GE Aerospace

GE Aerospace crushed on earnings this week. High jet fuel prices threaten to cut short the rally in engine sales.

Stocks are a mixed bag today, with the Dow down over 500 points but the S&P 500 and Nasdaq bouncing off session lows

GE Aerospace's Defense & Propulsion Technologies segment posts 7% revenue growth and 18% order growth, fueled by military engine demand and key defense contracts.

GE Aerospace is well positioned for multi-year earnings growth, driven by robust commercial and defense demand. Expanding LEAP and GEnx engine installed bases, improved repair economics, and strong aftermarket growth underpin GE's bullish outlook. Manufacturing productivity gains, supply chain improvements, and the CPP acquisition should alleviate bottlenecks and support faster revenue growth.

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.

GE Aerospace is upgraded to a "Buy," supported by strong Q3 results and improved valuation. Q3 saw non-GAAP EPS of $2.25 and 18% revenue growth, with management raising FY 2026 guidance across key metrics. GE's margin of safety has increased, with a near 10% upside to a $324 target and technical support around $270.

AMF Tjanstepension AB decreased its position in GE Aerospace (NYSE: GE) by 1.8% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 431,402 shares of the company's stock after selling 7,948 shares during the quarter. AMF Tjanstepension AB's holdings in

Commercial airlines are facing a severe cash crunch. Unhedged fuel costs are skyrocketing across the industry, leaving carriers scrambling to protect their operating margins.