEI vs HWM
Which Stock Would AI Choose? HEICO Corporation (HEI) vs. Howmet Aerospace Inc. (HWM) Stock Comparison
Key Takeaways
- Both HEI and HWM operate in the aerospace sector, with HEICO focused on aftermarket parts and repairs while Howmet emphasizes engine components and structural parts.
- In recent market activity, Howmet reported stronger year-over-year revenue growth of 19% in Q1 2026 and raised full-year guidance, compared to HEICO’s 14% revenue increase in its fiscal Q1.
- HEI stock has shown more variable performance in recent weeks, including a post-earnings reaction, while HWM demonstrated positive momentum following its earnings release.
- HEICO maintains a diversified presence across aerospace aftermarket, defense, and electronics, whereas Howmet benefits from exposure to commercial aerospace recovery and industrial gas turbines.
- Relative valuation and analyst targets suggest both stocks carry premium multiples reflective of sector growth, with differences in balance sheet strength and acquisition strategies influencing positioning.
- Sector tailwinds from commercial aviation demand support both companies, though supply chain and margin dynamics present ongoing considerations for investors.
Introduction
This comparison examines HEI and HWM, two aerospace-related stocks with distinct business models and recent performance profiles. Traders and investors monitoring the sector may find the analysis relevant for assessing relative momentum, growth drivers, and market positioning amid ongoing aviation demand. The review draws on observable financial results and broader sector trends from recent periods to provide a factual basis for understanding how these equities have responded to current conditions.
HEI Overview and Recent Performance
HEICO Corporation (NYSE: HEI) is a technology-driven company specializing in aerospace, defense, and electronics products. Its Flight Support Group provides aftermarket parts and repairs for commercial and military aircraft, while the Electronic Technologies Group supplies components for defense and industrial applications. In recent market activity, HEICO reported fiscal first-quarter 2026 results with net sales rising 14% year-over-year to $1.18 billion and record net income increasing 13% to $190.2 million. Earnings per share of $1.35 exceeded expectations. The stock experienced mixed price behavior following the release, with broader performance reflecting sector dynamics and acquisition momentum in recent weeks.
HWM Overview and Recent Performance
Howmet Aerospace Inc. (NYSE: HWM) manufactures engineered metal products, including jet engine components, fasteners, titanium structures, and forged aluminum wheels. The company serves commercial aerospace, defense, and industrial markets. In its first-quarter 2026 results, Howmet reported revenue of $2.31 billion, up 19% year-over-year, with adjusted earnings per share of $1.22. The firm raised full-year 2026 guidance, citing robust demand in commercial aerospace and gas turbines. Recent market activity showed positive price response following the earnings release, supported by strong segment growth and record cash generation.
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Head-to-Head Comparison
HEICO and Howmet both participate in aerospace supply chains but differ in primary focus: HEICO emphasizes aftermarket support and diversified electronics, while Howmet concentrates on original equipment engine and structural components. Recent momentum favors Howmet following its stronger revenue growth and guidance increase, whereas HEICO’s performance reflects steadier but less pronounced expansion in the latest reported period. Risk factors include exposure to airline capital spending for both, with Howmet additionally tied to industrial gas turbine cycles. Sector sentiment remains constructive due to commercial aviation recovery, though valuation premiums for each reflect growth expectations. Trade-offs center on HEICO’s acquisition-driven diversification versus Howmet’s scale in high-demand engine parts.
Tickeron AI Verdict
Based on observable factors such as recent earnings consistency, guidance updates, and relative positioning in aerospace demand trends, Tickeron’s AI would currently assign a probabilistic preference toward HWM for its stronger top-line growth and outlook revision in the most recent quarter. This assessment remains subject to ongoing market conditions and does not constitute investment advice.
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.
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 HEI is a Hold and HWM is a StrongBuy.
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).
HEI’s FA Score shows that 1 FA rating(s) are green whileHWM’s FA Score has 2 green FA rating(s).
- HEI’s FA Score: 1 green, 4 red.
- HWM’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.
HEI’s TA Score shows that 4 TA indicator(s) are bullish while HWM’s TA Score has 6 bullish TA indicator(s).
- HEI’s TA Score: 4 bullish, 6 bearish.
- HWM’s TA Score: 6 bullish, 4 bearish.
Price Growth
HEI (@Aerospace & Defense) experienced а +0.05% price change this week, while HWM (@Aerospace & Defense) price change was +5.07% for the same time period.
The average weekly price growth across all stocks in the @Aerospace & Defense industry was -1.16%. For the same industry, the average monthly price growth was +2.06%, and the average quarterly price growth was +17.36%.
Reported Earning Dates
HEI is expected to report earnings on Aug 31, 2026.
HWM is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Aerospace & Defense (-1.16% 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.
| HEI | HWM | HEI / HWM | |
| Capitalization | 39.2B | 106B | 37% |
| EBITDA | 1.37B | 2.55B | 54% |
| Gain YTD | 2.516 | 29.225 | 9% |
| P/E Ratio | 59.22 | 61.41 | 96% |
| Revenue | 4.91B | 8.62B | 57% |
| Total Cash | 210M | 2.44B | 9% |
| Total Debt | 2.59B | 4.69B | 55% |
HEI | HWM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 84 | 6 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 70 Overvalued | 74 Overvalued | |
PROFIT vs RISK RATING 1..100 | 23 | 3 | |
SMR RATING 1..100 | 48 | 29 | |
PRICE GROWTH RATING 1..100 | 46 | 44 | |
P/E GROWTH RATING 1..100 | 70 | 45 | |
SEASONALITY SCORE 1..100 | 13 | 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.
HEI's Valuation (70) in the Aerospace And Defense industry is in the same range as HWM (74) in the null industry. This means that HEI’s stock grew similarly to HWM’s over the last 12 months.
HWM's Profit vs Risk Rating (3) in the null industry is in the same range as HEI (23) in the Aerospace And Defense industry. This means that HWM’s stock grew similarly to HEI’s over the last 12 months.
HWM's SMR Rating (29) in the null industry is in the same range as HEI (48) in the Aerospace And Defense industry. This means that HWM’s stock grew similarly to HEI’s over the last 12 months.
HWM's Price Growth Rating (44) in the null industry is in the same range as HEI (46) in the Aerospace And Defense industry. This means that HWM’s stock grew similarly to HEI’s over the last 12 months.
HWM's P/E Growth Rating (45) in the null industry is in the same range as HEI (70) in the Aerospace And Defense industry. This means that HWM’s stock grew similarly to HEI’s over the last 12 months.
| HEI | HWM | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 52% | 2 days ago 47% |
| Stochastic ODDS (%) | 2 days ago 50% | 2 days ago 51% |
| Momentum ODDS (%) | 2 days ago 56% | 2 days ago 77% |
| MACD ODDS (%) | 2 days ago 53% | 2 days ago 82% |
| TrendWeek ODDS (%) | 2 days ago 64% | 2 days ago 72% |
| TrendMonth ODDS (%) | 2 days ago 58% | 2 days ago 50% |
| Advances ODDS (%) | 16 days ago 62% | 2 days ago 71% |
| Declines ODDS (%) | 6 days ago 56% | 11 days ago 50% |
| BollingerBands ODDS (%) | 2 days ago 55% | 6 days ago 58% |
| Aroon ODDS (%) | 2 days ago 55% | 2 days ago 76% |
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HEI and
Correlation & Price change
A.I.dvisor indicates that over the last year, HEI has been loosely correlated with GE. These tickers have moved in lockstep 58% of the time. This A.I.-generated data suggests there is some statistical probability that if HEI jumps, then GE could also see price increases.
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 72% 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.