GE vs. TDG: GE Aerospace vs. TransDigm Stock Comparison
How do GE Aerospace (GE) and TransDigm (TDG) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
GE Aerospace (GE) and TransDigm (TDG) both fall under the Capital Goods industry group, but GE is classified in Industrial Conglomerates while TDG is classified in Aerospace & Defense.
| Profile Item | GE | TDG |
|---|---|---|
| Name | General Electric Company | TransDigm Group Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Industrial Conglomerates | Aerospace & Defense |
| GICS Sub-Industry | Industrial Conglomerates | Aerospace & Defense |
| Market Capitalization | 335.38 billion USD | 66.17 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | January 2, 1962 | March 15, 2006 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | GE | TDG |
|---|---|---|
| Total Return (1Y) | 9.16% | -3.42% |
| Total Return (3Y, Annualized) | 55.50% | 14.26% |
| Total Return (5Y, Annualized) | 37.59% | 16.86% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | GE | TDG |
|---|---|---|
| Volatility (1Y, Annualized) | 34.52% | 28.03% |
| Beta (5Y) | 1.39 | 0.94 |
| Max Drawdown (5Y) | -44.94% | -29.05% |
| Avg. Volume (3M) | 4.48M | 369.72K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | GE | TDG |
|---|---|---|
| Sharpe Ratio (1Y) | 0.14 | -0.27 |
| Sortino Ratio (1Y) | 0.20 | -0.38 |
Profitability
ROE (TTM)
Capital efficiency shows on one side only: GE Aerospace (GE) earns 50.17% on shareholders’ equity, ranked against its industry; TransDigm (TDG) has no ROE this period.
GE
Capital Goods industry group
50.17%
- GE
- 50.17%
- Max
- 40.55%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
TDG
Capital Goods industry group
--
- Max
- 40.55%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
- TDG
- --
Net Margin (TTM)
For every dollar of sales, both GE Aerospace (GE) at 17.31% and TransDigm (TDG) at 21.28% retain more as net profit than most peers, landing in the top net margin quartile of their industries.
GE
Capital Goods industry group
17.31%
- Max
- 27.47%
- GE
- 17.31%
- Q3
- 12.10%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
TDG
Capital Goods industry group
21.28%
- Max
- 27.47%
- TDG
- 21.28%
- Q3
- 12.10%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
Operating Margin (TTM)
TransDigm (TDG) at 46.01% shows unusually strong operating efficiency — above its industry’s operating margin range — and GE Aerospace (GE) at 18.49% also operates in the top quartile.
GE
Capital Goods industry group
18.49%
- Max
- 36.60%
- GE
- 18.49%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
TDG
Capital Goods industry group
46.01%
- TDG
- 46.01%
- Max
- 36.60%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | GE | TDG |
|---|---|---|
| ROE (TTM) | 50.17% | -- |
| ROA (TTM) | 5.06% | 11.82% |
| Net Margin (TTM) | 17.31% | 21.28% |
| Operating Margin (TTM) | 18.49% | 46.01% |
| Gross Margin (TTM) | 30.07% | 59.82% |
Growth
Revenue Growth
Both GE Aerospace (GE) at 18.48% and TransDigm (TDG) at 11.22% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
GE Aerospace (GE) at 35.89% sits in the top EPS growth quartile, while TransDigm (TDG) at 25.21% is closer to the peer norm — faster per-share earnings growth for GE.
Growth Metrics
| Metric | GE | TDG |
|---|---|---|
| Revenue Growth (YoY) | 18.48% | 11.22% |
| Revenue Growth (3Y CAGR) | 16.32% | 17.61% |
| EPS Growth (YoY) | 35.89% | 25.21% |
| EPS Growth (3Y CAGR) | 446.03% | 33.78% |
Financial Strength
Current Ratio (MRQ)
TransDigm (TDG) at 3.02 carries current ratio above its industry’s typical mid-range, while GE Aerospace (GE) at 0.98 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.
GE
Capital Goods industry group
0.98
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- GE
- 0.98
- Min
- 0.36
TDG
Capital Goods industry group
3.02
- Max
- 5.22
- TDG
- 3.02
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- Min
- 0.36
Debt / Equity (MRQ)
Only one side’s leverage can be read here: GE Aerospace (GE) carries debt-to-equity ratio of 1.16 against its industry range, while TransDigm (TDG) reports no figure this period.
GE
Capital Goods industry group
1.16
- Max
- 2.33
- GE
- 1.16
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
TDG
Capital Goods industry group
--
- Max
- 2.33
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
- TDG
- --
Financial Strength Metrics
| Metric | GE | TDG |
|---|---|---|
| Current Ratio (MRQ) | 0.98 | 3.02 |
| Debt / Equity (MRQ) | 1.16 | -- |
| Net Debt / EBITDA | 0.93 | 6.03 |
Dividends
Dividend Yield (TTM)
TransDigm (TDG) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile GE Aerospace (GE) reports a yield of 0.56%, ranking against industry peers normally.
GE
Capital Goods industry group
0.56%
- Max
- 2.66%
- Q3
- 1.14%
- GE
- 0.56%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
TDG
Capital Goods industry group
0.00%
- Max
- 2.66%
- Q3
- 1.14%
- Median
- 0.24%
- TDG
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
TransDigm (TDG) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile GE Aerospace (GE) reports a payout of 20.23%, ranking against industry peers normally.
GE
Capital Goods industry group
20.23%
- Max
- 67.39%
- Q3
- 28.02%
- GE
- 20.23%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
TDG
Capital Goods industry group
0.00%
- Max
- 67.39%
- Q3
- 28.02%
- Median
- 6.86%
- TDG
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | GE | TDG |
|---|---|---|
| Dividend Yield (TTM) | 0.56% | 0.00% |
| Dividend Payout Ratio (TTM) | 20.23% | 0.00% |
Valuation
P/E Ratio (TTM)
Both GE Aerospace (GE) at 36.94 and TransDigm (TDG) at 36.31 sit in the richer earnings-multiple quartile for P/E ratio, so investors are paying more for TTM earnings than they pay for typical peers.
GE
Capital Goods industry group
36.94
- Max
- 59.38
- GE
- 36.94
- Q3
- 35.92
- Median
- 25.41
- Q1
- 19.47
- Min
- 3.03
TDG
Capital Goods industry group
36.31
- Max
- 59.38
- TDG
- 36.31
- Q3
- 35.92
- Median
- 25.41
- Q1
- 19.47
- Min
- 3.03
P/S Ratio (TTM)
Both GE Aerospace (GE) at 6.38 and TransDigm (TDG) at 6.61 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.
GE
Capital Goods industry group
6.38
- Max
- 7.54
- GE
- 6.38
- Q3
- 3.76
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
TDG
Capital Goods industry group
6.61
- Max
- 7.54
- TDG
- 6.61
- Q3
- 3.76
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
P/B Ratio (MRQ)
TransDigm (TDG) reports a negative P/B ratio of -6.74, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile GE Aerospace (GE) reports 19.06, ranking against industry peers normally.
GE
Capital Goods industry group
19.06
- GE
- 19.06
- Max
- 9.66
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
TDG
Capital Goods industry group
-6.74
- Max
- 9.66
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
- TDG
- -6.74
Valuation Metrics
| Metric | GE | TDG |
|---|---|---|
| P/E Ratio (TTM) | 36.94 | 36.31 |
| P/S Ratio (TTM) | 6.38 | 6.61 |
| P/B Ratio (MRQ) | 19.06 | -6.74 |
| Free Cash Flow Yield (TTM) | 1.89% | 2.20% |