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LHX vs NOC
Which Stock Would AI Choose? L3Harris Technologies (LHX) vs. Northrop Grumman (NOC) Stock Comparison
Key Takeaways
- Both LHX and NOC have delivered strong year-to-date gains, with NOC at approximately 33% and LHX at 25%, outperforming the broader market amid rising defense demand.
- NOC boasts a larger market cap of $108 billion and record backlog of $95.7 billion, signaling robust revenue visibility compared to LHX's $68.5 billion cap and $27.5 billion orders.
- Recent catalysts include LHX's CFO transition tied to its Missile Solutions spin-off and NOC's new contracts like $225 million for military training, boosting sector sentiment.
- Tickeron AI ratings favor both for price growth and low risk-high return profiles, with NOC showing slightly stronger SMR metrics in aerospace and defense.
- Valuations reflect strength: NOC at 26x trailing P/E versus LHX at 43x, amid positive 2026 guidance for organic growth.
- Defense sector tailwinds from geopolitical tensions and production ramps position both stocks favorably for relative performance.
Introduction
L3Harris Technologies (LHX) and Northrop Grumman (NOC) are leading aerospace and defense firms, providing critical technologies for national security, space systems, and missile solutions. This stock comparison evaluates their recent market positioning, performance, and growth drivers in a landscape of elevated geopolitical risks and expanding U.S. defense budgets. Traders seeking momentum plays and long-term investors focused on backlog stability and sector exposure will find value in assessing their relative strengths, business models, and AI-driven insights for informed decision-making in today's volatile environment.
LHX Overview and Recent Performance
L3Harris Technologies (LHX) delivers mission-critical solutions across space, airborne systems, communications, and missile technologies for government and commercial clients. In recent market activity, LHX shares have surged, posting 25% year-to-date gains and over 75% in the past year, trading around $367 with a $68.5 billion market cap. Key influences include a Q4 2025 earnings beat (EPS $2.86 vs. $2.76 expected), full-year orders of $27.5 billion, and a leadership shift appointing a new CFO to spearhead the Missile Solutions segment IPO. These developments, alongside strong cash flow growth (up 21% to $3.1 billion), have driven positive sentiment, though elevated P/E at 43x reflects growth expectations amid defense spending ramps.
NOC Overview and Recent Performance
Northrop Grumman (NOC) specializes in advanced aircraft, space systems, missile defense, and strategic deterrence for U.S. and allied forces. Recent weeks have seen NOC shares advance sharply, with 33% year-to-date returns and 62% over the past year, closing near $756 and a $108 billion market cap. Performance has been propelled by Q4 2025 results (EPS $7.23 beating $6.97), a record $95.7 billion backlog (up 4.6% YoY), and contracts like $225 million for military training amid rare earth supply shifts. Guidance for 2026 sales of $43.5-44 billion and robust free cash flow projections have enhanced investor confidence, supporting steady momentum despite supply chain pressures.
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Head-to-Head Comparison
In business models, LHX emphasizes communications, spectrum dominance, and an upcoming missile spin-off for focused growth, while NOC leverages diversified platforms like B-21 bombers and space tracking for broader exposure. Growth drivers favor NOC's massive backlog versus LHX's order momentum, though both benefit from defense budget expansions. Recent momentum tilts to NOC with superior YTD gains, but LHX shows undervaluation potential per AI metrics. Risk factors include supply chain vulnerabilities for NOC (e.g., rare earths) and execution on LHX's IPO; sector exposure is similar in aerospace/defense, with sentiment lifted by geopolitical catalysts favoring stable primes like these over speculative plays.
Tickeron AI Verdict
Tickeron's AI currently favors NOC for its superior backlog visibility, stronger YTD trend consistency, and balanced valuation in the defense sector. With outstanding price growth ratings, low-risk high-return profiles, and positive technical signals like MACD uptrends, NOC edges LHX amid relative stability and catalysts like contract wins. However, LHX remains compelling for spin-off upside, suggesting probabilistic outperformance for NOC in the near term based on observable momentum and positioning.
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 LHX is a Buy and NOC 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).
LHX’s FA Score shows that 3 FA rating(s) are green whileNOC’s FA Score has 1 green FA rating(s).
- LHX’s FA Score: 3 green, 2 red.
- NOC’s FA Score: 1 green, 4 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.
