GE Aerospace (GE)
Market Price (7/25/2026): $354.53 | Market Cap: $368.7 BilInvestor Relations Sector: Industrials | Industry: Aerospace & Defense
GE Aerospace (GE)
Market Price (7/25/2026): $354.53Market Cap: $368.7 BilSector: IndustrialsIndustry: Aerospace & Defense
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 22% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 19%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 17%, CFO LTM is 9.8 Bil, FCF LTM is 8.4 Bil Stock buyback supportStock Buyback 3Y Total is 21 Bil Low stock price volatilityVol 12M is 32% Megatrend and thematic driversMegatrends include Advanced Aviation & Space, Advanced Materials, Electrification of Everything, and Hydrogen Economy. Show more. | Key risksGE key risks include [1] consistent operational challenges from global supply chain disruptions that have previously impacted its production and revenue forecasts. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 22% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 19%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 17%, CFO LTM is 9.8 Bil, FCF LTM is 8.4 Bil |
| Stock buyback supportStock Buyback 3Y Total is 21 Bil |
| Low stock price volatilityVol 12M is 32% |
| Megatrend and thematic driversMegatrends include Advanced Aviation & Space, Advanced Materials, Electrification of Everything, and Hydrogen Economy. Show more. |
| Key risksGE key risks include [1] consistent operational challenges from global supply chain disruptions that have previously impacted its production and revenue forecasts. |
Qualitative Assessment
AI Analysis | Feedback
Updated on 7/16/2026
GE Aerospace (GE) stock has gained about 25% since 3/31/2026 because of the following key factors:
1. Strong Fiscal Q2 2026 Earnings Beat and Upgraded Full-Year Guidance.
GE Aerospace significantly exceeded analyst expectations in fiscal Q2 2026 (ended June 30, 2026), reporting adjusted earnings per share (EPS) of $2.02, surpassing the consensus estimate of $1.86, and adjusted revenue of $12.6 billion, which beat estimates of $11.8 billion. Following this robust performance, the company raised its full-year 2026 guidance, projecting adjusted EPS in the range of $7.65-$7.85 (up from $7.10-$7.40) and free cash flow of $8.9 billion-$9.2 billion (up from $8.0 billion-$8.4 billion).
2. Robust Growth in Commercial Services Driven by High Demand and Operational Improvements.
The Commercial Engines & Services (CES) segment, a primary growth engine for GE Aerospace, saw its revenue increase by 27% to $9.7 billion in fiscal Q2 2026. This growth was largely propelled by a 26% increase in services revenue, which included a 25% rise in internal shop visit revenue and over 25% growth in spare parts revenue. This performance highlights strong aftermarket demand, supported by the company's significant $170 billion commercial services backlog and enhanced operational execution, including record internal shop visit output.
Show more
GE Aerospace (GE) stock has gained about 25% since 3/31/2026 because of the following key factors:
1. Strong Fiscal Q2 2026 Earnings Beat and Upgraded Full-Year Guidance.
GE Aerospace significantly exceeded analyst expectations in fiscal Q2 2026 (ended June 30, 2026), reporting adjusted earnings per share (EPS) of $2.02, surpassing the consensus estimate of $1.86, and adjusted revenue of $12.6 billion, which beat estimates of $11.8 billion. Following this robust performance, the company raised its full-year 2026 guidance, projecting adjusted EPS in the range of $7.65-$7.85 (up from $7.10-$7.40) and free cash flow of $8.9 billion-$9.2 billion (up from $8.0 billion-$8.4 billion).
2. Robust Growth in Commercial Services Driven by High Demand and Operational Improvements.
The Commercial Engines & Services (CES) segment, a primary growth engine for GE Aerospace, saw its revenue increase by 27% to $9.7 billion in fiscal Q2 2026. This growth was largely propelled by a 26% increase in services revenue, which included a 25% rise in internal shop visit revenue and over 25% growth in spare parts revenue. This performance highlights strong aftermarket demand, supported by the company's significant $170 billion commercial services backlog and enhanced operational execution, including record internal shop visit output.
Show more
Updated on 7/16/2026
GE Aerospace (GE) stock has gained about 25% since 3/31/2026 because of the following key factors:
1. Strong Fiscal Q2 2026 Earnings Beat and Upgraded Full-Year Guidance.
GE Aerospace significantly exceeded analyst expectations in fiscal Q2 2026 (ended June 30, 2026), reporting adjusted earnings per share (EPS) of $2.02, surpassing the consensus estimate of $1.86, and adjusted revenue of $12.6 billion, which beat estimates of $11.8 billion. Following this robust performance, the company raised its full-year 2026 guidance, projecting adjusted EPS in the range of $7.65-$7.85 (up from $7.10-$7.40) and free cash flow of $8.9 billion-$9.2 billion (up from $8.0 billion-$8.4 billion).
2. Robust Growth in Commercial Services Driven by High Demand and Operational Improvements.
The Commercial Engines & Services (CES) segment, a primary growth engine for GE Aerospace, saw its revenue increase by 27% to $9.7 billion in fiscal Q2 2026. This growth was largely propelled by a 26% increase in services revenue, which included a 25% rise in internal shop visit revenue and over 25% growth in spare parts revenue. This performance highlights strong aftermarket demand, supported by the company's significant $170 billion commercial services backlog and enhanced operational execution, including record internal shop visit output.
3. Solid Performance and Expanding Backlog in Defense & Propulsion Technologies.
The Defense & Propulsion Technologies (DPT) segment also contributed to the positive trend, reporting a 12% increase in orders and a 16% rise in revenue during fiscal Q2 2026. This segment's strong results, driven by robust demand for defense products and propulsion technologies, further bolstered the company's overall orders and backlog, which exceeded $210 billion at the end of fiscal Q2 2026.
4. Positive Analyst Sentiment and Upgraded Price Targets.
Leading up to and following the fiscal Q2 2026 earnings release, several prominent analysts maintained or upgraded their ratings and raised price targets for GE Aerospace. For instance, UBS increased its price target to $435 from $426, while RBC Capital Markets raised its target to $400 from $355, citing strong demand and the expectation of improved guidance. This widespread bullish sentiment from the analyst community reflected confidence in the company's strategic direction and execution.
Show less
GE Aerospace (GE) stock has gained about 25% since 3/31/2026 because of the following key factors:
1. Strong Fiscal Q2 2026 Earnings Beat and Upgraded Full-Year Guidance.
GE Aerospace significantly exceeded analyst expectations in fiscal Q2 2026 (ended June 30, 2026), reporting adjusted earnings per share (EPS) of $2.02, surpassing the consensus estimate of $1.86, and adjusted revenue of $12.6 billion, which beat estimates of $11.8 billion. Following this robust performance, the company raised its full-year 2026 guidance, projecting adjusted EPS in the range of $7.65-$7.85 (up from $7.10-$7.40) and free cash flow of $8.9 billion-$9.2 billion (up from $8.0 billion-$8.4 billion).
2. Robust Growth in Commercial Services Driven by High Demand and Operational Improvements.
The Commercial Engines & Services (CES) segment, a primary growth engine for GE Aerospace, saw its revenue increase by 27% to $9.7 billion in fiscal Q2 2026. This growth was largely propelled by a 26% increase in services revenue, which included a 25% rise in internal shop visit revenue and over 25% growth in spare parts revenue. This performance highlights strong aftermarket demand, supported by the company's significant $170 billion commercial services backlog and enhanced operational execution, including record internal shop visit output.
3. Solid Performance and Expanding Backlog in Defense & Propulsion Technologies.
The Defense & Propulsion Technologies (DPT) segment also contributed to the positive trend, reporting a 12% increase in orders and a 16% rise in revenue during fiscal Q2 2026. This segment's strong results, driven by robust demand for defense products and propulsion technologies, further bolstered the company's overall orders and backlog, which exceeded $210 billion at the end of fiscal Q2 2026.
4. Positive Analyst Sentiment and Upgraded Price Targets.
Leading up to and following the fiscal Q2 2026 earnings release, several prominent analysts maintained or upgraded their ratings and raised price targets for GE Aerospace. For instance, UBS increased its price target to $435 from $426, while RBC Capital Markets raised its target to $400 from $355, citing strong demand and the expectation of improved guidance. This widespread bullish sentiment from the analyst community reflected confidence in the company's strategic direction and execution.
Show less
Holding a concentrated position? Know your true downside before the momentum shifts.
