GE vs LMT

• GEBuy more11%

  GE Aerospace's report on Oct 20 beat profit forecasts by 11%, and its sales grew 20% over the past year.

• LMTBuy more6.4%

  Lockheed Martin's report on Oct 22 beat profit forecasts by 6.4%, and it trades at 21 times its past year's earnings, below the 25 it typically traded at from April to July.

Percent return

• GE+10.90%
• LMT+36.92%

1M6MYTD1Y5YMax

Nov 11, 2025 to Nov 11, 2026

Where they differ

GE leads on 4 of 6

GELMT

• Company size: GE $364B, LMT $131B.
  $364BbiggerCompany size$131B
• Sales growth, 1 yr: GE +20%, LMT +7.9%. GE is ahead.
  +20%Sales growth, 1 yr+7.9%
• Price for $1 of next year's profit: GE $36, LMT $18. LMT is ahead.
  $36Price for $1 of next year's profitcheaper$18
• Profit per $1 of sales: GE 20¢, LMT 11¢. GE is ahead.
  20¢Profit per $1 of sales11¢
• Cash minus debt: GE −$10.8B, LMT −$14.5B. GE is ahead.
  −$10.8BCash minus debt−$14.5B
• Price change, 1 yr: GE +11%, LMT +37%. LMT is ahead. S&P 500 +12%.
  +11%Price change, 1 yr+37%
• How much the price swings: GE 32%, LMT 35%. GE is ahead.
  32%steadierHow much the price swings35%

Measure	GEGE Aerospace	LMTLockheed Martin
Price and returns
Price	$342.63	$609.93
Today	Best in this row: +1.40%	+1.13%
1 month	+11.21%	Best in this row: +19.71%
3 months	−6.77%	Best in this row: +2.66%
This year	+11.74%	Best in this row: +28.41%
1 year	+10.90%	Best in this row: +36.92%
5 years	Best in this row: +426.99%	+107.61%
From 52-week high	−10.0%	−8.7%
How much it swings (90 days)	Best in this row: 32%	35%
Valuation
Market value	$364B	$131B
Price vs last year's earnings	41.4×	Best in this row: 21.0×
Price vs next year's expected earnings	36.4×	Best in this row: 17.7×
Price vs earnings, adjusted for growth	2.75×	Best in this row: 0.94×
Price to sales	6.3×	Best in this row: 1.7×
Price vs cash it brings in	41.7×	Best in this row: 15.6×
Company value vs operating profit	29.7×	Best in this row: 14.8×
Price vs earnings, against its own past (0 = cheapest)	72	Best in this row: 0
Growth
Revenue growth, 1 year	Best in this row: +19.6%	+7.9%
Revenue growth a year, last 3 years	Best in this row: +16.3%	+4.4%
Earnings per share growth, last year	Best in this row: +26.5%	−10.8%
Earnings per share growth expected next year	Best in this row: +14.1%	+8.6%
Profitability
Kept from sales after making the product	Best in this row: 30.1%	11.7%
Kept as operating profit	Best in this row: 19.7%	10.8%
Kept as final profit	Best in this row: 17.3%	8.2%
Kept as spare cash	Best in this row: 15.3%	10.6%
Profit on shareholders' money	50.2%	Best in this row: 80.2%
Profit on all money put in	Best in this row: 31.6%	29.1%
Balance sheet
Net cash (cash minus debt)	Best in this row: −$10.8B	−$14.5B
Debt for each $1 of shareholders' money	Best in this row: 1.16×	2.04×
Short-term assets per $1 of bills due	0.98×	Best in this row: 1.26×
Dividend yield	0.58%	Best in this row: 2.54%
Share of profit paid as dividends	Best in this row: 20%	51%
Our readPro
Our call	Buy more	Buy more
Why	GE Aerospace's report on Oct 20 beat profit forecasts by 11%, and its sales grew 20% over the past year.	Lockheed Martin's report on Oct 22 beat profit forecasts by 6.4%, and it trades at 21 times its past year's earnings, below the 25 it typically traded at from April to July.
Where the price sits	in the full report	in the full report
Our overall score (out of 100)	Best in this row: 63	57
Our value score	15	Best in this row: 92
Our growth score	Best in this row: 69	33
Our quality score	Best in this row: 80	65
Our price trend score	Best in this row: 80	57
Earnings and analysts
Analyst consensus	Buy	Buy
To average analyst target	Best in this row: +12.7%	+6.5%
Average analyst target	$386.15	$649.71
Analysts rating it a buy	Best in this row: 87%	46%
Buy ratings added, 3 months	+1	Best in this row: +4
Analysts covering	14	17

GE: faster sales growth

Our pick of these: GE Aerospace

Buy more79/100

Sales growth +19.6% vs +7.9%

GE +19.6%, LMT +7.9%.

GE+19.6%

LMT+7.9%

Forward P/E per point of sales growth 1.85 vs 2.25

GE 1.85, LMT 2.25.

GE1.85

LMT2.25

+12.7% to the average analyst target, vs +6.5%

GE +12.7%, LMT +6.5%.

GE+12.7%

LMT+6.5%

Where it loses: LMT has a better past year, +36.9% vs +10.9%

• 2ndLMTBuy more21/100Would need faster sales growth, +7.9% vs +19.6%

Prices as of yesterday, 3:59 PM ET. A view, not advice.