LMT vs. GE, BA, HON, TDG, GD, NOC, HEI, TDY, CW, and TXT
Should you be buying Lockheed Martin stock or one of its competitors? The main competitors of Lockheed Martin include GE Aerospace (GE), Boeing (BA), Honeywell International (HON), 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.
Lockheed Martin vs.
GE Aerospace (NYSE:GE) and Lockheed Martin (NYSE:LMT) are both large-cap industrials companies, but which is the superior investment? We will contrast the two companies based on the strength of their community ranking, media sentiment, profitability, dividends, risk, earnings, institutional ownership, analyst recommendations and valuation.
GE Aerospace has higher earnings, but lower revenue than Lockheed Martin. Lockheed Martin is trading at a lower price-to-earnings ratio than GE Aerospace, indicating that it is currently the more affordable of the two stocks.
GE Aerospace pays an annual dividend of $1.44 per share and has a dividend yield of 0.6%. Lockheed Martin pays an annual dividend of $13.20 per share and has a dividend yield of 2.8%. GE Aerospace pays out 22.4% of its earnings in the form of a dividend. Lockheed Martin pays out 57.0% 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 raised its dividend for 2 consecutive years and Lockheed Martin has raised its dividend for 22 consecutive years. Lockheed Martin is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.
GE Aerospace has a net margin of 14.31% compared to Lockheed Martin's net margin of 7.51%. Lockheed Martin's return on equity of 101.47% beat GE Aerospace's return on equity.
GE Aerospace has a beta of 1.31, suggesting that its share price is 31% more volatile than the S&P 500. Comparatively, Lockheed Martin has a beta of 0.29, suggesting that its share price is 71% less volatile than the S&P 500.
GE Aerospace received 1343 more outperform votes than Lockheed Martin when rated by MarketBeat users. Likewise, 75.43% of users gave GE Aerospace an outperform vote while only 58.73% of users gave Lockheed Martin an outperform vote.
74.8% of GE Aerospace shares are owned by institutional investors. Comparatively, 74.2% of Lockheed Martin shares are owned by institutional investors. 0.2% of GE Aerospace shares are owned by company insiders. Comparatively, 0.1% of Lockheed Martin shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.
GE Aerospace presently has a consensus price target of $216.92, suggesting a potential downside of 5.75%. Lockheed Martin has a consensus price target of $541.80, suggesting a potential upside of 15.18%. Given Lockheed Martin's higher possible upside, analysts plainly believe Lockheed Martin is more favorable than GE Aerospace.
In the previous week, GE Aerospace and GE Aerospace both had 62 articles in the media. GE Aerospace's average media sentiment score of 1.12 beat Lockheed Martin's score of 0.95 indicating that GE Aerospace is being referred to more favorably in the media.
Summary
GE Aerospace beats Lockheed Martin on 13 of the 21 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:LMT) was last updated on 5/23/2025 by MarketBeat.com Staff