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Christensen King & Associates Investment Services Inc. bought a new position in GE Aerospace (NYSE:GE – Free Report) in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 15,801 shares of the company’s stock, valued at approximately $4,934,000. GE Aerospace makes up about 1.8% of Christensen King & Associates Investment Services Inc.’s investment portfolio, making the stock its 13th largest holding.

Other large investors have also recently bought and sold shares of the company. State Street Corp increased its stake in shares of GE Aerospace by 2.6% in the second quarter. State Street Corp now owns 46,497,628 shares of the company’s stock valued at $17,377,559,000 after buying an additional 1,160,584 shares during the period. Jennison Associates LLC raised its holdings in GE Aerospace by 37.7% in the 1st quarter. Jennison Associates LLC now owns 11,026,006 shares of the company’s stock valued at $3,128,850,000 after buying an additional 3,017,937 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in GE Aerospace by 6.3% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 7,251,603 shares of the company’s stock valued at $2,710,142,000 after buying an additional 427,820 shares during the last quarter. Wellington Management Group LLP boosted its position in GE Aerospace by 97.3% during the 2nd quarter. Wellington Management Group LLP now owns 6,797,935 shares of the company’s stock worth $2,540,592,000 after buying an additional 3,352,432 shares during the period. Finally, Bank of America Corp DE boosted its position in GE Aerospace by 10.0% during the 1st quarter. Bank of America Corp DE now owns 7,664,679 shares of the company’s stock worth $2,175,006,000 after buying an additional 695,731 shares during the period. 74.77% of the stock is currently owned by institutional investors.

GE Aerospace Stock Down 2.7% GE Aerospace stock opened at $285.76 on Friday. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.67 and a current ratio of 0.98. GE Aerospace has a 52-week low of $268.91 and a 52-week high of $388.84. The firm has a 50 day moving average price of $322.95 and a two-hundred day moving average price of $328.74. The firm has a market cap of $295.29 billion, a price-to-earnings ratio of 32.96, a PEG ratio of 2.05 and a beta of 1.38.

GE Aerospace (NYSE:GE – Get Free Report) last posted its quarterly earnings data on Tuesday, October 20th. The company reported $2.25 EPS for the quarter, beating analysts’ consensus estimates of $2.01 by $0.24. GE Aerospace had a net margin of 17.31% and a return on equity of 44.43%. The company had revenue of $13.29 billion for the quarter, compared to analyst estimates of $12.88 billion. During the same period in the prior year, the firm posted $1.66 EPS. The company’s quarterly revenue was up 24.7% on a year-over-year basis. Equities analysts predict that GE Aerospace will post 8.15 EPS for the current year. GE Aerospace Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Monday, October 26th. Investors of record on Monday, October 5th will be paid a dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Monday, October 5th. GE Aerospace’s dividend payout ratio (DPR) is currently 22.14%.

Key Stories Impacting GE Aerospace Here are the key news stories impacting GE Aerospace this week:

Positive Sentiment: GE Aerospace beat third-quarter expectations for the eighth consecutive quarter, reporting adjusted EPS of $2.25 versus the $2.01 consensus and revenue of $13.29 billion, up 24.7% year over year. The company also raised its full-year guidance. GE Aerospace Reports Strong Earnings Again Positive Sentiment: Defense and Propulsion Technologies remains a bright spot, with revenue growth of 7% and orders up 18%, supported by military-engine demand and defense contracts. GE’s Defense & Propulsion Strength Seems Firm Positive Sentiment: Management expects to deliver more than 3,200 engines in South Asia over the next decade, highlighting a substantial long-term commercial opportunity. GE is also increasing engine deliveries as Boeing targets higher 787 production. GE Aerospace South Asia Engine Delivery Plans Neutral Sentiment: Several research reports remain bullish, citing strong aftermarket demand, execution improvements and GE’s leading position in aero engines. However, the stock’s elevated valuation means further gains may require continued earnings upgrades. Strong Aftermarket Demand and Improving Execution Negative Sentiment: Bernstein lowered its price target to $376 from $421, while Susquehanna, JPMorgan, BNP Paribas Exane and RBC also issued cautious views or reduced expectations. The cluster of target cuts is weighing on sentiment. Bernstein Lowers GE Aerospace Price Target Negative Sentiment: Analysts are concerned that high jet-fuel prices could pressure airline profitability and delay engine purchases. Investors are also factoring in projected 2027 transition costs associated with the GE9X production ramp, despite GE’s large services backlog. Why GE Aerospace Stock Keeps Going Down Wall Street Analysts Forecast Growth A number of equities research analysts have weighed in on GE shares. JPMorgan Chase & Co. reduced their target price on shares of GE Aerospace from $400.00 to $375.00 and set an “overweight” rating on the stock in a report on Wednesday. BNP Paribas Exane dropped their price target on shares of GE Aerospace from $305.00 to $280.00 and set an “underperform” rating for the company in a research note on Wednesday. Citigroup reiterated a “buy” rating and set a $431.00 price target (up from $353.00) on shares of GE Aerospace in a report on Wednesday, July 1st. Royal Bank Of Canada set a $376.00 price objective on GE Aerospace in a report on Friday. Finally, Melius Research set a $350.00 price objective on GE Aerospace and gave the company a “hold” rating in a report on Monday, September 14th. Seventeen investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $373.52.

Get Our Latest Stock Analysis on GE Aerospace

GE Aerospace Company Profile (Free Report)

GE Aerospace (NYSE: GE) is a global aerospace company that designs, develops, manufactures and services aircraft engines and related systems. Its products support commercial air transport, business and general aviation, military aircraft, and other defense applications. The company also provides engine components, avionics, mechanical systems, digital solutions and maintenance, repair and overhaul services.

GE Aerospace serves airlines, aircraft operators, leasing companies, airframers and government customers worldwide.

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Like a losing game of tic-tac-toe, GE Aerospace (GE -1.93%) stock has fallen three days in a row since reporting earnings Tuesday. Today's 2.5% decline (as of 11:40 a.m. ET) brings GE stock to nearly a 9% loss this week.

But why?

Image source: Getty Images.

GE Aerospace Q3 earningsGE Aerospace's news this week wasn't bad. The company reported $2.25 per share in earnings on $13.3 billion in sales, beating analyst forecasts on both the top and bottom lines. Revenue rose 16% year over year as commercial airplane engine sales boomed. Operating profit on those sales soared 30% year over year, hitting $3 billion.

Best of all, GE Aerospace reported 49% growth in new orders, giving it a 1.35 book-to-bill ratio and implying sales and profits are still rising.

$287.89-$5.65 (-1.93%)

NYSE · As of 2:15 PM ET 10/23/26

Wall Street worriesDespite all this good news, Bernstein SocGen Group analyst Douglas Harned just lowered his price target on GE Aerospace stock.

Mind you, the analyst still likes GE stock, says there's "strong demand" for GE engines, and recommends buying it. However, as the Iran war drags on, rising jet fuel prices are weighing on airline profits and threaten to cut short the rally. For this reason, Harned is pulling back on his target for GE stock and lowering it to $376.

I agree with the sentiment, but... I worry that Wall Street isn't worrying enough about this risk.

Consider that, based on GE's latest forecast of $9.1 billion in 2026 free cash flow, the stock currently trades at more than 36 times current-year FCF. Most analysts forecast profits to grow by less than 18% per year over the next five years -- which already looks expensive.

If Bernstein is right about high fuel prices hurting jet engine sales, GE's stock could be even more expensive than it looks. Caveat investor.

Rich Smith has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends GE Aerospace. The Motley Fool has a disclosure policy.

GE Aerospace remains a buy after raising full-year guidance, despite recent share price weakness and sector pressure. Q3 saw 18% revenue growth, 30% operating profit growth, and 220 bps margin expansion, though free cash flow declined transiently. The upgraded 2026 outlook includes $10.9–$11B operating profit, $8.00–$8.10 EPS, and $9.1–$9.4B free cash flow, driven by robust services.

Key Takeaways GE's Defense & Propulsion Technologies revenues rose 7% to $3.47 billion in third-quarter 2026.Defense & systems revenues grew 5%, while propulsion & additive technologies revenues surged 10%.GE expects low-double-digit adjusted revenue growth in the segment for 2026, supported by defense demand.
GE Aerospace (GE - Free Report) is poised to gain from strength in its Defense & Propulsion Technologies segment. In third-quarter 2026, revenues from the segment increased 7% year over year to $3.47 billion and orders grew 18%. The company’s defense & systems business’ revenues grew 5% year over year and engine deliveries within the business increased 4%. In the same period, propulsion & additive technologies business’ revenues surged 10%. Revenue growth was driven by strong demand for GE’s propulsion & additive technologies, critical aircraft systems and aftermarket services in the defense market.

It is worth noting that in the first nine months of 2026, the company secured a contract from Naval Air Systems Command (NAVAIR) to supply T408-GE-400 engines for the U.S. Marine Corps’ Sikorsky CH-53K King Stallion helicopters. GE secured a five-year contract to provide ongoing support for F414 engines powering the U.S. Navy's F/A-18 and EA-18G aircraft fleet.

