Advertisement
BA or LHX or TDY
Which Stock Would AI Choose? Boeing (BA) vs. L3Harris Technologies (LHX) vs. Teledyne Technologies (TDY) Stock Comparison
Key Takeaways
- LHX and TDY have led year-to-date performance with gains around 25%, far outpacing BA's flat to slightly positive return amid ongoing production challenges.
- Defense sector tailwinds from geopolitical tensions and rising budgets boost LHX and TDY, while BA balances commercial aviation headwinds with contract wins.
- Recent contracts, such as BA's $2.34 billion Air Force modification, highlight defense exposure across all three, but LHX shows strongest momentum.
- TDY benefits from acquisitions and imaging growth, contributing to robust revenue beats in recent quarters.
- All three exhibit elevated valuations, with P/E ratios in the 30-40x range, reflecting growth expectations in aerospace and defense.
- Relative stability favors LHX and TDY over BA in recent market activity.
Introduction
This stock comparison examines BA, LHX, and TDY, three prominent players in the aerospace and defense sector. These companies offer exposure to commercial aviation, defense systems, and advanced instrumentation amid rising geopolitical tensions and increased military spending. Traders seeking momentum in defense-related equities or investors eyeing long-term growth in diversified aerospace technologies will find this analysis relevant for understanding relative performance, recent catalysts, and market positioning in the current environment.
BA Overview and Recent Performance
Boeing (BA) is a leading aerospace giant focused on commercial airplanes, defense products, and space systems. In recent market activity, its stock has traded around $210-$213, reflecting year-to-date returns near flat to slightly positive at about 1-2%, lagging broader indices. Key influences include securing a $2.34 billion U.S. Air Force contract modification for defense work, offsetting pressures from 737 MAX wiring issues delaying deliveries and a NASA Starliner mishap raising execution concerns in space. Sentiment remains mixed, with contract wins supporting defense stability but commercial aviation challenges weighing on near-term performance.
LHX Overview and Recent Performance
L3Harris Technologies (LHX) specializes in mission-critical defense technologies, including communications, missiles, and space systems. The stock has surged around 25% year-to-date, trading near $366, driven by heightened geopolitical tensions boosting demand. Recent quarters showed strong order backlogs and revenue growth, with analysts maintaining a Strong Buy rating amid plans for a missile business spin-off. Positive sentiment stems from diversified defense exposure and elevated shareholder returns exceeding 70% over the past year, positioning LHX favorably in recent weeks.
TDY Overview and Recent Performance
Teledyne Technologies (TDY) provides sophisticated instrumentation, digital imaging, and aerospace/defense electronics. Shares have advanced about 26% year-to-date, hovering around $640-$646, supported by strategic acquisitions and robust Q4 results beating estimates on revenue and earnings. Growth in digital imaging and defense spending has fueled performance, with full-year sales up 7% and optimistic guidance for continued expansion. Market sentiment reflects confidence in its diversified portfolio and supply chain resilience during recent market activity.
Trending AI Robots
Tickeron’s Trending AI Robots page showcases the top 25 AI trading bots selected from 351 total bots, curated by AI analysis to highlight the most promising performers suited to current market volatility and conditions. These bots, powered by advanced financial learning models, deliver impressive stats like annualized returns up to 208%, win rates often exceeding 70% (e.g., 91%), and profit factors as high as 25.83 across themes such as Aerospace & Defense, Industrials, Semiconductors, and volatility strategies. With varied trading styles—from swing and trend-following to hedging—timeframes (5min to 60min), and sets of tickers including ETFs like ITA and XAR or stocks like HWM, they trade thousands of instruments. Explore these high-performing bots tailored for today’s market to enhance your strategy.
Head-to-Head Comparison
BA, LHX, and TDY operate in overlapping aerospace and defense domains but diverge in focus: BA emphasizes large-scale commercial jets alongside defense, exposing it to aviation cycle volatility; LHX prioritizes integrated defense electronics and missiles with stable government contracts; TDY leverages niche instrumentation for both defense and industrial applications. Growth drivers favor LHX and TDY via defense budgets and acquisitions, contrasting BA’s recovery from production setbacks. Recent momentum is strongest for TDY and LHX at 25%+ YTD gains versus BA’s minimal advance. Risks include supply chain issues for all, but BA faces heightened execution scrutiny. Valuations show P/E multiples around 30-42x, sensitive to earnings growth, with sector tailwinds supporting premiums. Sentiment leans toward defense pure-plays amid geopolitical shifts.
Tickeron AI Verdict
Tickeron’s AI currently favors LHX due to its consistent trend strength, 25% YTD outperformance, robust order backlog, and alignment with defense spending catalysts. While TDY shows comparable stability and BA offers contract upside, LHX’s relative positioning suggests higher probability of continued momentum in the near term.
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
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 whileLHX’s FA Score has 3 green FA rating(s), and TDY’s FA Score reflects 2 green FA rating(s).
- BA’s FA Score: 1 green, 4 red.
- LHX’s FA Score: 3 green, 2 red.
- TDY’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.
BA’s TA Score shows that 6 TA indicator(s) are bullish while LHX’s TA Score has 2 bullish TA indicator(s), and TDY’s TA Score reflects 4 bullish TA indicator(s).
- BA’s TA Score: 6 bullish, 4 bearish.
- LHX’s TA Score: 2 bullish, 7 bearish.
- TDY’s TA Score: 4 bullish, 6 bearish.
Price Growth
BA (@Aerospace & Defense) experienced а +1.32% price change this week, while LHX (@Aerospace & Defense) price change was -2.62% , and TDY (@Electronic Equipment/Instruments) price fluctuated -1.56% for the same time period.
