GE Aerospace (GE)

GE Aerospace's stock has been significantly impacted by its strong financial performance and transition to a standalone company. On April 2, 2024, GE Aerospace was launched as an independent public company. The company reported strong financial results for Q2 2025, with revenue increasing by 21% to $11.0 billion and orders reaching $11.7 billion, a 28% year-over-year increase. Profit for Q2 surged by 65% to $2.4 billion, and adjusted earnings per share stood at $1.66. Insider trading activity shows 16 sales and no purchases, while congressional members have traded GE stock five times, with two purchases and three sales.

Demand for GE Aerospace's products and services exhibits some seasonality, particularly in its aftermarket services. The company has capitalized on strong demand for maintenance services during the busy summer travel season. Delays in new aircraft deliveries from Boeing and Airbus have boosted demand for GE Aerospace's engine maintenance and replacement parts. The company expects MRO demand to continue climbing as newer-generation engines begin their repair cycles and older-generation engines remain in operation.

GE Aerospace is a global leader in the aviation industry, specializing in the design, manufacture, and servicing of jet and turboprop engines, components, and integrated systems for various aircraft. The company operates within the Aerospace & Defense sector, with its core business divided into Commercial Engines & Services (CES) and Defense & Propulsion Technologies (DPT). Its products include aircraft engines like CFM56, LEAP, GEnx, and GE9X, as well as propulsion technologies for military aircraft. GE Aerospace also provides advanced avionics systems and digital solutions, with a significant portion of its revenue from aftermarket services.

GE Aerospace has a substantial global presence with manufacturing plants, MRO facilities, engineering centers, sales offices, and field service locations across North America, Europe, and Asia. In 2023, the company employed over 26,900 people across 49 U.S. states and spent over $6.8 billion with more than 5,900 suppliers. Net sales are distributed geographically with the United States accounting for 44.8%, Europe 20.2%, the Middle East and Africa 9.6%, China 9.4%, Asia 9.3%, and other parts of America 6.7%.

GE Aerospace generally enjoys a strong reputation for quality and innovation. In March 2025, GE Aerospace received multiple Laureate Awards by Aviation Week for its work on the XA100 adaptive cycle engine and contributions to the NASA Electric Aircraft Testbed. However, the company's reputation was impacted by the discovery of forged engine parts sold by a rogue actor in 2024. GE Aerospace took a leading role in forming the Aviation Supply Chain Integrity Coalition to prevent similar occurrences.

GE Aerospace is primarily owned by institutional shareholders (77.38%), with retail investors holding 19.92% and GE Aerospace insiders holding 2.70%. The largest individual shareholder is Vanguard Group Inc., owning 8.49% of the company. Other major institutional owners include BlackRock, Inc., Fmr Llc, and State Street Corp. Key individual insider shareholders include H. Lawrence Culp Jr., Russell Stokes, and Edward Garden.