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BWXT or HON or HWM
Which Stock Would AI Choose? BWX Technologies (BWXT) vs. Honeywell International (HON) vs. Howmet Aerospace (HWM) Stock Comparison
Key Takeaways
- BWXT leads with over 100% one-year returns and a $7.3 billion backlog, driven by nuclear propulsion contracts and commercial nuclear growth.
- HON offers diversified stability across aerospace and industrials, with YTD gains around 15% and recent $500 million defense commitments.
- HWM shows strong aerospace momentum with 77% one-year gains, supported by engine products demand amid travel recovery.
- BWXT trades at a premium trailing P/E of 55, reflecting growth expectations, while HON at 32 provides relative value.
- All three benefit from aerospace and defense tailwinds, but BWXT's niche nuclear focus delivers superior relative performance.
- Recent volatility affects all, with HWM showing higher beta (1.19) versus BWXT (0.81) and HON (0.90).
Introduction
This stock comparison examines BWXT, HON, and HWM, three leaders in the aerospace, defense, and nuclear sectors amid rising geopolitical tensions and commercial aviation recovery. Investors seeking exposure to high-growth defense spending, nuclear energy revival, and engine manufacturing will find value in analyzing their relative performance, business models, and market positioning. With backlogs signaling sustained revenue visibility and recent contracts highlighting momentum, this analysis aids traders evaluating stock comparison opportunities in a volatile environment focused on industrials and relative performance.
BWXT Overview and Recent Performance
BWXT, or BWX Technologies, Inc., specializes in nuclear components, reactors, and fuel primarily for U.S. naval propulsion and commercial applications. Operating in government and commercial segments, the company holds a $7.3 billion backlog, up significantly year-over-year from multi-year naval and nuclear awards. In recent market activity, BWXT shares have exhibited strong momentum, posting over 100% one-year returns and about 14% YTD, outperforming the aerospace-defense industry. Key influences include Q4 2025 earnings beats, expansions in medical isotopes and nuclear services, and Zacks Rank #1 (Strong Buy) status. Trading around $197 with an $18 billion market cap, sentiment reflects optimism on nuclear demand, though elevated trailing P/E near 55 signals growth pricing amid short-term dips from profit-taking.
HON Overview and Recent Performance
HON, Honeywell International Inc., is a diversified industrials conglomerate spanning aerospace technologies, automation, building controls, and energy solutions. Its portfolio includes avionics, engines, and AI-enhanced security systems serving global markets. Recent weeks have seen steady performance with YTD returns around 15% and one-year gains of 15%, bolstered by a $500 million U.S. defense deal for capacity upgrades and partnerships in AI security. With $37 billion in trailing twelve-month (TTM) revenue and a $142 billion market cap, HON maintains a trailing P/E of 32, reflecting balanced growth. Sentiment benefits from portfolio optimization, including potential spin-offs, though monthly pullbacks highlight broader industrials rotation. Beta at 0.90 underscores relative stability.
HWM Overview and Recent Performance
HWM, Howmet Aerospace Inc., delivers advanced engineered solutions like engine airfoils, fastening systems, and forged wheels for aerospace, defense, and transportation. Its engine products segment drives growth amid jet engine demand. In recent market activity, shares have gained 77% over one year and 12% YTD, with $8.25 billion TTM revenue supporting a $92 billion market cap. Performance reflects aviation recovery and positive analyst outlooks, though higher beta (1.19) amplifies volatility, evident in recent dips. Trailing P/E around 62 prices in expansion, fueled by fastening and structures segments. Sentiment remains constructive with buy ratings and outperformance versus peers in recent sessions.
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Head-to-Head Comparison
BWXT, HON, and HWM share industrials sector exposure but diverge in focus: BWXT's niche nuclear operations yield high-margin government contracts (80% revenue), contrasting HWM's components manufacturing and HON's broad conglomerate model. Growth drivers include BWXT's backlog surge and naval demand, HWM's engine aftermarket, and HON's automation diversification. Recent momentum favors BWXT (101% one-year) over HWM (77%) and HON (15%), though HWM shows higher risk via beta. Valuation sensitivity is elevated for BWXT and HWM (P/E 55+), versus HON's discount. Market sentiment tilts to defense catalysts for BWXT, balanced resilience for HON.
Tickeron AI Verdict
Tickeron’s AI currently favors BWXT based on superior trend consistency, explosive one-year outperformance exceeding 100%, and catalysts like nuclear backlog growth amid defense priorities. While HWM offers aerospace upside and HON stability, BWXT's relative positioning suggests higher near-term probability in the nuclear-defense environment.
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).
BWXT’s FA Score shows that 3 FA rating(s) are green whileHON’s FA Score has 3 green FA rating(s), and HWM’s FA Score reflects 4 green FA rating(s).
- BWXT’s FA Score: 3 green, 2 red.
- HON’s FA Score: 3 green, 2 red.
- HWM’s FA Score: 4 green, 1 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.
BWXT’s TA Score shows that 6 TA indicator(s) are bullish while HON’s TA Score has 4 bullish TA indicator(s), and HWM’s TA Score reflects 5 bullish TA indicator(s).
- BWXT’s TA Score: 6 bullish, 4 bearish.
- HON’s TA Score: 4 bullish, 6 bearish.
- HWM’s TA Score: 5 bullish, 4 bearish.
Price Growth
BWXT (@Aerospace & Defense) experienced а +2.71% price change this week, while HON (@Industrial Conglomerates) price change was -0.63% , and HWM (@Aerospace & Defense) price fluctuated +1.20% 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%.