Protect Your Wealth →
Stock Movement Drivers
Fundamental Drivers
The 24.8% change in GE stock from 3/31/2026 to 7/24/2026 was primarily driven by a 19.7% change in the company's P/E Multiple.| (LTM values as of) | 3312026 | 7242026 | Change |
|---|---|---|---|
| Stock Price ($) | 283.42 | 353.73 | 24.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 45,854 | 50,638 | 10.4% |
| Net Income Margin (%) | 19.0% | 17.7% | -6.7% |
| P/E Multiple | 34.3 | 41.0 | 19.7% |
| Shares Outstanding (Mil) | 1,052 | 1,040 | 1.2% |
| Cumulative Contribution | 24.8% |
Market Drivers
3/31/2026 to 7/24/2026| Return | Correlation | |
|---|---|---|
| GE | 24.8% | |
| Market (SPY) | 13.6% | 42.8% |
| Sector (XLI) | 12.9% | 71.5% |
Fundamental Drivers
The 15.1% change in GE stock from 12/31/2025 to 7/24/2026 was primarily driven by a 15.2% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 12312025 | 7242026 | Change |
|---|---|---|---|
| Stock Price ($) | 307.20 | 353.73 | 15.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 43,948 | 50,638 | 15.2% |
| Net Income Margin (%) | 18.3% | 17.7% | -3.4% |
| P/E Multiple | 40.3 | 41.0 | 1.7% |
| Shares Outstanding (Mil) | 1,058 | 1,040 | 1.7% |
| Cumulative Contribution | 15.1% |
Market Drivers
12/31/2025 to 7/24/2026| Return | Correlation | |
|---|---|---|
| GE | 15.1% | |
| Market (SPY) | 8.7% | 49.4% |
| Sector (XLI) | 18.1% | 73.2% |
Fundamental Drivers
The 38.3% change in GE stock from 6/30/2025 to 7/24/2026 was primarily driven by a 27.6% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 6302025 | 7242026 | Change |
|---|---|---|---|
| Stock Price ($) | 255.72 | 353.73 | 38.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 39,680 | 50,638 | 27.6% |
| Net Income Margin (%) | 17.6% | 17.7% | 0.5% |
| P/E Multiple | 39.1 | 41.0 | 4.8% |
| Shares Outstanding (Mil) | 1,070 | 1,040 | 2.9% |
| Cumulative Contribution | 38.3% |
Market Drivers
6/30/2025 to 7/24/2026| Return | Correlation | |
|---|---|---|
| GE | 38.3% | |
| Market (SPY) | 20.6% | 47.1% |
| Sector (XLI) | 25.1% | 66.2% |
Fundamental Drivers
The 310.4% change in GE stock from 6/30/2023 to 7/24/2026 was primarily driven by a 292.2% change in the company's P/E Multiple.| (LTM values as of) | 6302023 | 7242026 | Change |
|---|---|---|---|
| Stock Price ($) | 86.19 | 353.73 | 310.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 30,950 | 50,638 | 63.6% |
| Net Income Margin (%) | 29.0% | 17.7% | -38.9% |
| P/E Multiple | 10.5 | 41.0 | 292.2% |
| Shares Outstanding (Mil) | 1,089 | 1,040 | 4.7% |
| Cumulative Contribution | 310.4% |
Market Drivers
6/30/2023 to 7/24/2026| Return | Correlation | |
|---|---|---|
| GE | 310.4% | |
| Market (SPY) | 72.6% | 57.0% |
| Sector (XLI) | 77.3% | 67.6% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| GE Return | 10% | -11% | 94% | 65% | 86% | 14% | 559% |
| Peers Return | 10% | 20% | 1% | 6% | 20% | 9% | 84% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 8% | 97% |
Monthly Win Rates [3] | |||||||
| GE Win Rate | 42% | 50% | 83% | 75% | 83% | 57% | |
| Peers Win Rate | 53% | 58% | 42% | 50% | 52% | 54% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 43% | |
Max Drawdowns [4] | |||||||
| GE Max Drawdown | -21% | -41% | -9% | -18% | -21% | -21% | |
| Peers Max Drawdown | -18% | -25% | -24% | -21% | -19% | -25% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: RTX, HON, BA, LMT, NOC. See GE Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 7/24/2026 (YTD)
How Low Can It Go
| Event | GE | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -20.6% | -18.8% |
| % Gain to Breakeven | 26.0% | 23.1% |
| Time to Breakeven | 34 days | 79 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -36.4% | -24.5% |
| % Gain to Breakeven | 57.2% | 32.4% |
| Time to Breakeven | 181 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -51.5% | -33.7% |
| % Gain to Breakeven | 106.2% | 50.9% |
| Time to Breakeven | 337 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -46.2% | -19.2% |
| % Gain to Breakeven | 86.0% | 23.8% |
| Time to Breakeven | 387 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -11.2% | -12.2% |
| % Gain to Breakeven | 12.6% | 13.9% |
| Time to Breakeven | 41 days | 62 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -22.1% | -17.9% |
| % Gain to Breakeven | 28.4% | 21.8% |
| Time to Breakeven | 98 days | 123 days |
In The Past
GE Aerospace's stock fell -20.6% during the 2025 US Tariff Shock. Such a loss loss requires a 26.0% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
| Event | GE | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -20.6% | -18.8% |
| % Gain to Breakeven | 26.0% | 23.1% |
| Time to Breakeven | 34 days | 79 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -36.4% | -24.5% |
| % Gain to Breakeven | 57.2% | 32.4% |
| Time to Breakeven | 181 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -51.5% | -33.7% |
| % Gain to Breakeven | 106.2% | 50.9% |
| Time to Breakeven | 337 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -46.2% | -19.2% |
| % Gain to Breakeven | 86.0% | 23.8% |
| Time to Breakeven | 387 days | 105 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -22.1% | -17.9% |
| % Gain to Breakeven | 28.4% | 21.8% |
| Time to Breakeven | 98 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -27.6% | -15.4% |
| % Gain to Breakeven | 38.2% | 18.2% |
| Time to Breakeven | 203 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -80.8% | -53.4% |
| % Gain to Breakeven | 419.7% | 114.4% |
| Time to Breakeven | 2409 days | 1085 days |
In The Past
GE Aerospace's stock fell -20.6% during the 2025 US Tariff Shock. Such a loss loss requires a 26.0% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About GE Aerospace (GE)
GE Aerospace, trading under the symbol GE, is now an independent, pure-play aviation company that serves as the legal successor to the original General Electric conglomerate. Following a multi-year restructuring that spun off its healthcare and energy businesses, GE Aerospace is entirely focused on designing, manufacturing, and servicing jet engines, advanced components, and integrated systems for a global customer base.
The company's core business encompasses a wide portfolio of gas turbine engines, electric power systems, and mechanical aircraft systems. A significant revenue driver is its comprehensive aftermarket services, including maintenance, repair, and overhaul (MRO) to optimize engine lifecycle performance. Furthermore, GE Aerospace operates CFM International, a highly successful joint venture with Safran Aircraft Engines, which is a major supplier of commercial aircraft engines worldwide. Its primary customers span commercial airlines, military forces, business jet operators, and the general aviation sector, with a strong emphasis on developing next-generation propulsion and sustainable aviation technologies.
AI Analysis | Feedback
- The Intel for airplanes.
- Boeing for jet engines.
- The Rolls-Royce of jet engines.
AI Analysis | Feedback
- Jet Engines (Commercial & Military): Designs, manufactures, and services a wide portfolio of gas turbine jet engines for commercial, military, business, and general aviation aircraft.
- Engine Components & Integrated Systems: Produces advanced engine components and integrated systems that enhance propulsion, power, and functionality for various aircraft platforms.
- Aircraft Electric Power & Mechanical Systems: Develops and supplies electric power systems and mechanical aircraft systems for aircraft.
- Aftermarket Services: Provides comprehensive maintenance, repair, and overhaul (MRO) services to optimize engine performance, reliability, and lifecycle across the aviation sector.
- CFM International Commercial Engines: Through its highly successful joint venture with Safran Aircraft Engines, supplies a major share of the world's commercial aircraft engines.
AI Analysis | Feedback
GE Aerospace primarily sells its products and services to other companies within the aviation and defense sectors. Its major customers include:
-
Aircraft Manufacturers:
- Boeing (symbol: BA): A leading global aerospace company, a major customer for GE Aerospace's commercial and military aircraft engines.
- Airbus: The other dominant commercial aircraft manufacturer globally, a significant customer for engines, particularly through the CFM International joint venture.
- Lockheed Martin (symbol: LMT): A premier global security and aerospace company, purchasing GE Aerospace engines for various military aircraft programs.
- Northrop Grumman (symbol: NOC): Another major American aerospace and defense technology company, a customer for advanced military jet engines.
-
Commercial Airlines and Cargo Operators: These companies are major purchasers of new engines for their fleets and significant consumers of GE Aerospace's comprehensive aftermarket services (maintenance, repair, and overhaul).
