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FTAI or GE or TDG
Which Stock Would AI Choose? FTAI Aviation Ltd. (FTAI) vs. GE Aerospace (GE) vs. TransDigm Group Incorporated (TDG) Stock Comparison
Key Takeaways
- FTAI has delivered robust YTD returns of 17.05% and 117.44% over one year, driven by strong demand in aviation leasing and aerospace products, though trading below its 52-week high of $323.51.
- GE shows steady YTD gains of 6.76% and 41.38% annually, supported by aerospace engine orders and services growth amid a market cap exceeding $300B.
- TDG exhibits resilience with a lower beta of 0.92, but YTD returns lag at around 11% with a one-year gain of 7.52%, benefiting from aftermarket parts demand.
- All three operate in the aerospace sector, with FTAI and TDG showing elevated P/E ratios above 37, while GE trades at 35.63 trailing P/E.
- Recent market activity reflects sector strength from rising air travel and defense spending, though volatility persists with FTAI down 4.21% recently.
Introduction
This comparison examines FTAI, GE, and TDG, three key players in the aerospace and aviation sector amid recovering air travel, defense spending increases, and supply chain dynamics. Investors seeking exposure to aftermarket services, engine leasing, and component manufacturing will find value in analyzing their relative performance, valuations, and growth drivers. With strong backlogs and service revenue growth, these stocks offer insights into sector momentum and trade-offs in risk and reward for diversified portfolios focused on industrials.
FTAI Overview and Recent Performance
FTAI Aviation Ltd. focuses on owning, leasing, and servicing commercial jet engines, particularly CFM56 and V2500 models, alongside aviation leasing and aerospace products. In recent market activity, the stock has shown volatility, closing at $230.03 after a 4.21% decline, yet boasting a 17.05% YTD return and 117.44% one-year gain from a 52-week low of $81.45. Sentiment has been influenced by Q4 2025 earnings that raised the dividend to $0.40 per share and highlighted Aerospace Products EBITDA growth of 76% year-over-year, despite a slight miss on expectations. Barclays recently lifted its price target to $350, underscoring long-term growth in maintenance, repair, and overhaul amid engine shortages.
GE Overview and Recent Performance
GE Aerospace designs, manufactures, and services commercial and military aircraft engines, integrated components, and power systems. Recent weeks have seen shares at $286.79, with a 6.76% YTD rise and 41.38% annual return, trading below its 52-week high of $348.48. Performance reflects robust Q4 orders up 74% to $27B and revenue growth of 18%, driven by high-margin aftermarket services comprising over half of revenue. Analyst upgrades, including Bernstein's to $405, highlight sustained demand for LEAP engines and defense propulsion, though shares dipped amid broader market jitters.
TDG Overview and Recent Performance
TransDigm Group Incorporated (TDG) supplies highly engineered aircraft components across power & control, airframe, and non-aviation segments, emphasizing proprietary aftermarket products. Shares closed at $1,177.39, with YTD returns around 11% and a modest 7.52% one-year gain, near its 52-week low amid a -14.70% 52-week change. Recent Q1 FY2026 results showed 13.9% revenue growth to $2.285B, with EBITDA up 12.8%, bolstered by defense spending and acquisitions like Simmonds Precision. Zacks upgraded to Rank #2 (Buy) on 13.8% projected revenue growth, though supply challenges persist.
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Head-to-Head Comparison
In business models, FTAI emphasizes leasing and MRO for specific engines, GE leads in OEM engines and services with vast installed base, and TDG dominates proprietary components with 47%+ margins. Growth drivers include aftermarket demand from aging fleets for all, but FTAI and GE show stronger recent momentum with 100%+ one-year gains versus TDG's 7.52%. Risk factors highlight FTAI's high beta (1.57) versus TDG's 0.92, with GE at 1.37. Sector exposure is pure aerospace, but valuations differ: FTAI at 50x trailing P/E and 70x book reflects growth premium, GE and TDG around 35-38x P/E with healthier PEGs. Market sentiment favors FTAI for upside potential per targets, balanced by TDG's stability.
