$GE (GE Aerospace) — investor discussion on X

Five-factor rating: Hold (sector percentile 49.2%)

Graded daily on value C-, growth C+, profitability B+, momentum B-, revisions C+. Sector-relative, identical for every user.

Most active credible voices on $GE

@schaeffers (Schaeffer's Investment Research) — 22 mentions · 14.7K followers
@stockmktnewz (Evan) — 19 mentions · 1.2M followers
@thetranscript_ (The Transcript) — 16 mentions · 104.4K followers

Recent headlines featuring $GE

2026-10-20: GM tops Q3 revenue estimates at $50.02B, narrows FY EPS guidance and unveils $20B buyback
2026-09-27: Boeing confirms 737 MAX software glitch in landing navigation
2026-09-08: GE Aerospace to buy CPP for $11.75 billion, adding castings capacity
2026-08-17: Kratos, GE win JASSM engine contract; GEK800 and GEK1500 designated F143-ZZ-100

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$GE — what investors on X are saying · SpikePanel

$GEGE Aerospace · Aerospace & Defense · $354B

$341.09

+0.9%

Event thread

Key events, in time order

18 items

2026-10-21 → 10-23Company
GE Aerospace Q3 Strong but Cash Flow Concerns Split Analysts
Multiple upgrades on Q3 results, yet cash flow decline and fuel price pressure keep concerns alive
D1 -1.3% · +5d +1.8%
3 waves of this story
- 2026-10-21 Despite beat, quarterly cash flow fell 14%, stock down 3.9% premarket
- 2026-10-21 Morgan Stanley cuts PT to $375 from $400, maintains Buy
- 2026-10-23 Multiple upgrades on Q3 results, yet cash flow decline and fuel price pressure keep concerns alive
2026-10-17 → 10-22Earnings
GE Aerospace Beats Q3, Stock Hits 5-Month Low
8th straight beat with raised guidance, but fuel cost concerns and 25% drawdown weigh
D1 -0.8% · +5d -7.3%
6 waves of this story
- 2026-10-17 Multiple independent sources confirm GE's earnings release during the week of Oct 19, with market focus on results
- 2026-10-18 Multiple independent sources confirm GE Aerospace reports Q3 earnings Tuesday (10/20), with market focus on results.
- 2026-10-20 Multiple sources confirm earnings timing; stock fell after each of last three beats, raising aftermarket growth concerns
- 2026-10-20 Adj EPS $2.25 beat, rev +36%, FY EPS raised to $8.00-8.10
- 2026-10-22 Q3 revenue $14.1B, orders $19B, raises FCF guidance
- 2026-10-22 8th straight beat with raised guidance, but fuel cost concerns and 25% drawdown weigh

