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HON or HWM or TDG
Which Stock Would AI Choose? Honeywell International (HON) vs. Howmet Aerospace (HWM) vs. TransDigm Group (TDG) Stock Comparison
Key Takeaways
- HON shows strong year-to-date gains around 21-24%, bolstered by analyst upgrades and an upcoming aerospace spin-off, outperforming the S&P 500.
- HWM delivers robust long-term momentum with 93% one-year returns and projected 25% EPS growth, driven by aerospace demand despite recent volatility.
- TDG faces year-to-date declines of about 6-9% amid tariff concerns, though Q1 revenue grew 12% with solid aftermarket exposure.
- All three benefit from aerospace recovery, but HWM leads in growth projections while HON offers diversification and stability.
- Recent analyst sentiment favors HWM with Strong Buy ratings and 16% upside, contrasting TDG's premium valuation risks.
- Sector tailwinds like commercial aviation and defense spending support relative outperformance across the group versus broader industrials.
Introduction
This comparison examines HON, HWM, and TDG, three key players in the aerospace and industrials sectors. These stocks share exposure to rising commercial aviation demand, defense aftermarket services, and supply chain recovery, making them relevant for growth-oriented investors and short-term traders tracking industrials amid economic shifts. With global air travel rebounding and geopolitical factors boosting defense needs, understanding their relative performance, business drivers, and market positioning aids in evaluating stock comparison opportunities in the current environment.
HON Overview and Recent Performance
Honeywell International Inc. (HON) is a diversified conglomerate focused on aerospace technologies, industrial automation, building automation, and energy solutions. In recent market activity, HON has exhibited positive momentum, with year-to-date returns of 21-24% surpassing the S&P 500. Key influences include analyst price target upgrades from major banks, signaling 8% upside potential, and plans for a strategic spin-off of its aerospace division to sharpen focus. Strong aerospace aftermarket performance and AI-driven manufacturing innovations have supported sentiment, alongside Q4 revenue growth of nearly 8% and surging free cash flow. Shares trade above key moving averages, reflecting stability amid broader industrials volatility.
HWM Overview and Recent Performance
Howmet Aerospace Inc. (HWM) specializes in advanced engineered solutions for aerospace, including jet engine components, fasteners, and structures. Recent weeks have seen HWM navigate volatility, with shares down modestly short-term but boasting 93% one-year gains and 15% YTD returns outperforming benchmarks. Demand in commercial and defense aerospace drives projections for 25% EPS growth and 15% revenue expansion. Q4 revenue rose over 11%, with operating margins near 25%, though free cash flow fluctuated. Analyst consensus remains Strong Buy with 16% upside, fueled by aircraft production ramps and shareholder returns, positioning HWM strongly in relative performance metrics.
TDG Overview and Recent Performance
TransDigm Group Incorporated (TDG) designs and supplies highly engineered aircraft components, emphasizing power, control, and aftermarket parts for commercial and military use. In recent market activity, TDG has underperformed with 6-9% YTD declines and softer one-year returns, amid higher interest costs and tariff pressures shrinking margins. Q1 revenue grew 12%, with free cash flow up 78%, supported by robust aftermarket demand. Despite Zacks Rank #2 (Buy) upgrades, shares lag peers below moving averages, highlighting risks from acquisitions and debt, though aerospace catalysts persist.
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Head-to-Head Comparison
HON, HWM, and TDG operate in aerospace but diverge in models: HON's conglomerate diversification spans automation beyond aviation, HWM targets components with engine/fastener focus, and TDG pursues proprietary aftermarket via acquisitive growth. Growth drivers favor HWM's 25% EPS outlook from production ramps, versus TDG's 12% revenue and HON's steady 8%. Recent momentum leads HWM (93% 1Y) over HON (22%) and lagging TDG. Risks include TDG's debt/tariffs, HWM's volatility (beta 1.19), and HON's spin-off execution. All share commercial/defense exposure, but TDG commands premium valuations sensitive to margins, while HON sentiment benefits from stability.
Tickeron AI Verdict
Tickeron’s AI currently favors HWM based on consistent trend strength, superior growth projections, and Strong Buy consensus amid aerospace tailwinds. Its relative positioning outperforms HON's diversification and TDG's recent weakness, with bots targeting HWM showing +57% annualized returns. Probabilistically, HWM aligns best with observable momentum and catalysts versus peers' trade-offs.
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 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).