Tickeron AI Verdict
Tickeron’s AI currently leans toward FTAI for its superior trend consistency, with 17% YTD and over 100% one-year returns, backed by dividend hikes and analyst upgrades amid engine MRO catalysts. While GE offers scale and TDG stability, FTAI's relative positioning in high-demand aftermarket services suggests higher probabilistic outperformance in the near term, contingent on aviation recovery.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
FTAI’s FA Score shows that 2 FA rating(s) are green whileGE’s FA Score has 2 green FA rating(s), and TDG’s FA Score reflects 2 green FA rating(s).
- FTAI’s FA Score: 2 green, 3 red.
- GE’s FA Score: 2 green, 3 red.
- TDG’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
FTAI’s TA Score shows that 5 TA indicator(s) are bullish while GE’s TA Score has 4 bullish TA indicator(s), and TDG’s TA Score reflects 4 bullish TA indicator(s).
- FTAI’s TA Score: 5 bullish, 5 bearish.
- GE’s TA Score: 4 bullish, 6 bearish.
- TDG’s TA Score: 4 bullish, 5 bearish.
Price Growth
FTAI (@Finance/Rental/Leasing) experienced а -1.51% price change this week, while GE (@Aerospace & Defense) price change was -2.66% , and TDG (@Aerospace & Defense) price fluctuated +3.37% for the same time period.
The average weekly price growth across all stocks in the @Finance/Rental/Leasing industry was +3.71%. For the same industry, the average monthly price growth was +29.63%, and the average quarterly price growth was +24.10%.
The average weekly price growth across all stocks in the @Aerospace & Defense industry was +4.10%. For the same industry, the average monthly price growth was +13.35%, and the average quarterly price growth was +26.42%.
Reported Earning Dates
FTAI is expected to report earnings on Apr 29, 2026.
GE is expected to report earnings on Apr 21, 2026.
TDG is expected to report earnings on May 12, 2026.
Industries' Descriptions
@Finance/Rental/Leasing (+3.71% weekly)A leasing company (e.g. United Rentals, Inc. ) is typically the legal owner of the asset for the duration of the lease, while the lessee has operating control over the asset while also having some share of the economic risks and returns from the change in the valuation of the underlying asset. Per capita disposable income and corporate earnings or cash flow could be some of the critical metrics for this business – the higher the values of these metrics, the potentially greater ability of consumers/businesses to afford apartments/office spaces for rent. Other finance companies include credit/debit card payment processing companies (e.g. Visa Inc. and Mastercard), private label credit cards providers (e.g. Synchrony Financial) and automobile finance companies (e.g. Credit Acceptance Corporation).
@Aerospace & Defense (+4.10% weekly)Aerospace & Defense is one of largest industries in the U.S., mainly comprising the following areas: commercial airliners, military aircraft, missiles, space, and general aviation. Focused heavily on research & development, it is also one of the fastest growing industries. Military aircraft has the largest market share in the industry’s sales, followed by space systems, civil aircraft, and missiles. Aerospace exports, directly and indirectly, support more jobs than the export of any other commodity, according to a study by the U.S. Department of Commerce. Boeing Company, Lockheed Martin Corporation and General Electric Company are some of the most prominent players in this space.
| FTAI | GE | TDG | |
| Capitalization | 26.4B | 317B | 72B |
| EBITDA | 1.12B | 12.1B | 4.63B |
| Gain YTD | 31.057 | -1.295 | -4.153 |
| P/E Ratio | 55.99 | 37.71 | 41.01 |
| Revenue | 2.51B | 45.9B | 9.11B |
| Total Cash | N/A | N/A | 2.53B |
| Total Debt | 3.45B | 20.5B | 30B |
FTAI | GE | TDG | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 8 | 8 | 8 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 85 Overvalued | 82 Overvalued | 72 Overvalued | |
PROFIT vs RISK RATING 1..100 | 15 | 9 | 23 | |
SMR RATING 1..100 | 10 | 20 | 16 | |
PRICE GROWTH RATING 1..100 | 38 | 49 | 58 | |
P/E GROWTH RATING 1..100 | 99 | 37 | 75 | |
SEASONALITY SCORE 1..100 | 65 | 50 | 38 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
TDG's Valuation (72) in the Aerospace And Defense industry is in the same range as GE (82) in the Industrial Conglomerates industry, and is in the same range as FTAI (85) in the Investment Managers industry. This means that TDG's stock grew similarly to GE’s and similarly to FTAI’s over the last 12 months.