- Delta Air Lines (symbol: DAL)
- United Airlines (symbol: UAL)
- American Airlines (symbol: AAL)
- FedEx (symbol: FDX)
- Government and Military Entities: Various governments and their respective military forces are direct or indirect customers for military aircraft engines and associated services.
AI Analysis | Feedback
- Safran S.A. (SAF.PA)
AI Analysis | Feedback
Here is the management team for GE Aerospace:
H. Lawrence Culp, Jr. Chairman and CEO
Mr. Culp joined the GE Board of Directors in April 2018, was appointed CEO of GE in October 2018, and assumed additional duties as CEO of GE Aerospace in June 2022, becoming Chairman & CEO of GE Aerospace upon its launch as a public company in April 2024. He spearheaded GE's multi-year financial and operational transformation, resulting in over $100 billion in debt reduction. Prior to GE, Mr. Culp spent 25 years at Danaher Corporation, serving as President and CEO from 2001 to 2014, during which the company's revenues and market capitalization increased fivefold. He was also a Senior Lecturer at Harvard Business School and has served as a senior advisor at Bain Capital Private Equity. He is recognized as the first outsider to lead GE in its 126-year history. Rahul Ghai Senior Vice President and Chief Financial Officer
Mr. Ghai joined GE Aerospace in August 2022 and held the role of CFO for GE from September 2023 through the spin-off of GE Vernova in April 2024. Before joining GE Aerospace, he served as CFO of Otis Elevators starting July 2019, where he was instrumental in its spin from United Technologies Corporation. Previously, Mr. Ghai was CFO of Harris Corporation for four years, where he contributed to tripling the company's stock price by focusing on divesting non-strategic assets and investing in technology. His career includes executive-level finance roles at Aetna Insurance, Carrier Corporation, and UTC Fire and Security, where he demonstrated a strong track record of driving transformation and was involved in multiple M&A transactions. He began his career in the financial services industry in India. Mohamed Ali President and CEO, Commercial Engines & Services
Mr. Ali leads GE Aerospace's approximately $33 billion Commercial Engines & Services business, overseeing the entire lifecycle of its commercial engine operations, from engineering and supply chain to manufacturing and aftermarket services. He began his career with GE in 1997 as a research scientist. Amy Gowder President and CEO, Defense and Systems
Ms. Gowder leads the operations responsible for developing and manufacturing engines and systems for various military applications, including air combat, trainer, tanker, helicopter, and marine. She brings over 20 years of leadership experience within the aerospace and technology industry. Riccardo Procacci President and CEO, Propulsion and Additive Technologies
A 30-year veteran of General Electric, Mr. Procacci is responsible for four independent companies: Avio Aero, Unison, Dowty, and Colibrium Additive, which support both GE Aerospace and external customers globally. He was appointed CEO of Avio Aero in 2013 and later expanded his leadership to include GE Additive, Dowty Propellers, and Unison Industries.
Mr. Culp joined the GE Board of Directors in April 2018, was appointed CEO of GE in October 2018, and assumed additional duties as CEO of GE Aerospace in June 2022, becoming Chairman & CEO of GE Aerospace upon its launch as a public company in April 2024. He spearheaded GE's multi-year financial and operational transformation, resulting in over $100 billion in debt reduction. Prior to GE, Mr. Culp spent 25 years at Danaher Corporation, serving as President and CEO from 2001 to 2014, during which the company's revenues and market capitalization increased fivefold. He was also a Senior Lecturer at Harvard Business School and has served as a senior advisor at Bain Capital Private Equity. He is recognized as the first outsider to lead GE in its 126-year history. Rahul Ghai Senior Vice President and Chief Financial Officer
Mr. Ghai joined GE Aerospace in August 2022 and held the role of CFO for GE from September 2023 through the spin-off of GE Vernova in April 2024. Before joining GE Aerospace, he served as CFO of Otis Elevators starting July 2019, where he was instrumental in its spin from United Technologies Corporation. Previously, Mr. Ghai was CFO of Harris Corporation for four years, where he contributed to tripling the company's stock price by focusing on divesting non-strategic assets and investing in technology. His career includes executive-level finance roles at Aetna Insurance, Carrier Corporation, and UTC Fire and Security, where he demonstrated a strong track record of driving transformation and was involved in multiple M&A transactions. He began his career in the financial services industry in India. Mohamed Ali President and CEO, Commercial Engines & Services
Mr. Ali leads GE Aerospace's approximately $33 billion Commercial Engines & Services business, overseeing the entire lifecycle of its commercial engine operations, from engineering and supply chain to manufacturing and aftermarket services. He began his career with GE in 1997 as a research scientist. Amy Gowder President and CEO, Defense and Systems
Ms. Gowder leads the operations responsible for developing and manufacturing engines and systems for various military applications, including air combat, trainer, tanker, helicopter, and marine. She brings over 20 years of leadership experience within the aerospace and technology industry. Riccardo Procacci President and CEO, Propulsion and Additive Technologies
A 30-year veteran of General Electric, Mr. Procacci is responsible for four independent companies: Avio Aero, Unison, Dowty, and Colibrium Additive, which support both GE Aerospace and external customers globally. He was appointed CEO of Avio Aero in 2013 and later expanded his leadership to include GE Additive, Dowty Propellers, and Unison Industries.
AI Analysis | Feedback
Here are the key risks to GE Aerospace:
-
Cyclicality and Volatility of the Aviation Industry: GE Aerospace's business is highly sensitive to the economic health of the global aviation sector. Factors such as global economic downturns, geopolitical events, fuel price volatility, and changes in air travel demand can significantly impact orders for new aircraft engines and the demand for aftermarket services like maintenance, repair, and overhaul (MRO).
-
Reliance on Major Aircraft Manufacturers and Production Rates: A significant portion of GE Aerospace's engine sales are to a limited number of major aircraft manufacturers, such as Boeing and Airbus, often through joint ventures like CFM International. Production delays, quality control issues, or strategic shifts by these key customers can directly impact GE Aerospace's engine delivery schedules and revenue streams.
-
High Costs and Technological Risks of Developing Next-Generation Propulsion Systems: GE Aerospace is heavily invested in developing advanced and sustainable aviation technologies, including next-generation propulsion systems. These programs require substantial research and development (R&D) investments over long cycles, carrying risks of cost overruns, technical challenges, and the potential failure to meet performance or market expectations.
AI Analysis | Feedback
null
AI Analysis | Feedback
GE Aerospace operates within several substantial global addressable markets related to aviation propulsion and services.
- The global aircraft engine market, encompassing both commercial and military applications, was valued at approximately USD 161.6 billion in 2025 and is projected to grow to USD 248 billion by 2034.
- For commercial aircraft engines specifically, the market size is expected to grow from USD 95.56 billion in 2025 to USD 117.13 billion by 2031 globally.
- The global military aircraft engine market was valued at around USD 34.29 billion in 2025 and is projected to reach USD 67.19 billion by 2032.
- The global aircraft Maintenance, Repair, and Overhaul (MRO) market, a key service offering for GE Aerospace, was valued at USD 91.35 billion in 2024 and is expected to reach USD 678.58 billion by 2032.
- The global aerospace parts manufacturing market, which includes advanced engine components, was valued at USD 1019.73 billion in 2025 and is projected to grow to USD 1486.16 billion by 2034.
AI Analysis | Feedback
GE Aerospace (NYSE: GE) is expected to drive future revenue growth over the next 2-3 years through several key areas:
- Robust Commercial Aftermarket Services Growth: A primary driver of revenue growth is the expanding commercial aftermarket services business. This is fueled by GE Aerospace's large installed base of jet engines, particularly the CFM LEAP engines which are entering a more intensive aftermarket cycle. Increased flight hours globally and a strong backlog of long-term service agreements translate into higher demand for maintenance, repair, and overhaul (MRO) services and spare parts.
- Increased Deliveries of New Commercial Engines: While aftermarket services offer higher margins, the continuous increase in deliveries of new commercial engines, especially the LEAP family, is critical for expanding the installed base. This growth in new engine sales directly feeds the long-term pipeline for future, high-margin aftermarket service revenue, driven by ongoing demand for new aircraft and fleet modernization.
- Expansion in the Defense & Propulsion Technologies (DPT) Segment: The Defense & Propulsion Technologies segment is contributing significantly to revenue growth with increasing orders and deliveries. This growth is supported by strong defense budgets, new contract wins, and strategic investments in manufacturing capacity for defense platforms.
- Global Air Travel Recovery and Higher Fleet Utilization: The ongoing rebound in global air travel, with passenger traffic surpassing pre-pandemic levels, directly translates into more flight hours for the existing fleet. This heightened utilization of aircraft increases engine wear and tear, thereby boosting the demand for GE Aerospace's engine maintenance and repair services.
