HON vs TDG vs GE Stock Comparison

Honeywell International, TransDigm and General Electric Prices as of Oct 26, 2026 Peers: Industry group
TDG TransDigm Group INC
$1,129.53 +1.2% 1M -16.9% 1Y
Market cap
$64.97B
P/E
34.0x
Revenue (TTM)
$10.01B
Div. yield
–
Commercial Aerospace Industrials
4 wins
GE General Electric Co
$288.37 -11.9% 1M -5.1% 1Y
Market cap
$308.38B
P/E
33.9x
Revenue (TTM)
$52.58B
Div. yield
0.01%
Commercial Aerospace Industrials
4 wins

Head to Head

11 decided of 12

General Electric leads on 4 of the 12 questions below (General Electric 4, TransDigm 4, Honeywell International 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionHONTDGGELeader
Larger companyMarket capitalisation $69.38B $64.97B $308.38B GE
Cheaper on earningsLower P/E, profitable companies only 9.8x 34.0x 33.9x HON
Cheaper on forward earningsLower price / next fiscal year consensus EPS 27.5x 25.7x 38.0x TDG
Faster revenue growthRevenue growth, trailing twelve months — +16.6% +19.6% GE
More profitableNet margin, trailing twelve months — 19.1% 17.3% TDG
Better return on capitalReturn on invested capital — 15.5% -38.7% TDG
Less leveragedLower net debt / EBITDA — 6.1x -0.7x GE
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.01% –
Better 1-year returnPrice return, last 12 months +7.6% -16.9% -5.1% HON
Better 5-year returnAnnualised price return, 5 years +1.5%/yr +12.4%/yr +34.9%/yr GE
Less volatileAnnualised volatility, 1 year 25.4% 27.2% 33.1% HON
Higher overall scoreMean of the five percentile scores vs peers 66/100 66/100 45/100 TDG

Percentile Scorecard

HONTDGGE

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisHONTDGGE
Valuation 69 #32 of 100 54 #47 of 100 33 #67 of 100
Growth 24 #74 of 97 68 #32 of 97 33 #65 of 97
Profitability 71 #29 of 96 96 #5 of 96 60 #39 of 96
Financial Health – 17 #87 of 105 18 #86 of 105
Shareholder Returns 100 #1 of 64 95 #4 of 64 83 #12 of 64
Overall 66 66 45
  • HON ranked among 107 companies in Aerospace and Defense
  • TDG ranked among 107 companies in Aerospace and Defense
  • GE ranked among 107 companies in Aerospace and Defense

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodHONTDGGESPY
1 month +3.2%+1.2%-11.9% -0.8%
3 months -10.8%-12.2%-20.3% +3.5%
6 months +3.4%-2.5%+1.3% +7.0%
Year to date +12.4%-15.1%-6.4% +12.2%
1 year +7.6%-16.9%-5.1% +13.0%
3 years +31.4%+37.9%+239.7% +86.3%
3 years, per year +9.5%+11.3%+50.4% +23.1%
5 years +7.8%+79.5%+345.7% +68.6%
5 years, per year +1.5%+12.4%+34.9% +11.0%
10 years +121.8%+316.7%+108.4% +258.0%
10 years, per year +8.3%+15.3%+7.6% +13.6%

Risk

MeasureHONTDGGESPY
Volatility, 1Y 25.4%27.2%33.1% 12.7%
Downside volatility, 1Y 24.3%29.0%35.2% 12.7%
Beta vs S&P 500, 1Y 0.760.751.20 1.00
Return / volatility, 1Y 0.30-0.62-0.15 1.02
Max drawdown, 5Y -26.7%-33.6%-45.1% -25.4%
From 52-week high -11.9%-22.1%-24.3% -1.8%
52-week high $248.79$1,450.00$381.07 $779.14
52-week low $188.14$1,076.01$273.25 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleHONTDGGE
P/E now vs peer median 9.9xmedian 26.8x 33.9xmedian 26.8x 32.8xmedian 26.8x
P/S now vs peer median 1.7xmedian 2.9x 6.2xmedian 2.9x 5.7xmedian 2.9x
EV/EBITDA now vs peer median —median 15.2x 18.4xmedian 15.2x -20.2xmedian 15.2x
P/FCF now vs peer median 16.6xmedian 25.5x 32.4xmedian 25.5x 37.3xmedian 25.5x
P/B now vs peer median 3.1xmedian 2.5x -6.4xmedian 2.5x 16.8xmedian 2.5x
PEG now vs peer median 0.91median 0.94 1.60median 0.94 -114.79median 0.94

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsHONTDGGE
Revenue – $10.01B $52.58B
Gross profit – $5.96B $18.52B
Operating income – $4.61B -$16.58B
Net income $7.07B $2.13B $9.13B
Free cash flow – $1.93B $7.99B
R&D – – $1.81B
EPS (diluted) $22.13 $33.29 $8.74
Cash & equivalents $5.69B $2.77B $8.76B
Total debt – $33.49B $19.33B
Shares (diluted) 318.60M 57.40M 1.04B
Enterprise value $69.38B $52.97B $266.90B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricHONTDGGE
P/E 9.9x 33.9x 32.8x
P/FCF 16.6x 32.4x 37.3x
P/Operating cash flow 35.7x 28.4x 31.6x
P/S 1.7x 6.2x 5.7x
P/B 3.1x -6.4x 16.8x
P/Tangible book 4.0x -4.3x 21.7x
EV/EBITDA – 18.4x -20.2x
EV/EBIT – 20.2x -18.6x
EV/Revenue – 9.3x 5.9x
EV/FCF – 48.3x 38.6x
EV/Operating cash flow 35.7x 42.4x 32.7x
PEG (3Y EPS CAGR) 0.91 1.60 -114.79

