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Stock Comparison · Industry comparison · Aerospace & Defense

BWX Technologies vs TransDigm Group: Which Stock Looks Stronger in 2026?

BWX Technologies holds the cleaner structural position, with growth as the main driver and stability adding further support. TransDigm still has the edge on stability, which keeps the comparison from looking entirely one-sided. Both sides have seen trend damage — neither carries a clear market edge right now. With both trends damaged, the structural comparison carries most of the weight here.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.

Updated 2026-07-05

The lead is spread across growth and profitability, rather than sitting in one isolated gap.

INDUSTRY COMPARISON

Both operate in: Aerospace & Defense

This comparison is based on industry proximity, not on functional trajectory similarity. BWXT and TDG share the same industry classification.

For a similarity-based comparison, see how BWX Technologies and TransDigm each position within their functional peer groups in AssetNext.

Peer-Relative Score
BWXT
BWX Technologies, Inc.
57
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
TDG
TransDigm Group Incorporated
50
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

Score differences across key dimensions.

Dimension spread: BWXT vs TDG Profitability 68 48 Stability 55 79 Valuation 40 42 Growth 67 38 BWXT TDG
Gap Ranking
#1 Growth +29
#2 Stability +24
#3 Profitability +20
#4 Valuation +2
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for BWXT and TDG Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer BWXTTDG Relative valuation Structural strength

The setup remains mixed because the stronger profile and the more supportive price setup do not sit on the same side.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where BWXT and TDG each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY BWXT Elevated · above norm 0th 50th 100th 4 pct gap TDG Elevated · below norm 0th 50th 100th 89th 94th
BWXT (89th percentile) and TDG (94th percentile) both sit in the upper portion of their own 5-year ranges. The historical entry context is broadly similar for both. This reflects entry timing, not which company is structurally stronger.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Growth
BWX Technologies, Inc. ranks near the top of the group on growth; TransDigm Group Incorporated sits in the weaker half.
Stability
On stability, the same pattern holds: both rank well, but TransDigm Group Incorporated still sits higher.
Growth — Dominant Gap
BWXT
67
TDG
38
Gap+29in favour of BWXT

The main growth separation is wide, driven by a meaningfully stronger expansion profile.

What keeps the gap from being one-sided

There is still a strong counterforce in stability, so the lead stays clear without becoming a sweep.

What this means for the comparison

Growth is the clearest driver of the lead, with stability adding further support — though stability still provides a real counterweight.

Explore full peer positioning in AssetNext

Break down the BWXT vs TDG comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how BWXT and TDG each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.