TDG vs GE vs HON Stock Comparison

TransDigm, General Electric and Honeywell International 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.

QuestionTDGGEHONLeader
Larger companyMarket capitalisation $64.97B $308.38B $69.38B GE
Cheaper on earningsLower P/E, profitable companies only 34.0x 33.9x 9.8x HON
Cheaper on forward earningsLower price / next fiscal year consensus EPS 25.7x 38.0x 27.5x 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% 0.01% 0.00% –
Better 1-year returnPrice return, last 12 months -16.9% -5.1% +7.6% HON
Better 5-year returnAnnualised price return, 5 years +12.4%/yr +34.9%/yr +1.5%/yr GE
Less volatileAnnualised volatility, 1 year 27.2% 33.1% 25.4% HON
Higher overall scoreMean of the five percentile scores vs peers 66/100 45/100 66/100 TDG

Percentile Scorecard

TDGGEHON

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

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

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

Risk

MeasureTDGGEHONSPY
Volatility, 1Y 27.2%33.1%25.4% 12.7%
Downside volatility, 1Y 29.0%35.2%24.3% 12.7%
Beta vs S&P 500, 1Y 0.751.200.76 1.00
Return / volatility, 1Y -0.62-0.150.30 1.02
Max drawdown, 5Y -33.6%-45.1%-26.7% -25.4%
From 52-week high -22.1%-24.3%-11.9% -1.8%
52-week high $1,450.00$381.07$248.79 $779.14
52-week low $1,076.01$273.25$188.14 $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.

MultipleTDGGEHON
P/E now vs peer median 33.9xmedian 26.8x 32.8xmedian 26.8x 9.9xmedian 26.8x
P/S now vs peer median 6.2xmedian 2.9x 5.7xmedian 2.9x 1.7xmedian 2.9x
EV/EBITDA now vs peer median 18.4xmedian 15.2x -20.2xmedian 15.2x —median 15.2x
P/FCF now vs peer median 32.4xmedian 25.5x 37.3xmedian 25.5x 16.6xmedian 25.5x
P/B now vs peer median -6.4xmedian 2.5x 16.8xmedian 2.5x 3.1xmedian 2.5x
PEG now vs peer median 1.60median 0.94 -114.79median 0.94 0.91median 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 monthsTDGGEHON
Revenue $10.01B $52.58B –
Gross profit $5.96B $18.52B –
Operating income $4.61B -$16.58B –
Net income $2.13B $9.13B $7.07B
Free cash flow $1.93B $7.99B –
R&D – $1.81B –
EPS (diluted) $33.29 $8.74 $22.13
Cash & equivalents $2.77B $8.76B $5.69B
Total debt $33.49B $19.33B –
Shares (diluted) 57.40M 1.04B 318.60M
Enterprise value $52.97B $266.90B $69.38B

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
MetricTDGGEHON
P/E 33.9x 32.8x 9.9x
P/FCF 32.4x 37.3x 16.6x
P/Operating cash flow 28.4x 31.6x 35.7x
P/S 6.2x 5.7x 1.7x
P/B -6.4x 16.8x 3.1x
P/Tangible book -4.3x 21.7x 4.0x
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 42.4x 32.7x 35.7x
PEG (3Y EPS CAGR) 1.60 -114.79 0.91

Growth

14 metrics
MetricTDGGEHON
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) 10.2% 13.2% 15.0%
Net income CAGR (3Y) 22.8% -3.4% 9.1%
EPS growth (1Y) 10.5% 15.5% 15.3%
EPS CAGR (3Y) 21.1% -0.3% 10.9%
Operating cash flow growth (1Y) 4.5% 21.4% -74.0%
Operating cash flow CAGR (3Y) 22.8% 6.3% -25.7%
Free cash flow growth (1Y) 1.1% 20.1% –
Free cash flow CAGR (3Y) 22.4% 2.7% –

Profitability

14 metrics
MetricTDGGEHON
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 – 51.2% 33.9%
Return on assets 8.2% 7.2% 10.8%
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) 1.0x 1.0x 0.3x
Stock comp / revenue 1.5% – –

Financial Health

11 metrics
MetricTDGGEHON
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 -36.7% 14.0% 42.7%
Interest coverage 2.5x -17.9x –
Current ratio 3.0x 1.0x 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
MetricTDGGEHON
Dividend yield – 0.6% 3.6%
Net buyback yield 2.7% 2.9% –
Shareholder yield 2.7% 3.5% 3.6%
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.

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

Institutional Ownership

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

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.

TDGGEHON
TDG 1.00 0.53 0.34
GE 0.53 1.00 0.42
HON 0.34 0.42 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, TDG, GE and HON?

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

Which stock is cheaper, TDG, GE and HON?

Honeywell International (HON) trades on the lowest price-to-earnings ratio (TransDigm (TDG) 34.0x, General Electric (GE) 33.9x, Honeywell International (HON) 9.8x). On next year's consensus earnings, TransDigm (TDG) is cheapest (TransDigm (TDG) 25.7x, General Electric (GE) 38.0x, Honeywell International (HON) 27.5x). 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: TransDigm (TDG) -16.9%, General Electric (GE) -5.1%, Honeywell International (HON) +7.6%. Over five years, General Electric (GE) compounded fastest (TransDigm (TDG) +12.4%/yr, General Electric (GE) +34.9%/yr, Honeywell International (HON) +1.5%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

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

Which stock is riskier?

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

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

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.