It also secured a contract from Turkish Aerospace Industries (“TAI”) to continue integrating its F404 engine into Türkiye's Hurjet jet trainer. The company also clinched a $1.4 billion deal for T408 engines to support the U.S. Marine Corps’ CH-53K helicopter fleet in the same period.

Rising U.S. & international defense budgets and heightened geopolitical tensions, along with growing demand for military propulsion systems and aftermarket services, are expected to bode well for the Defense & Propulsion Technologies segment in the quarters ahead. For 2026, the company expects adjusted revenues to increase in low double digits within the Defense & Propulsion Technologies segment.

GE's Peers in the Defense MarketAmong its major peers, Textron Inc. (TXT - Free Report) enjoys solid demand for its defense products as well. In the second quarter of 2026, revenues from Textron’s Bell segment increased 6% year over year, driven largely by higher H-1 and MV-75 volume and an increase in commercial helicopter deliveries. Textron Systems revenues increased 7% on armored vehicles and ATAC services.

Another peer of GE, RTX Corporation (RTX - Free Report) , is witnessing solid bookings and backlog levels. RTX’s strong backlog supports a positive outlook for revenue growth in its defense business, which is expected to strengthen profits over the long term. RTX secured more than $81 billion in new commercial and defense awards during the third quarter of 2026. Its total backlog reached a record $340 billion, comprising $164 billion of defense orders, providing strong visibility into future production requirements.

GE's Price Performance, Valuation and EstimatesShares of GE Aerospace have gained 3.1% in the past six months against the industry’s 8.9% decline.

Image Source: Zacks Investment Research

From a valuation standpoint, GE is trading at a forward price-to-earnings ratio of 33.22X, above the industry’s average of 27.35X. GE Aerospace carries a Value Score of D.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for GE’s 2026 earnings has gone up 1.9% over the past 60 days.

Image Source: Zacks Investment Research

The company currently has a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Commercial airlines are facing a severe cash crunch. Unhedged fuel costs are skyrocketing across the industry, leaving carriers scrambling to protect their operating margins. This operational pain for airlines translates directly into a structural advantage for the businesses that build and maintain their aircraft.

GE Aerospace Today

GE

GE Aerospace

$289.57 -6.31 (-2.13%)

As of 11:14 AM Eastern

This is a fair market value price provided by Massive. Learn more.

$268.91▼

$388.840.65%

33.36

$375.62

When fuel costs rise and original equipment manufacturers struggle with persistent delivery bottlenecks, airlines have no choice but to fly their older planes longer. That dynamic creates an exceptionally lucrative environment for aerospace service providers.

GE Aerospace NYSE: GE recently illustrated the disconnect between strong operating results and share-price performance. The aerospace manufacturer posted a strong quarterly beat, raised its full-year guidance, and generated billions in free cash flow. Yet, its share price slipped on a minor forward-looking transition cost. The underlying data reveals a compelling setup for investors willing to look past short-term noise and focus on the mechanics of the aviation aftermarket.

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Cabin Pressure: Fuel Shocks Ground Airline MarginsThe third quarter of 2026 highlighted a stark divergence between aircraft operators and aircraft servicers. United Airlines Holdings, Inc. NASDAQ: UAL recently missed earnings estimates, driven by an approximate 62% surge in fuel expenses that added roughly $1.8 billion to operating costs year over year. Delta Air Lines, Inc. NYSE: DAL echoed this distress, cutting its own profit outlook under the weight of billions in unexpected fuel charges. When airlines spend more to fill their tanks, they have less capital available to modernize their fleets.

Operating on the other side of this equation is GE Aerospace. The company recently reported adjusted earnings per share of $2.25, comfortably beating the $2.01 consensus. Adjusted revenue climbed about 18% year over year to $13.29 billion. Seeing the strength of its operations, management raised full-year 2026 adjusted earnings per share guidance to $8 to $8.10.

Despite these robust fundamentals, GE Aerospace shares drifted down about 2% to 4% after the earnings report release. The culprit was a hyper-focus on management's disclosure of a projected $300 million profit drag in 2027.

This temporary headwind is tied directly to the production ramp-up of the new GE9X engine. In the aerospace industry, new engine programs typically launch with negative margins that flip to high profitability as production scales and decades of aftermarket servicing begin. While the market treated this transition cost as a penalty, it overshadowed the highly profitable, low-double-digit growth engine humming within the core commercial services segment.

Holding Pattern: Aging Fleets Build a $170 Billion BufferTo understand the true earnings power of a major aerospace supplier, investors should review the aftermarket mechanics. When airlines cannot afford or cannot receive new jets, they invest heavily in keeping their current assets airborne and compliant with rigorous safety regulations. GE Aerospace maintains a commercial services backlog of about $170 billion, providing a healthy buffer against broader macroeconomic volatility.

During the third quarter, Commercial Engines & Services orders jumped about 58%, with the services component specifically rising 23%. Spare parts orders actually outpaced total services growth, pushing spare parts delinquency up because global demand is outstripping supply. While equipment revenue grew about 38%, the services segment commands the highest margins.

Data on the widely used CFM56 engine fleet illustrates this well. Earlier in the year, GE Aerospace modeled an approximate 3% to 4% retirement rate for these older engines. As delayed new-aircraft deliveries and rising operating costs set in, that retirement estimate fell to about 1.5% to 2%. Actual retirements are trending even lower. With roughly two-thirds of the CFM56 fleet yet to undergo a second major shop visit, these engines are staying on the wing much longer than historically anticipated. Management now projects CFM56 shop visits will climb to around 2,400 in 2027. Because services drive the bulk of operating profits, this deferred aircraft retirement cycle directly boosts the bottom line.

Upgrading the Fleet: Controlling the Castings Supply ChainProtecting and expanding that profitability requires strict supply chain dominance. GE Aerospace expanded its operating profit margin by about 220 basis points to reach 22.5% in the third quarter. Sustaining that level of profitability while navigating global supply chain constraints requires strategic capital deployment.

To secure its manufacturing base, GE Aerospace agreed to acquire Consolidated Precision Products for approximately $11.75 billion. This represents a highly strategic vertical integration move. Castings are complex, high-heat components critical to jet engine performance. By bringing mission-critical castings in-house, GE Aerospace insulates itself from the supplier bottlenecks currently plaguing its competitors and airline customers.

The acquisition also accelerates the rollout of enhanced cooling technologies and next-generation airfoils. This ensures that as the current fleet eventually transitions to newer models over the next decade, the infrastructure is in place to service the next era of aerospace hardware efficiently. It operates as a defensive maneuver to protect current margins and an offensive play to capture future market share.

Baggage Claim: Picking Up Shares After the Post-Earnings DropWhile some institutional investors, such as RWQ Financial Management Services Inc., reduced their positions significantly during the third quarter, this appears to be standard portfolio rebalancing after a multi-year run-up rather than a fundamental exit. Insider trading sentiment leans similarly toward profit-taking, which is a natural occurrence when a stock trades near historic highs.

GE Aerospace MarketRank™ Stock Analysis4.82822902796 of 5 stars

97th Percentile

Moderate Buy

27.1% Upside

Healthy

Weak

0.55 Selling Shares

13.13%

See Full Analysis

The underlying cash generation paints a picture of a business hitting its stride. GE Aerospace offers a modest dividend yield of about 0.63%, paying approximately $1.88 annually. However, that yield is heavily insulated by aggressive cash flow generation. Management just raised its 2026 free cash flow projection to $9.1 billion to $9.4 billion.

Airlines will likely continue to navigate the friction of soaring fuel costs, and their aging fleets will require more intensive, expensive maintenance to stay operational. GE Aerospace is quietly monetizing this dynamic, leveraging its extensive aftermarket backlog to generate steady, high-margin revenue.

The recent post-earnings price dip, triggered by a routine new-engine transition cost, seems to miscalculate the durability of the commercial services boom. Investors building a portfolio around structural economic advantages may see this temporary dislocation as an appealing entry point as the aerospace super-cycle plays out.

Should You Invest $1,000 in GE Aerospace Right Now?Before you consider GE Aerospace, you'll want to hear this.

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GE Aerospace beat estimates for the eighth straight quarter, raised its guidance, and watched its stock fall anyway. Whether that drop is an opportunity or a warning depends on a valuation trap that bulls and bears are both watching closely.

GE Aerospace stock just can't catch a break. Coming into Wednesday trading, shares were down 2% over the past 12 months, despite strong earnings reports.

GE Aerospace (GE - Free Report) ) delivered record Q3 results on Tuesday, as strong commercial engine demand and robust aftermarket services fueled double-digit revenue and earnings growth.

The aerospace giant also raised its full-year guidance across the board, highlighting continued strength in commercial aviation and defense spending.

That said, GE shares came under pressure following the report as investors weighed the company's premium valuation and concerns about the sustainability of its growth.

With GE Aerospace benefiting from a robust order backlog and improving profitability, let's examine whether the post-earnings pullback presents an attractive buying opportunity.

