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

Lockheed Martin holds the cleaner structural position, with profitability as the main driver and valuation adding further support. GE Aerospace still has the edge on profitability, which keeps the comparison from looking entirely one-sided. The market setup is broadly comparable for both — no clear directional signal from price behavior. The market is not adding a decisive signal either way — the structural read carries the weight.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the S&P 500 universe, making them directly comparable.

Updated 2026-08-16

On profitability, the clearer edge sits with GE Aerospace, while the overall score remains tighter and points the other way.

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
63
Peer-Score
Signal qualitylow
Peer basis: S&P 500
vs
LMT
Lockheed Martin Corporation
71
Peer-Score
Signal qualitylow
Peer basis: S&P 500

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

Score differences across key dimensions.

Dimension spread: GE vs LMT Profitability 95 69 Stability 43 64 Valuation 44 70 Growth 62 84 GE LMT
Gap Ranking
#1 Profitability +26
#2 Valuation +26
#3 Growth +22
#4 Stability +21
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 two profiles are relatively close, but the price setup still leans toward Lockheed Martin Corporation.

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

Entry today — historical context

Where GE and LMT each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY GE Elevated · above norm 0th 50th 100th 3 pct gap LMT Elevated · above norm 0th 50th 100th 99th 96th
GE (99th percentile) and LMT (96th 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
Profitability
Both rank well on profitability, but GE Aerospace still sits higher.
Valuation
On valuation, the edge is clear — both rank well, but Lockheed Martin Corporation sits noticeably higher.
Profitability — Dominant Gap
GE
95
LMT
69
Gap+26in favour of GE

Return on equity adds support too, with a 41-point advantage.

What keeps the gap from being one-sided

GE Aerospace still shows lower market-fundamental divergence, which keeps the wider picture mixed rather than completely one-sided.

What this means for the comparison

Profitability is the clearest driver of the lead, with valuation adding further support — though profitability still provides a real counterweight.

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Other comparisons with conflicting dimension signals

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.

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.