- Strategic Investments in Manufacturing Capacity and International Market Expansion: GE Aerospace is investing over $1 billion annually in its U.S. manufacturing sites and MRO capabilities to accelerate engine deliveries and strengthen its industrial base. The company is also targeting profitable growth in international markets, particularly in regions like India and the Middle East, where its engines demonstrate a competitive advantage in "hot-and-high" operating environments.
AI Analysis | Feedback
Share Repurchases
- GE Aerospace has an ongoing multi-year share repurchase program with approximately $14.5 billion repurchased so far under a March 2024 authorization for 65.6 million shares.
- The company plans to increase capital returns from 2024 to 2026 to approximately $24 billion, which includes a $19 billion share buyback authorization, subject to Board approval.
- GE Aerospace accelerated repurchase activity in 2025 and expects to continue this trend in 2026.
Share Issuance
- In July 2021, GE executed a 1-for-8 reverse stock split, reducing the number of outstanding shares from approximately 8.8 billion to 1.1 billion.
Outbound Investments
- GE Aerospace has completed three acquisitions between 2022 and 2025.
- The most recent acquisition was Northstar Aerospace in June 2025, a manufacturer of components and assemblies for the aerospace industry.
Capital Expenditures
- GE Aerospace plans to invest $1 billion in its U.S. manufacturing sites and supplier base in 2026, marking its second consecutive year of such an investment. This investment aims to accelerate engine deliveries, ramp up durable parts production, and strengthen defense-related output.
- Since 2024, the company has committed over $2.5 billion to U.S. manufacturing and suppliers, with approximately $600 million directed towards sites producing defense engines over the last three years.
- Capital expenditures for fiscal years ending December 2021 to 2025 averaged $988.4 million, peaking at $1.273 billion in 2025. The company also plans to invest more than €110 million in its European manufacturing sites in 2026 to expand production capacity and advanced manufacturing.
Latest Trefis Analyses
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 298.44 |
| Mkt Cap | 149.6 |
| Rev LTM | 63,826 |
| Op Inc LTM | 7,572 |
| FCF LTM | 6,203 |
| FCF 3Y Avg | 5,699 |
| CFO LTM | 7,459 |
| CFO 3Y Avg | 6,854 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 9.5% |
| Rev Chg 3Y Avg | 7.3% |
| Rev Chg Q | 12.2% |
| QoQ Delta Rev Chg LTM | 2.8% |
| Op Inc Chg LTM | 22.5% |
| Op Inc Chg 3Y Avg | 9.5% |
| Op Mgn LTM | 11.5% |
| Op Mgn 3Y Avg | 9.9% |
| QoQ Delta Op Mgn LTM | 0.1% |
| CFO/Rev LTM | 13.8% |
| CFO/Rev 3Y Avg | 11.7% |
| FCF/Rev LTM | 11.2% |
| FCF/Rev 3Y Avg | 8.6% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Commercial Engines & Services | 33,314 | 26,881 | 23,855 | 18,813 | |
| Defense & Propulsion Technologies | 10,554 | 9,478 | 8,961 | 7,989 | |
| Corporate & Other | 1,987 | 2,343 | 2,532 | 2,337 | |
| Aerospace | 21,310 | ||||
| Corporate | 2,559 | ||||
| Power | 16,903 | ||||
| Renewable Energy | 15,697 | ||||
| Total | 45,855 | 38,702 | 35,348 | 29,139 | 56,469 |
| $ Mil | 1999 | 1998 | 1997 | 1996 | 1995 |
|---|---|---|---|---|---|
| Aircraft Engines | 2,105 | 1,769 | 1,051 | 1,225 | 1,176 |
| Industrial Products & Systems | 2,095 | 1,880 | 1,490 | 1,617 | 1,519 |
| Power Systems | 1,693 | 1,306 | |||
| Plastics | 1,651 | 1,584 | |||
| NBC | 1,576 | ||||
| Technical Products & Services | 1,359 | 1,109 | 828 | 849 | 801 |
| Appliances | 655 | 755 | 458 | 750 | 697 |
| All Other | 271 | 2,951 | 2,437 | ||
| Broadcasting | 1,349 | 1,002 | 953 | 738 | |
| Financing | 3,796 | 3,736 | 3,465 | 3,045 | |
| Materials | 1,476 | 1,466 | 1,465 | ||
| Power Generation | 758 | 1,068 | 769 | ||
| Specialty Insurance | 1,293 | 1,234 | 1,020 | ||
| Total | 11,134 | 13,819 | 15,043 | 15,064 | 11,230 |
| $ Mil | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Corporate | 82,175 | 81,692 | 97,301 | 114,220 | 29,269 |
| Aerospace | 39,985 | 39,243 | 38,298 | 38,634 | 41,083 |
| Power | 23,255 | 22,173 | 23,569 | 24,453 | 26,731 |
| Renewable Energy | 15,936 | 15,719 | 14,804 | 15,927 | 15,935 |
| Assets of discontinued operations | 1,695 | 2,892 | 40,749 | 4,109 | |
| Healthcare | 26,070 | 22,229 | 30,503 | ||
| Capital | 117,546 | ||||
| Total | 163,046 | 187,789 | 173,972 | 256,212 | 265,176 |
Price Behavior
Price Behavior
| Market Price | $353.73 | |
| Market Cap ($ Bil) | 370.0 | |
| First Trading Date | 01/02/1962 | |
| Distance from 52W High | -6.6% | |
| 50 Days | 200 Days | |
| DMA Price | $337.84 | $312.91 |
| DMA Trend | up | up |
| Distance from DMA | 4.7% | 13.0% |
| 3M | 1YR | |
| Volatility | 33.6% | 31.9% |
| Downside Capture | 66.42 | 111.89 |
| Upside Capture | 158.95 | 124.18 |
| Correlation (SPY) | 41.5% | 48.6% |
GE Betas & Captures as of 6/30/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.70 | 1.11 | 1.28 | 1.39 | 1.22 | 1.16 |
| Up Beta | 1.65 | 2.28 | 2.27 | 2.02 | 1.69 | 1.15 |
| Down Beta | 1.07 | 0.81 | 0.60 | 1.07 | 1.00 | 1.19 |
| Up Capture | 126% | 176% | 130% | 148% | 139% | 250% |
| Bmk +ve Days | 11 | 24 | 40 | 67 | 140 | 429 |
| Stock +ve Days | 15 | 26 | 38 | 68 | 139 | 421 |
| Down Capture | -44% | 14% | 52% | 114% | 102% | 99% |
| Bmk -ve Days | 10 | 17 | 23 | 58 | 112 | 321 |
| Stock -ve Days | 6 | 15 | 25 | 57 | 113 | 326 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with GE | |
|---|---|---|---|---|
| GE | 35.3% | 31.9% | 0.97 | - |
| Sector ETF (XLI) | 20.1% | 16.6% | 0.93 | 68.1% |
| Equity (SPY) | 17.6% | 12.7% | 1.00 | 48.5% |
| Gold (GLD) | 19.2% | 28.1% | 0.61 | 19.1% |
| Commodities (DBC) | 34.7% | 19.1% | 1.42 | -27.3% |
| Real Estate (VNQ) | 13.8% | 14.1% | 0.69 | 27.2% |
| Bitcoin (BTCUSD) | -45.4% | 42.9% | -1.29 | 24.0% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with GE | |
|---|---|---|---|---|
| GE | 41.9% | 31.1% | 1.16 | - |
| Sector ETF (XLI) | 14.0% | 17.6% | 0.63 | 69.1% |
| Equity (SPY) | 12.8% | 17.1% | 0.58 | 59.6% |
| Gold (GLD) | 17.0% | 18.4% | 0.75 | 9.1% |
| Commodities (DBC) | 9.6% | 19.5% | 0.38 | 8.6% |
| Real Estate (VNQ) | 3.0% | 18.9% | 0.06 | 40.1% |