Image Source: Zacks Investment Research

GE Aerospace's Record Q3 ResultsGE Aerospace reported record adjusted Q3 earnings of $2.25 per share, climbing nearly 36% year over year and topping the Zacks Consensus Estimate of $2.02 by more than 11%.

Quarterly adjusted revenue increased 18% to a peak of $13.29 billion, comfortably exceeding expectations of $12.65 billion by 5%. GAAP revenue rose 16% to $14.12 billion.

More encouraging, total orders surged 49% to $18.99 billion, reflecting exceptionally strong demand for commercial engines and services. Meanwhile, adjusted operating profit jumped 30% to $3 billion, with operating margins expanding 220 basis points to 22.5%. However, free cash flow declined 14% to $2 billion.

Still, it's noteworthy that GE Aerospace has now exceeded sales estimates for eight straight quarters and beaten earnings expectations for 16 consecutive quarters, posting an average EPS surprise of 11.13% over its last four reports.

Image Source: Zacks Investment Research

Commercial Engine Demand Fuels GrowthGE Aerospace's Commercial Engines & Services (CES) division remained its primary growth driver, with revenue increasing 21% to $10.34 billion.

Commercial services revenue rose 17%, supported by stronger maintenance activity, with LEAP engine-related shop visits continuing to accelerate.

Notably, GE's engine business benefits from its relationship with Boeing (BA - Free Report) ) and Airbus (EADSY - Free Report) ), as its CFM International joint venture with Safran supplies LEAP engines for popular narrowbody aircraft, including the Boeing 737 MAX and Airbus A320neo families.

GE also secured substantial new engine commitments during the Farnborough International Airshow this summer, including a landmark agreement with Indian airline IndiGo covering more than 1,000 LEAP-1A engines.

Plus, GE's Defense & Propulsion Technologies business benefited from solid demand, with segment orders increasing 18% to $4.27 billion.

GE Aerospace Raises Its 2026 OutlookManagement's increased full-year guidance provided further evidence of GE's strong underlying earnings momentum.

GE now expects adjusted revenue growth of 19%-20% in 2026, compared with its previous high-teens forecast.

More importantly, adjusted EPS guidance increased to $8.00-$8.10, up from the previous projection of $7.65-$7.85 and ahead of Wall Street’s forecast of $7.91 (Current Qtr below). At the midpoint, this implies approximately 26% earnings growth from 2025's adjusted EPS of $6.37.

Image Source: Zacks Investment Research

GE also raised its adjusted operating profit forecast to $10.9-$11 billion and increased its expected free cash flow to $9.1-$9.4 billion.

Looking ahead to 2027, management anticipates low-double-digit commercial services growth, supported by a commercial services backlog exceeding $170 billion.

This provides meaningful revenue visibility as GE continues to benefit from an expanding global aircraft fleet, increasing engine utilization, and long-term maintenance requirements.

GE Stock Performance & ValuationDespite its impressive operating performance, GE Aerospace stock has struggled to maintain momentum in 2026 and is now down roughly 3% year-to-date. This has noticeably trailed the broader market’s 12% gain, although the Zacks Aerospace-Defense Market has experienced a steeper decline of -13%.  

The stagnant YTD performance reflects concerns about supply-chain constraints, higher costs, and potentially slowing commercial aftermarket growth.

Even so, GE shares are still sitting on gains of nearly 180% in the last three years, which has impressively outpaced the benchmark S&P 500’s 89% and the Aerospace-Defense Market’s 23%.  

Image Source: Zacks Investment Research

At current levels, GE trades at over 35X forward earnings, representing a notable premium to the S&P 500 and the Zacks Aerospace-Defense industry's average of 23X.

Although GE's strong commercial engine growth and expanding aftermarket services business help justify its elevated valuation, the premium leaves less room for any operational missteps.

Image Source: Zacks Investment Research

Conclusion & Final ThoughtsGE Aerospace's record Q3 results, raised guidance, and substantial order growth reinforce its position as a leading commercial aircraft engine manufacturer.

While near-term supply-chain challenges and a premium valuation remain concerns, the stock's recent pullback presents a potentially attractive entry point for long-term investors looking to capitalize on sustained commercial aviation demand and increasing aftermarket services revenue.

Keeping that in mind, GE stock currently sports a Zacks Rank #2 (Buy), reflecting favorable earnings estimate revisions that could continue following its strong Q3 report.

GE Aerospace GE is experiencing a significant drop in trading despite surpassing Q3 expectations and raising its FY26 guidance. Concerns about quarterly cash conversion and future profit mix are overshadowing strong demand. Key factors include:

Adjusted EPS reached $2.25, exceeding the FactSet consensus of $2.01. GAAP revenue was $14.118 billion, which included $833 million from run-off insurance. Adjusted aerospace revenue rose 18% to $13.285 billion, surpassing the $12.88 billion consensus by approximately $405 million. GE has increased its FY26 adjusted EPS guidance to $8.00-$8.10, up from $7.65-$7.85. Adjusted revenue growth is now projected at approximately 19-20%, while operating profit guidance is set at $10.9-$11.0 billion, and free cash flow guidance has risen to $9.1-$9.4 billion. Orders surged by 49%, with Commercial Engines & Services (CES) equipment orders soaring 235%. CES services revenue grew by 17%, spare-parts revenue increased over 20%, and LEAP internal-shop-visit volume rose over 40%, indicating a strong services backlog exceeding $170 billion. Operating profit increased by 30% to $3.0 billion, with an adjusted operating margin expanding by 220 basis points to 22.5%. However, CES margin dipped by 10 basis points year-over-year to 27.9% due to equipment revenue growth outpacing services. Q3 free cash flow fell by 14% to $2.042 billion, with conversion dropping to 87% from 134% amid higher working-capital outflows. Year-to-date free cash flow is up 13% to $6.728 billion, maintaining a 105% conversion rate. LEAP turnaround time improved by about two weeks, while engine-related grounded aircraft are nearly nonexistent. The GE9X deliveries did not impact Q3 financially pending midseal certification, and the planned CPP acquisition aims to enhance critical castings capacity, albeit with additional debt financing costs. While GE's demand outlook remains strong, the investment case hinges on the timing and economics of meeting that demand. Accelerated equipment growth may pressure margins even as it increases the installed base for future services. The deferred GE9X recognition complicates profitability assessments for the current quarter. Corporate cost improvements are significant, making sustained performance crucial for ongoing earnings growth. The elevated cash flow forecast offers reassurance, but successful execution in receivables conversion, supplier reliability, and profitable aftermarket expansion is essential, especially with new-engine and acquisition-related expenses on the horizon.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

Disclosures
I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.

GE Aerospace raised its 2026 profit forecast for the second time this year on Tuesday, supported by strong demand for aircraft engine repairs and spare parts. The company now expects adjusted earnings of $8 to $8.10 per share for the year, up from its previous forecast of $7.65 to $7.85.

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about GE Aerospace (GE - Free Report) .

GE currently has an average brokerage recommendation (ABR) of 1.55, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 22 brokerage firms. An ABR of 1.55 approximates between Strong Buy and Buy.

Of the 22 recommendations that derive the current ABR, 16 are Strong Buy and two are Buy. Strong Buy and Buy respectively account for 72.7% and 9.1% of all recommendations.

Brokerage Recommendation Trends for GE

Check price target & stock forecast for GE here>>>

While the ABR calls for buying GE, it may not be wise to make an investment decision solely based on this information. Several studies have shown limited to no success of brokerage recommendations in guiding investors to pick stocks with the best price increase potential.

Do you wonder why? As a result of the vested interest of brokerage firms in a stock they cover, their analysts tend to rate it with a strong positive bias. According to our research, brokerage firms assign five "Strong Buy" recommendations for every "Strong Sell" recommendation.

In other words, their interests aren't always aligned with retail investors, rarely indicating where the price of a stock could actually be heading. Therefore, the best use of this information could be validating your own research or an indicator that has proven to be highly successful in predicting a stock's price movement.

Zacks Rank, our proprietary stock rating tool with an impressive externally audited track record, categorizes stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), and is an effective indicator of a stock's price performance in the near future. Therefore, using the ABR to validate the Zacks Rank could be an efficient way of making a profitable investment decision.

ABR Should Not Be Confused With Zacks RankAlthough both Zacks Rank and ABR are displayed in a range of 1--5, they are different measures altogether.

Broker recommendations are the sole basis for calculating the ABR, which is typically displayed in decimals (such as 1.28). The Zacks Rank, on the other hand, is a quantitative model designed to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.

It has been and continues to be the case that analysts employed by brokerage firms are overly optimistic with their recommendations. Because of their employers' vested interests, these analysts issue more favorable ratings than their research would support, misguiding investors far more often than helping them.

In contrast, the Zacks Rank is driven by earnings estimate revisions. And near-term stock price movements are strongly correlated with trends in earnings estimate revisions, according to empirical research.

In addition, the different Zacks Rank grades are applied proportionately to all stocks for which brokerage analysts provide current-year earnings estimates. In other words, this tool always maintains a balance among its five ranks.

