GE Aerospace vs Lockheed Martin Corporation — how do they compare? GE Aerospace trades at $368.48 (market cap $380.47B), while Lockheed Martin Corporation trades at $597.69 (market cap $139.20B). The key difference: GE Aerospace is far larger — about 2.7× Lockheed Martin Corporation's market cap, and Lockheed Martin Corporation pays the higher dividend (2.29%). Which is the better fit depends on your goals.
| GE | LMT | |
|---|---|---|
Market Cap | $380.47B | $139.20B |
Sector | Industrials | Industrials |
52-Week High | $381.22 | $676.70 |
52-Week Low | $265.93 | $431.56 |
Enterprise Value | $390.29B | $155.95B |
Dividend Yield | 0.51% | 2.29% |
Signals from Pluang's Aura AI — not financial advice
GE Aerospace (GE) trades at $368.06, down 0.55% with a bullish technical signal supported by strong earnings beats and robust order growth. The company shows impressive profitability with 48.79% ROE and 17.72% net margin, though valuation metrics appear elevated with a P/E of 43.24. Recent defense contract wins and commercial engine demand fuel positive sentiment, with analysts maintaining strong buy consensus.
GE presents growth potential through aerospace expansion and defense contracts, but faces risks from high debt levels and rich valuations. The $414.11 price target suggests 12.5% upside, supported by consistent earnings outperformance and strategic investments in manufacturing capacity.
Lockheed Martin (LMT) trades at $587.95, up 0.9% with bullish technical signals and strong institutional support. The company reported mixed Q2 2026 earnings with a beat on EPS ($7.94 vs. $7.22 expected) but maintains a record $230B backlog. Valuation metrics show a P/E of 21.68 and ROE of 89.16%, though recent quarters saw earnings misses. Technical indicators suggest bullish momentum with key resistance at $592.
Outlook remains positive driven by defense contract wins and production expansion, but risks include execution on massive backlog and debt levels. Analyst consensus is bullish with $608 price target representing 3.4% upside. The stock offers stability through dividends ($3.45 quarterly) amid geopolitical demand for defense systems.
Trailing returns across standard periods
Latest headlines on both assets
General Electric Company is a globally diversified technology and financial services company. The Company's products and services include aircraft engines, power generation, water processing, and household appliances to medical imaging, business and consumer financing, and industrial products.
Read more on GE →Lockheed Martin is the largest defense contractor globally and has dominated the Western market for high-end fighter aircraft since the F-35 program was awarded in 2001. Lockheed's largest segment is aeronautics, which is dominated by the massive F-35 program. Lockheed's remaining segments are rotary and mission systems, which is mainly the Sikorsky helicopter business.
Read more on LMT →