Stock events for GE Aerospace (GE)
GE Aerospace's stock has shown strong performance, being up 7.64% over the past 30 days and 61.51% over the past 12 months as of October 3, 2025. On July 17, 2025, GE Aerospace released its Q2 2025 earnings, reporting $1.66 EPS, surpassing analysts' estimates of $1.43, with revenue at $10.15 billion, exceeding expectations. Following these results, GE Aerospace raised its full-year earnings outlook for 2025 to $5.60-$5.80 EPS and declared a quarterly dividend of $0.36 per share. The spin-offs of GE HealthCare and GE Vernova were significant corporate events that led to GE operating solely as GE Aerospace.
Demand Seasonality affecting GE Aerospace’s stock price
GE Aerospace operates in an industry characterized by strong, long-term demand for airplanes, engines, and associated services, with the commercial aviation sector experiencing robust demand. In the second quarter of 2025, GE Aerospace saw a 28% year-over-year increase in new orders. The Commercial Engines & Services (CES) division expects low-double-digit revenue growth through 2028. The broader aircraft engine maintenance, repair, and overhaul (MRO) market is expected to experience a near-term peak in 2026 and remain constrained through the end of the decade due to various factors, potentially leading to fluctuations in demand for MRO services.
Overview of GE Aerospace’s business
GE Aerospace is an American aircraft engine supplier headquartered in Evendale, Ohio, and the legal successor to the original General Electric Company. It became a standalone public company in April 2024 after divesting its healthcare and energy divisions. The company specializes in the design, development, and production of jet and turboprop engines, components, and integrated systems for various aircraft. GE Aerospace also provides maintenance and service solutions and manufactures engines under its name and through partnerships like CFM International with Safran Aircraft Engines.
GE’s Geographic footprint
GE Aerospace has a significant global presence with over 53,000 employees. It operates in five main regions: the U.S., Europe, Asia, Americas, and Other Global, with over 60 manufacturing locations, over 15 overhaul and component locations, and 8 engineering centers across 22 countries. In the U.S., it has over 26,900 employees across 49 states and the District of Columbia and spent over $6.8 billion with more than 5,900 suppliers in 2023. The company has a presence in countries including Canada, Mexico, Brazil, Czech Republic, France, Germany, Hungary, Italy, Poland, Romania, Sweden, Turkey, Australia, China, Hong Kong, India, Korea, Malaysia, Singapore, Taiwan, Qatar, and the United Arab Emirates, along with various locations in the United Kingdom.
GE Corporate Image Assessment
GE Aerospace has maintained a strong brand reputation, particularly in product support, retaining its top position for jet engines in the 2025 AIN Product Support Survey with an overall average score of 8.81. The company is expanding its use of AI-enabled digital solutions to enhance its fleet support and MRO networks. A shareholder lawsuit alleging that the former General Electric misled investors in 2017 was settled for $362.5 million, and the company resolved allegations of gender-based hiring discrimination at one Vermont facility for $443,000. GE Aerospace emphasizes safety, quality, delivery, and cost, and has formed the Aviation Supply Chain Integrity Coalition to prevent unauthorized parts from entering the aviation supply chain.
Ownership
GE Aerospace's ownership is primarily institutional, with approximately 72% to 79.43% of the stock owned by institutional investors. The top institutional holders include Vanguard Group Inc., BlackRock Inc., and Fidelity Investments (FMR LLC), collectively holding about 22% of the company. Individual insider ownership accounts for a smaller percentage, around 0.14% to 2.72% of the company's stock, with top individual shareholders being company insiders. Retail investors and other public companies own the remaining shares, approximately 17.85% to 28%.
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$300.08