The average weekly price growth across all stocks in the @Aerospace & Defense industry was +4.14%. For the same industry, the average monthly price growth was +13.41%, and the average quarterly price growth was +26.48%.
The average weekly price growth across all stocks in the @Electronic Equipment/Instruments industry was +2.45%. For the same industry, the average monthly price growth was +7.09%, and the average quarterly price growth was +1.65%.
Reported Earning Dates
BA is expected to report earnings on Apr 22, 2026.
LHX is expected to report earnings on Apr 30, 2026.
TDY is expected to report earnings on Apr 22, 2026.
Industries' Descriptions
@Aerospace & Defense (+4.14% 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.
@Electronic Equipment/Instruments (+2.45% weekly)This industry manufactures electronic products used in various critical and sophisticated technologies, including laser-based systems, circuit and continuity testers, electro-optical measuring instruments and high-speed precision weighing and inspection equipment. Some major companies operating in this business are Canon Inc., Keysight Technologies Inc., and Fortive Corp.
| BA | LHX | TDY | |
| Capitalization | 177B | 65.1B | 29.9B |
| EBITDA | 7.36B | 3.75B | 1.49B |
| Gain YTD | 3.666 | 19.148 | 26.433 |
| P/E Ratio | 90.76 | 40.86 | 34.20 |
| Revenue | 89.5B | 21.9B | 6.12B |
| Total Cash | 29.4B | 1.07B | 352M |
| Total Debt | 54.4B | 11.1B | 2.64B |
BA | LHX | TDY | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 16 | 62 | 13 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 84 Overvalued | 20 Undervalued | 98 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 28 | 32 | |
SMR RATING 1..100 | 10 | 75 | 73 | |
PRICE GROWTH RATING 1..100 | 50 | 47 | 28 | |
P/E GROWTH RATING 1..100 | 72 | 26 | 36 | |
SEASONALITY SCORE 1..100 | 50 | 50 | 85 |
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 (20) in the null industry is somewhat better than the same rating for BA (84) in the Aerospace And Defense industry, and is significantly better than the same rating for TDY (98) in the Aerospace And Defense industry. This means that LHX's stock grew somewhat faster than BA’s and significantly faster than TDY’s over the last 12 months.
LHX's Profit vs Risk Rating (28) in the null industry is in the same range as TDY (32) in the Aerospace And Defense industry, and is significantly better than the same rating for BA (100) in the Aerospace And Defense industry. This means that LHX's stock grew similarly to TDY’s and significantly faster than BA’s over the last 12 months.
BA's SMR Rating (10) in the Aerospace And Defense industry is somewhat better than the same rating for TDY (73) in the Aerospace And Defense industry, and is somewhat better than the same rating for LHX (75) in the null industry. This means that BA's stock grew somewhat faster than TDY’s and somewhat faster than LHX’s over the last 12 months.
TDY's Price Growth Rating (28) in the Aerospace And Defense industry is in the same range as LHX (47) in the null industry, and is in the same range as BA (50) in the Aerospace And Defense industry. This means that TDY's stock grew similarly to LHX’s and similarly to BA’s over the last 12 months.
LHX's P/E Growth Rating (26) in the null industry is in the same range as TDY (36) in the Aerospace And Defense industry, and is somewhat better than the same rating for BA (72) in the Aerospace And Defense industry. This means that LHX's stock grew similarly to TDY’s and somewhat faster than BA’s over the last 12 months.
| BA | LHX | TDY | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 77% | N/A | 1 day ago 86% |
| Stochastic ODDS (%) | 1 day ago 64% | 1 day ago 52% | 1 day ago 51% |
| Momentum ODDS (%) | 1 day ago 65% | 1 day ago 55% | 1 day ago 56% |
| MACD ODDS (%) | 1 day ago 63% | 1 day ago 51% | 1 day ago 60% |
| TrendWeek ODDS (%) | 1 day ago 68% | 1 day ago 52% | 1 day ago 51% |
| TrendMonth ODDS (%) | 1 day ago 66% | 1 day ago 57% | 1 day ago 46% |
| Advances ODDS (%) | 1 day ago 65% | 16 days ago 54% | 1 day ago 51% |
| Declines ODDS (%) | 23 days ago 75% | 1 day ago 51% | 7 days ago 50% |
| BollingerBands ODDS (%) | 1 day ago 56% | 1 day ago 71% | 1 day ago 36% |
| Aroon ODDS (%) | 1 day ago 77% | 1 day ago 54% | 1 day ago 44% |
Advertisement
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GSX | 31.16 | N/A | N/A |
| Tradr 2X Long GS Daily ETF | |||
| SCHB | 27.40 | -0.03 | -0.11% |
| Schwab US Broad Market ETF™ | |||
| UST | 43.53 | -0.06 | -0.13% |
| ProShares Ultra 7-10 Year Treasury | |||
| DOL | 72.58 | -0.17 | -0.23% |
| WisdomTree True Developed Intl ETF | |||
| PFD | 11.60 | -0.06 | -0.51% |
| Flaherty & Crumrine Preferred and Income Fund | |||
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 61% 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.
| Ticker / NAME | Correlation To LHX | 1D Price Change % | ||
|---|---|---|---|---|
| LHX | 100% | -0.51% | ||
| GD - LHX | 61% Loosely correlated | -1.23% | ||
| HII - LHX | 59% Loosely correlated | -0.66% | ||
| NOC - LHX | 52% Loosely correlated | -1.24% | ||
| KTOS - LHX | 50% Loosely correlated | -1.63% | ||
| BWXT - LHX | 49% Loosely correlated | -3.20% | ||
More | ||||