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GE Aerospace vs TransDigm Group: Which Stock Looks Stronger in 2026?

GE Aerospace leads structurally, with profitability as the clearest single gap between the two profiles. TransDigm still has the edge on stability, which keeps the comparison from looking entirely one-sided. On the market side, GE Aerospace is in better shape — its trend is intact while TransDigm's trend has broken down. That puts structure and market broadly in agreement — GE Aerospace's lead looks more confirmed than conflicted.

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

Most of the separation is still concentrated in profitability. GE Aerospace leads by 10 points on the overall comparison score.

INDUSTRY COMPARISON

Both operate in: Aerospace & Defense

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

For a similarity-based comparison, see how GE Aerospace and TransDigm 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
TDG
TransDigm Group Incorporated
53
Peer-Score
Signal qualitylow
Peer basis: S&P 500

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

The clearest separation appears in profitability.

Dimension spread: GE vs TDG Profitability 95 40 Stability 43 78 Valuation 44 43 Growth 62 63 GE TDG
Gap Ranking
#1 Profitability +55
#2 Stability +35
#3 Growth +1
#4 Valuation +1
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for GE and TDG Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer GETDG Relative valuation Structural strength

The setup stays mixed because structure and the price setup do not align cleanly in one direction.

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

Entry today — historical context

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

BASED ON 5-YEAR HISTORY GE Elevated · above norm 0th 50th 100th 23 pct gap TDG Elevated · below norm 0th 50th 100th 99th 76th
Today TDG sits in the upper portion of its own 5-year history (76th percentile), while GE sits higher in its own history (99th). Within each stock's own 5-year context, TDG is at a historically more favourable entry position than GE. This reflects entry timing, not which company is structurally stronger — peer-relative analysis is a separate question addressed above.

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

Relative Position vs Comparable Companies
Profitability
Both rank well on profitability, but GE Aerospace still holds a clear edge.
Stability
On stability, the edge is clear — both rank well, but TransDigm Group Incorporated sits noticeably higher.
Profitability — Dominant Gap
GE
95
TDG
40
Gap+55in favour of GE

Capital efficiency adds support, with a 17.8-point ROIC advantage.

What keeps the gap from being one-sided

Stability still leans toward TransDigm Group Incorporated, so the lead is real without reading as one-way.

What this means for the comparison

The profitability edge is decisive, even though current pricing and stability still lean somewhat toward TransDigm Group Incorporated.

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how GE 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.