The average weekly price growth across all stocks in the @Industrial Conglomerates industry was +2.03%. For the same industry, the average monthly price growth was +5.41%, and the average quarterly price growth was +19.72%.
Reported Earning Dates
BWXT is expected to report earnings on May 04, 2026.
HON is expected to report earnings on Apr 23, 2026.
HWM is expected to report earnings on May 07, 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.
@Industrial Conglomerates (+2.03% weekly)Industrial Conglomerates specialize in numerous types of products, most of which comprise industrial goods, while some also go towards meeting household needs. Honeywell (makes engineering services and aerospace systems), United Technologies Corporation(manufactures aircraft engines, aerospace systems, HVAC, elevators and escalators, fire and security, building systems, and industrial products, among others), 3M (over 60,000 products under several world-renowned brands, including adhesives, abrasives, laminates, passive fire protection, personal protective equipment, window films, paint protection films, dental and orthodontic products, electrical & electronic connecting and insulating materials, medical products, car-care products, electronic circuits, healthcare software and optical films).
| BWXT | HON | HWM | |
| Capitalization | 21.6B | 148B | 102B |
| EBITDA | 552M | 10.3B | 2.27B |
| Gain YTD | 36.603 | 20.308 | 24.786 |
| P/E Ratio | 65.86 | 33.65 | 68.92 |
| Revenue | 3.2B | 40.7B | 8.25B |
| Total Cash | N/A | N/A | 742M |
| Total Debt | 2.02B | 37B | 3.21B |
BWXT | HON | HWM | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 32 | 64 | 26 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 95 Overvalued | 61 Fair valued | 73 Overvalued | |
PROFIT vs RISK RATING 1..100 | 7 | 49 | 3 | |
SMR RATING 1..100 | 33 | 26 | 31 | |
PRICE GROWTH RATING 1..100 | 40 | 27 | 10 | |
P/E GROWTH RATING 1..100 | 13 | 25 | 22 | |
SEASONALITY SCORE 1..100 | 75 | 75 | 75 |
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.
HON's Valuation (61) in the Industrial Conglomerates industry is in the same range as HWM (73) in the null industry, and is somewhat better than the same rating for BWXT (95) in the Aerospace And Defense industry. This means that HON's stock grew similarly to HWM’s and somewhat faster than BWXT’s over the last 12 months.
HWM's Profit vs Risk Rating (3) in the null industry is in the same range as BWXT (7) in the Aerospace And Defense industry, and is somewhat better than the same rating for HON (49) in the Industrial Conglomerates industry. This means that HWM's stock grew similarly to BWXT’s and somewhat faster than HON’s over the last 12 months.
HON's SMR Rating (26) in the Industrial Conglomerates industry is in the same range as HWM (31) in the null industry, and is in the same range as BWXT (33) in the Aerospace And Defense industry. This means that HON's stock grew similarly to HWM’s and similarly to BWXT’s over the last 12 months.
HWM's Price Growth Rating (10) in the null industry is in the same range as HON (27) in the Industrial Conglomerates industry, and is in the same range as BWXT (40) in the Aerospace And Defense industry. This means that HWM's stock grew similarly to HON’s and similarly to BWXT’s over the last 12 months.
BWXT's P/E Growth Rating (13) in the Aerospace And Defense industry is in the same range as HWM (22) in the null industry, and is in the same range as HON (25) in the Industrial Conglomerates industry. This means that BWXT's stock grew similarly to HWM’s and similarly to HON’s over the last 12 months.
| BWXT | HON | HWM | |
|---|---|---|---|
| RSI ODDS (%) | 3 days ago 52% | 3 days ago 80% | N/A |
| Stochastic ODDS (%) | 3 days ago 48% | 3 days ago 51% | 3 days ago 54% |
| Momentum ODDS (%) | 3 days ago 77% | 3 days ago 40% | 3 days ago 76% |
| MACD ODDS (%) | 3 days ago 73% | 3 days ago 64% | 3 days ago 76% |
| TrendWeek ODDS (%) | 3 days ago 69% | 3 days ago 49% | 3 days ago 72% |
| TrendMonth ODDS (%) | 3 days ago 71% | 3 days ago 43% | 3 days ago 70% |
| Advances ODDS (%) | 5 days ago 69% | 11 days ago 44% | 6 days ago 70% |
| Declines ODDS (%) | 10 days ago 55% | 4 days ago 46% | 4 days ago 51% |
| BollingerBands ODDS (%) | 3 days ago 52% | 3 days ago 51% | 3 days ago 53% |
| Aroon ODDS (%) | 3 days ago 67% | 3 days ago 36% | 3 days ago 42% |
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BWXT and
Correlation & Price change
A.I.dvisor indicates that over the last year, BWXT has been closely correlated with CW. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if BWXT jumps, then CW could also see price increases.
| Ticker / NAME | Correlation To BWXT | 1D Price Change % | ||
|---|---|---|---|---|
| BWXT | 100% | +2.16% | ||
| CW - BWXT | 79% Closely correlated | +2.18% | ||
| MRCY - BWXT | 52% Loosely correlated | -1.01% | ||
| KTOS - BWXT | 50% Loosely correlated | -4.60% | ||
| HWM - BWXT | 49% Loosely correlated | +3.27% | ||
| AIR - BWXT | 49% Loosely correlated | +3.82% | ||
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