GE vs. BA, HON, LMT, TDG, GD, NOC, HEI, TDY, CW, and TXT
Should you be buying GE Aerospace stock or one of its competitors? The main competitors of GE Aerospace include Boeing (BA), Honeywell International (HON), Lockheed Martin (LMT), TransDigm Group (TDG), General Dynamics (GD), Northrop Grumman (NOC), HEICO (HEI), Teledyne Technologies (TDY), Curtiss-Wright (CW), and Textron (TXT). These companies are all part of the "aerospace & defense" industry.
GE Aerospace vs.
Boeing (NYSE:BA) and GE Aerospace (NYSE:GE) are both large-cap aerospace companies, but which is the superior business? We will compare the two businesses based on the strength of their risk, institutional ownership, media sentiment, dividends, valuation, earnings, profitability, community ranking and analyst recommendations.
Boeing presently has a consensus target price of $204.35, suggesting a potential upside of 0.47%. GE Aerospace has a consensus target price of $216.92, suggesting a potential downside of 5.75%. Given Boeing's higher probable upside, equities analysts clearly believe Boeing is more favorable than GE Aerospace.
GE Aerospace received 82 more outperform votes than Boeing when rated by MarketBeat users. Likewise, 75.43% of users gave GE Aerospace an outperform vote while only 69.90% of users gave Boeing an outperform vote.
GE Aerospace has a net margin of 14.31% compared to Boeing's net margin of -17.76%. GE Aerospace's return on equity of 22.19% beat Boeing's return on equity.
In the previous week, Boeing had 67 more articles in the media than GE Aerospace. MarketBeat recorded 132 mentions for Boeing and 65 mentions for GE Aerospace. GE Aerospace's average media sentiment score of 1.12 beat Boeing's score of 0.71 indicating that GE Aerospace is being referred to more favorably in the news media.
64.8% of Boeing shares are owned by institutional investors. Comparatively, 74.8% of GE Aerospace shares are owned by institutional investors. 0.1% of Boeing shares are owned by insiders. Comparatively, 0.2% of GE Aerospace shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.
Boeing pays an annual dividend of $8.22 per share and has a dividend yield of 4.0%. GE Aerospace pays an annual dividend of $1.44 per share and has a dividend yield of 0.6%. Boeing pays out -45.9% of its earnings in the form of a dividend. GE Aerospace pays out 22.4% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. GE Aerospace has increased its dividend for 2 consecutive years. Boeing is clearly the better dividend stock, given its higher yield and lower payout ratio.
GE Aerospace has lower revenue, but higher earnings than Boeing. Boeing is trading at a lower price-to-earnings ratio than GE Aerospace, indicating that it is currently the more affordable of the two stocks.
Boeing has a beta of 1.41, suggesting that its stock price is 41% more volatile than the S&P 500. Comparatively, GE Aerospace has a beta of 1.31, suggesting that its stock price is 31% more volatile than the S&P 500.
Summary
GE Aerospace beats Boeing on 14 of the 22 factors compared between the two stocks.
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This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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This page (NYSE:GE) was last updated on 5/23/2025 by MarketBeat.com Staff