Lockheed Martin (LMT) vs Transdigm Group (TDG)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Lockheed Martin (LMT) has outperformed Transdigm Group (TDG) over the past year, losing 2.3% versus a loss of 14.7%. Over five years, TDG leads with a +71.4% price change compared with +36.5% for LMT. Lockheed Martin is the larger company by market cap ($116.38 billion vs $60.55 billion), about 1.9 times the size, while Transdigm Group is growing revenue faster (+11.2% vs +5.6%).
On valuation, Lockheed Martin trades at a lower forward P/E (15.4x vs 22.7x for Transdigm Group). Lockheed Martin pays a dividend yielding 2.71%, while Transdigm Group does not currently pay one. Transdigm Group converts more of its revenue into profit, with a net margin of 23.5% versus 6.7%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | LMT | TDG |
|---|---|---|
| Share price | $504.26 | $1,095.39 |
| Market cap | $116.38B | $60.55B |
| 1-day change | +1.01% | -0.07% |
| YTD return | +3.22% | -17.57% |
| 1-year return | -2.32% | -14.65% |
| 5-year return | +36.54% | +71.42% |
| P/E ratio (TTM) | 18.59 | 33.22 |
| Forward P/E | 15.43 | 22.67 |
| EPS (TTM) | $27.13 | $32.97 |
| Dividend yield | 2.71% | 0.00% |
| Annual dividend | $13.65 | $0.00 |
| Revenue (latest FY) | $75.05B | $8.83B |
| Revenue growth (YoY) | +5.64% | +11.22% |
| Net income (latest FY) | $5.02B | $2.07B |
| Gross margin | 10.15% | 60.14% |
| Operating margin | 10.30% | 47.16% |
| Net margin | 6.69% | 23.49% |
| 52-week high | $692.00 | $1,463.03 |
| 52-week low | $437.25 | $1,071.25 |
| Distance from 52-week high | -27.13% | -25.13% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +25.10% | +34.71% |
| Average volume | 1.13M | 393.38K |
| Shares outstanding | 230.79M | 55.28M |
| Employees | 123,000 | 16,500 |
| Sector | Industrials | Industrials |
| Industry | Military/Government/Technical | Military/Government/Technical |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- LMT has outperformed TDG by 12.3 percentage points over the past year.
- Transdigm Group trades at a higher earnings multiple (33.2x vs 18.6x trailing P/E).
- Lockheed Martin offers a meaningfully higher dividend yield (2.71% vs 0.00%).
- Transdigm Group is more profitable, keeping 23.5 cents of every revenue dollar as net income versus 6.7 cents for Lockheed Martin.
- Transdigm Group grew revenue faster in its latest fiscal year (+11.22% vs +5.64%).
About Lockheed Martin
LMT stock →Lockheed Martin Corporation, an aerospace and defense company, engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services in the United States, Europe, Asia, the Middle East, and internationally. The company operates through four segments: Aeronautics; Missiles and Fire Control (MFC); Rotary and Mission Systems (RMS); and Space.
Industrials · Military/Government/Technical · 123,000 employees
About Transdigm Group
TDG stock →TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. The Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, cargo loading and handling systems, delivery systems, and electronic components.
Industrials · Military/Government/Technical · 16,500 employees
LMT vs TDG FAQ
Which is bigger, Lockheed Martin or Transdigm Group?
Lockheed Martin (LMT) is larger, with a market capitalization of $116.38B compared with $60.55B for Transdigm Group (TDG).
Which stock has performed better over the past year, LMT or TDG?
LMT returned -2.32% over the past 12 months, compared with -14.65% for TDG (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, LMT or TDG?
LMT has the lower trailing P/E at 18.6, versus 33.2 for TDG. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Lockheed Martin or Transdigm Group?
Lockheed Martin pays a dividend yielding 2.71%, while Transdigm Group does not currently pay a regular dividend.
Are Lockheed Martin and Transdigm Group in the same industry?
Yes. Both are classified in the Military/Government/Technical industry within the Industrials sector.