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BA or HWM or RTX
Which Stock Would AI Choose? The Boeing Company (BA) vs. Howmet Aerospace Inc. (HWM) vs. RTX Corporation (RTX) Stock Comparison
Key Takeaways
- HWM leads with YTD gains of approximately 22%, driven by strong commercial aerospace demand and record revenue growth of 11% in FY2025.
- RTX shows solid YTD performance around 15%, bolstered by a record $268 billion backlog and defense contract wins amid geopolitical tensions.
- BA trails with modest YTD returns near 6-7%, facing production challenges but gaining from potential China deals and defense orders like Apache helicopters.
- All three benefit from aerospace sector tailwinds, including rising air traffic and defense budgets, but HWM's high-margin components yield superior ROE at 28% versus peers.
- RTX offers scale with $282B market cap and 1.3% dividend yield, while BA and HWM focus on recovery and growth respectively.
Introduction
This comparison examines BA, HWM, and RTX—key players in the aerospace and defense sector amid rising global demand for aircraft components, commercial aviation recovery, and heightened geopolitical tensions. These stocks appeal to investors seeking exposure to long-term trends like increasing air travel and defense spending. Traders focused on relative performance will note momentum differences, with component suppliers like HWM outperforming diversified giants. Understanding their business models, recent momentum, and risk profiles aids in evaluating stock comparison opportunities in today's market positioning.
BA Overview and Recent Performance
The Boeing Company (BA) is a leading manufacturer of commercial airplanes, defense systems, and space vehicles. In recent market activity, BA shares have shown volatility, with YTD gains around 6% and a recent close near $231. Sentiment has been influenced by potential large orders, such as a 500-aircraft deal with China, and defense contracts including $4.7 billion for Apache helicopters to Poland. Challenges in commercial production persist, contributing to a 1-year return of about 56%, but analysts note positive momentum from backlog growth and adjusted price targets. Broader recovery in air travel supports long-term positioning, though execution risks remain key factors.
HWM Overview and Recent Performance
Howmet Aerospace Inc. (HWM) specializes in engineered components like jet engine parts, fasteners, and titanium structures for aerospace applications. Recent weeks have seen strong performance, with shares closing around $250 and YTD returns exceeding 22%, outpacing the S&P 500. Key drivers include 13% year-over-year commercial aerospace revenue growth in Q4 2025 and full-year sales up 11% to $8.3 billion, fueled by aftermarket demand and defense expansion. Analysts maintain Strong Buy ratings, with price targets up to $315, reflecting robust 10% FY2026 guidance and high ROE of 28%. Minor pullbacks reflect valuation concerns, but sector momentum sustains positive sentiment.
RTX Overview and Recent Performance
RTX Corporation (RTX), encompassing Collins Aerospace, Pratt & Whitney, and Raytheon, delivers systems for commercial, military, and government use. Shares recently closed at about $210, with YTD performance near 15% and a 1-year gain of 63%. Recent developments include a record $268 billion backlog, $472 million in F-35 contracts, and Q4 2025 revenue up 12% to $24.2 billion. Guidance for 2026 projects 5-6% organic sales growth and adjusted EPS of $6.60-$6.80. Defense demand amid tensions boosts sentiment, though engine issues pose risks; a 1.3% dividend yield adds appeal.
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Head-to-Head Comparison
BA emphasizes end-to-end aircraft manufacturing, contrasting HWM's niche high-margin components and RTX's diversified engines/missiles portfolio. Growth drivers favor HWM (39% earnings CAGR) via aftermarket, while RTX leverages $268B backlog for stability and BA eyes commercial recovery. Recent momentum peaks at HWM (22% YTD), followed by RTX (15%), with BA lagging. Risks include BA's production delays, HWM's cyclicality, and RTX's supply chain issues. All share aerospace/defense exposure, but HWM boasts superior ROE (28% vs. 10% for RTX), trading at premium P/E; RTX offers dividends and scale ($282B cap vs. $181B BA, $100B HWM). Sentiment tilts bullish on defense budgets, with trade-offs in volatility vs. visibility.
Tickeron AI Verdict
Tickeron’s AI favors HWM based on superior trend consistency, explosive growth (11% revenue, 22% YTD), and catalysts like commercial aerospace demand, positioning it ahead in relative performance. RTX ranks closely with backlog stability and defense exposure, while BA lags on execution hurdles. Probabilistic edge to HWM amid sector upcycle, though diversified RTX suits stability seekers.
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.
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).
BA’s FA Score shows that 1 FA rating(s) are green whileHWM’s FA Score has 4 green FA rating(s), and RTX’s FA Score reflects 1 green FA rating(s).
- BA’s FA Score: 1 green, 4 red.
- HWM’s FA Score: 4 green, 1 red.
- RTX’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.
BA’s TA Score shows that 5 TA indicator(s) are bullish while HWM’s TA Score has 5 bullish TA indicator(s), and RTX’s TA Score reflects 6 bullish TA indicator(s).