16 earlier events

2026-10-20Earnings
Earnings report
D1 -3.7% · +5d -0.7%
2026-10-208-K filing
8-K: Item 2.02, Item 9.01
D1 -3.7% · +5d -0.7%
2026-09-228-K filing
8-K: Item 5.02, Item 8.01, Item 9.01
D1 +0.1% · +5d -0.4%
2026-09-21Company
GE Aerospace Declares $0.47 Quarterly Dividend
Board authorizes quarterly payout, continuing shareholder return policy
D1 +1.5% · +5d -0.2%
2026-09-18Product
GE Aerospace says GE9X durability issue won't delay 777X entry into service
Company confirms GE9X issue won't affect planned 777X service entry, easing delivery delay concerns
D1 +0.3% · +5d +4.1%
2026-09-17Company
GE Aerospace CFO says CPP deal not blueprint for broad integration
CFO clarifies supply-chain strategy, easing concerns over aggressive vertical integration
D1 +0.2% · +5d +2.0%
2026-09-09 → 09-16CapitalBull
GE Aerospace Gains Over 3.1% as Honeywell Exec Validates $11.75B CPP Acquisition
Honeywell executive's validation boosts market confidence, shares rise over 3%
D1 -2.8% · +5d -3.8%
5 waves of this story
- 2026-09-09 Acquires key engineered-castings supplier to secure supply chain
- 2026-09-09 Multiple sources confirm deal details; market reaction negative, but core event remains the acquisition.
- 2026-09-10 Zacks reports stock decline and acquisition details, consistent with prior event, no new facts
- 2026-09-15 Honeywell Aero CEO calls deal 'positive for the industry overall,' sees more insourcing opportunities
- 2026-09-16 Honeywell executive's validation boosts market confidence, shares rise over 3%
2026-09-16AnalystBear
GE Aerospace Trades Below 50-Day and 200-Day SMA Amid Cost Pressures and Valuation Concerns
Price falls below key moving averages, reflecting concerns over costs and debt
D1 +1.9% · +5d +2.2%
2026-09-14AnalystBear
GE Aerospace Downgraded by Melius on Aftermarket Concerns
Analyst cuts GE and four other aerospace stocks, citing aftermarket headwinds
D1 -1.9% · +5d +0.5%
2026-09-088-K filing
8-K: Item 7.01, Item 8.01, Item 9.01
D1 -0.7% · +5d -8.3%
2026-08-18Company
GE and Kratos Win JASSM Second-Source Engine Contract
Multiple sources confirm GE's JASSM engine contract, strengthening supply chain position
D1 +1.5% · +5d -6.8%
2 waves of this story
- 2026-08-18 GEK800 turbofan designated F143-ZZ-100 as second-source for JASSM, may expand to large-scale production
- 2026-08-17 Multiple sources confirm GE's JASSM engine contract, strengthening supply chain position
2026-07-20ProductBull
GE Aerospace completes world's first hybrid-electric high-altitude flight
Announced at Farnborough Airshow, validating hybrid-electric propulsion for future jet engines
D1 -2.2% · +5d +6.0%
2026-07-13 → 07-20Earnings
GE Aerospace Q2 Earnings Due July 16, EPS Estimate $1.86
JPMorgan, Wells Fargo, BofA, UBS raise targets to $400/$390/$405/$435
D1 -1.6% · +5d -3.4%
5 waves of this story
- 2026-07-13 Multiple sources flag the July 16 earnings date; Zacks consensus EPS $1.86 on revenue $11.9B.
- 2026-07-16 FY adjusted EPS raised to $7.65-$7.85 from $7.10-$7.40, citing resilient aftermarket demand.
- 2026-07-16 Adj EPS $2.02 beat; rev $12.63B; FY EPS guide raised to $7.65-7.85
- 2026-07-18 Revenue +24%, EPS +22%, FCF +43%; management raises 2026 targets
- 2026-07-20 JPMorgan, Wells Fargo, BofA, UBS raise targets to $400/$390/$405/$435
2026-07-19ProductBull
GE Aerospace GEnx-1B Engines Surpass 50 Million Flight Hours
Fastest milestone ever for a GE Aerospace widebody engine model, underscoring product dominance
D1 -2.2% · +5d +6.0%
2026-07-16Earnings
Earnings report
Q2 orders up 17% with CES up 18% and DPT up 12%; first half orders up 49%
D1 -4.1% · +5d +0.9%
2026-07-168-K filing
8-K: Item 2.02, Item 9.01
D1 -4.1% · +5d +0.9%

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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

