Advertisement
FTAI or HWM or TDY
Which Stock Would AI Choose? FTAI Aviation Ltd (FTAI) vs. Howmet Aerospace Inc (HWM) vs. Teledyne Technologies Incorporated (TDY) Stock Comparison
Key Takeaways
- FTAI leads with explosive YTD gains of over 32% and 1-year returns exceeding 140%, driven by aviation leasing demand, though recent pullbacks reflect profit-taking after Q4 results.
- HWM shows steady strength with 22% YTD and 101% 1-year appreciation, bolstered by 11% revenue growth in commercial aerospace amid robust engine product sales.
- TDY delivers balanced performance at 27% YTD and 32% over one year, supported by 7% revenue expansion and beats in Q4 earnings from defense and imaging segments.
- All three benefit from aerospace tailwinds, but FTAI exhibits highest volatility, while HWM and TDY offer relative stability.
- Valuations stretch across the board with P/E ratios above 35x, signaling growth premium in a sector poised for production ramps.
- Tickeron's AI Robots targeting aerospace themes show annualized returns up to 125% with win rates over 80%.
Introduction
This stock comparison evaluates FTAI, HWM, and TDY—key players in aviation leasing, aerospace components, and defense electronics—amid surging demand for air travel and defense spending. These industrials stocks have outperformed broader markets in recent market activity, with relative performance highlighting sector resilience. Traders seeking momentum and investors eyeing long-term growth in aerospace and defense will find value in analyzing their business models, recent momentum, and positioning for production increases from major OEMs like Boeing and Airbus.
FTAI Aviation Ltd Overview and Recent Performance
FTAI Aviation Ltd specializes in owning, leasing, and servicing commercial jet engines, primarily CFM56 and V2500 models, across aviation leasing and aerospace products segments. In recent weeks, the stock experienced volatility, dipping around 5% in a session amid broader market pressures but maintaining strong YTD gains above 32% and over 140% in the past year, with a market cap near $27 billion. Q4 2025 results showed revenue of $662 million, up 33% year-over-year despite a slight miss, alongside a dividend hike to $0.40 per share and raised 2026 EBITDA guidance. Sentiment remains positive on engine aftermarket demand and asset portfolio growth to 290 items, though elevated P/E over 56x reflects growth expectations.
Howmet Aerospace Inc Overview and Recent Performance
HWM, or Howmet Aerospace Inc., delivers engineered solutions for aerospace via engine products, fastening systems, engineered structures, and forged wheels. Recent market activity saw minor dips of under 1%, yet YTD returns stand at 22% with 101% over one year, supporting a $101 billion market cap. Commercial aerospace drove Q4 2025 revenue growth of 13-15%, comprising over half of sales, with overall 11% annual expansion and projected 21% EPS growth. Strong analyst consensus and acquisitions like $1.8 billion for Consolidated Aerospace Manufacturing bolster outlook, despite P/E near 68x indicating premium valuation tied to OEM ramp-ups.
Teledyne Technologies Incorporated Overview and Recent Performance
TDY, Teledyne Technologies Incorporated, provides digital imaging, instrumentation, and aerospace/defense electronics for industrial and government applications. The stock has traded steadily in recent weeks, with YTD performance around 27% and 32% over one year, market cap about $30 billion. Q4 2025 revenue hit $1.61 billion, up 7% year-over-year and beating estimates, fueled by digital imaging and defense electronics; full-year sales rose to $6.12 billion. Adjusted EPS of $6.30 topped forecasts, with raised 2026 guidance. New products like Perciva 5D cameras and partnerships enhance sentiment, though P/E around 37x prices in moderate growth versus peers.
Trending AI Robots
Tickeron’s Trending AI Robots page showcases over 25 top-performing AI trading bots curated from hundreds available, each trading thousands of tickers with diverse styles, strategies, timeframes, and performance stats tailored to current market conditions. AI analyzes all bots to select the most promising based on performance in market volatility, highlighting those excelling in sectors like aerospace & defense—such as AeroDefense ITA (60min: +32% return, 80% win rate, 3.78 profit factor) and Aerospace GE (15min: +80% return, 82% win rate, 4.09 profit factor)—with annualized returns ranging +14% to +218%, win rates 53-95%, and profit factors 1.6-25.8. These bots offer short-term momentum and sector rotation edges. Explore Trending AI Robots to identify suitable options for today’s environment.