There is also a key difference between the ABR and Zacks Rank when it comes to freshness. When you look at the ABR, it may not be up-to-date. Nonetheless, since brokerage analysts constantly revise their earnings estimates to reflect changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in predicting future stock prices.

Is GE a Good Investment?Looking at the earnings estimate revisions for GE, the Zacks Consensus Estimate for the current year has increased 0% over the past month to $7.91.

Analysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason for the stock to soar in the near term.

The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for GE. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>

Therefore, the Buy-equivalent ABR for GE may serve as a useful guide for investors.

GE Aerospace (GE -3.33%) stock, the airplane engine maker that remained after General Electric spun off its power and healthcare businesses in 2024, slipped 2.1% through 11 a.m. ET Tuesday despite beating earnings in its Q3 report this morning.

Analysts forecast GE Aerospace to earn $2 per share on $12.85 billion in sales. In fact, GE Aerospace earned $2.25 per share and its sales were nearly $13.3 billion (adjusted for one-time items).

Image source: Getty Images.

GE Aerospace grew GAAP revenue 16% to $14.1 billion, driven primarily by engine sales to commercial carriers. Commercial sales grew 21%, versus only 7% growth at the company's defense business.

Profit margin declined 80 basis points to 19.9%, and free cash flow declined year over year to $2 billion, but GAAP earnings per share climbed 14% to $2.23. Operating profit surged 30% to $3 billion.

Best of all, GE Aerospace reported 49% growth in total orders placed in the quarter, $19 billion, which works out to a 1.35 book-to-bill ratio and implies that sales and profits will continue to accelerate in future quarters.

GE GE Aerospace$300.90-$10.38 (-3.33%)

NYSE · As of 11:22 AM ET 10/20/26

What's next for GE Aerospace stockSpeaking of which, GE updated its guidance through the end of this year. Management now expects revenue to grow at least 19%, yielding operating profit of perhaps $11 billion and adjusted earnings per share of about $8.05. Free cash flow, which missed analyst targets in Q3, will bounce back to $9.1 billion or better by the end of 2026, at least an 18% improvement over 2025.

Unfortunately, this will still leave GE Aerospace stock priced north of 36x FCF with only an 18% growth rate. That's at the upper edge of what I'd consider a "fair price" for GE stock -- and probably another reason the stock is falling after an earnings beat.

Rich Smith has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends GE Aerospace. The Motley Fool has a disclosure policy.

Maia Wealth LLC boosted its position in GE Aerospace (NYSE: GE) by 22.4% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,105 shares of the company's stock after purchasing an additional 2,030 shares during the quarter. Maia Wealth LLC's

Monday's AI-led rally is pulling back ahead of Tuesday's opening bell, something Kevin Green points to as evidence of a "dead cat bounce." He discusses why investors are once again selling off tech as the S&P 500 (SPX) and Nasdaq-100 (NDX) move back to Friday's selloff levels.

20.10.2026 13:02, GE

Americký výrobce leteckých motorů General Electric Aerospace oznámil výsledky hospodaření za třetí kvartál roku 2026. Výsledky překonaly očekávání, když společnost díky silné poptávce navýšila objem objednávek o 49 %, očištěné tržby o 18 % a očištěný zisk na akcii o 36 %. Společnost plošně zvýšila svůj celoroční výhled, a to již poosmé od ledna 2024, a pro rok 2027 očekává růst tržeb z komerčních služeb v nízkých dvouciferných procentech.

Výsledky společnosti General Electric Aerospace (GE) za 3Q 2026   3Q 2026 Konsensus 3Q 2026 3Q 2025 Očištěné tržby (mld. USD) 13,29 12,86 11,31 Čistý zisk (mld. USD) 2,41 -- 2,17 Očištěný zisk na akcii (EPS, USD/akcie) 2,25 2,01 1,66 Výsledky za 3Q Očištěné tržby meziročně vzrostly o 18 % na 13,29 mld. USD a překonaly tak tržní konsensus ve výši 12,86 mld. USD.

Tržby z komerčních motorů a služeb meziročně vzrostly o 21 % na 10,34 mld. USD a předčily tak očekávání trhu ve výši 9,94 mld. USD. Tržby ze služeb rostly o 17 %, tržby z náhradních dílů se zvýšily o více než 20 % a tržby z prodeje zařízení vzrostly o 38 %. Objednávky v tomto segmentu zaznamenaly meziroční růst o 58 % na 15,27 mld. USD, přičemž objednávky služeb vzrostly o 23 % a objednávky zařízení se více než ztrojnásobily.

Vývoj tržeb z komerčních motorů a služeb, zdroj: GE Aerospace

Tržby z obranných a pohonných technologií zaznamenaly meziroční růst o 7 % na 3,47 mld. USD a byly tak v souladu s odhady 3,45 mld. USD. Objednávky v tomto segmentu meziročně vzrostly o 18 % na 4,27 mld. USD.

Vývoj tržeb z obranných a pohonných technologií, zdroj: GE Aerospace

Očištěný provozní zisk meziročně vzrostl o 30 % na 2,99 mld. USD při očištěné provozní marži 22,5 %, která meziročně vzrostla o 2,2 p. b. Provozní zisk segmentu komerčních motorů a služeb vzrostl o 21 % na 2,89 mld. USD díky vyššímu objemu služeb a cenám, marže segmentu se vlivem produktového mixu a inflace meziročně snížila o 0,1 p. b. na 27,9 %.

Očištěný volný hotovostní tok (FCF) meziročně poklesl o 14 % na 2,04 mld. USD při projekcích 2,22 mld. USD.

Hodnota nově přijatých objednávek za dané období činí 19,0 mld. USD, což je meziročně o 49 % více, přičemž objem nezpracovaných zakázek v komerčních službách (backlog) přesahuje 170 mld. USD.

Meziroční vývoj očištěného zisku na akcii, zdroj: GE Aerospace

Celoroční výhled Společnost na základě dosavadních výsledků a výhledu na čtvrtý kvartál plošně navýšila celoroční výhled:

Růst očištěných tržeb přibližně o 19 až 20 %, oproti dřívějšímu očekávání růstu ve vyšších desítkách procent (high-teens). Očištěný provozní zisk v rozmezí 10,9 až 11,0 mld. USD (dříve 10,55 až 10,75 mld. USD). Očištěný zisk na akcii ve výši 8,00 až 8,10 USD (dříve 7,65 až 7,85 USD) při analytickém konsensu 7,92 USD. Očištěný volný hotovostní tok (FCF) v rozmezí 9,1 až 9,4 mld. USD (dříve 8,9 až 9,2 mld. USD) při odhadech 9,12 mld. USD. Segment komerčních motorů a služeb nyní pro rok 2026 očekává růst tržeb o nižší dvacítky procent (dříve cca 20 %). Tržby ze služeb by měly růst při horní hranici dřívějšího výhledu, tedy o nižší dvacítky procent. U tržeb ze zařízení segment počítá rovněž s růstem o nižší dvacítky procent (dříve cca 20 %). Provozní zisk segmentu by se měl pohybovat v rozmezí 10,5 až 10,6 mld. USD (dříve 10,25 až 10,35 mld. USD). Segment obranných a pohonných technologií nadále počítá s růstem tržeb v nízkých dvouciferných procentech a provozním ziskem 1,6 až 1,7 mld. USD.

Komentář CEO „V tomto kvartálu jsme dosáhli silných výsledků, když solidní poptávka zvýšila objednávky o 49 %, přičemž komerční služby vzrostly o 23 %, celkové tržby o 18 % a zisk na akcii o 36 %. Plošně navyšujeme výhled na rok 2026 a pro rok 2027 nyní očekáváme růst komerčních služeb v nízkých dvouciferných procentech, podpořený objemem nezpracovaných zakázek v komerčních službách přesahujícím 170 mld. USD,“ uvedl předseda představenstva a generální ředitel H. Lawrence Culp, Jr.

„Díky spolupráci týmu GE Aerospace s našimi dodavateli nadále nabíráme na tempu. Díky využití principů systému FLIGHT DECK vzrostly od začátku roku tržby z komerčních služeb i celkové dodávky motorů o více než 20 %, a to včetně dalšího kvartálu s rekordním objemem interních servisních návštěv. Zároveň nadále investujeme do potřeb našich zákazníků, a to prostřednictvím dohody o akvizici společnosti CPP, která rozšíří naše kapacity, a více než 3 mld. USD ročně do výzkumu a vývoje, kterými posouváme současné i budoucí technologie,“ pokračoval Culp.

Vývoj akcie Akcie General Electric Aerospace (GE) v přeburzovní fázi obchodování oslabují o 1,38 % na 306,99 USD.

Akcie GE Aerospace (GE) před výsledky na 311,28 USD Ukazatel   Ukazatel   Kapitalizace (mld. USD) 321,7 P/E 43,1 Vývoj za letošní rok (%) +1,1 Očekávané P/E 39,3 52týdenní minimum (USD) 268,9 Prům. cílová cena (USD) 385,5 52týdenní maximum (USD) 388,8 Dividendový výnos (%) 0,6 Zdroj: GE Aerospace, Bloomberg

Michal Bárta, Fio banka, a.s.