18 items

2026-10-21 → 10-23Company
GE Aerospace Q3 Strong but Cash Flow Concerns Split Analysts
Multiple upgrades on Q3 results, yet cash flow decline and fuel price pressure keep concerns alive
D1 -1.3% · +5d +1.8%
3 waves of this story
- 2026-10-21 Despite beat, quarterly cash flow fell 14%, stock down 3.9% premarket
- 2026-10-21 Morgan Stanley cuts PT to $375 from $400, maintains Buy
- 2026-10-23 Multiple upgrades on Q3 results, yet cash flow decline and fuel price pressure keep concerns alive
2026-10-17 → 10-22Earnings
GE Aerospace Beats Q3, Stock Hits 5-Month Low
8th straight beat with raised guidance, but fuel cost concerns and 25% drawdown weigh
D1 -0.8% · +5d -7.3%
6 waves of this story
- 2026-10-17 Multiple independent sources confirm GE's earnings release during the week of Oct 19, with market focus on results
- 2026-10-18 Multiple independent sources confirm GE Aerospace reports Q3 earnings Tuesday (10/20), with market focus on results.
- 2026-10-20 Multiple sources confirm earnings timing; stock fell after each of last three beats, raising aftermarket growth concerns
- 2026-10-20 Adj EPS $2.25 beat, rev +36%, FY EPS raised to $8.00-8.10
- 2026-10-22 Q3 revenue $14.1B, orders $19B, raises FCF guidance
- 2026-10-22 8th straight beat with raised guidance, but fuel cost concerns and 25% drawdown weigh
2026-10-20Earnings
Earnings report
D1 -3.7% · +5d -0.7%
2026-10-208-K filing
8-K: Item 2.02, Item 9.01
D1 -3.7% · +5d -0.7%
2026-09-228-K filing
8-K: Item 5.02, Item 8.01, Item 9.01
D1 +0.1% · +5d -0.4%

13 earlier events

2026-09-21Company
GE Aerospace Declares $0.47 Quarterly Dividend
Board authorizes quarterly payout, continuing shareholder return policy
D1 +1.5% · +5d -0.2%
2026-09-18Product
GE Aerospace says GE9X durability issue won't delay 777X entry into service
Company confirms GE9X issue won't affect planned 777X service entry, easing delivery delay concerns
D1 +0.3% · +5d +4.1%
2026-09-17Company
GE Aerospace CFO says CPP deal not blueprint for broad integration
CFO clarifies supply-chain strategy, easing concerns over aggressive vertical integration
D1 +0.2% · +5d +2.0%
2026-09-09 → 09-16CapitalBull
GE Aerospace Gains Over 3.1% as Honeywell Exec Validates $11.75B CPP Acquisition
Honeywell executive's validation boosts market confidence, shares rise over 3%
D1 -2.8% · +5d -3.8%
5 waves of this story
- 2026-09-09 Acquires key engineered-castings supplier to secure supply chain
- 2026-09-09 Multiple sources confirm deal details; market reaction negative, but core event remains the acquisition.
- 2026-09-10 Zacks reports stock decline and acquisition details, consistent with prior event, no new facts
- 2026-09-15 Honeywell Aero CEO calls deal 'positive for the industry overall,' sees more insourcing opportunities
- 2026-09-16 Honeywell executive's validation boosts market confidence, shares rise over 3%
2026-09-16AnalystBear
GE Aerospace Trades Below 50-Day and 200-Day SMA Amid Cost Pressures and Valuation Concerns
Price falls below key moving averages, reflecting concerns over costs and debt
D1 +1.9% · +5d +2.2%
2026-09-14AnalystBear
GE Aerospace Downgraded by Melius on Aftermarket Concerns
Analyst cuts GE and four other aerospace stocks, citing aftermarket headwinds
D1 -1.9% · +5d +0.5%
2026-09-088-K filing
8-K: Item 7.01, Item 8.01, Item 9.01
D1 -0.7% · +5d -8.3%
2026-08-18Company
GE and Kratos Win JASSM Second-Source Engine Contract
Multiple sources confirm GE's JASSM engine contract, strengthening supply chain position
D1 +1.5% · +5d -6.8%
2 waves of this story
- 2026-08-18 GEK800 turbofan designated F143-ZZ-100 as second-source for JASSM, may expand to large-scale production
- 2026-08-17 Multiple sources confirm GE's JASSM engine contract, strengthening supply chain position
2026-07-20ProductBull
GE Aerospace completes world's first hybrid-electric high-altitude flight
Announced at Farnborough Airshow, validating hybrid-electric propulsion for future jet engines
D1 -2.2% · +5d +6.0%
2026-07-13 → 07-20Earnings
GE Aerospace Q2 Earnings Due July 16, EPS Estimate $1.86
JPMorgan, Wells Fargo, BofA, UBS raise targets to $400/$390/$405/$435
D1 -1.6% · +5d -3.4%
5 waves of this story
- 2026-07-13 Multiple sources flag the July 16 earnings date; Zacks consensus EPS $1.86 on revenue $11.9B.
- 2026-07-16 FY adjusted EPS raised to $7.65-$7.85 from $7.10-$7.40, citing resilient aftermarket demand.
- 2026-07-16 Adj EPS $2.02 beat; rev $12.63B; FY EPS guide raised to $7.65-7.85
- 2026-07-18 Revenue +24%, EPS +22%, FCF +43%; management raises 2026 targets
- 2026-07-20 JPMorgan, Wells Fargo, BofA, UBS raise targets to $400/$390/$405/$435
2026-07-19ProductBull
GE Aerospace GEnx-1B Engines Surpass 50 Million Flight Hours
Fastest milestone ever for a GE Aerospace widebody engine model, underscoring product dominance
D1 -2.2% · +5d +6.0%
2026-07-16Earnings
Earnings report
Q2 orders up 17% with CES up 18% and DPT up 12%; first half orders up 49%
D1 -4.1% · +5d +0.9%
2026-07-168-K filing
8-K: Item 2.02, Item 9.01
D1 -4.1% · +5d +0.9%