Head-to-Head Comparison
FTAI, HWM, and TDY share aerospace exposure but diverge in models: FTAI’s leasing focus yields high growth (43% revenue surge) yet cyclical risks from airline health; HWM’s components emphasize commercial engines (53% sales), driving consistent 11% growth with lower volatility; TDY balances defense electronics for stability amid 7% revenue rise. Momentum favors FTAI’s outsized returns, but HWM leads scale ($101B cap). Risks include supply chain strains and elevated P/Es (56-68x), with sentiment buoyed by aftermarket demand versus TDY’s diversified valuation sensitivity.
Tickeron AI Verdict
Tickeron’s AI currently favors HWM for its trend consistency, commercial aerospace catalysts, and relative stability amid sector volatility. Observable factors like 13% segment growth, strong analyst backing, and bots targeting HWM (e.g., +64% annualized) suggest higher probability of outperformance versus FTAI’s recent swings or TDY’s steadier but lower momentum.
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).
FTAI’s FA Score shows that 2 FA rating(s) are green whileHWM’s FA Score has 4 green FA rating(s), and TDY’s FA Score reflects 2 green FA rating(s).
- FTAI’s FA Score: 2 green, 3 red.
- HWM’s FA Score: 4 green, 1 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.
FTAI’s TA Score shows that 5 TA indicator(s) are bullish while HWM’s TA Score has 5 bullish TA indicator(s), and TDY’s TA Score reflects 4 bullish TA indicator(s).
- FTAI’s TA Score: 5 bullish, 5 bearish.
- HWM’s TA Score: 5 bullish, 4 bearish.
- TDY’s TA Score: 4 bullish, 6 bearish.
Price Growth
FTAI (@Finance/Rental/Leasing) experienced а -1.51% price change this week, while HWM (@Aerospace & Defense) price change was -0.20% , and TDY (@Electronic Equipment/Instruments) price fluctuated -1.56% for the same time period.
The average weekly price growth across all stocks in the @Finance/Rental/Leasing industry was +6.42%. For the same industry, the average monthly price growth was +31.13%, and the average quarterly price growth was +26.37%.
The average weekly price growth across all stocks in the @Aerospace & Defense industry was +1.71%. For the same industry, the average monthly price growth was +10.37%, and the average quarterly price growth was +29.41%.
The average weekly price growth across all stocks in the @Electronic Equipment/Instruments industry was +1.08%. For the same industry, the average monthly price growth was +5.49%, and the average quarterly price growth was +1.08%.
Reported Earning Dates
FTAI is expected to report earnings on Apr 29, 2026.
HWM is expected to report earnings on May 07, 2026.
TDY is expected to report earnings on Apr 22, 2026.
Industries' Descriptions
@Finance/Rental/Leasing (+6.42% weekly)A leasing company (e.g. United Rentals, Inc. ) is typically the legal owner of the asset for the duration of the lease, while the lessee has operating control over the asset while also having some share of the economic risks and returns from the change in the valuation of the underlying asset. Per capita disposable income and corporate earnings or cash flow could be some of the critical metrics for this business – the higher the values of these metrics, the potentially greater ability of consumers/businesses to afford apartments/office spaces for rent. Other finance companies include credit/debit card payment processing companies (e.g. Visa Inc. and Mastercard), private label credit cards providers (e.g. Synchrony Financial) and automobile finance companies (e.g. Credit Acceptance Corporation).
@Aerospace & Defense (+1.71% 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 (+1.08% 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.
| FTAI | HWM | TDY | |
| Capitalization | 26.4B | 102B | 29.9B |
| EBITDA | 1.12B | 2.27B | 1.49B |
| Gain YTD | 31.057 | 24.752 | 26.433 |
| P/E Ratio | 55.99 | 68.90 | 34.20 |
| Revenue | 2.51B | 8.25B | 6.12B |
| Total Cash | N/A | 742M | 352M |
| Total Debt | 3.45B | 3.21B | 2.64B |
FTAI | HWM | TDY | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 8 | 12 | 13 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 85 Overvalued | 73 Overvalued | 98 Overvalued | |
PROFIT vs RISK RATING 1..100 | 15 | 3 | 32 | |
SMR RATING 1..100 | 10 | 31 | 73 | |
PRICE GROWTH RATING 1..100 | 38 | 10 | 28 | |
P/E GROWTH RATING 1..100 | 99 | 22 | 36 | |
SEASONALITY SCORE 1..100 | 65 | 85 | 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.
HWM's Valuation (73) in the null industry is in the same range as FTAI (85) in the Investment Managers industry, and is in the same range as TDY (98) in the Aerospace And Defense industry. This means that HWM's stock grew similarly to FTAI’s and similarly to TDY’s over the last 12 months.
HWM's Profit vs Risk Rating (3) in the null industry is in the same range as FTAI (15) in the Investment Managers industry, and is in the same range as TDY (32) in the Aerospace And Defense industry. This means that HWM's stock grew similarly to FTAI’s and similarly to TDY’s over the last 12 months.
FTAI's SMR Rating (10) in the Investment Managers industry is in the same range as HWM (31) in the null industry, and is somewhat better than the same rating for TDY (73) in the Aerospace And Defense industry. This means that FTAI's stock grew similarly to HWM’s and somewhat faster than TDY’s over the last 12 months.
HWM's Price Growth Rating (10) in the null industry is in the same range as TDY (28) in the Aerospace And Defense industry, and is in the same range as FTAI (38) in the Investment Managers industry. This means that HWM's stock grew similarly to TDY’s and similarly to FTAI’s over the last 12 months.
HWM's P/E Growth Rating (22) in the null industry is in the same range as TDY (36) in the Aerospace And Defense industry, and is significantly better than the same rating for FTAI (99) in the Investment Managers industry. This means that HWM's stock grew similarly to TDY’s and significantly faster than FTAI’s over the last 12 months.
| FTAI | HWM | TDY | |
|---|---|---|---|
| RSI ODDS (%) | 6 days ago 73% | N/A | 1 day ago 86% |
| Stochastic ODDS (%) | 1 day ago 56% | 1 day ago 55% | 1 day ago 51% |
| Momentum ODDS (%) | 1 day ago 89% | 1 day ago 75% | 1 day ago 56% |
| MACD ODDS (%) | 1 day ago 85% | 1 day ago 78% | 1 day ago 60% |
| TrendWeek ODDS (%) | 1 day ago 63% | 1 day ago 54% | 1 day ago 51% |
| TrendMonth ODDS (%) | 1 day ago 85% | 1 day ago 70% | 1 day ago 46% |
| Advances ODDS (%) | 7 days ago 88% | 8 days ago 70% | 1 day ago 51% |
| Declines ODDS (%) | 12 days ago 61% | 6 days ago 51% | 7 days ago 50% |
| BollingerBands ODDS (%) | 1 day ago 64% | 1 day ago 56% | 1 day ago 36% |
| Aroon ODDS (%) | 1 day ago 87% | 1 day ago 38% | 1 day ago 44% |
Advertisement
FTAI and
Correlation & Price change
A.I.dvisor indicates that over the last year, FTAI has been loosely correlated with AL. These tickers have moved in lockstep 47% of the time. This A.I.-generated data suggests there is some statistical probability that if FTAI jumps, then AL could also see price increases.
| Ticker / NAME | Correlation To FTAI | 1D Price Change % | ||
|---|---|---|---|---|
| FTAI | 100% | -0.61% | ||
| AL - FTAI | 47% Loosely correlated | N/A | ||
| BBDC - FTAI | 46% Loosely correlated | +0.78% | ||
| AER - FTAI | 40% Loosely correlated | -0.68% | ||
| UPBD - FTAI | 37% Loosely correlated | N/A | ||
| COF - FTAI | 36% Loosely correlated | -0.37% | ||
More | ||||
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.
TDY and
Correlation & Price change
A.I.dvisor indicates that over the last year, TDY has been loosely correlated with VNT. These tickers have moved in lockstep 50% of the time. This A.I.-generated data suggests there is some statistical probability that if TDY jumps, then VNT could also see price increases.
| Ticker / NAME | Correlation To TDY | 1D Price Change % | ||
|---|---|---|---|---|
| TDY | 100% | +1.56% | ||
| VNT - TDY | 50% Loosely correlated | +0.13% | ||
| KEYS - TDY | 48% Loosely correlated | +0.24% | ||
| MKSI - TDY | 48% Loosely correlated | +0.48% | ||
| ESE - TDY | 46% Loosely correlated | +0.07% | ||
| GRMN - TDY | 43% Loosely correlated | +0.04% | ||
More | ||||