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HON or LHX or NOC
Which Stock Would AI Choose? Honeywell International (HON) vs. L3Harris Technologies (LHX) vs. Northrop Grumman (NOC) Stock Comparison
Key Takeaways
- HON (HON) shows diversified exposure across aerospace and industrials, with YTD gains around 15% but recent monthly pullbacks amid broader market pressures.
- LHX (LHX) leads YTD performance at over 16%, bolstered by strong defense contracts and VAMPIRE production ramp-up.
- NOC (NOC) tops YTD returns near 21%, supported by a record $95.7 billion backlog and involvement in high-priority programs like B-21.
- All three benefit from rising defense spending, but LHX and NOC exhibit stronger momentum in pure-play defense amid geopolitical tensions.
- Valuations vary: HON P/E around 32x reflects conglomerate stability; NOC at 24x offers relative value with robust backlog conversion.
Introduction
This comparison examines HON, a diversified industrial giant with significant aerospace ties; LHX, a defense technology specialist; and NOC, a leader in advanced aerospace and defense systems. These stocks operate in overlapping sectors like aerospace and defense, which have seen heightened activity due to global geopolitical shifts and sustained U.S. military budgets. Traders seeking momentum in defense plays and investors eyeing stable industrials with defense exposure will find value in analyzing their relative performance, growth drivers, and market positioning in the current environment.
HON Overview and Recent Performance
Honeywell International (HON) is a conglomerate spanning aerospace technologies, building automation, industrial automation, and energy solutions. Its aerospace segment, the largest contributor, provides engines, avionics, and systems for commercial and defense platforms. In recent market activity, HON shares traded around $223, with YTD gains of approximately 15%. A $500 million defense deal and commitments to capacity upgrades have supported sentiment, alongside expansions in AI-driven security. However, recent weeks saw pullbacks of about 7-8% monthly, influenced by shipping disruptions in the Middle East and broader industrial sector softness. Dividend yield stands at roughly 2.1%, with a market cap near $143 billion.
LHX Overview and Recent Performance
L3Harris Technologies (LHX) focuses on mission-critical defense solutions across space & mission systems, communications & spectrum dominance, and missile solutions. It serves U.S. Department of Defense and allies with tactical radios, ISR (intelligence, surveillance, reconnaissance) systems, and propulsion technologies. Shares recently hovered around $340, delivering YTD returns exceeding 16% and outperforming the S&P 500. Growth stems from VAMPIRE counter-drone production ramps, international awards like from Canada, and a dividend hike, with full-year orders at $27.5 billion. Recent trading showed minor dips, but momentum persists amid defense demand. Market cap approximates $64 billion, with a dividend yield of about 1.5%.
NOC Overview and Recent Performance
Northrop Grumman (NOC) excels in aeronautics systems, defense systems, mission systems, and space systems, producing bombers like the B-21 Raider, missile defenses, and C4ISR (command, control, communications, computers, intelligence, surveillance, reconnaissance) platforms. Trading near $672, it leads with YTD gains around 21%, backed by a record $95.7 billion backlog. Recent performance includes strong Q4 results with revenue up 9.6%, though shares dipped 1-2% in recent sessions amid sector rotation. Key drivers include Golden Dome missile defense expansions and B-21 acceleration. Dividend yield is approximately 1.4%, with a market cap of about $98 billion.
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Head-to-Head Comparison
HON’s diversified model balances aerospace (46% revenue) with industrials, offering stability but less pure defense leverage versus LHX and NOC. Growth drivers for LHX include missile and space segments amid rising drone threats, while NOC thrives on strategic platforms like B-21 and Sentinel ICBMs. Recent momentum favors NOC (21% YTD) over LHX (16%) and HON (15%), tied to massive backlogs—$95.7B for NOC versus LHX’s strong orders. Risks: HON faces commercial aero cyclicality; LHX and NOC execution on fixed-price contracts. Sector exposure is broadest for HON; NOC leads in space/missiles. Valuation sensitivity: HON P/E ~32x, NOC ~24x, LHX ~40x TTM but forward lower; all poised for mid-single-digit revenue growth from defense budgets. Sentiment tilts positive on defense tailwinds, with trade-offs in diversification versus focus.
Tickeron AI Verdict
Tickeron’s AI currently favors NOC due to its superior trend consistency, unmatched backlog visibility exceeding $95 billion, and relative valuation at a forward P/E below peers, positioning it strongly amid sustained defense catalysts like B-21 and missile programs. While LHX shows robust momentum and HON offers diversification, NOC’s stability and growth outlook suggest higher probability of outperformance 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).
HON’s FA Score shows that 2 FA rating(s) are green whileLHX’s FA Score has 3 green FA rating(s), and NOC’s FA Score reflects 1 green FA rating(s).
- HON’s FA Score: 2 green, 3 red.
- LHX’s FA Score: 3 green, 2 red.
- NOC’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.
HON’s TA Score shows that 4 TA indicator(s) are bullish while LHX’s TA Score has 3 bullish TA indicator(s), and NOC’s TA Score reflects 4 bullish TA indicator(s).