| Bitcoin (BTCUSD) | 15.7% | 53.4% | 0.47 | 25.2% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with GE | |
|---|---|---|---|---|
| GE | 9.6% | 36.4% | 0.36 | - |
| Sector ETF (XLI) | 13.9% | 20.0% | 0.61 | 66.9% |
| Equity (SPY) | 14.9% | 17.9% | 0.71 | 55.7% |
| Gold (GLD) | 11.3% | 16.1% | 0.57 | 1.9% |
| Commodities (DBC) | 7.2% | 17.9% | 0.32 | 19.8% |
| Real Estate (VNQ) | 5.2% | 20.7% | 0.21 | 44.5% |
| Bitcoin (BTCUSD) | 58.3% | 66.2% | 0.98 | 14.0% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 7/25/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 7/16/2026 | -4.1% | -5.3% | |
| 4/21/2026 | -5.6% | -6.3% | -6.0% |
| 1/22/2026 | -7.4% | -8.2% | 7.8% |
| 10/21/2025 | 1.3% | 3.4% | -2.2% |
| 7/17/2025 | -2.2% | -1.1% | 1.3% |
| 4/22/2025 | 6.1% | 12.6% | 31.9% |
| 1/23/2025 | 6.6% | 5.7% | 6.1% |
| 10/22/2024 | -9.0% | -9.7% | -8.6% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 13 | 13 | 15 |
| # Negative | 12 | 12 | 9 |
| Median Positive | 4.6% | 4.4% | 7.8% |
| Median Negative | -4.2% | -4.0% | -4.4% |
| Max Positive | 8.3% | 12.6% | 47.9% |
| Max Negative | -10.3% | -15.9% | -17.1% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 7/16/2026 | -4.1% | -5.3% | |
| 4/21/2026 | -5.6% | -6.3% | -6.0% |
| 1/22/2026 | -7.4% | -8.2% | 7.8% |
| 10/21/2025 | 1.3% | 3.4% | -2.2% |
| 7/17/2025 | -2.2% | -1.1% | 1.3% |
| 4/22/2025 | 6.1% | 12.6% | 31.9% |
| 1/23/2025 | 6.6% | 5.7% | 6.1% |
| 10/22/2024 | -9.0% | -9.7% | -8.6% |
| 7/23/2024 | 5.7% | 4.4% | 4.4% |
| 4/23/2024 | 8.3% | 9.5% | 7.2% |
| 1/23/2024 | -1.0% | -0.1% | 13.6% |
| 10/24/2023 | 6.5% | 2.9% | 12.4% |
| 7/25/2023 | 6.3% | 3.6% | 1.3% |
| 4/25/2023 | -1.7% | 1.0% | 1.5% |
| 1/24/2023 | 1.2% | 1.3% | 4.3% |
| 10/25/2022 | -0.5% | 6.1% | 19.0% |
| 7/26/2022 | 4.6% | 10.9% | 11.3% |
| 4/26/2022 | -10.3% | -15.9% | -17.1% |
| 1/25/2022 | -6.0% | -2.5% | -4.4% |
| 10/26/2021 | 2.0% | 0.9% | -3.1% |
| 7/27/2021 | 1.2% | -2.7% | -0.1% |
| 4/27/2021 | -0.6% | -0.9% | -3.3% |
| 1/26/2021 | 2.7% | -2.3% | 19.4% |
| 10/28/2020 | 4.5% | 10.6% | 47.9% |
| 7/29/2020 | -4.4% | -10.9% | -6.0% |
| SUMMARY STATS | |||
| # Positive | 13 | 13 | 15 |
| # Negative | 12 | 12 | 9 |
| Median Positive | 4.6% | 4.4% | 7.8% |
| Median Negative | -4.2% | -4.0% | -4.4% |
| Max Positive | 8.3% | 12.6% | 47.9% |
| Max Negative | -10.3% | -15.9% | -17.1% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 07/16/2026 | 10-Q |
| 03/31/2026 | 04/21/2026 | 10-Q |
| 12/31/2025 | 01/29/2026 | 10-K |
| 09/30/2025 | 10/21/2025 | 10-Q |
| 06/30/2025 | 07/21/2025 | 10-Q |
| 03/31/2025 | 04/22/2025 | 10-Q |
| 12/31/2024 | 02/03/2025 | 10-K |
| 09/30/2024 | 10/22/2024 | 10-Q |
| 06/30/2024 | 07/23/2024 | 10-Q |
| 03/31/2024 | 04/23/2024 | 10-Q |
| 12/31/2023 | 02/02/2024 | 10-K |
| 09/30/2023 | 10/24/2023 | 10-Q |
| 06/30/2023 | 07/25/2023 | 10-Q |
| 03/31/2023 | 04/25/2023 | 10-Q |
| 12/31/2022 | 02/10/2023 | 10-K |
| 09/30/2022 | 10/25/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 07/16/2026 | 10-Q |
| 03/31/2026 | 04/21/2026 | 10-Q |
| 12/31/2025 | 01/29/2026 | 10-K |
| 09/30/2025 | 10/21/2025 | 10-Q |
| 06/30/2025 | 07/21/2025 | 10-Q |
| 03/31/2025 | 04/22/2025 | 10-Q |
| 12/31/2024 | 02/03/2025 | 10-K |
| 09/30/2024 | 10/22/2024 | 10-Q |
| 06/30/2024 | 07/23/2024 | 10-Q |
| 03/31/2024 | 04/23/2024 | 10-Q |
| 12/31/2023 | 02/02/2024 | 10-K |
| 09/30/2023 | 10/24/2023 | 10-Q |
| 06/30/2023 | 07/25/2023 | 10-Q |
| 03/31/2023 | 04/25/2023 | 10-Q |
| 12/31/2022 | 02/10/2023 | 10-K |
| 09/30/2022 | 10/25/2022 | 10-Q |
| 06/30/2022 | 07/26/2022 | 10-Q |
| 03/31/2022 | 04/26/2022 | 10-Q |
| 12/31/2021 | 02/11/2022 | 10-K |
| 09/30/2021 | 10/26/2021 | 10-Q |
| 06/30/2021 | 07/27/2021 | 10-Q |
| 03/31/2021 | 04/27/2021 | 10-Q |
| 12/31/2020 | 02/12/2021 | 10-K |
| 09/30/2020 | 10/28/2020 | 10-Q |
| 06/30/2020 | 07/29/2020 | 10-Q |
| 03/31/2020 | 04/29/2020 | 10-Q |
| 12/31/2019 | 02/24/2020 | 10-K |
| 09/30/2019 | 10/30/2019 | 10-Q |
Recent Forward Guidance
Updated 7/17/2026Latest: Q2 2026 Earnings Reported 7/16/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Adjusted Revenue Growth | 17.0% | 17.5% | |||||
| 2026 Operating Profit | 10.55 Bil | 10.65 Bil | 10.75 Bil | 6.0% | Raised | Guidance: 10.05 Bil for 2026 | |
| 2026 Adjusted EPS | 7.65 | 7.75 | 7.85 | 6.9% | Raised | Guidance: 7.25 for 2026 | |
| 2026 Free Cash Flow | 8.90 Bil | 9.05 Bil | 9.20 Bil | 10.4% | Raised | Guidance: 8.20 Bil for 2026 | |
| 2026 CES Revenue Growth | 20.0% | 5.0% | Raised | Guidance: 15.0% for 2026 | |||
| 2026 CES Operating Profit | 10.25 Bil | 10.30 Bil | 10.35 Bil | 5.6% | Raised | Guidance: 9.75 Bil for 2026 | |
| 2026 DPT Operating Profit | 1.60 Bil | 1.65 Bil | 1.70 Bil | 3.1% | Raised | Guidance: 1.60 Bil for 2026 | |
Prior: Q1 2026 Earnings Reported 4/21/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Operating Profit | 9.85 Bil | 10.05 Bil | 10.25 Bil | 0 | Affirmed | Guidance: 10.05 Bil for 2026 | |
| 2026 Adjusted EPS | 7.1 | 7.25 | 7.4 | 0 | Affirmed | Guidance: 7.25 for 2026 | |
| 2026 Free Cash Flow | 8.00 Bil | 8.20 Bil | 8.40 Bil | 0 | Affirmed | Guidance: 8.20 Bil for 2026 | |
| 2026 CES Revenue Growth | 15.0% | Affirmed | |||||
| 2026 CES Operating Profit | 9.60 Bil | 9.75 Bil | 9.90 Bil | 0 | Affirmed | Guidance: 9.75 Bil for 2026 | |
| 2026 DPT Revenue Growth | 5.0% | 7.0% | 9.0% | Affirmed | |||
| 2026 DPT Operating Profit | 1.55 Bil | 1.60 Bil | 1.65 Bil | 0 | Affirmed | Guidance: 1.60 Bil for 2026 | |
Q4 2025 Earnings Reported 1/22/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Adjusted Revenue Growth | Lower New | Actual: 17.5% for 2025 | |||||
| 2026 Operating Profit | 9.85 Bil | 10.05 Bil | 10.25 Bil | 14.9% | Higher New | Actual: 8.75 Bil for 2025 | |
| 2026 Adjusted EPS | 7.1 | 7.25 | 7.4 | 18.9% | Higher New | Actual: 6.1 for 2025 | |
| 2026 Free Cash Flow | 8.00 Bil | 8.20 Bil | 8.40 Bil | 13.9% | Higher New | Actual: 7.20 Bil for 2025 | |
| 2026 CES Services Revenue | |||||||
| 2026 CES Equipment Revenue | |||||||
| 2026 Commercial Engines & Services (CES) Revenue | |||||||
| 2026 Defense & Propulsion Technologies (DPT) Revenue | |||||||
| 2026 Commercial Engines & Services (CES) Operating Profit | 9.60 Bil | 9.75 Bil | 9.90 Bil | 14.0% | Higher New | Actual: 8.55 Bil for 2025 | |