Growth

14 metrics
MetricHONTDGGE
Revenue growth (1Y) – 16.6% 19.6%
Revenue CAGR (3Y) – 17.0% 7.2%
Gross profit growth (1Y) – 16.9% 11.7%
Gross profit CAGR (3Y) – 17.9% 10.9%
Operating income growth (1Y) – 16.7% 13.2%
Operating income CAGR (3Y) – 19.4% -98.5%
Net income growth (1Y) 15.0% 10.2% 13.2%
Net income CAGR (3Y) 9.1% 22.8% -3.4%
EPS growth (1Y) 15.3% 10.5% 15.5%
EPS CAGR (3Y) 10.9% 21.1% -0.3%
Operating cash flow growth (1Y) -74.0% 4.5% 21.4%
Operating cash flow CAGR (3Y) -25.7% 22.8% 6.3%
Free cash flow growth (1Y) – 1.1% 20.1%
Free cash flow CAGR (3Y) – 22.4% 2.7%

Profitability

14 metrics
MetricHONTDGGE
Gross margin – 59.6% 35.2%
EBITDA margin – 50.7% -29.1%
Operating margin – 46.0% -31.5%
Pretax margin – 27.4% 20.3%
Net margin – 19.1% 17.3%
FCF margin – 19.3% 15.2%
Operating cash flow margin – 22.0% 17.9%
Return on equity 33.9% – 51.2%
Return on assets 10.8% 8.2% 7.2%
Return on invested capital – 15.5% -38.7%
Return on capital employed – 19.6% -19.5%
Asset turnover – 0.4x 0.4x
Cash conversion (OCF / net income) 0.3x 1.0x 1.0x
Stock comp / revenue – 1.5% –

Financial Health

11 metrics
MetricHONTDGGE
Debt / assets – 125.2% 15.2%
Debt / equity – -3.4x 1.1x
Net debt / EBITDA – 6.1x -0.7x
Debt / FCF – 17.4x 2.4x
Liabilities / assets – 136.7% 86.0%
Equity / assets 42.7% -36.7% 14.0%
Interest coverage – 2.5x -17.9x
Current ratio 1.0x 3.0x 1.0x
Quick ratio – 1.9x 0.6x
Cash ratio – 1.1x 0.2x
Altman Z-score – 1.72 2.63

Shareholder Returns

7 metrics
MetricHONTDGGE
Dividend yield 3.6% – 0.6%
Net buyback yield – 2.7% 2.9%
Shareholder yield 3.6% 2.7% 3.5%
Payout ratio (earnings) – – 19.1%
Payout ratio (FCF) – – 21.8%
Dividend growth (1Y) – – 26.6%
Dividend CAGR (3Y) – – 36.5%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusHONTDGGE
Forward P/E 27.5xFY2026 25.7xFY2026 38.0xFY2026
EPS, next fiscal year $7.97FY2026 $44.01FY2026 $7.59FY2026
EPS growth, next FY -22.2%FY2026 +17.9%FY2026 +19.2%FY2026
EPS growth, the year after +19.4% +7.9% +28.1%
Revenue, next fiscal year $20.59BFY2026 $10.01BFY2026 $54.10BFY2026
Revenue growth, next FY -45.0%FY2026 +13.4%FY2026 +27.8%FY2026
Revenue growth, the year after +3.9% +24.4% +11.8%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersHONTDGGE
Held by institutions 76.8% 93.2% 79.4%
Institutions holding 2,168 1,140 3,441
Change in shares held, QoQ -0.9% +1.2% +1.5%
Institutions buying 2,107 584 1,829
Institutions selling 53 367 1,148
Buyers to sellers 39.75 1.59 1.59

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

HONTDGGE
HON 1.00 0.34 0.42
TDG 0.34 1.00 0.53
GE 0.42 0.53 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, HON, TDG and GE?

General Electric (GE) is the largest by market capitalisation: Honeywell International (HON) $69.38B, TransDigm (TDG) $64.97B, General Electric (GE) $308.38B.

Which stock is cheaper, HON, TDG and GE?

Honeywell International (HON) trades on the lowest price-to-earnings ratio (Honeywell International (HON) 9.8x, TransDigm (TDG) 34.0x, General Electric (GE) 33.9x). On next year's consensus earnings, TransDigm (TDG) is cheapest (Honeywell International (HON) 27.5x, TransDigm (TDG) 25.7x, General Electric (GE) 38.0x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

General Electric (GE) grew revenue fastest over the trailing twelve months: TransDigm (TDG) +16.6%, General Electric (GE) +19.6%.

Which company is more profitable?

TransDigm (TDG) has the highest net margin (TransDigm (TDG) 19.1%, General Electric (GE) 17.3%). On return on invested capital, TransDigm (TDG) leads (TransDigm (TDG) 15.5%, General Electric (GE) -38.7%).

Which stock has performed better?

Over the past year Honeywell International (HON) returned the most: Honeywell International (HON) +7.6%, TransDigm (TDG) -16.9%, General Electric (GE) -5.1%. Over five years, General Electric (GE) compounded fastest (Honeywell International (HON) +1.5%/yr, TransDigm (TDG) +12.4%/yr, General Electric (GE) +34.9%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Honeywell International (HON) 0.00%, TransDigm (TDG) 0.00%, General Electric (GE) 0.01%. Honeywell International (HON) and TransDigm (TDG) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Honeywell International (HON) has been the steadiest (Honeywell International (HON) 25.4%, TransDigm (TDG) 27.2%, General Electric (GE) 33.1%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, HON, TDG and GE?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, General Electric (GE) leads on 4. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.