GE Aerospace has beaten earnings estimates for three straight quarters, yet its stock has fallen after each report. Investors want reassurance about aftermarket growth.

Investors interested in Aerospace stocks should always be looking to find the best-performing companies in the group. Is GE Aerospace (GE - Free Report) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Aerospace peers, we might be able to answer that question.

GE Aerospace is a member of our Aerospace group, which includes 81 different companies and currently sits at #4 in the Zacks Sector Rank. The Zacks Sector Rank gauges the strength of our 16 individual sector groups by measuring the average Zacks Rank of the individual stocks within the groups.

The Zacks Rank emphasizes earnings estimates and estimate revisions to find stocks with improving earnings outlooks. This system has a long record of success, and these stocks tend to be on track to beat the market over the next one to three months. GE Aerospace is currently sporting a Zacks Rank of #2 (Buy).

The Zacks Consensus Estimate for GE's full-year earnings has moved 1.4% higher within the past quarter. This means that analyst sentiment is stronger and the stock's earnings outlook is improving.

Based on the latest available data, GE has gained about 1.9% so far this year. At the same time, Aerospace stocks have lost an average of 12.2%. This shows that GE Aerospace is outperforming its peers so far this year.

Another stock in the Aerospace sector, Howmet (HWM - Free Report) , has outperformed the sector so far this year. The stock's year-to-date return is 7.8%.

Over the past three months, Howmet's consensus EPS estimate for the current year has increased 5.8%. The stock currently has a Zacks Rank #1 (Strong Buy).

Breaking things down more, GE Aerospace is a member of the Aerospace - Defense industry, which includes 42 individual companies and currently sits at #91 in the Zacks Industry Rank. On average, stocks in this group have lost 12.8% this year, meaning that GE is performing better in terms of year-to-date returns. Howmet is also part of the same industry.

Investors interested in the Aerospace sector may want to keep a close eye on GE Aerospace and Howmet as they attempt to continue their solid performance.

ISTANBUL, Oct. 16, 2026 (GLOBE NEWSWIRE) -- Turkish Airlines and CFM International today signed a Memorandum of Understanding (MoU) for the purchase of more than 300 LEAP-1B engines, including spares, to power 100 firm and 50 option Boeing 737 MAX aircraft announced in September 23. The long-term services agreement will cover airline’s entire LEAP-1B engine fleet, including previously ordered and delivered engines, spares, and engines associated with leased aircraft and potential options. Together, these represent more than 600 LEAP-1B engines operated by Turkish Airlines and its subsidiary AJet.

The MoU was signed during a ceremony in Istanbul by Prof. Murat Şeker, Chairman of the Board and the Executive Committee of Turkish Airlines, Mikail Akbulut, CEO and Board Member of Turkish Technic, and Olivier Andriès, CEO of Safran, one of CFM’s two parent companies. It also includes a material services agreement to support the establishment of an engine maintenance, repair, and overhaul (MRO) facility in Türkiye.

As Türkiye’s flag carrier, Turkish Airlines currently operates a fleet of 96 Boeing 737 Next Generation aircraft with CFM56-7B engines (including Ajet Fleet), as well as 79 Boeing 737 MAX aircraft powered by LEAP-1B (including AJet fleet).

Commenting on the agreement, Prof. Murat Şeker, Turkish Airlines Chairman of the Board and the Executive Committee, stated: “This new step with CFM will support our growing fleet, network, and the operational efficiency. We are also pleased to strengthen our partnership with CFM through a comprehensive set of services, providing the expertise, reliability, and long-term support needed to develop our LEAP MRO capabilities alongside a long-standing partner.”

Turkish Technic CEO and Board Member, Mikail Akbulut said: “With this agreement, we will be able to provide comprehensive maintenance operations for the LEAP engine. As Turkish Technic, we will continue to invest in engine maintenance services as well as our aircraft and component maintenance capabilities in line with our strategy.”

Olivier Andriès, CEO of Safran, said: “This MoU marks a new milestone in our successful relationship with Turkish Airlines, a trusted partner for nearly four decades. It reflects our shared ambition to support the airline’s continued growth and fleet expansion. The MoU demonstrates our broader commitment to an open MRO ecosystem, which provides airlines with flexibility and competitive services to improve operational performance and manage costs effectively.”

Lawrence Culp, Jr., Chairman and CEO of GE Aerospace, said: “We are proud to partner with Turkish Airlines as it continues flying to the most countries in the world. Putting its trust in CFM to provide highly reliable and efficient engines to support the growth of its Istanbul network and engine MRO capabilities is a responsibility we take seriously. We look forward to building on our proven partnership with this next chapter.”

In the 10 years since LEAP engines entered service, CFM has delivered more than 10,000 engines that have accumulated over 100 million flight hours. CFM continues to upgrade the LEAP fleet with a high-pressure turbine (HPT) durability kit to extend time on wing and a reverse bleed system (RBS). The company is focused on delivering high engine availability through exceptional MRO performance and competitive cost of ownership, with the benefits of aftermarket competition through its open MRO ecosystem.

This strategic agreement both underlines the flag carrier’s long-standing partnership with CFM International and represents a new chapter for the inclusion process of newly ordered Boeing 737 MAX aircraft to its ever-growing fleet. The agreement will also bolster Turkish Technic’s engine maintenance capabilities, through the establishment of a new state-of-the-art facility, enabling Turkish Technic to deliver comprehensive maintenance services.                                          

About Turkish Airlines
Established in 1933 with a fleet of five aircraft, Star Alliance member Turkish Airlines has a fleet of 569 (passenger and cargo) aircraft flying to 358 worldwide destinations as 305 international and 53 domestics in 133 countries. More information about Turkish Airlines can be found on its official website

About Turkish Technic
Turkish Technic (IATP: TKT), an association of Turkish Airlines group companies (Istanbul Stock Exchange: THYAO), is one of the world’s leading aviation services providers, where comprehensive maintenance, repair, overhaul, modification and reconfiguration services are performed with a highly qualified workforce of 11,650 staff within Istanbul Ataturk Airport, Sabiha Gokcen Airport and Istanbul Airport facilities on two separate continents. Aside from its engineering and maintenance activities, Turkish Technic supports aircraft operators and owners globally with encompassing component pooling, design, certification and production services.

About CFM International
A 50/50 joint venture between GE Aerospace and Safran Aircraft Engines, CFM International has redefined international cooperation and helped change the course of commercial aviation since its founding in 1974. Today, CFM is the world’s leading supplier of commercial aircraft engines with a product line that sets the industry standard for efficiency, reliability, durability, and optimized cost of ownership. CFM International produces the LEAP family of engines and supports LEAP and CFM56 fleets for operators worldwide. For the future of air transport, CFM’s RISE program is accelerating development of new propulsion technologies that will pave the way for the next generation of aircraft. Discover more at www.cfmaeroengines.com

Turkish Airlines and CFM sign MOU for more than 600 LEAP-1B engines

Turkish Airlines and CFM sign MOU for more than 600 LEAP-1B engines The MoU was signed during a ceremony in Istanbul by Prof. Murat Şeker, Chairman of the Board and the...

Aerospace and defense remains a cornerstone of industrial portfolios, but should you favor commercial growth or military stability? Deciding between GE Aerospace (GE +1.62%) and Lockheed Martin (LMT +1.99%) depends on your specific goals.

GE Aerospace operates as a focused aerospace powerhouse, powering both commercial airliners and military jets. Lockheed Martin serves as the premier global defense contractor, specializing in advanced fighter planes and missile systems. While both operate in the same broader industry, their growth drivers and customer bases create two distinct investment propositions.

The case for GE AerospaceGE Aerospace operates as a specialized aviation business, distinguishing it from many broader defense stocks that maintain heavy exposure to land and sea systems. Its strategy centers on its massive installed base of more than 44,000 commercial and 26,000 military aircraft engines. This fleet generates high-margin, recurring revenue through services and propulsion systems provided to airlines and government agencies worldwide. In its latest annual report, filed for FY 2025, the company highlighted its focus on scaling production to meet rising demand for more efficient engine technology.

The financial results for FY 2025 show significant momentum as a stand-alone aerospace entity. Revenue reached nearly $45.9 billion, representing a growth of roughly 18.5% compared to the prior year. Net income for the period was close to $8.7 billion, which produced a healthy net margin of approximately 19%. This growth reflects a strong recovery in the commercial aviation sector and higher utilization of existing aircraft fleets requiring engine maintenance.

As of its December 2025 balance sheet, the debt-to-equity ratio is approximately 1.1x. This ratio compares total debt to shareholder equity to measure financial leverage. The current ratio is roughly 1.0x, indicating its ability to cover short-term liabilities. Free cash flow for the period reached nearly $7.3 billion, which is the cash remaining from operations after subtracting capital expenditures. This cash generation supports ongoing research and development for next-generation propulsion systems.

