L3HARRIS TECHNOLOGIES, INC. vs TransDigm Group Incorporated, two Aerospace & Defense stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where LHX and TDG diverge most: on p/s, LHX reads 1.33 and TDG reads 7.68; on net margin, LHX reads 4.8% and TDG reads 21.9%. The rest of the comparable metrics sit closer together. What LHX's price implies is a bet that sits within the historical range (whole-company basis). What TDG's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | LHX | TDG |
|---|---|---|
| Price | $277.09 | $1253.91 |
| Market cap | $51.9B | $73.0B |
| Sector | Aerospace & Defense | Aerospace & Defense |
| Stage | Mature | Growth |
| Implied growth (priced in) | — | +8.3% |
| P/E | 28.0 | 39.1 |
| P/B | 2.61 | — |
| P/S | 1.33 | 7.68 |
| EV/EBITDA | 11.4 | 21.7 |
| Revenue growth | +7.4% | +13.3% |
| Gross margin | — | 59.4% |
| Operating margin | 11.1% | 46.3% |
| Net margin | 4.8% | 21.9% |
| Return on equity | 9.4% | — |
| Return on assets | 4.4% | 8.2% |
| Return on invested capital | 11.7% | 15.4% |
| FCF yield | 5.4% | 2.5% |
| Dividend yield | 1.7% | — |
| Debt / equity | 0.46 | — |
| Current ratio | 1.18 | 3.52 |
| Altman Z (solvency) | 2.57 | 1.54 |
| Piotroski F (quality) | 6 / 9 | 7 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.