TransDigm's 47.2% Operating Margin Crushes GE's 21.4%. Why Does GE Still Get the Higher Valuation?

The global backlog of unfilled aircraft orders tops 17,000 jets. Boeing (NYSE: BA) production delays have stretched delivery timelines, pushing the average fleet age to 15 years. Two of the biggest beneficiaries are GE Aerospace (NYSE: GE) and TransDigm Group (NYSE: TDG), but they're profiting from it in very different ways.GE Aerospace has an installed base of about 80,000 commercial and military engines. Once an engine is on a plane, GE collects service revenue from shop visits, spares, and long-term service agreements. Service revenue reached $24 billion in 2025, up 26% year over year, and accounted for 53% of total revenue.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool