Loading company analysis...
GE Aerospace combines a huge installed engine base, recurring service economics, a $210 billion-plus backlog, and strong defense demand, balanced by supply-chain and valuation risk.
Keep researching
This is a data-generated overview, not a published Rithvik Chethan research rating. Figures use the latest usable company filing and may differ from vendor-calculated trailing metrics.
The rating combines business quality, fundamentals, growth, valuation, technicals, and risk. It is a research opinion, not a price target or prediction.
GE Aerospace designs, manufactures, and services commercial and military aircraft engines, integrated propulsion systems, and aircraft components. It operates through two main segments:
The economic model is built around a large installed base. New engines can carry lower margins during production ramps, but each engine can create decades of high-value service, spare-parts, and overhaul demand. Flight activity, shop visits, engine durability, and fleet growth are therefore central to long-term value.
GE Aerospace also owns half of CFM International with Safran. CFM's LEAP engine powers important Airbus A320neo, Boeing 737 MAX, and COMAC C919 platforms, giving GE exposure to a large share of global narrowbody aircraft production.
Second-quarter GAAP revenue increased 21% to $13.35 billion. Adjusted revenue increased 24% to $12.63 billion, orders increased 17% to $16.5 billion, and adjusted operating profit increased 18% to $2.75 billion. Adjusted EPS increased 22% to $2.02.
Commercial Engines & Services revenue increased 27% to $9.73 billion. Services grew 26%, including internal shop-visit revenue up 25% and spare-parts revenue up more than 25%. Equipment revenue increased 30%, with unit volume up 26%. Segment profit increased 20% to $2.66 billion, although margin declined to 27.3% because of new-engine mix, investment, and inflation.
Defense & Propulsion Technologies revenue increased 16% to $3.44 billion, and segment profit increased 18% to $475 million. Defense engine deliveries improved as material availability strengthened.
GE raised full-year guidance to high-teens adjusted revenue growth, $10.55 billion to $10.75 billion of operating profit, adjusted EPS of $7.65 to $7.85, and free cash flow of $8.9 billion to $9.2 billion.
Free cash flow and an investment-grade balance sheet support capacity expansion, research, dividends, and repurchases. The company still needs to balance shareholder returns with major investment in production, maintenance capacity, engine durability, and next-generation technology.
Near $370 per share, GE Aerospace had an equity value of approximately $384 billion. The stock traded near 42.8 times trailing earnings and approximately 47.7 times the midpoint of 2026 adjusted EPS guidance.
The installed base, service margins, backlog, and aviation recovery justify a premium. The current multiple still assumes strong execution across deliveries, shop visits, durability upgrades, and supply-chain improvement. My view is exceptional franchise, expensive valuation.
GE Aerospace's live panel recalculates its EMA ribbon, 200-day EMA, RSI, MACD, volume, ATR, support, resistance, and trend after every completed daily candle. Earnings, airline orders, aircraft-production news, defense awards, and engine issues can create large gaps.
A strong technical setup requires price above major moving averages, a positive EMA structure, and volume-supported breakouts. At a high earnings multiple, failed breakouts or weak reactions to good results can signal that expectations are already crowded.
The automated panel estimates fair value gaps, order blocks, breaks of structure, changes of character, and liquidity zones using completed daily data. Treat these as potential supply, demand, and stop areas rather than guaranteed entries.
The main checkpoints are LEAP deliveries, internal shop visits, spare-parts growth, margin mix, supply availability, backlog conversion, durability results, defense funding, free cash flow, and updated guidance.
Final view: GE Aerospace earns a bullish 81 because its installed base, recurring services, backlog, commercial deliveries, defense demand, cash flow, and raised guidance form an exceptional operating story. Supply constraints, new-engine mix, durability execution, aviation cyclicality, and a valuation near 48 times guided earnings prevent a higher score.
This website and its analysis are provided for educational and informational purposes only. Nothing on this site constitutes financial, investment, legal, or tax advice, or an offer to buy or sell any security. Market data is provided by Finnhub and other third-party sources and may be delayed, incomplete, or inaccurate. The author may hold positions in securities discussed, and opinions may change without notice. Past performance does not guarantee future results. Always conduct your own research and consult a qualified financial professional before making investment decisions.
SpaceX combines launch, Starlink connectivity, and AI infrastructure in a uniquely ambitious but capital-intensive public company.
Caterpillar is benefiting from broad equipment demand, data-center power investment, infrastructure spending, and a growing backlog, though its valuation and industrial cyclicality raise the bar for execution.
Automatically refreshed from Finnhub. Open each source to evaluate how the development affects the thesis.
General Electric (GE) is back in focus after GE Vernova, its former energy division, reported a US$176b backlog and a recent 5% share price pullback following weaker adjusted EBITDA and EPS. See our latest analysis for General Electric. At a latest share price of US$370.08, General Electric has seen a 90 day share price return of 24.54% and a 1 year total shareholder return of 35.25%. This points to momentum that remains firmly positive despite the recent pullback linked to GE Vernova’s...
Fisher Asset Managementâs Q2 2026 13F: portfolio up to $336B, top holdings, and biggest buys/sells (NVDA, AAPL, GE, UNH). See more details here.
GE Vernova's recent post-earnings dip is a good buying opportunity.
Honeywell Aerospace (HONA) is hindered by execution challenges but its fundamental business is "attr
Recalculated automatically from daily market data. Values are cached for one hour and use the latest completed candle. Smart money zones are algorithmic estimates and should be confirmed on the chart.
