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LHX vs NOC
Which Stock Would AI Choose? L3Harris Technologies (LHX) vs. Northrop Grumman (NOC) Stock Comparison
Key Takeaways
- LHX and NOC are both leading U.S. defense contractors with strong exposure to government contracts in aerospace, communications, and missile systems.
- Recent market activity shows LHX benefiting from new Space Force satellite contracts and a dividend increase, supporting positive price momentum in recent weeks.
- NOC reported Q2 2026 results that beat estimates with raised full-year guidance and maintains a record backlog exceeding $100 billion, underscoring robust demand.
- Both stocks have delivered modest year-to-date gains amid broader defense sector stability, with LHX showing slightly stronger recent price appreciation compared to NOC.
- Key contrasts include LHX’s focus on integrated communications and space systems versus NOC’s emphasis on large-scale platforms and autonomous systems.
- Sector sentiment remains supported by sustained U.S. defense spending priorities, though both face typical risks from contract timing and budgetary cycles.
Introduction
Investors and traders often compare LHX and NOC as prominent names in the aerospace and defense sector. Both companies derive the majority of revenue from long-term U.S. government contracts, making them sensitive to federal budget allocations and geopolitical developments. This comparison is particularly relevant for those seeking exposure to defense spending trends, portfolio diversification within industrials, or relative performance analysis between mid- and large-cap defense contractors. The analysis examines recent price behavior, operational highlights, and market positioning to provide a factual basis for evaluating their respective profiles in the current environment.
LHX Overview and Recent Performance
L3Harris Technologies (LHX) provides mission-critical communications, electronic warfare, and space systems to defense and commercial customers. In recent weeks, the stock has exhibited positive momentum driven by contract wins, including a U.S. Space Force selection for advanced tracking satellites and additional Army and Missile Defense Agency awards. The company also announced a quarterly dividend increase. Trading near $300 as of late July 2026, LHX posted gains of approximately 4.5% over the prior month and 3% year-to-date. Upcoming Q2 2026 earnings, scheduled for release on July 29, represent a near-term catalyst that could further influence sentiment. Broader market activity reflects steady interest in the company’s backlog visibility and margin expansion trends observed in prior quarters.
NOC Overview and Recent Performance
Northrop Grumman (NOC) develops advanced aerospace platforms, autonomous systems, and missile defense technologies. Recent performance has been supported by strong Q2 2026 results released on July 21, which exceeded revenue and earnings estimates, prompting a modest upward revision to full-year guidance. The company maintains a record backlog above $100 billion, reflecting sustained demand across its segments. Shares traded near $542 in late July 2026, with mixed short-term price action following the earnings release. Year-to-date performance has been relatively flat to modestly positive. Sentiment in recent weeks has been shaped by the robust order intake and operational execution, offset by typical post-earnings volatility common in the sector.
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Head-to-Head Comparison
In business models, LHX emphasizes integrated mission solutions and space-based capabilities, while NOC focuses on large-scale platforms such as bombers and autonomous vehicles, creating distinct growth drivers tied to specific program funding. Recent momentum has favored LHX with contract-driven gains, whereas NOC demonstrated earnings strength and backlog expansion. Risk factors for both include dependence on defense appropriations and potential delays in contract awards, though NOC’s larger scale may offer greater revenue stability. Sector exposure overlaps significantly in aerospace and defense, yet LHX carries a somewhat higher weighting toward communications and electronics. Market sentiment reflects steady institutional interest in both, with relative positioning influenced by upcoming earnings for LHX and recent positive results for NOC.
Tickeron AI Verdict
Based on observable factors such as recent contract momentum, earnings consistency, and backlog visibility, Tickeron’s AI models would currently assign a modestly higher probability of favorable near-term positioning to NOC. The company’s demonstrated ability to beat estimates and maintain a substantial backlog provides a measure of trend stability, though outcomes remain subject to broader market and sector dynamics. LHX shows competitive strength through new awards and upcoming catalysts. Investors should monitor earnings releases and contract flows for updated signals.
