Verified peer comparison

GE vs LMT

GE Aerospace compared with Lockheed Martin Corporation. This page compares both source-verified company profiles and does not introduce an unverified price target.

GE Aerospace

$189.43

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LMT

Lockheed Martin Corporation

$189.43

Open: --
High: --
Low: --
Market Cap: --

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Company-specific comparison

Business exposure

GE: Aerospace and Defense

LMT: Aerospace and Defense

Upside lens

GE: A large installed engine fleet and expanding long-term services backlog can support durable shop-visit, spare-parts and service demand. Improving supplier execution and FLIGHT DECK operating discipline can raise aftermarket output and commercial engine deliveries. Government fleet modernization and new military-engine awards can broaden growth beyond commercial aviation services.

LMT: Allied demand for aircraft, missiles, sensors and space systems can sustain multi-year orders. Deliveries, upgrades and a growing installed fleet can support production and long-duration services. Capacity investments can convert urgent replenishment demand into higher deliveries.

Risk lens

GE: Supplier shortages, inflation and quality issues could delay engine deliveries and constrain profitable services output. Fuel disruption, geopolitical conflict or weaker departures could reduce shop visits, spare-parts demand and airline credit quality. Cost inflation, durability assumptions and execution over long service periods can change the profitability of service agreements.

LMT: Technical issues, inflation or schedule slips can create unfavorable contract adjustments. Appropriations delays or shifting priorities can defer awards, deliveries and cash receipts. Specialized suppliers, labor constraints and security requirements can limit production ramps.

Verified sources

GE Aerospace Announces First Quarter 2026 ResultsGeneral Electric Company (GE Aerospace) · earningsVerified