Investment Comparison Between GE Aerospace and Lockheed Martin
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Source: Fool
- GE Aerospace Growth: In FY 2025, GE Aerospace reported nearly $45.9 billion in revenue, an 18.5% increase year-over-year, with net income around $8.7 billion and a net margin improvement from 16.9% in FY 2024 to 19%, indicating strong profitability and market demand.
- Lockheed Martin's Defense Edge: Lockheed Martin achieved approximately $75.1 billion in revenue for FY 2025, reflecting a modest 5.7% growth, with the F-35 program accounting for 27% of total sales, underscoring its dominant position in the defense sector.
- Order and Backlog Comparison: GE Aerospace saw a 32% increase in orders for FY 2025, pushing its backlog to nearly $190 billion, while the first quarter of FY 2026 experienced an 87% surge in orders, exceeding $210 billion, highlighting robust demand in the commercial aviation market.
- Defense Contracts and Market Outlook: Lockheed Martin secured a massive $35 billion THAAD interceptor contract in 2025, and despite a 13% year-over-year drop in net income for Q1 FY 2026, it maintains a full-year sales growth forecast of 5%, demonstrating ongoing competitiveness in the defense market.
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Analyst Views on GE
Wall Street analysts forecast GE stock price to fall
9 Analyst Rating
8 Buy
0 Hold
1 Sell
Strong Buy
Current: 378.680
Low
275.00
Averages
345.67
High
386.00
Current: 378.680
Low
275.00
Averages
345.67
High
386.00
About GE
General Electric Company, doing business as GE Aerospace, is a global aerospace propulsion, services, and systems company. It has an installed base of over 50,000 commercial and 30,000 military aircraft engines. Its segment includes Commercial Engines & Services and Defense & Propulsion Technologies. Commercial Engines & Services segment designs, develops, manufactures and services jet engines for commercial airframes, as well as business aviation and aeroderivative applications. Its services include maintenance, repair and overhaul of engines and the sale of spare parts and offers services under a variety of arrangements such as long-term service agreements, spare parts agreements or time and material contracts. Defense & Propulsion Technologies segment provides defense engines and critical aircraft systems and consists of Defense & Systems and Propulsion & Additive Technologies businesses. Its portfolio of brands includes Avio Aero, Unison, Dowty Propellers and Colibrium Additive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Market Comparison of GE Aerospace and Lockheed Martin
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- Lockheed Martin Stability: For FY 2025, Lockheed Martin achieved nearly $75.1 billion in revenue, reflecting a modest 5.7% growth, with net income close to $5 billion and a net margin of 6.7%, showcasing its ongoing stability in the defense sector.
- Order and Backlog Comparison: GE Aerospace's orders surged by 32% in FY 2025, pushing its backlog to nearly $190 billion, while the first quarter of FY 2026 saw an 87% increase in orders, highlighting its robust momentum in the commercial aviation market.
- Lockheed Martin Contract Advantage: Lockheed Martin secured a massive $35 billion government contract in 2025, and despite a slight decrease in backlog to $186 billion in Q FY 2026, it maintains a 5% sales growth outlook, demonstrating its strong competitive position in the defense market.
See More
Investment Comparison Between GE Aerospace and Lockheed Martin
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- Lockheed Martin's Defense Edge: Lockheed Martin achieved approximately $75.1 billion in revenue for FY 2025, reflecting a modest 5.7% growth, with the F-35 program accounting for 27% of total sales, underscoring its dominant position in the defense sector.
- Order and Backlog Comparison: GE Aerospace saw a 32% increase in orders for FY 2025, pushing its backlog to nearly $190 billion, while the first quarter of FY 2026 experienced an 87% surge in orders, exceeding $210 billion, highlighting robust demand in the commercial aviation market.
- Defense Contracts and Market Outlook: Lockheed Martin secured a massive $35 billion THAAD interceptor contract in 2025, and despite a 13% year-over-year drop in net income for Q1 FY 2026, it maintains a full-year sales growth forecast of 5%, demonstrating ongoing competitiveness in the defense market.
See More
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- Oil Price Surge: Oil prices surged due to escalating tensions between the U.S. and Iran, which could not only impact the global energy market but also exert pressure on operational costs for related companies, further influencing stock market performance.
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Palantir Stock Pullback and Future Outlook
- Stock Pullback: Palantir's stock has declined over 37% since hitting a 52-week high on November 3, primarily due to its expensive valuation and concerns over competition from AI startup Anthropic, prompting investor sell-offs.
- Analyst Expectations: Despite challenges, 34 analysts set a median 12-month price target of $200 for Palantir, suggesting a potential 55% upside from current levels, with 21 analysts rating it as a buy, indicating a favorable outlook from the market.
- Earnings Growth: In Q1 2023, Palantir's earnings per share surged 154% year-over-year, with a 31% increase in customer count and total contract value reaching $2.41 billion, reflecting strong demand in the rapidly growing AI software market.
- Remaining Contract Value: By the end of Q1, Palantir's remaining deal value stood at an impressive $11.8 billion, nearly doubling from the previous year, which supports the company's ability to sustain triple-digit earnings growth rates in the coming year.
See More
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See More
Market Comparison of GE Aerospace and Lockheed Martin
- GE Aerospace Growth: In FY 2025, GE Aerospace reported nearly $45.9 billion in revenue, an 18.5% year-over-year increase, with net income around $8.7 billion and a net margin improvement from 16.9% in FY 2024 to 19%, indicating strong profitability and market demand.
- Lockheed Martin Stability: For FY 2025, Lockheed Martin achieved nearly $75.1 billion in revenue, reflecting a modest 5.7% growth, with net income close to $5 billion and a net margin of 6.7%, showcasing its ongoing stability in the defense sector.
- Order and Backlog Comparison: GE Aerospace's orders surged by 32% in FY 2025, pushing its backlog to nearly $190 billion, while the first quarter of FY 2026 saw an 87% increase in orders, highlighting its robust momentum in the commercial aviation market.
- Lockheed Martin Contract Advantage: Lockheed Martin secured a massive $35 billion government contract in 2025, and despite a slight decrease in backlog to $186 billion in Q FY 2026, it maintains a 5% sales growth outlook, demonstrating its strong competitive position in the defense market.
See More
Investment Comparison Between GE Aerospace and Lockheed Martin
- GE Aerospace Growth: In FY 2025, GE Aerospace reported nearly $45.9 billion in revenue, an 18.5% increase year-over-year, with net income around $8.7 billion and a net margin improvement from 16.9% in FY 2024 to 19%, indicating strong profitability and market demand.
- Lockheed Martin's Defense Edge: Lockheed Martin achieved approximately $75.1 billion in revenue for FY 2025, reflecting a modest 5.7% growth, with the F-35 program accounting for 27% of total sales, underscoring its dominant position in the defense sector.
- Order and Backlog Comparison: GE Aerospace saw a 32% increase in orders for FY 2025, pushing its backlog to nearly $190 billion, while the first quarter of FY 2026 experienced an 87% surge in orders, exceeding $210 billion, highlighting robust demand in the commercial aviation market.
- Defense Contracts and Market Outlook: Lockheed Martin secured a massive $35 billion THAAD interceptor contract in 2025, and despite a 13% year-over-year drop in net income for Q1 FY 2026, it maintains a full-year sales growth forecast of 5%, demonstrating ongoing competitiveness in the defense market.
See More