LHX’s TA Score shows that 4 TA indicator(s) are bullish while NOC’s TA Score has 4 bullish TA indicator(s).
- LHX’s TA Score: 4 bullish, 5 bearish.
- NOC’s TA Score: 4 bullish, 6 bearish.
Price Growth
LHX (@Aerospace & Defense) experienced а -0.68% price change this week, while NOC (@Aerospace & Defense) price change was -4.10% for the same time period.
The average weekly price growth across all stocks in the @Aerospace & Defense industry was +4.88%. For the same industry, the average monthly price growth was +0.84%, and the average quarterly price growth was +27.47%.
Reported Earning Dates
LHX is expected to report earnings on Apr 30, 2026.
NOC is expected to report earnings on Apr 21, 2026.
Industries' Descriptions
@Aerospace & Defense (+4.88% 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.
| LHX | NOC | LHX / NOC | |
| Capitalization | 66B | 95.7B | 69% |
| EBITDA | 3.75B | 7.21B | 52% |
| Gain YTD | 20.864 | 18.533 | 113% |
| P/E Ratio | 41.45 | 23.17 | 179% |
| Revenue | 21.9B | 42B | 52% |
| Total Cash | 1.07B | 4.4B | 24% |
| Total Debt | 11.1B | 17B | 65% |
LHX | NOC | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 15 | 59 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 31 Undervalued | 65 Fair valued | |
PROFIT vs RISK RATING 1..100 | 26 | 8 | |
SMR RATING 1..100 | 75 | 34 | |
PRICE GROWTH RATING 1..100 | 44 | 49 | |
P/E GROWTH RATING 1..100 | 22 | 35 | |
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 (31) in the null industry is somewhat better than the same rating for NOC (65) in the Aerospace And Defense industry. This means that LHX’s stock grew somewhat faster than NOC’s over the last 12 months.
NOC's Profit vs Risk Rating (8) in the Aerospace And Defense industry is in the same range as LHX (26) in the null industry. This means that NOC’s stock grew similarly to LHX’s over the last 12 months.
NOC's SMR Rating (34) in the Aerospace And Defense industry is somewhat better than the same rating for LHX (75) in the null industry. This means that NOC’s stock grew somewhat faster than LHX’s over the last 12 months.
LHX's Price Growth Rating (44) in the null industry is in the same range as NOC (49) in the Aerospace And Defense industry. This means that LHX’s stock grew similarly to NOC’s over the last 12 months.
LHX's P/E Growth Rating (22) in the null industry is in the same range as NOC (35) in the Aerospace And Defense industry. This means that LHX’s stock grew similarly to NOC’s over the last 12 months.
| LHX | NOC | |
|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 58% |
| Stochastic ODDS (%) | 1 day ago 48% | 1 day ago 49% |
| Momentum ODDS (%) | 1 day ago 56% | 1 day ago 43% |
| MACD ODDS (%) | 1 day ago 55% | 3 days ago 50% |
| TrendWeek ODDS (%) | 1 day ago 52% | 1 day ago 42% |
| TrendMonth ODDS (%) | 1 day ago 57% | 1 day ago 32% |
| Advances ODDS (%) | 6 days ago 54% | 10 days ago 60% |
| Declines ODDS (%) | 1 day ago 51% | 4 days ago 42% |
| BollingerBands ODDS (%) | 1 day ago 56% | 1 day ago 63% |
| Aroon ODDS (%) | 1 day ago 53% | 1 day ago 28% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SMIN | 64.89 | 0.71 | +1.11% |
| iShares MSCI India Small-Cap ETF | |||
| PFO | 9.27 | 0.01 | +0.11% |
| Flaherty & Crumrine Preferred and Income Opportunity Fund | |||
| QQQI | 51.94 | 0.04 | +0.08% |
| NEOS Nasdaq-100(R) High Income ETF | |||
| SUPP | 76.59 | N/A | N/A |
| TCW Transform Supply Chain ETF | |||
| ALLW | 29.42 | -0.10 | -0.34% |
| State Street® Bridgewater®AllWeather®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 64% 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.
NOC and
Correlation & Price change
A.I.dvisor indicates that over the last year, NOC has been loosely correlated with RTX. These tickers have moved in lockstep 62% of the time. This A.I.-generated data suggests there is some statistical probability that if NOC jumps, then RTX could also see price increases.