| 2026 Defense & Propulsion Technologies (DPT) Operating Profit | 1.55 Bil | 1.60 Bil | 1.65 Bil | 28.0% | Higher New | Actual: 1.25 Bil for 2025 | |
| 2026 Corporate Cost & Eliminations Operating Profit | -1.30 Bil | -1.25 Bil | -1.20 Bil | ||||
Q3 2025 Earnings Reported 10/21/2025
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2025 Adjusted Revenue Growth | 17.5% | 2.5% | Raised | Guidance: 15.0% for 2025 | |||
| 2025 Operating Profit | 8.65 Bil | 8.75 Bil | 8.85 Bil | 4.8% | Raised | Guidance: 8.35 Bil for 2025 | |
| 2025 Adjusted EPS | 6 | 6.1 | 6.2 | 7.0% | Raised | Guidance: 5.7 for 2025 | |
| 2025 Free Cash Flow | 7.10 Bil | 7.20 Bil | 7.30 Bil | 7.5% | Raised | Guidance: 6.70 Bil for 2025 | |
| 2025 CES Revenue Growth | 22.5% | ||||||
| 2025 CES Operating Profit | 8.45 Bil | 8.55 Bil | 8.65 Bil | ||||
| 2025 DPT Revenue Growth | 8.5% | ||||||
| 2025 DPT Operating Profit | 1.20 Bil | 1.25 Bil | 1.30 Bil | ||||
Insider Activity
Updated 7/2/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Procacci, Riccardo | Senior Vice President | Direct | Sell | 2042026 | 310.11 | 800 | 248,088 | 4,942,843 | Form |
| 2 | Gowder, Amy L | Senior Vice President | Direct | Sell | 2032026 | 305.73 | 4,000 | 1,222,920 | 5,055,246 | Form |
| 3 | Stokes, Russell | Senior Vice President | Direct | Sell | 2032026 | 306.47 | 30,363 | 9,305,490 | 46,104,207 | Form |
| 4 | Giglietti, Robert M | Vice President | Direct | Sell | 2032026 | 305.51 | 3,035 | 927,235 | 3,233,255 | Form |
| 5 | Stokes, Russell | Senior Vice President | Direct | Sell | 11202025 | 297.71 | 8,000 | 2,381,680 | 44,785,706 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Procacci, Riccardo | Senior Vice President | Direct | Sell | 2042026 | 310.11 | 800 | 248,088 | 4,942,843 | Form |
| 2 | Gowder, Amy L | Senior Vice President | Direct | Sell | 2032026 | 305.73 | 4,000 | 1,222,920 | 5,055,246 | Form |
| 3 | Stokes, Russell | Senior Vice President | Direct | Sell | 2032026 | 306.47 | 30,363 | 9,305,490 | 46,104,207 | Form |
| 4 | Giglietti, Robert M | Vice President | Direct | Sell | 2032026 | 305.51 | 3,035 | 927,235 | 3,233,255 | Form |
| 5 | Stokes, Russell | Senior Vice President | Direct | Sell | 11202025 | 297.71 | 8,000 | 2,381,680 | 44,785,706 | Form |
| 6 | Ali, Mohamed | Senior Vice President | Direct | Sell | 8062025 | 268.79 | 1,517 | 407,755 | 2,253,536 | Form |
Investor Activity (13F)
Updated Jul 25, 202613F holdings as of Mar 31, 2026 (Q1 2026)
Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
| Active Manager | Value | % of Portfolio | Total Positions | QoQ | Filing |
|---|---|---|---|---|---|
| TCI Fund Management LTD | $13.5 Bil | 29.8% | 10 | Hold | 13F |
| Trian Fund Management, L.P. | $1.1 Bil | 29.6% | 9 | Hold | 13F |
| Evergreen Quality Fund GP, Ltd. | $598.1 Mil | 13.7% | 40 | Hold | 13F |
| Oribel Capital Management, LP | $81.5 Mil | 12.4% | 41 | ADD +767.4% | 13F |
| Milestones Administradora de Recursos Ltda. | $46.6 Mil | 12.2% | 17 | ADD +37.4% | 13F |
| Skye Global Management LP | $341.1 Mil | 7.3% | 44 | Hold | 13F |
| Spectrum Financial Alliance Ltd LLC | $37.6 Mil | 7.2% | 32 | ADD +6.2% | 13F |
| KADENSA CAPITAL Ltd | $43.3 Mil | 6.0% | 39 | Hold | 13F |
| Codex Capital Asset Management L.L.C. | $15.4 Mil | 6.0% | 31 | Hold | 13F |
| XN LP | $161.5 Mil | 5.9% | 23 | Hold | 13F |
| Newbrook Capital Advisors LP | $30.0 Mil | 5.6% | 15 | TRIM -5.8% | 13F |
| 11 Capital Partners LP | $16.4 Mil | 5.3% | 19 | TRIM -27.5% | 13F |
| SRB Corp | $85.4 Mil | 5.2% | 44 | TRIM -18.6% | 13F |
| Night Owl Capital Management, LLC | $44.1 Mil | 5.1% | 30 | Hold | 13F |
| Cartenna Capital, LP | $103.6 Mil | 4.5% | 41 | New | 13F |
| One Madison Group LLC | $37.9 Mil | 4.4% | 28 | TRIM -5.3% | 13F |
| Bristol Gate Capital Partners Inc. | $66.8 Mil | 4.3% | 31 | TRIM -6.2% | 13F |
| Mar Vista Investment Partners LLC | $36.4 Mil | 3.6% | 35 | ADD +72.1% | 13F |
| Thames Capital Management LLC | $17.6 Mil | 3.2% | 43 | Hold | 13F |
| Windmill Hill Asset Management Ltd | $9.0 Mil | 2.8% | 23 | Hold | 13F |
| Cambridge Financial Group, Inc. | $6.8 Mil | 2.6% | 33 | Hold | 13F |
| Makena Capital Management LLC | $18.9 Mil | 2.2% | 27 | TRIM -8.4% | 13F |
| DSM Capital Partners LLC | $106.7 Mil | 1.9% | 44 | TRIM -32.0% | 13F |
| Mark Asset Management LP | $10.6 Mil | 1.4% | 31 | TRIM -7.6% | 13F |
| Troluce Capital Advisors LLC | $6.8 Mil | 0.7% | 46 | New | 13F |
| Active Manager | Value | % of Portfolio | Total Positions | QoQ | Filing |
|---|---|---|---|---|---|
| Cartenna Capital, LP | $103.6 Mil | 4.5% | 41 | New | 13F |
| Troluce Capital Advisors LLC | $6.8 Mil | 0.7% | 46 | New | 13F |
| Oribel Capital Management, LP | $81.5 Mil | 12.4% | 41 | ADD +767.4% | 13F |
| Mar Vista Investment Partners LLC | $36.4 Mil | 3.6% | 35 | ADD +72.1% | 13F |
| Milestones Administradora de Recursos Ltda. | $46.6 Mil | 12.2% | 17 | ADD +37.4% | 13F |
| Spectrum Financial Alliance Ltd LLC | $37.6 Mil | 7.2% | 32 | ADD +6.2% | 13F |
| Active Manager | Value | % of Portfolio | Total Positions | QoQ | As Of | Filing |
|---|---|---|---|---|---|---|
| Bornite Capital Management LP | $63.6 Mil | 6.2% | 28 | Exited | Dec 31, 2025 | 13F |
| DSM Capital Partners LLC | $106.7 Mil | 1.9% | 44 | TRIM -32.0% | Mar 31, 2026 | 13F |
| 11 Capital Partners LP | $16.4 Mil | 5.3% | 19 | TRIM -27.5% | Mar 31, 2026 | 13F |
| SRB Corp | $85.4 Mil | 5.2% | 44 | TRIM -18.6% | Mar 31, 2026 | 13F |
| Makena Capital Management LLC | $18.9 Mil | 2.2% | 27 | TRIM -8.4% | Mar 31, 2026 | 13F |
| Mark Asset Management LP | $10.6 Mil | 1.4% | 31 | TRIM -7.6% | Mar 31, 2026 | 13F |
| Bristol Gate Capital Partners Inc. | $66.8 Mil | 4.3% | 31 | TRIM -6.2% | Mar 31, 2026 | 13F |
| Newbrook Capital Advisors LP | $30.0 Mil | 5.6% | 15 | TRIM -5.8% | Mar 31, 2026 | 13F |
| One Madison Group LLC | $37.9 Mil | 4.4% | 28 | TRIM -5.3% | Mar 31, 2026 | 13F |
| Active Manager | Value | % of Portfolio | Total Positions | QoQ | Filing |
|---|---|---|---|---|---|
| TCI Fund Management LTD | $13.5 Bil | 29.8% | 10 | Hold | 13F |
| Trian Fund Management, L.P. | $1.1 Bil | 29.6% | 9 | Hold | 13F |
| Evergreen Quality Fund GP, Ltd. | $598.1 Mil | 13.7% | 40 | Hold | 13F |
| Skye Global Management LP | $341.1 Mil | 7.3% | 44 | Hold | 13F |
| XN LP | $161.5 Mil | 5.9% | 23 | Hold | 13F |