HON’s FA Score shows that 3 FA rating(s) are green whileHWM’s FA Score has 4 green FA rating(s), and TDG’s FA Score reflects 2 green FA rating(s).
- HON’s FA Score: 3 green, 2 red.
- HWM’s FA Score: 4 green, 1 red.
- TDG’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.
HON’s TA Score shows that 4 TA indicator(s) are bullish while HWM’s TA Score has 5 bullish TA indicator(s), and TDG’s TA Score reflects 4 bullish TA indicator(s).
- HON’s TA Score: 4 bullish, 6 bearish.
- HWM’s TA Score: 5 bullish, 4 bearish.
- TDG’s TA Score: 4 bullish, 5 bearish.
Price Growth
HON (@Industrial Conglomerates) experienced а -0.63% price change this week, while HWM (@Aerospace & Defense) price change was +1.20% , and TDG (@Aerospace & Defense) price fluctuated +4.86% for the same time period.
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%.
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
HON is expected to report earnings on Apr 23, 2026.
HWM is expected to report earnings on May 07, 2026.
TDG is expected to report earnings on May 12, 2026.
Industries' Descriptions
@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).
@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.
| HON | HWM | TDG | |
| Capitalization | 148B | 102B | 71.5B |
| EBITDA | 10.3B | 2.27B | 4.63B |
| Gain YTD | 20.308 | 24.786 | -4.810 |
| P/E Ratio | 33.65 | 68.92 | 40.73 |
| Revenue | 40.7B | 8.25B | 9.11B |
| Total Cash | N/A | 742M | 2.53B |
| Total Debt | 37B | 3.21B | 30B |
HON | HWM | TDG | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 64 | 26 | 9 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 61 Fair valued | 73 Overvalued | 72 Overvalued | |
PROFIT vs RISK RATING 1..100 | 49 | 3 | 25 | |
SMR RATING 1..100 | 26 | 31 | 16 | |
PRICE GROWTH RATING 1..100 | 27 | 10 | 58 | |
P/E GROWTH RATING 1..100 | 25 | 22 | 77 | |
SEASONALITY SCORE 1..100 | 75 | 75 | 37 |
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 TDG (72) in the Aerospace And Defense industry, and is in the same range as HWM (73) in the null industry. This means that HON's stock grew similarly to TDG’s and similarly to HWM’s over the last 12 months.
HWM's Profit vs Risk Rating (3) in the null industry is in the same range as TDG (25) 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 TDG’s and somewhat faster than HON’s over the last 12 months.
TDG's SMR Rating (16) in the Aerospace And Defense industry is in the same range as HON (26) in the Industrial Conglomerates industry, and is in the same range as HWM (31) in the null industry. This means that TDG's stock grew similarly to HON’s and similarly to HWM’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 somewhat better than the same rating for TDG (58) in the Aerospace And Defense industry. This means that HWM's stock grew similarly to HON’s and somewhat faster than TDG’s over the last 12 months.
HWM's P/E Growth Rating (22) in the null industry is in the same range as HON (25) in the Industrial Conglomerates industry, and is somewhat better than the same rating for TDG (77) in the Aerospace And Defense industry. This means that HWM's stock grew similarly to HON’s and somewhat faster than TDG’s over the last 12 months.
| HON | HWM | TDG | |
|---|---|---|---|
| RSI ODDS (%) | 3 days ago 80% | N/A | 3 days ago 52% |
| Stochastic ODDS (%) | 3 days ago 51% | 3 days ago 54% | 3 days ago 51% |
| Momentum ODDS (%) | 3 days ago 40% | 3 days ago 76% | 3 days ago 68% |
| MACD ODDS (%) | 3 days ago 64% | 3 days ago 76% | 3 days ago 67% |
| TrendWeek ODDS (%) | 3 days ago 49% | 3 days ago 72% | 3 days ago 63% |
| TrendMonth ODDS (%) | 3 days ago 43% | 3 days ago 70% | 3 days ago 63% |
| Advances ODDS (%) | 11 days ago 44% | 6 days ago 70% | 6 days ago 65% |
| Declines ODDS (%) | 4 days ago 46% | 4 days ago 51% | 4 days ago 51% |
| BollingerBands ODDS (%) | 3 days ago 51% | 3 days ago 53% | 3 days ago 49% |
| Aroon ODDS (%) | 3 days ago 36% | 3 days ago 42% | 3 days ago 61% |
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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.