From The Motley Fool · Sara Appino · · 1m 40s
GE Aerospace vs. Lockheed Martin: 2026 Stock Pick
Which aerospace stock will outperform in 2026?
In brief
Which aerospace stock will outperform in 2026? GE Aerospace offers faster growth and higher cash flow than Lockheed Martin for 2026 investors. Originally reported by The Motley Fool.
Quick answers
- Which stock is better for 2026?
- The article compares ge aerospace and lockheed martin for 2026 investment performance.
- What is the key takeaway from GE Aerospace vs. Lockheed Martin: 2026 Stock Pick?
- GE Aerospace offers faster growth and higher cash flow than Lockheed Martin for 2026 investors.
Which stock is better for 2026?
The article compares ge aerospace and lockheed martin for 2026 investment performance.
Current stock prices
ge aerospace trades at $312.00 up 1.62% with a market cap of $319 billion. lockheed martin trades at $532.64 up 1.99% with a market cap of $121 billion.
ge aerospace financials
ge aerospace reported $45.9 billion revenue and $8.7 billion net income for fy 2025 with a 19% net margin.
lockheed martin financials
lockheed martin reported $75.1 billion revenue and $5.0 billion net income for fy 2025 with a 6.7% net margin.
ge aerospace growth drivers
ge aerospace has a massive installed base of over 44,000 commercial and 26,000 military aircraft engines generating high-margin recurring revenue.
lockheed martin growth drivers
lockheed martin relies on u.s. government defense spending with 72% of sales coming from government contracts and the f-35 program contributing 27% of sales.
risk comparison
ge aerospace faces competitive pressure from engine manufacturers like rtx while lockheed martin faces a $4.25 billion intellectual property lawsuit and semiconductor supply chain risks.
valuation comparison
lockheed martin trades at a discount on earnings and sales multiples with a forward p/e of 17.2x versus ge aerospace's 38.7x.
2026 outlook
ge aerospace is expected to deliver five consecutive quarters of at least 20% revenue growth and 43% year-over-year free cash flow increase in 2026.
The headline
GE Aerospace offers faster growth and higher cash flow than Lockheed Martin for 2026 investors.