$GE (GE Aerospace) — investor discussion on X

Five-factor rating: Hold (sector percentile 49.2%)

Most active credible voices on $GE

Recent headlines featuring $GE

$GE (GE Aerospace) — investor discussion on X

Five-factor rating: Hold (sector percentile 49.2%)

Most active credible voices on $GE

Recent headlines featuring $GE

GE Aerospace Q3 Strong but Cash Flow Concerns Split Analysts

GE Aerospace Beats Q3, Stock Hits 5-Month Low

Earnings report

8-K: Item 2.02, Item 9.01

8-K: Item 5.02, Item 8.01, Item 9.01

GE Aerospace Declares $0.47 Quarterly Dividend

GE Aerospace says GE9X durability issue won't delay 777X entry into service

GE Aerospace CFO says CPP deal not blueprint for broad integration

GE Aerospace Gains Over 3.1% as Honeywell Exec Validates $11.75B CPP Acquisition

GE Aerospace Trades Below 50-Day and 200-Day SMA Amid Cost Pressures and Valuation Concerns

GE Aerospace Downgraded by Melius on Aftermarket Concerns

8-K: Item 7.01, Item 8.01, Item 9.01

GE and Kratos Win JASSM Second-Source Engine Contract

GE Aerospace completes world's first hybrid-electric high-altitude flight

GE Aerospace Q2 Earnings Due July 16, EPS Estimate $1.86

GE Aerospace GEnx-1B Engines Surpass 50 Million Flight Hours

Earnings report

8-K: Item 2.02, Item 9.01

Bull vs bear

Discussion

GE Aerospace Q3 Strong but Cash Flow Concerns Split Analysts

GE Aerospace Beats Q3, Stock Hits 5-Month Low

Earnings report

8-K: Item 2.02, Item 9.01

8-K: Item 5.02, Item 8.01, Item 9.01

GE Aerospace Declares $0.47 Quarterly Dividend

GE Aerospace says GE9X durability issue won't delay 777X entry into service

GE Aerospace CFO says CPP deal not blueprint for broad integration

GE Aerospace Gains Over 3.1% as Honeywell Exec Validates $11.75B CPP Acquisition

GE Aerospace Trades Below 50-Day and 200-Day SMA Amid Cost Pressures and Valuation Concerns

GE Aerospace Downgraded by Melius on Aftermarket Concerns

8-K: Item 7.01, Item 8.01, Item 9.01

GE and Kratos Win JASSM Second-Source Engine Contract

GE Aerospace completes world's first hybrid-electric high-altitude flight

GE Aerospace Q2 Earnings Due July 16, EPS Estimate $1.86

GE Aerospace GEnx-1B Engines Surpass 50 Million Flight Hours

Earnings report

8-K: Item 2.02, Item 9.01