The case for Lockheed MartinLockheed Martin is a diversified defense leader organized around four key segments, including Aeronautics and Space. According to its latest annual report, filed for fiscal year 2025, the U.S. Government is its primary customer, accounting for nearly 72% of consolidated sales. Customer concentration like this adds a layer of risk to the business. The F-35 Lightning II program remains its most critical contract, contributing approximately 27% of total sales. The company recently expanded its capacity through a partnership with Avio to boost solid rocket motor production.

In FY 2025, revenue reached nearly $75.1 billion, representing a growth of roughly 5.7% over the previous year. Net income for the fiscal period was close to $5.0 billion, resulting in a net margin of approximately 6.7%. While its growth rate is more moderate than its peer, its revenue is backed by a massive backlog of government orders that provides long-term visibility. This stability is a hallmark of the defense sector where multi-year contracts dictate the financial trajectory.

As of its December 2025 balance sheet, the debt-to-equity ratio is approximately 3.2x, indicating that total liabilities exceed shareholder equity. The current ratio is nearly 1.1x, suggesting the company can meet its near-term financial obligations. Free cash flow for the year reached close to $6.9 billion. This metric represents the cash generated from operations minus capital expenditures, allowing the company to fund dividends and shareholder buybacks even during periods of heavy research investment.

Risk profile comparisonGE Aerospace faces competitive pressure from engine manufacturers such as RTX (RTX +0.26%). While the commercial aviation market remains strong, any downturn in passenger traffic could reduce demand for new engines and services. Additionally, the company must manage production hurdles for its next-generation engines. A slowdown in delivery rates from aircraft manufacturers like Boeing (BA +2.20%) could also delay revenue recognition for installed systems.

Lockheed Martin depends heavily on U.S. Government defense spending, which is subject to budgetary uncertainty or shifts in Department of Defense priorities. The company faces a $4.25 billion intellectual property lawsuit filed by SDR Group in March 2026. Furthermore, supply chain risks for critical components like semiconductors remain a concern. Competitive pressure comes from peers like Northrop Grumman (NOC +0.80%) and General Dynamics (GD +0.71%).

Valuation comparisonLockheed Martin trades at a significant discount to GE Aerospace on both earnings and sales multiples, reflecting its more mature growth profile.

MetricGE AerospaceLockheed MartinForward P/E38.7x17.2xP/S ratio6.3x1.6xValuation metrics include sourcing from Financial Modeling Prep (FMP) and may differ from other data providers.

I'd go with GE Aerospace. The commercial aviation boom that followed the pandemic recovery is still underway, and GE is sitting at the center of it, with a services business that continues to generate more cash than most investors expected. In Q2 2026, the company posted its fifth consecutive quarter of at least 20% revenue growth, free cash flow jumped 43% year over year, and management raised full-year guidance across every metric. Commercial aviation services are running at record levels, engine deliveries are accelerating, and a backlog exceeding $210 billion gives the business exceptional forward visibility.

Lockheed Martin is a stock that could age well in a long-term portfolio. In Q2 2026, Lockheed delivered record sales, a record backlog, and free cash flow that reversed sharply from a year earlier. The dividend is reliable, and global defense spending shows no sign of slowing down. For investors who value steady, predictable returns from a business tied directly to national security priorities, it is hard to find better.

Both companies are firing on all fronts. But if you're looking for a business that is growing quickly and generating serious cash at the same time, GE Aerospace is the more exciting place to be right now.

The upcoming report from GE Aerospace (GE - Free Report) is expected to reveal quarterly earnings of $2.01 per share, indicating an increase of 21.1% compared to the year-ago period. Analysts forecast revenues of $12.65 billion, representing an increase of 11.9% year over year.

Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.

Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation between trends in earnings estimate revisions and the short-term price performance of a stock.

While investors typically use consensus earnings and revenue estimates as a yardstick to evaluate the company's quarterly performance, scrutinizing analysts' projections for some of the company's key metrics can offer a more comprehensive perspective.

With that in mind, let's delve into the average projections of some GE metrics that are commonly tracked and projected by analysts on Wall Street.

Analysts predict that the 'Total Revenues- Commercial Engines & Services' will reach $9.71 billion. The estimate suggests a change of +9.4% year over year.

The consensus among analysts is that 'Total Revenues- Defense & Propulsion Technologies' will reach $3.40 billion. The estimate indicates a change of +20.2% from the prior-year quarter.

Analysts' assessment points toward 'Segment profit- Defense & Propulsion Technologies' reaching $434.34 million. Compared to the present estimate, the company reported $386.00 million in the same quarter last year.

The consensus estimate for 'Segment profit- Commercial Engines & Services' stands at $2.67 billion. The estimate compares to the year-ago value of $2.44 billion.

View all Key Company Metrics for GE here>>>

Over the past month, GE shares have recorded returns of -1.9% versus the Zacks S&P 500 composite's +1.4% change. Based on its Zacks Rank #2 (Buy), GE will likely outperform the overall market in the upcoming period. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Perpetual Ltd lowered its holdings in GE Aerospace (NYSE:GE – Free Report) by 3.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 81,476 shares of the company’s stock after selling 2,705 shares during the period. Perpetual Ltd’s holdings in GE Aerospace were worth $25,444,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Auto Owners Insurance Co boosted its stake in GE Aerospace by 52,247.5% in the 4th quarter. Auto Owners Insurance Co now owns 65,721,281 shares of the company’s stock valued at $2,024,413,000 after purchasing an additional 65,595,733 shares during the period. State Street Corp increased its holdings in GE Aerospace by 2.6% in the second quarter. State Street Corp now owns 46,497,628 shares of the company’s stock valued at $17,377,559,000 after purchasing an additional 1,160,584 shares during the period. Jennison Associates LLC raised its position in shares of GE Aerospace by 37.7% during the first quarter. Jennison Associates LLC now owns 11,026,006 shares of the company’s stock worth $3,128,850,000 after acquiring an additional 3,017,937 shares during the last quarter. Invesco Ltd. increased its position in shares of GE Aerospace by 2.1% during the fourth quarter. Invesco Ltd. now owns 9,280,276 shares of the company’s stock worth $2,858,604,000 after buying an additional 189,979 shares during the period. Finally, Bank of America Corp DE increased its holdings in GE Aerospace by 10.0% in the first quarter. Bank of America Corp DE now owns 7,664,679 shares of the company’s stock worth $2,175,006,000 after purchasing an additional 695,731 shares in the last quarter. Institutional investors own 74.77% of the company’s stock.

Analyst Ratings Changes Several research firms recently issued reports on GE. The Goldman Sachs Group reissued a “buy” rating and issued a $410.00 price target on shares of GE Aerospace in a research report on Monday, July 20th. Susquehanna reaffirmed a “positive” rating and issued a $430.00 price objective (up from $380.00) on shares of GE Aerospace in a research report on Thursday, July 9th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $450.00 price target on shares of GE Aerospace in a research report on Monday, July 27th. Jefferies Financial Group set a $435.00 target price on GE Aerospace and gave the stock a “buy” rating in a research report on Wednesday, September 23rd. Finally, TD Cowen reaffirmed a “buy” rating and set a $380.00 target price (up from $330.00) on shares of GE Aerospace in a report on Monday, July 13th. Sixteen research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, GE Aerospace has an average rating of “Moderate Buy” and an average target price of $386.67.

Read Our Latest Report on GE Key Headlines Impacting GE Aerospace Here are the key news stories impacting GE Aerospace this week:

Positive Sentiment: India expansion strengthens long-term growth prospects. GE Aerospace plans to nearly double its Indian supply-chain spending to approximately $400 million by 2030 as commercial aviation demand increases. GE and CFM engines are expected to power about nine out of 10 new aircraft delivered in India, supporting future engine production, supplier activity and aftermarket revenue. GE Aerospace India supply chain investment Positive Sentiment: Prestwick investment expands maintenance capacity. GE Aerospace will invest roughly £57 million at its Prestwick, Scotland, maintenance facility, with the project expected to create about 150 jobs. The expansion could increase the company’s ability to service aircraft engines and benefit its higher-margin maintenance, repair and overhaul business. GE Aerospace Prestwick expansion Positive Sentiment: Potential defense opportunity from autonomous aircraft. GE Aerospace, Shield AI and Poland’s WZL-2 signed a memorandum of understanding to explore F110 engine maintenance support for Shield AI’s autonomous X-BAT fighter. The agreement is preliminary, but it could open an additional defense aftermarket opportunity as demand grows for AI-enabled military aircraft. GE Aerospace Shield AI and WZL-2 agreement Positive Sentiment: Analyst support remains favorable. Susquehanna reportedly set a $430 price target, implying continued confidence in GE Aerospace’s earnings and aerospace-cycle prospects. Susquehanna GE Aerospace price target Neutral Sentiment: Earnings are the next major catalyst. GE Aerospace is projected to report results Tuesday. Its previous quarter exceeded consensus estimates for earnings and revenue, but investors will look for confirmation of full-year guidance and whether strong demand is translating into sustained margin and cash-flow growth. GE Aerospace projected earnings release Neutral Sentiment: UK support reduces relocation risk but highlights execution considerations. GE Aerospace is receiving up to £33 million in taxpayer funding to retain jet-engine maintenance jobs in the UK. The funding supports employment and facility investment, although the long-term benefits depend on successful implementation and continued demand. GE Aerospace UK taxpayer funding Insider Activity In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of GE Aerospace stock in a transaction on Friday, July 24th. The shares were sold at an average price of $353.71, for a total value of $2,863,636.16. Following the completion of the transaction, the senior vice president directly owned 20,666 shares of the company’s stock, valued at $7,309,770.86. This trade represents a 28.15% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. 0.19% of the stock is owned by company insiders.