GE's Profit vs Risk Rating (9) in the Industrial Conglomerates industry is in the same range as FTAI (15) in the Investment Managers industry, and is in the same range as TDG (23) in the Aerospace And Defense industry. This means that GE's stock grew similarly to FTAI’s and similarly to TDG’s over the last 12 months.
FTAI's SMR Rating (10) in the Investment Managers industry is in the same range as TDG (16) in the Aerospace And Defense industry, and is in the same range as GE (20) in the Industrial Conglomerates industry. This means that FTAI's stock grew similarly to TDG’s and similarly to GE’s over the last 12 months.
FTAI's Price Growth Rating (38) in the Investment Managers industry is in the same range as GE (49) in the Industrial Conglomerates industry, and is in the same range as TDG (58) in the Aerospace And Defense industry. This means that FTAI's stock grew similarly to GE’s and similarly to TDG’s over the last 12 months.
GE's P/E Growth Rating (37) in the Industrial Conglomerates industry is somewhat better than the same rating for TDG (75) in the Aerospace And Defense industry, and is somewhat better than the same rating for FTAI (99) in the Investment Managers industry. This means that GE's stock grew somewhat faster than TDG’s and somewhat faster than FTAI’s over the last 12 months.
| FTAI | GE | TDG | |
|---|---|---|---|
| RSI ODDS (%) | 6 days ago 73% | 1 day ago 67% | 1 day ago 59% |
| Stochastic ODDS (%) | 1 day ago 56% | 1 day ago 52% | 1 day ago 57% |
| Momentum ODDS (%) | 1 day ago 89% | 1 day ago 73% | 1 day ago 67% |
| MACD ODDS (%) | 1 day ago 85% | 1 day ago 74% | 1 day ago 69% |
| TrendWeek ODDS (%) | 1 day ago 63% | 1 day ago 56% | 1 day ago 63% |
| TrendMonth ODDS (%) | 1 day ago 85% | 1 day ago 70% | 1 day ago 63% |
| Advances ODDS (%) | 7 days ago 88% | 8 days ago 70% | 1 day ago 65% |
| Declines ODDS (%) | 12 days ago 61% | 6 days ago 53% | 6 days ago 51% |
| BollingerBands ODDS (%) | 1 day ago 64% | 1 day ago 49% | 1 day ago 49% |
| Aroon ODDS (%) | 1 day ago 87% | 1 day ago 46% | 1 day ago 60% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| AUSF | 49.70 | 0.18 | +0.36% |
| Global X Adaptive US Factor ETF | |||
| GDOC | 33.36 | N/A | N/A |
| Goldman Sachs Future Health Care Eq ETF | |||
| ITOT | 155.49 | -0.10 | -0.06% |
| iShares Core S&P Total US Stock Mkt ETF | |||
| DIM | 87.91 | -0.44 | -0.50% |
| WisdomTree International MidCap Div ETF | |||
| BAIG | 3.33 | -0.05 | -1.33% |
| Leverage Shares 2X Long BBAI Daily ETF | |||
TDG and
Correlation & Price change
A.I.dvisor indicates that over the last year, TDG has been loosely correlated with HEI. These tickers have moved in lockstep 44% of the time. This A.I.-generated data suggests there is some statistical probability that if TDG jumps, then HEI could also see price increases.
| Ticker / NAME | Correlation To TDG | 1D Price Change % | ||
|---|---|---|---|---|
| TDG | 100% | +0.69% | ||
| HEI - TDG | 44% Loosely correlated | +0.21% | ||
| VVX - TDG | 40% Loosely correlated | -0.87% | ||
| SAFRY - TDG | 39% Loosely correlated | -3.30% | ||
| RYCEY - TDG | 36% Loosely correlated | -3.72% | ||
| SARO - TDG | 35% Loosely correlated | +0.19% | ||
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