| DSM Capital Partners LLC | $106.7 Mil | 1.9% | 44 | TRIM -32.0% | 13F |
| Cartenna Capital, LP | $103.6 Mil | 4.5% | 41 | New | 13F |
| SRB Corp | $85.4 Mil | 5.2% | 44 | TRIM -18.6% | 13F |
| Oribel Capital Management, LP | $81.5 Mil | 12.4% | 41 | ADD +767.4% | 13F |
| Bristol Gate Capital Partners Inc. | $66.8 Mil | 4.3% | 31 | TRIM -6.2% | 13F |
| Milestones Administradora de Recursos Ltda. | $46.6 Mil | 12.2% | 17 | ADD +37.4% | 13F |
| Night Owl Capital Management, LLC | $44.1 Mil | 5.1% | 30 | Hold | 13F |
| KADENSA CAPITAL Ltd | $43.3 Mil | 6.0% | 39 | Hold | 13F |
| One Madison Group LLC | $37.9 Mil | 4.4% | 28 | TRIM -5.3% | 13F |
| Spectrum Financial Alliance Ltd LLC | $37.6 Mil | 7.2% | 32 | ADD +6.2% | 13F |
| Mar Vista Investment Partners LLC | $36.4 Mil | 3.6% | 35 | ADD +72.1% | 13F |
| Newbrook Capital Advisors LP | $30.0 Mil | 5.6% | 15 | TRIM -5.8% | 13F |
| Makena Capital Management LLC | $18.9 Mil | 2.2% | 27 | TRIM -8.4% | 13F |
| Thames Capital Management LLC | $17.6 Mil | 3.2% | 43 | Hold | 13F |
| 11 Capital Partners LP | $16.4 Mil | 5.3% | 19 | TRIM -27.5% | 13F |
| Codex Capital Asset Management L.L.C. | $15.4 Mil | 6.0% | 31 | Hold | 13F |
| Mark Asset Management LP | $10.6 Mil | 1.4% | 31 | TRIM -7.6% | 13F |
| Windmill Hill Asset Management Ltd | $9.0 Mil | 2.8% | 23 | Hold | 13F |
| Cambridge Financial Group, Inc. | $6.8 Mil | 2.6% | 33 | Hold | 13F |
| Troluce Capital Advisors LLC | $6.8 Mil | 0.7% | 46 | New | 13F |
GE Trade Sentinel
Stock Conviction
Constructive
CONVICTION RATIONALE
GE Aerospace is capitalizing on a massive services backlog, with a total remaining performance obligation of over $210 billion. The company raised its 2026 free cash flow guidance to a range of $8.9 billion to $9.2 billion. While supply chain issues create operational friction, the long-term growth from its expanding installed base of engines remains firmly intact.
STOCK ARCHETYPE
Installed Base & Consumables(Installed Engine Base * Flight Hours/Utilization) * (Service Workscope & Price) + (New Engine Deliveries * Price) High-margin aftermarket services revenue, which grows as the installed base of engines matures and requires more intensive maintenance.
Looking for high-conviction positions with a better risk/reward profile? See what's currently in the
Trefis High Quality Portfolio.
INVESTMENT THESIS
Yes, a massive and young installed base is contractually positioned for a long-term, high-margin aftermarket cycle.
Mechanism:
The aftermarket business, representing 70% of revenue, grows as the installed base of 80,000 engines matures. The LEAP engine fleet alone is expected to more than double by 2030, fueling future high-margin shop visits and parts sales.
Supporting Evidence:
- Total backlog stands at over $210 billion, providing multi-year visibility.
- Commercial services revenue grew 26% year-over-year in the most recent quarter.
- The LEAP engine installed base is expected to more than double by 2030.
- Two-thirds of the CFM56 fleet has not yet had a second shop visit.
- Full-year 2026 revenue growth guidance was raised to 'high teens'.
PRIMARY RISK
Persistent supply chain constraints are preventing the company from meeting robust demand, evidenced by rising spare parts delinquencies which grew 20% sequentially in the second quarter.
Mechanism:
A failure to reduce spare parts delinquencies would confirm an inability to execute, capping revenue and frustrating customers.
Supporting Evidence:
- Spare parts delinquencies grew 20% sequentially in Q2 2026.
- Management stated global material availability continues to cause disruptions.
- Operating profit margin decreased 130 basis points due to inflation and investments.
- The stock reacted negatively (-3.0%) to the latest earnings report despite a guidance raise.
Key KPI Watchlist
| KPI | Status | Rationale |
|---|---|---|
| Commercial Services Revenue Growth | 26% year-over-year growth in Q2 2026 - Decelerating | Commercial services growth decelerated sequentially from a very strong Q1 but remains at a robust absolute level. Management noted that year-over-year comparisons are becoming more difficult in the second half of the year, but raised the full-year guidance for commercial services from mid-teens to low 20s growth, indicating underlying confidence. |
| Total Engine Deliveries Growth | 26% year-over-year growth in Q2 2026 - Decelerating | Similar to services, engine delivery growth saw a significant sequential deceleration from a very high Q1 rate. However, the 26% growth remains strong and is enabling the company to fulfill its large backlog while seeding the installed base for future services revenue. |
| Commercial Engines Deliveries | 659 units (Q2 2026 (three months ended June 30, 2026)) | Indicates the rate of new equipment sales and the expansion of the future installed base for high-margin services. |
| LEAP Engines Deliveries | 510 units (Q2 2026 (three months ended June 30, 2026)) | Measures the production ramp and market penetration of GE's key narrowbody engine program, a primary driver of future services revenue. |
| Internal Shop Visit Revenue Growth | 25% year-over-year (Q2 2026 (three months ended June 30, 2026)) | Represents the volume and workscope of high-margin engine maintenance and overhaul activity within GE's own facilities, a core component of services revenue. |
Core Investment Debate
Backlog Monetization vs. Supply Chain Bottleneck
BULL VIEW
The over $210 billion backlog and raised full-year guidance to high-teens revenue growth show demand is overwhelming temporary supply issues, which operational initiatives like FLIGHT DECK will resolve.
CORE TENSION
Can the pull of a $210 billion backlog and 26% services growth overcome the drag from a 20% sequential rise in spare parts delinquencies?
PREVAILING SENTIMENT
CAUTIOUSLY BULLISH
The latest evidence favors the bull view. Management's decision to significantly raise full-year 2026 guidance indicates high confidence in their ability to manage and improve supply chain output.
BEAR VIEW
The 20% sequential increase in spare parts delinquencies shows supply problems are worsening, not improving, creating a hard ceiling on growth and preventing the company from capitalizing on its backlog.