- BA’s TA Score: 5 bullish, 4 bearish.
- HWM’s TA Score: 5 bullish, 4 bearish.
- RTX’s TA Score: 6 bullish, 4 bearish.
Price Growth
BA (@Aerospace & Defense) experienced а +2.64% price change this week, while HWM (@Aerospace & Defense) price change was +1.20% , and RTX (@Aerospace & Defense) price fluctuated -2.55% for the same time period.
The average weekly price growth across all stocks in the @Aerospace & Defense industry was +4.81%. For the same industry, the average monthly price growth was +11.73%, and the average quarterly price growth was +29.52%.
Reported Earning Dates
BA is expected to report earnings on Apr 22, 2026.
HWM is expected to report earnings on May 07, 2026.
RTX is expected to report earnings on Apr 21, 2026.
Industries' Descriptions
@Aerospace & Defense (+4.81% 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.
| BA | HWM | RTX | |
| Capitalization | 176B | 102B | 264B |
| EBITDA | 7.36B | 2.27B | 14.9B |
| Gain YTD | 2.883 | 24.786 | 7.455 |
| P/E Ratio | 90.07 | 68.92 | 39.60 |
| Revenue | 89.5B | 8.25B | 88.6B |
| Total Cash | 29.4B | 742M | 7.44B |
| Total Debt | 54.4B | 3.21B | 39.5B |
BA | HWM | RTX | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 14 | 17 | 66 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 84 Overvalued | 73 Overvalued | 39 Fair valued | |
PROFIT vs RISK RATING 1..100 | 100 | 3 | 6 | |
SMR RATING 1..100 | 10 | 31 | 67 | |
PRICE GROWTH RATING 1..100 | 52 | 14 | 48 | |
P/E GROWTH RATING 1..100 | 71 | 22 | 52 | |
SEASONALITY SCORE 1..100 | 50 | 75 | 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.
RTX's Valuation (39) in the null industry is somewhat better than the same rating for HWM (73) in the null industry, and is somewhat better than the same rating for BA (84) in the Aerospace And Defense industry. This means that RTX's stock grew somewhat faster than HWM’s and somewhat faster than BA’s over the last 12 months.
HWM's Profit vs Risk Rating (3) in the null industry is in the same range as RTX (6) in the null industry, and is significantly better than the same rating for BA (100) in the Aerospace And Defense industry. This means that HWM's stock grew similarly to RTX’s and significantly faster than BA’s over the last 12 months.
BA's SMR Rating (10) in the Aerospace And Defense industry is in the same range as HWM (31) in the null industry, and is somewhat better than the same rating for RTX (67) in the null industry. This means that BA's stock grew similarly to HWM’s and somewhat faster than RTX’s over the last 12 months.
HWM's Price Growth Rating (14) in the null industry is somewhat better than the same rating for RTX (48) in the null industry, and is somewhat better than the same rating for BA (52) in the Aerospace And Defense industry. This means that HWM's stock grew somewhat faster than RTX’s and somewhat faster than BA’s over the last 12 months.
HWM's P/E Growth Rating (22) in the null industry is in the same range as RTX (52) in the null industry, and is somewhat better than the same rating for BA (71) in the Aerospace And Defense industry. This means that HWM's stock grew similarly to RTX’s and somewhat faster than BA’s over the last 12 months.
| BA | HWM | RTX | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 72% | N/A | 2 days ago 71% |
| Stochastic ODDS (%) | 2 days ago 66% | 2 days ago 54% | 2 days ago 67% |
| Momentum ODDS (%) | 2 days ago 65% | 2 days ago 76% | 2 days ago 60% |
| MACD ODDS (%) | 2 days ago 63% | 2 days ago 76% | 2 days ago 57% |
| TrendWeek ODDS (%) | 2 days ago 68% | 2 days ago 72% | 2 days ago 45% |
| TrendMonth ODDS (%) | 2 days ago 66% | 2 days ago 70% | 2 days ago 44% |
| Advances ODDS (%) | 4 days ago 65% | 5 days ago 70% | 13 days ago 64% |
| Declines ODDS (%) | 20 days ago 75% | 3 days ago 51% | 3 days ago 42% |
| BollingerBands ODDS (%) | 2 days ago 58% | 2 days ago 53% | 2 days ago 81% |
| Aroon ODDS (%) | 2 days ago 77% | 2 days ago 42% | 2 days ago 32% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IWM | 275.78 | 5.83 | +2.16% |
| iShares Russell 2000 ETF | |||
| SDVD | 23.03 | 0.39 | +1.72% |
| FT Vest SMID Ris Div Ach Trg IncETF | |||
| QQQY | 22.61 | 0.23 | +1.03% |
| Defiance Nasdaq 100 Trgt 30 Wkly Dis ETF | |||
| CVRT | 47.18 | 0.43 | +0.91% |
| Calamos Convertible Equity Alt ETF | |||
| MYCI | 24.95 | 0.05 | +0.20% |
| State Street® My2029 Corporate Bond ETF | |||
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.