LOCKHEED MARTIN CORPORATION vs TransDigm Group Incorporated, two Aerospace & Defense stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Lockheed Martin and TransDigm both live off aerospace, but at different altitudes of the income statement. Lockheed, the defense prime, keeps 6.38 cents per revenue dollar, converts cash at 4.83%, pays a 2.63% dividend, and trades at a plain 24.56 times earnings, a $117.2B cap, debt at 2.76. TransDigm keeps 21.91 cents per dollar on proprietary components, but the market makes you pay 41.34 times earnings for it, a $77.1B cap, and cash conversion is thinner at 2.4%. Lockheed offers a cheaper multiple, a dividend, and huge contracted backlog. TransDigm offers a far fatter margin at a far fuller price. Both carry meaningful leverage.
Comparison updated 2026-07-11.
| Metric | LMT | TDG |
|---|---|---|
| Price | $523.35 | $1291.90 |
| Market cap | $120.9B | $75.2B |
| Sector | Aerospace & Defense | Aerospace & Defense |
| Stage | Mature | Growth |
| Implied growth (priced in) | +0.4% | +13.1% |
| P/E | 25.3 | 40.3 |
| P/B | 16.15 | — |
| P/S | 1.61 | 7.91 |
| EV/EBITDA | 18.8 | 22.2 |
| Revenue growth | +4.6% | +13.3% |
| Gross margin | 11.5% | 59.4% |
| Operating margin | 11.4% | 46.3% |
| Net margin | 6.4% | 21.9% |
| Return on equity | 64.0% | — |
| Return on assets | 8.1% | 8.2% |
| Return on invested capital | 22.1% | 15.4% |
| FCF yield | 4.7% | 2.5% |
| Dividend yield | 2.5% | — |
| Debt / equity | 2.76 | — |
| Current ratio | 1.14 | 3.52 |
| Altman Z (solvency) | 3.19 | 1.58 |
| Piotroski F (quality) | 4 / 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.