Next 6 months: Risks and Catalysts
| Timeline | Event & Metric To Watch |
|---|---|
July 27, 2026 | Quarterly Dividend Payment Watch: The company will pay a quarterly dividend of $0.47 per share. |
10/19/2026 | Negative Post-Earnings Reaction Watch: Stock reaction in the two days following the earnings release, regardless of whether results meet or beat expectations. |
10/19/2026 | Peer Group Negative Read-Across Watch: Commentary from peers on aftermarket demand, supply chain constraints, or defense budget outlooks that could be extrapolated to GE. |
10/19/2026 | Quarterly Earnings Report Watch: The company is scheduled to report its next quarterly earnings. |
10/21/2026 | Peer Earnings Report Watch: Peer Honeywell International is scheduled to report earnings. |
10/27/2026 | Peer Earnings Report Watch: Peer Boeing is scheduled to report earnings. |
No set date | Slowing Aftermarket Demand Watch: Management commentary on flight departures, airline customer behavior, or changes to the commercial services growth outlook during the Q3 earnings call. |
No set date | Production Ramp Execution Failure Watch: Updates on spare parts delinquency rates, supplier material input, and engine delivery targets. Any downward revision would be a negative signal. |
Key Events in Last 6 Months
| Date | Event | Stock Impact |
|---|---|---|
2026-07-16 | Raised Full-Year Guidance Details: Following strong results, GE raised its 2026 guidance for Operating Profit, Adjusted EPS, and Free Cash Flow. | -3.2% $360.35 -> $348.83 |
2026-06-25 | Authorized Quarterly Dividend Details: The Board of Directors declared a quarterly dividend of $0.47 per share, payable on July 27, 2026. | +0.9% $365.42 -> $368.54 |
2026-05-19 | Awarded Air Force Contract Details: The company was awarded a U.S. Air Force contract to complete the preliminary design review for its new GE426 engine for the Autonomous Collaborative Platform (ACP) effort. | +5.0% $285.63 -> $299.80 |
2026-04-22 | Launched Workforce Program Details: The GE Aerospace Foundation announced a $30 million workforce training program, "Lifting Futures," aiming to train 10,000 workers by 2030 to address the manufacturing skills gap. | -1.5% $286.37 -> $281.99 |
2026-04-21 | Reported Q1 2026 Results Details: GE reported strong Q1 results with orders up 90% and revenue up 29%, but did not raise guidance due to Middle East conflict uncertainty, leading to a -9.0% stock reaction. | -9.0% $303.22 -> $275.95 |
2026-02-04 | Announced Singapore Investment Details: The company announced a US$300M investment to expand its engine repair capabilities in Singapore, focusing on AI-enabled inspection and automated repair to speed turnaround. | -1.1% $309.09 -> $305.54 |
2026-01-22 | Reported Q4 2025 Results Details: The company reported Q4 revenue growth of 20.4%, but the stock reacted negatively, falling -8.0% over two days. | -7.7% $317.64 -> $293.08 |
Risk Management
Position Sizing
4% - 6%
NORMAL POSITION
Sizing is volatility-based: GE trades at roughly 34% annualized options-implied volatility versus about 15% for the S&P 500 (2.3x the market), around the 69th percentile of its own trailing year. A 4% - 6% position keeps a single-name swing of that size within a diversified portfolio's risk budget.
Diversification Alternatives
RTX - RTX
Diversified PeerRTX offers broader exposure across commercial aerospace and defense, with a record backlog of $271 billion. Its capital expenditure of $3.1 billion is more than double GE's, suggesting higher investment in capacity.
Core Thesis: RTX provides a way to invest in the strong aerospace cycle with a larger, more diversified revenue base.
HON - a business partner
High-Margin IndustrialHoneywell provides exposure to aerospace alongside other industrial end-markets like building automation and safety products. It has a strong operating margin of 17.2%, demonstrating high profitability across its segments.
Core Thesis: Honeywell offers a high-quality, multi-industrial approach to capturing aerospace and other secular growth trends.
How Is The Market Pricing GE?
GE Aerospace is a razor-and-blades business where the 'blades' (high-margin, long-term services) now constitute the vast majority of revenue and profit, driven by the world's largest installed base of jet engines.
The investment thesis centers on a massive, growing, and young installed base of commercial jet engines that generates decades of predictable, high-margin aftermarket revenue. This services business (~70% of total revenue) is fueled by essential maintenance, repair, and spare parts demand. The company is currently in a high-growth phase, benefiting from a post-pandemic travel rebound and the production ramp of its newer, market-leading LEAP and GEnx engines.
What will confirm the thesis
Sustained high growth in commercial services revenue, increasing shop visit volumes, continued expansion of the LEAP and GEnx installed base, and evidence of improving supply chain output.
What will damage the thesis
A significant global downturn in air travel, major operational setbacks or safety issues with key engine platforms, or a failure to resolve supply chain constraints, leading to an inability to meet aftermarket demand.
Noise: Real but irrelevant to thesis
Short-term fluctuations in quarterly equipment orders, which can be lumpy, or minor stock reactions to single earnings reports.
Repricing Catalyst
The significant raise in full-year 2026 guidance for revenue, operating profit, EPS, and free cash flow, signaling strong execution and confidence in overcoming supply chain challenges to meet robust aftermarket demand.
What GE Makes & Who Pays
TTM figures based on fiscal year 2025 filings (the latest reported segment data)
Commercial Engines & Services (CES)
$33.3B TTM (73% of Total)What It Is
Designs, develops, manufactures, and services jet engines for commercial airframes (narrowbody, widebody, regional), business aviation, and aeroderivative applications. Customers consist primarily of airframers (like Boeing and Airbus), airlines, and third-party MRO shops.
Who Pays & How
Airlines and airframers write the checks for new engines and long-term service agreements to ensure the performance, reliability, and efficiency of their fleets over decades of operation. They rely on GE's large installed base, technology, and service network to maintain aircraft availability and manage cost of ownership.
Initial sale of engines, followed by long-term service agreements (LTSAs), spare parts agreements, or time and material contracts for maintenance, repair, and overhaul (MRO).
Competition
Other global engine manufacturers and third-party MRO shops.
Competitors may offer substantial discounts, financial incentives, and performance guarantees to secure an installed base.
The industry's largest installed base of commercial engines, long-term service agreements, deep technology expertise, and a global MRO network.
Defense & Propulsion Technologies (DPT)
$10.6B TTM (23% of Total)What It Is
Designs, develops, manufactures, and services jet engines, avionics, and power systems for governments, militaries, and commercial airframers. It also includes businesses that support aircraft components and systems like turboprop engines, transmissions, and additive manufacturing.
Who Pays & How
Government agencies, primarily the U.S. Department of War and equivalent international bodies, pay for engines and systems to modernize and maintain their military aircraft fleets (fighters, bombers, helicopters) and marine applications.
Government contracts and subcontracts for equipment and services, which can be modified, curtailed, or terminated by the customer.
Competition
A range of U.S. and non-U.S. companies or groups.
Long-standing relationships with government customers, established positions on critical military platforms, and investment in advanced technologies like adaptive cycle combat engines.
Corporate & Other
$2.0B TTM (4% of Total)What It Is
This segment primarily includes revenue from run-off insurance operations and the elimination of intercompany activities.
Who Pays & How
This segment does not represent a core operating business selling to external customers; it includes legacy insurance operations and internal financial eliminations.
Competition
GE Evolution: Price Return by Era
2024-Present · Post-Spinoff Aerospace Focus
+252%
Following the spin-offs of its Healthcare (2023) and Vernova (2024) businesses, the company is now a pure-play aerospace firm. This era is defined by a focus on ramping production of new engine platforms like LEAP and GEnx and capturing the massive, high-margin aftermarket services opportunity from its growing installed base.
Pre-2023 · Multi-Industry Conglomerate Transformation
+91%
Prior to its transformation, General Electric was a sprawling industrial conglomerate with major divisions in Power, Renewable Energy, Aviation, and Healthcare, as well as legacy financial services operations. The business mix has since been radically simplified to focus solely on aerospace.
Market Appears To Be Aligned With Core Thesis
Price structure is strongly bullish. The regime, trend, and proximity to highs all point towards intact institutional trend. Relative to SPY: Strong 63D outperformance but 'relative strength' momentum is fading, indicating that money rotation may be maturing. Volume and momentum are strongly confirming. The institutional accumulation is evident and momentum is accelerating. Earnings history is neutral. The market reaction and subsequent drift do not give a clear directional signal.
① Structure
+4
Structural pillar score (-4 to +4). Driven by trend regime, SMA cross events, proximity to 52W high, and relative strength vs SPY.
② Volume / Momentum
+3
Volume/Momentum pillar score (-4 to +4). Driven by institutional footprint score, OBV divergence, and momentum character.
③ Catalyst
0
Catalyst pillar score (-4 to +4). Driven by earnings day reaction, 20D post-earnings drift, and post-earnings volume character.
Combined Score
7 / 12
1
Price Structure & Trend
Trending Up · Golden Cross
▾
2
Momentum
Pausing
▾
3
Relative Strength vs. SPY
Facing Relative Strength
▾
4
Institutional Footprint & Volume
Mild Accumulation
▾
5
Volatility
Normal
▾
6
Key Price Levels
Range · Vol Falling
▾
7
Earnings Reaction History
Emerging Resilience
▾
8
How the Verdict Is Derived
Three Pillars
▾
GE Aerospace — Investor Video Playlist
Leadership
GE Aerospace CEO Larry Culp on Q2 results, hybrid electric engine and demand outlook
Investor / Analyst
$GE Ge Aerospace Q1 2026 Earnings Conference Call
Products & Services
From Lynn to the Skies: Investing to Ramp Military Engine Production
Products & Services
GE Aerospace to invest another $1B in U.S. manufacturing in 2026, hire 5,000
Products & Services
Open Fan: Advancing safety, durability, and efficiency
Products & Services
Introducing state-of-the-art maintenance in Poland
Leadership
Mohamed Ali on RISE and Inventing the Future of Flight
Industry Resources
| Industrials Resources |
| IndustryWeek |
| Manufacturing.net |
| Aviation Week |
| Aerospace & Defense Resources |
| Defense News |
| FlightGlobal |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.
Core Cache Last Updated: 7/24/2026