GE Aerospace Stock Up 0.2% GE Aerospace stock opened at $308.67 on Tuesday. GE Aerospace has a 12 month low of $268.91 and a 12 month high of $388.84. The stock has a fifty day simple moving average of $335.02 and a two-hundred day simple moving average of $327.88. The company has a current ratio of 0.98, a quick ratio of 0.67 and a debt-to-equity ratio of 0.96. The firm has a market cap of $320.26 billion, a price-to-earnings ratio of 36.36, a PEG ratio of 2.25 and a beta of 1.38.

GE Aerospace (NYSE:GE – Get Free Report) last posted its quarterly earnings data on Thursday, July 16th. The company reported $2.02 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.86 by $0.16. The company had revenue of $12.63 billion for the quarter, compared to the consensus estimate of $11.87 billion. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. The firm’s revenue was up 21.1% compared to the same quarter last year. During the same quarter last year, the firm posted $1.66 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Equities analysts predict that GE Aerospace will post 7.91 EPS for the current fiscal year.

GE Aerospace Dividend Announcement The company also recently announced a quarterly dividend, which will be paid on Monday, October 26th. Stockholders of record on Monday, October 5th will be issued a $0.47 dividend. This represents a $1.88 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Monday, October 5th. GE Aerospace’s payout ratio is 22.14%.

GE Aerospace Profile (Free Report)

GE Aerospace is an aerospace and defense company that designs, develops, manufactures and services aircraft engines and integrated systems. Its products support commercial and business aviation, military aircraft, and other specialized aerospace applications.

The company’s offerings include commercial and military jet engines, propulsion systems, avionics, electrical power systems, mechanical systems and digital solutions. GE Aerospace also provides maintenance, repair, overhaul and other lifecycle services intended to support the operation and performance of aircraft and engines.

GE Aerospace serves airlines, aircraft manufacturers, leasing companies, defense organizations and other customers worldwide.

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Are you looking for an aerospace turnaround or a steady propulsion leader? Choosing between Boeing Co. (BA -0.46%) and GE Aerospace (GE +0.14%) requires weighing massive order backlogs against operational hurdles and balance sheet strength.

Boeing remains a primary airframe manufacturer for the global aviation market, while GE Aerospace dominates the commercial and military engine segments. They are often compared because they share the same end-market cycles and major airline customers. Investors often look at these two to gauge the health of the broader aviation market.

The case for Boeing Co.Boeing designs and manufactures commercial airplanes and serves as a major player among defense stocks through its defense and space segments. It generates significant revenue from the U.S. government, including the Department of Defense and NASA, as well as global commercial airlines. Customer concentration like this adds a layer of risk to the business, especially given that many commercial aircraft contracts are long-term and include price escalation clauses.

In its latest annual report, filed for FY 2025, Boeing reported revenue of about $89.5 billion, which represented growth of approximately 35% compared to the prior year. The company achieved a net income of around to $2.2 billion for the period. This resulted in a net margin, which measures the percentage of revenue remaining after all expenses, of roughly 3%.

As of its December 2025 balance sheet, the debt-to-equity ratio was approximately 10x, meaning total debt was 10 times shareholders' equity. Its current ratio, which measures the ability to pay short-term debts with short-term assets, was nearly 1.2x. Free cash flow, which equals cash flow from operations minus capital expenditures, was approximately negative $1.9 billion, and note that stock-based compensation (SBC) represented roughly 40% of operating cash flow, which inflates reported cash generation since SBC is a non-cash expense added back in the cash flow statement.

The case for GE AerospaceGE Aerospace focuses on propulsion, services, and systems for both commercial and military aviation customers. The business has a massive installed base of more than 44,000 commercial engines and over 26,000 military engines worldwide. Its primary customers include a broad range of global airlines and military organizations that operate under strict regulatory and export control environments.

During FY 2025, GE Aerospace generated revenue of approximately $46 billion, growth of nearly 19% over the previous fiscal year. The company reported a net income of roughly $8.7 billion for the same period. Its net margin was approximately 19%, showing the percentage of sales converted into profit.

Based on its December 2025 balance sheet, the debt-to-equity ratio was nearly 1.1x. The company's current ratio was approximately 1.0x, indicating that its short-term assets roughly equal its short-term liabilities. Free cash flow, which is cash flow from operations minus capital expenditures, was approximately $7.3 billion.

Risk profile comparisonBoeing faces significant operational risks from the ongoing integration of Spirit AeroSystems, where additional undisclosed liabilities have been discovered post-acquisition. The company also deals with financial risks from fixed-price contracts in its defense and space segments that have historically led to multi-billion dollar losses. Certification delays for the 777X and geopolitical trade tensions with China further complicate its delivery schedules and market access.

GE Aerospace deals with regulatory risks, recently settling for nearly $36 million with the U.S. Department of State over export control violations involving sensitive defense data. It also faces ongoing litigation and operational challenges as a pure-play aerospace entity following its corporate restructuring. The company competes with major rivals like RTX (RTX +0.37%) and Airbus (EADSF -1.39%) for engine contracts and long-term service agreements.

Valuation comparisonGE Aerospace appears to be the more attractively valued option based on its significantly stronger cash flow profile and lower earnings multiple relative to growth.

The Forward P/E ratio compares the current stock price to future earnings estimates for the next year. The P/S ratio measures a company's market value relative to its sales over the past twelve months.

MetricBoeingGeneral ElectricForward P/E52.0x38.9xP/S ratio1.6x6.3xValuation metrics include sourcing from Financial Modeling Prep (FMP) and may differ from other data providers.

Boeing is still working to recover from safety and supply chain issues that have recently dogged the business. While revenue will rise about 9% to $97.7 billion this year, the company's net income will fall dramatically to around $85 million, according to consensus Wall Street analyst forecasts, hence its high forward P/E ratio.

But don't count Boeing out. It is among the largest aerospace and defense companies, giving it excellent long-term prospects due to its leading position in the growing commercial aerospace industry. In the first quarter of its current fiscal year, the order backlog rose in the double digits, setting a new record. Backlogs mean future sales are strong and show the industry believes in the business. Boeing can expect long-term growth from the air superiority fighter, the F-47, it is developing to replace the F-22.

GE Aerospace is the market leader in aircraft engines, boasting the most installed engines "under wing," in industry parlance. The company has been focusing on increasing productivity and improving its supply chain by working closely with suppliers. These efforts have meaningfully improved the availability of components for GE Aerospace, helping it meet demand and increasing sales and margins.

Business continues to be good. Management expects growth from recent awards to produce engines for the new F-47 jet from Boeing, as well as a $1.4 billion award from the U.S. Marines. It also received commercial airline awards from United Airlines Holdings Inc. (UAL -2.81%), American Airlines Group Inc. (AA -1.26%), and Delta Air Lines Inc. (DAL -2.51%), totaling over $1 billion.

Revenue for the current year, fiscal 2026, is seen growing more than 18% to $52.3 billion, though net income probably lags that pace, growing 5% to $9.1 billion.

GE Aerospace is firing on all cylinders, and while its P/S ratio is higher than Boeing's, its more reasonable forward P/E puts the business in relative value territory, compared to its aerospace brethren. GE Aerospace is the better buy right now.

Key Takeaways GE shares fell 14.9% in three months, but strong engine demand and growth prospects favor the stock.Commercial Engines & Services revenues jumped 27% in Q2 2026, fueled by robust engine deliveries and orders.GE raised its 2026 free cash flow outlook to $8.9-$9.2 billion, but high debt, costs and valuation pose risks. GE Aerospace’s (GE - Free Report) shares have declined 15% in the past three months against the S&P 500 composite’s growth of 3.2% and the industry’s 14.9% decline. Other industry players, like RTX Corporation (RTX - Free Report) and L3Harris Technologies, Inc. (LHX - Free Report) , have declined 6% and 18.6%, respectively, over the said time frame.

Price Performance
Image Source: Zacks Investment Research

Closing at $305.62 yesterday, the stock is trading below its 52-week high of $388.84 but higher than its 52-week low of $268.91. The stock is currently trading below both its 50-day and 200-day moving averages.

Some investors might see this dip as an opportunity to buy GE, considering the vast long-term potential of the aerospace and defense market and the company’s robust project pipeline. However, it would be prudent to assert if it is the right time to invest in the stock. Let’s delve deeper.

