GE Aerospace (GE)
GE Aerospace designs and services jet engines for commercial and military aircraft following the breakup of the old General Electric. High-margin aftermarket engine servicing drives much of its profitability.
GE vs TXT: how the two businesses compare
- Bigger business: GE, with $45.9B of yearly revenue, about 3.1× TXT's $14.8B.
- More profitable: GE keeps 19 cents of each sales dollar as profit, against 6 cents at TXT.
- More cash from each sale: GE turns 19 cents of each sales dollar into operating cash flow, against 9 cents at TXT.
From each company's latest annual SEC filing. Fiscal years can end on different dates.
GE Aerospace (GE) is the larger business by reported revenue: $45.9B in its fiscal year ended Dec 2025, about 3.1× TXT's $14.8B (fiscal year ended Jan 2026). GE's net margin was 19.0% and TXT's 6.2%. The SEC classifies them differently (Electronic & Other Electrical Equipment (No Computer Equip); Aircraft & Parts); what connects them is shared exposure to the Wars & geopolitics research theme, not a common industry.
Figures come from each company's own SEC filings. This page compares the businesses; it is not a price target or a verdict.
- Industrials
- Different
- Separate classifications
- Different
- GE December 31 · TXT January 2
- Feb 11, 2026
GE vs TXT: quick comparison
| Company fact | GE | TXT |
|---|---|---|
| Company | GE Aerospace | Textron Inc. |
| Exchange | NYSE | NYSE |
| Headquarters | Cincinnati, Ohio | — |
| Founded | 1892 | — |
| SEC industry | Electronic & Other Electrical Equipment (No Computer Equip) | Aircraft & Parts |
| Fiscal year-end | December 31 | January 2 |
| Latest annual filing | 10-K · 2026-01-29 | 10-K · 2026-02-11 |
GE vs TXT: audited financials
- Scale: GE's $45.9B of revenue is about 3.1× TXT's $14.8B.
- Net margin: GE kept 19.0% of revenue as net income versus 6.2% at TXT.
- Cash conversion: operating cash flow equalled GE 18.6% of revenue, or 0.98× net income; TXT 8.9% of revenue, or 1.42× net income. A ratio well above 1× usually reflects non-cash charges or working-capital release; well below 1× can reflect working-capital build or non-cash gains.
- Periods: the fiscal years end 3 days apart (2025-12-31 and 2026-01-03), so these annual figures cover close to the same months.
| Metric | GE | TXT |
|---|---|---|
| Revenue | $45.9B2025-01-01 to 2025-12-31 · SEC filing | $14.8B2024-12-29 to 2026-01-03 · SEC filing |
| Net income | $8.7B2025-01-01 to 2025-12-31 · SEC filing | $921M2024-12-29 to 2026-01-03 · SEC filing |
| Operating cash flow | $8.5B2025-01-01 to 2025-12-31 · SEC filing | $1.3B2024-12-29 to 2026-01-03 · SEC filing |
| Diluted EPS | $8.142025-01-01 to 2025-12-31 · SEC filing | $5.112024-12-29 to 2026-01-03 · SEC filing |
| Net margin | 19.0%2025-01-01 to 2025-12-31 · SEC filing | 6.2%2024-12-29 to 2026-01-03 · SEC filing |
GE: FY ending 2025-12-31 · TXT: FY ending 2026-01-03. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.
Where GE and TXT overlap, and where they don't
Overlap
- Shared research theme: Wars & geopolitics.
- Nearly aligned fiscal calendars: GE's year ends December 31 and TXT's January 2.
Differences
- Different SEC industries: GE files as Electronic & Other Electrical Equipment (No Computer Equip); TXT as Aircraft & Parts.
- Scale: GE reported about 3.1× the annual revenue of TXT.
- Profitability: net margin of 19.0% for GE versus 6.2% for TXT.
Overlap is drawn from SEC classifications and Yield Theory research themes. It is not evidence that the companies sell to the same customers or compete product for product.
Textron Inc. (TXT)
Textron makes Cessna and Beechcraft aircraft, Bell helicopters, and defense products.
What moves each company
Company-specific drivers maintained by Yield Theory. Use them to decide which filing deserves deeper work; they are not predictions.
What moves GE
We have not yet published a company-specific driver list for GE. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K filed 2026-01-29.
What moves TXT
We have not yet published a company-specific driver list for TXT. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K filed 2026-02-11.
The investment question
You now know GE reports about 3.1× TXT's revenue, and GE keeps more of each dollar as net income. Those are the facts. The investment question is what each share price already assumes about their exposure to wars & geopolitics, and which evidence in the next filings would prove that assumption wrong.
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Read the full researchSEC filing comparison and disclosure evidence
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable. GE's fiscal year ends December 31, while TXT's ends January 2. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House and Senate snapshot contains 25 matched transaction rows for GE and 7 matched transaction rows for TXT. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
GE primary filings
TXT primary filings
What this comparison cannot tell you
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
More comparisons involving GE or TXT
GE vs TXT FAQs
Are GE and TXT direct competitors?
Not necessarily. GE Aerospace files as Electronic & Other Electrical Equipment (No Computer Equip) and Textron as Aircraft & Parts. The pair is compared because both map to the Wars & geopolitics research theme, not because the filings show head-to-head competition.
Is GE or TXT the bigger company by revenue?
GE Aerospace (GE) is the larger business by reported revenue: $45.9B in its fiscal year ended Dec 2025, about 3.1× TXT's $14.8B (fiscal year ended Jan 2026). GE's net margin was 19.0% and TXT's 6.2%. The SEC classifies them differently (Electronic & Other Electrical Equipment (No Computer Equip); Aircraft & Parts); what connects them is shared exposure to the Wars & geopolitics research theme, not a common industry. Each figure is the annual amount tagged in the company's own SEC XBRL filing; market value depends on live prices, which this page does not publish.
Which is better, GE or TXT?
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
Does this GE vs TXT comparison include live prices?
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers GE Aerospace and Textron Inc. tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Where does the company information come from?
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-11-09. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-11-09. Independent educational research; not investment advice.
Which business differences matter to the investment thesis?
GE vs TXT compares reported results. The reports below show how we connect operating evidence to an investment thesis, its assumptions, catalysts, and risks. $39/month or $249/year.
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