Designs and manufactures jet engines and propulsion systems for commercial aircraft, military jets, and business aviation—essentially the power plants that move planes.
USD 45.85B revenue (2025) split between Commercial Engines & Services and Defense & Propulsion. Gross margin 36.83%, net margin 18.98%—recurring aftermarket maintenance and defense contracts drive steady, high-margin cash.
Jet engines require decades of certification, billions in R&D, and deep OEM relationships; switching costs are enormous. Competitors like Rolls-Royce and Pratt & Whitney face similar barriers, but GE's scale, installed base, and dual commercial-defense revenue
Buy (sector percentile 74) — value C-, growth B, profitability A-, momentum B+, revisions B+. Updated daily, sector-relative, identical for every user.
Key events, in time order
Multiple sources confirm GE's JASSM engine contract, strengthening supply chain position
JPMorgan, Wells Fargo, BofA, UBS raise targets to $400/$390/$405/$435
Announced at Farnborough Airshow, validating hybrid-electric propulsion for future jet engines
Fastest milestone ever for a GE Aerospace widebody engine model, underscoring product dominance
Q2 orders up 17% with CES up 18% and DPT up 12%; first half orders up 49%
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GE Aerospace's first earnings report as a standalone company shows strong EPS and FCF growth, indicating a positive fundamental outlook.
Main discussion
$GE Aerospace spun off in 2024, with Q2 being its first earnings report as a stand-alone company. Over these 2 years, $GE has compounded EPS at over 40%, and over the last year grew EPS by over 18%. FCF has grown by a 19% CAGR over those 2 years as well, with total shares outstan
RT @JayTraderX: 8/21 Notable Inside Days $SPY $SMCI $DDOG $HD $PYPL $DIS $UPS $COP $GE $SPCX $SNDK Standout setups - $SPY is the cleanest…
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