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GE Aerospace vs Lockheed Martin: Which Stock Looks Stronger in 2026?

GE Aerospace leads structurally, with profitability as the clearest single gap between the two profiles. Lockheed Martin still has the edge on stability, which keeps the comparison from looking entirely one-sided. In the market, Lockheed Martin carries the stronger setup — intact trend against GE Aerospace's broken trend. That leaves a split case: the structural lead stays with GE Aerospace, but the market is not currently confirming it.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

Most of the separation is still concentrated in profitability.

INDUSTRY COMPARISON

Both operate in: Aerospace & Defense

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

For a similarity-based comparison, see how GE Aerospace and Lockheed Martin each position within their functional peer groups in AssetNext.

Peer-Relative Score
GE
GE Aerospace
70
Peer-Score
Signal qualityHigh
vs
LMT
Lockheed Martin Corporation
63
Peer-Score
Signal qualityMedium

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

The clearest separation appears in profitability.

Dimension spread: GE vs LMT Profitability 95 65 Stability 43 61 Valuation 57 56 Growth 81 72 GE LMT
Gap Ranking
#1 Profitability +30
#2 Stability +18
#3 Growth +9
#4 Valuation +1
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for GE and LMT Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer GELMT Relative valuation Structural strength

The structural gap is limited here, but current pricing still leans against GE Aerospace.

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

Relative Position vs Comparable Companies
Profitability
Both rank well on profitability, but GE Aerospace still sits higher.
Stability
On stability, the same pattern holds: both rank well, but Lockheed Martin Corporation still sits higher.
Profitability — Dominant Gap
GE
95
LMT
65
Gap+30in favour of GE

The profitability lead is mainly driven by a 10.5-point operating margin advantage.

What keeps the gap from being one-sided

Stability still leans toward Lockheed Martin Corporation, so the lead is real without reading as one-way.

What this means for the comparison

Profitability points more clearly to GE Aerospace, but stability and current pricing keep the broader result mixed.

Explore full peer positioning in AssetNext

Break down the GE vs LMT comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Similar profitability-and-stability comparisons

Explore how GE and LMT 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.

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.