Factors Favoring the CompanyThe strongest driver of GE Aerospace at the moment is the persistent strength in its Commercial Engines & Services segment. Solid demand for GE’s LEAP, GEnx & GE9X engines and services, supported by growth in air traffic, fleet renewal and expansion activities, is driving the segment’s performance.
In the second quarter of 2026, GE Aerospace’s engine deliveries within this segment increased 26% year over year, indicating better throughput as it works through customer demand. The Commercial Engines & Services segment’s revenues and orders jumped 27% and 18%, respectively, on a year-over-year basis in the quarter.

In the first nine months of 2026, the company secured several major engine orders and service agreements. Among major awards, GE secured GEnx engine orders from United Airlines and Delta Air Lines for their Boeing 787 Dreamliners. It secured LEAP engine orders from American Airlines and Copa Airlines for their narrowbody fleet. GE and Safran’s 50/50 joint venture, CFM International, also clinched an order from BOC Aviation for delivering up to 200 LEAP-1A and 100 LEAP-1B engines.

Solid demand for the company’s propulsion & additive technologies, critical aircraft systems and aftermarket services in the defense sector is driving the Defense & Propulsion Technologies segment’s results. In the second quarter, revenues and orders from the segment were up 16% and 12%, respectively. Revenues from Defense & Systems business increased 12%, with strength in both services and equipment, including unit deliveries rising 7%. Propulsion & Additive Technologies business’ revenues grew 23%, led by Avio Aero.

GE remains committed to rewarding its shareholders through dividends and share buybacks. In the first six months of 2026, GE paid dividends of $873 million and repurchased shares worth $4.2 billion. Also, the company raised its dividend by 30.6% to 36 cents per share in February 2026.
The company now forecasts free cash flow of $8.9-$9.2 billion for 2026, above its earlier projection of $8.0-$8.4 billion. GE Aerospace had also previously outlined plans to raise total shareholder returns by 20% to roughly $24 billion over the 2024-2026 period through a combination of dividend payments and share repurchases.

Despite the positives, rising debt levels remain a concern. Exiting second-quarter 2026, GE’s total borrowings were $19.2 billion. The figure comprised $2 billion of short-term borrowings and $17.2 billion of long-term borrowings. Also, it has been grappling with high costs and operating expenses. In the second quarter, its cost of sales (comprising costs of equipment and services sold) surged 26.7% year over year to $8.7 billion.

GE’s Valuation
Image Source: Zacks Investment Research

GE Aerospace is trading at a forward 12-month price-to-earnings (P/E) ratio of 34.79X, higher than the industry average of 27.16X. This elevated valuation could make the stock vulnerable to further pullbacks if market sentiment sours.

In comparison with GE’s valuation, its peers, RTX Corp. and L3Harris Technologies, are trading cheaper. Notably, RTX and L3Harris Technologies are currently trading at 24.13X and 18.03X, respectively.

Earnings Estimate Revision
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for GE’s 2026 earnings has increased 0.6% to $7.91 per share over the past 60 days, indicating year-over-year growth of 24.2%. The consensus mark for 2027 earnings also increased 0.6% to $9.04 per share, indicating a year-over-year increase of 14.3%.

Should You Invest in GE Stock Now?GE Aerospace’s solid foothold and persistent strength in the commercial and defense aerospace markets, driven by solid build rates, strong engine demand and a robust defense budget, bode well for growth. Given the strength in most of its served markets, GE has built a sound liquidity position that supports its shareholder-friendly policies.

Despite its expensive valuation, given the positive analyst sentiment and its growth prospects, the time appears right for potential investors to bet on this Zacks Rank #2 (Buy) company. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Vann Equity Management LLC purchased a new stake in shares of GE Aerospace (NYSE: GE) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 2,539 shares of the company's stock, valued at approximately $793,000. Other hedge funds and other institutional

Central Pacific Bank Trust Division cut its holdings in GE Aerospace (NYSE:GE – Free Report) by 19.7% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 8,499 shares of the company’s stock after selling 2,085 shares during the quarter. Central Pacific Bank Trust Division’s holdings in GE Aerospace were worth $2,654,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the business. Susquehanna Fundamental Investments LLC raised its holdings in shares of GE Aerospace by 261.0% in the 2nd quarter. Susquehanna Fundamental Investments LLC now owns 213,603 shares of the company’s stock valued at $79,830,000 after purchasing an additional 154,429 shares in the last quarter. CenterBook Partners LP boosted its stake in shares of GE Aerospace by 892.6% during the fourth quarter. CenterBook Partners LP now owns 49,788 shares of the company’s stock valued at $15,336,000 after purchasing an additional 44,772 shares in the last quarter. Clough Capital Partners L P increased its holdings in GE Aerospace by 37.1% during the first quarter. Clough Capital Partners L P now owns 70,535 shares of the company’s stock valued at $20,016,000 after buying an additional 19,105 shares during the period. Ascentis Independent Advisors increased its holdings in GE Aerospace by 207.3% during the first quarter. Ascentis Independent Advisors now owns 4,317 shares of the company’s stock valued at $1,225,000 after buying an additional 2,912 shares during the period. Finally, Sumitomo Mitsui Financial Group Inc. raised its stake in GE Aerospace by 13.7% in the fourth quarter. Sumitomo Mitsui Financial Group Inc. now owns 110,050 shares of the company’s stock worth $33,900,000 after buying an additional 13,277 shares in the last quarter. Hedge funds and other institutional investors own 74.77% of the company’s stock.

GE Aerospace Stock Performance NYSE:GE opened at $305.78 on Tuesday. GE Aerospace has a 12 month low of $268.91 and a 12 month high of $388.84. The company has a debt-to-equity ratio of 0.96, a current ratio of 0.98 and a quick ratio of 0.67. The firm has a market capitalization of $317.26 billion, a PE ratio of 36.02, a price-to-earnings-growth ratio of 2.26 and a beta of 1.38. The business’s fifty day moving average price is $340.33 and its 200 day moving average price is $327.35.

GE Aerospace (NYSE:GE – Get Free Report) last released its quarterly earnings data on Thursday, July 16th. The company reported $2.02 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.86 by $0.16. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%.The business had revenue of $12.63 billion during the quarter, compared to analysts’ expectations of $11.87 billion. During the same period in the prior year, the firm posted $1.66 EPS. The business’s quarterly revenue was up 21.1% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. On average, sell-side analysts anticipate that GE Aerospace will post 7.91 earnings per share for the current fiscal year. GE Aerospace Dividend Announcement The business also recently disclosed a quarterly dividend, which will be paid on Monday, October 26th. Stockholders of record on Monday, October 5th will be given a $0.47 dividend. This represents a $1.88 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Monday, October 5th. GE Aerospace’s dividend payout ratio is currently 22.14%.

Wall Street Analysts Forecast Growth Several analysts have issued reports on GE shares. TD Cowen reaffirmed a “buy” rating and set a $380.00 target price (up from $330.00) on shares of GE Aerospace in a research report on Monday, July 13th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $450.00 price objective on shares of GE Aerospace in a research note on Monday, July 27th. Jefferies Financial Group set a $435.00 target price on GE Aerospace and gave the company a “buy” rating in a research note on Wednesday, September 23rd. Citigroup reissued a “buy” rating and set a $431.00 price target (up from $353.00) on shares of GE Aerospace in a research report on Wednesday, July 1st. Finally, Royal Bank Of Canada reissued an “outperform” rating and issued a $400.00 price objective (up from $355.00) on shares of GE Aerospace in a research report on Wednesday, July 15th. Sixteen analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $386.67.

Check Out Our Latest Analysis on GE Aerospace

Insider Buying and Selling In related news, SVP Mohamed Ali sold 8,096 shares of the business’s stock in a transaction dated Friday, July 24th. The shares were sold at an average price of $353.71, for a total value of $2,863,636.16. Following the completion of the transaction, the senior vice president owned 20,666 shares of the company’s stock, valued at approximately $7,309,770.86. The trade was a 28.15% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 0.19% of the company’s stock.

GE Aerospace Profile (Free Report)

GE Aerospace is an aerospace and defense company that designs, develops, manufactures and services aircraft engines and integrated systems. Its products support commercial and business aviation, military aircraft, and other specialized aerospace applications.

The company’s offerings include commercial and military jet engines, propulsion systems, avionics, electrical power systems, mechanical systems and digital solutions. GE Aerospace also provides maintenance, repair, overhaul and other lifecycle services intended to support the operation and performance of aircraft and engines.

GE Aerospace serves airlines, aircraft manufacturers, leasing companies, defense organizations and other customers worldwide.

See Also Five stocks we like better than GE Aerospace NVIDIA’s Record High Raises a Bigger Question About How Far the Rally Can Run A Manufacturing Surprise Could Be a Big Win for These 2 Companies What a $1 Billion Chip Deal Says About Amazon’s AI Ambitions 3 Stocks Benefiting From AI Demand Just Announced Major Buybacks Want to see what other hedge funds are holding GE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for GE Aerospace (NYSE:GE – Free Report).

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