GE Aerospace vs Northrop Grumman
GE Aerospace and Northrop Grumman are similar in size: $45.85bn and $41.95bn of revenue in their latest fiscal years. GE Aerospace grew faster (18.5% against 2.2%). GE Aerospace kept more of each dollar of sales as profit: a net margin of 19.0% against 10.0%. Northrop Grumman carries less debt relative to equity (94.7% against 109.7%).
| Latest fiscal year | GE AerospaceGE, 2025 | Northrop GrummanNOC, 2025 |
|---|---|---|
| Revenue | $45.85bn | $41.95bn |
| Revenue growth | 18.5% | 2.2% |
| Net income | $8.70bn | $4.18bn |
| Operating margin | — | 10.8% |
| Net margin | 19.0% | 10.0% |
| Return on equity | 45.8% | 26.2% |
| Free cash flow | $7.26bn | $3.31bn |
| Cash | $12.39bn | $4.40bn |
| Total debt | $20.49bn | $15.80bn |
| Debt to equity | 109.7% | 94.7% |
| Dividend per share | $1.44 | $8.99 |
| Dividend yield | 0.5% | 1.7% |
| Share buybacks | $7.55bn | $1.62bn |
| Employees | 57,000 | 95,000 |
| Market value | $326.31bn | $78.89bn |
| Price vs our value range | Above our value range | Above our value range |
| Moat score | 31 (Weak) | 74 (Strong) |
| Insider trades, 12 months | 1 buys, 15 sales | 0 buys, 61 sales |