- HON’s TA Score: 4 bullish, 6 bearish.
- LHX’s TA Score: 3 bullish, 6 bearish.
- NOC’s TA Score: 4 bullish, 5 bearish.
Price Growth
HON (@Industrial Conglomerates) experienced а -0.63% price change this week, while LHX (@Aerospace & Defense) price change was -0.92% , and NOC (@Aerospace & Defense) price fluctuated -1.26% 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.
LHX is expected to report earnings on Apr 30, 2026.
NOC is expected to report earnings on Apr 21, 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 | LHX | NOC | |
| Capitalization | 148B | 65.4B | 94.5B |
| EBITDA | 10.3B | 3.75B | 7.21B |
| Gain YTD | 20.308 | 19.757 | 17.043 |
| P/E Ratio | 33.65 | 41.07 | 22.88 |
| Revenue | 40.7B | 21.9B | 42B |
| Total Cash | N/A | 1.07B | 4.4B |
| Total Debt | 37B | 11.1B | 17B |
HON | LHX | NOC | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 60 | 63 | 54 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 61 Fair valued | 27 Undervalued | 63 Fair valued | |
PROFIT vs RISK RATING 1..100 | 49 | 28 | 10 | |
SMR RATING 1..100 | 26 | 75 | 35 | |
PRICE GROWTH RATING 1..100 | 48 | 46 | 53 | |
P/E GROWTH RATING 1..100 | 25 | 25 | 42 | |
SEASONALITY SCORE 1..100 | 75 | 50 | 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.
LHX's Valuation (27) in the null industry is somewhat better than the same rating for HON (61) in the Industrial Conglomerates industry, and is somewhat better than the same rating for NOC (63) in the Aerospace And Defense industry. This means that LHX's stock grew somewhat faster than HON’s and somewhat faster than NOC’s over the last 12 months.
NOC's Profit vs Risk Rating (10) in the Aerospace And Defense industry is in the same range as LHX (28) in the null industry, and is somewhat better than the same rating for HON (49) in the Industrial Conglomerates industry. This means that NOC's stock grew similarly to LHX’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 NOC (35) in the Aerospace And Defense industry, and is somewhat better than the same rating for LHX (75) in the null industry. This means that HON's stock grew similarly to NOC’s and somewhat faster than LHX’s over the last 12 months.
LHX's Price Growth Rating (46) in the null industry is in the same range as HON (48) in the Industrial Conglomerates industry, and is in the same range as NOC (53) in the Aerospace And Defense industry. This means that LHX's stock grew similarly to HON’s and similarly to NOC’s over the last 12 months.
LHX's P/E Growth Rating (25) in the null industry is in the same range as HON (25) in the Industrial Conglomerates industry, and is in the same range as NOC (42) in the Aerospace And Defense industry. This means that LHX's stock grew similarly to HON’s and similarly to NOC’s over the last 12 months.
| HON | LHX | NOC | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 80% | N/A | 2 days ago 69% |
| Stochastic ODDS (%) | 2 days ago 51% | 2 days ago 49% | 2 days ago 54% |
| Momentum ODDS (%) | 2 days ago 40% | 2 days ago 59% | 2 days ago 36% |
| MACD ODDS (%) | 2 days ago 64% | 2 days ago 51% | N/A |
| TrendWeek ODDS (%) | 2 days ago 49% | 2 days ago 52% | 2 days ago 42% |
| TrendMonth ODDS (%) | 2 days ago 43% | 2 days ago 57% | 2 days ago 32% |
| Advances ODDS (%) | 10 days ago 44% | 13 days ago 54% | 17 days ago 60% |
| Declines ODDS (%) | 3 days ago 46% | 2 days ago 51% | 2 days ago 43% |
| BollingerBands ODDS (%) | 2 days ago 51% | 2 days ago 68% | 2 days ago 57% |
| Aroon ODDS (%) | 2 days ago 36% | 2 days ago 52% | 2 days ago 30% |
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HON and
Correlation & Price change
A.I.dvisor indicates that over the last year, HON has been loosely correlated with MMM. These tickers have moved in lockstep 52% of the time. This A.I.-generated data suggests there is some statistical probability that if HON jumps, then MMM could also see price increases.
| Ticker / NAME | Correlation To HON | 1D Price Change % | ||
|---|---|---|---|---|
| HON | 100% | +1.82% | ||
| MMM - HON | 52% Loosely correlated | +2.66% | ||
| BBU - HON | 49% Loosely correlated | N/A | ||
| CODI - HON | 46% Loosely correlated | -0.66% | ||
| BBUC - HON | 45% Loosely correlated | +1.97% | ||
| IIIN - HON | 42% Loosely correlated | -8.03% | ||
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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% | -0.87% | ||
| GD - LHX | 61% Loosely correlated | +0.41% | ||
| HII - LHX | 60% Loosely correlated | -0.34% | ||
| NOC - LHX | 52% Loosely correlated | -1.12% | ||
| KTOS - LHX | 50% Loosely correlated | -4.60% | ||
| BWXT - LHX | 49% Loosely correlated | +2.16% | ||
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