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 LHX is a Buy and NOC is a Buy.
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 0 FA rating(s) are green whileNOC’s FA Score has 0 green FA rating(s).
- LHX’s FA Score: 0 green, 5 red.
- NOC’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.
LHX’s TA Score shows that 4 TA indicator(s) are bullish while NOC’s TA Score has 5 bullish TA indicator(s).
- LHX’s TA Score: 4 bullish, 4 bearish.
- NOC’s TA Score: 5 bullish, 4 bearish.
Price Growth
LHX (@Aerospace & Defense) experienced а -0.37% price change this week, while NOC (@Aerospace & Defense) price change was +1.23% for the same time period.
The average weekly price growth across all stocks in the @Aerospace & Defense industry was +3.43%. For the same industry, the average monthly price growth was +9.68%, and the average quarterly price growth was +8.34%.
Reported Earning Dates
LHX is expected to report earnings on Oct 22, 2026.
NOC is expected to report earnings on Oct 22, 2026.
Industries' Descriptions
@Aerospace & Defense (+3.43% 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 | 53.7B | 81.6B | 66% |
| EBITDA | 4B | 7.44B | 54% |
| Gain YTD | -0.999 | 1.562 | -64% |
| P/E Ratio | 29.14 | 18.27 | 159% |
| Revenue | 22.9B | 42.9B | 53% |
| Total Cash | 1.52B | 2.31B | 66% |
| Total Debt | 11B | 16.3B | 67% |
LHX | NOC | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 30 | 38 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 44 Fair valued | 57 Fair valued | |
PROFIT vs RISK RATING 1..100 | 56 | 53 | |
SMR RATING 1..100 | 74 | 37 | |
PRICE GROWTH RATING 1..100 | 59 | 53 | |
P/E GROWTH RATING 1..100 | 52 | 65 | |
SEASONALITY SCORE 1..100 | 7 | 34 |
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 (44) in the null industry is in the same range as NOC (57) in the Aerospace And Defense industry. This means that LHX’s stock grew similarly to NOC’s over the last 12 months.
NOC's Profit vs Risk Rating (53) in the Aerospace And Defense industry is in the same range as LHX (56) in the null industry. This means that NOC’s stock grew similarly to LHX’s over the last 12 months.
NOC's SMR Rating (37) in the Aerospace And Defense industry is somewhat better than the same rating for LHX (74) in the null industry. This means that NOC’s stock grew somewhat faster than LHX’s over the last 12 months.
NOC's Price Growth Rating (53) in the Aerospace And Defense industry is in the same range as LHX (59) in the null industry. This means that NOC’s stock grew similarly to LHX’s over the last 12 months.
LHX's P/E Growth Rating (52) in the null industry is in the same range as NOC (65) 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 (%) | 2 days ago 62% | 2 days ago 61% |
| Stochastic ODDS (%) | 2 days ago 54% | 2 days ago 63% |
| Momentum ODDS (%) | 2 days ago 59% | 2 days ago 54% |
| MACD ODDS (%) | 2 days ago 65% | 2 days ago 58% |
| TrendWeek ODDS (%) | 2 days ago 58% | 2 days ago 57% |
| TrendMonth ODDS (%) | 2 days ago 61% | 2 days ago 55% |
| Advances ODDS (%) | 10 days ago 52% | 8 days ago 60% |
| Declines ODDS (%) | 16 days ago 56% | 16 days ago 47% |
| BollingerBands ODDS (%) | N/A | N/A |
| Aroon ODDS (%) | 2 days ago 59% | 2 days ago 49% |
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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 65% 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.
NOC and
Correlation & Price change
A.I.dvisor indicates that over the last year, NOC has been closely correlated with LMT. These tickers have moved in lockstep 69% of the time. This A.I.-generated data suggests there is a high statistical probability that if NOC jumps, then LMT could also see price increases.