GE Aerospace (GE)

In the past six months, GE Aerospace's stock price has been impacted by several events. Strong Q3 2025 results and raised guidance in October 2025 led to a surge in revenue and profits. GE Aerospace secured a US$1.4 billion contract modification to supply turboshaft engines for U.S. Marine Corps CH-53K helicopters in January 2026. Delta Air Lines selected GE Aerospace's GEnx engines for new Boeing 787-10 aircraft in January 2026. Analyst rating adjustments occurred in late 2025 and early 2026, with firms adjusting price targets and ratings. SVP Russell Stokes sold 8,000 shares of GE Aerospace stock for approximately $2.38 million in November 2025.

Demand for GE Aerospace's products and services generally exhibits a robust and sustained trend rather than significant seasonality. The company benefits from strong and increasing demand for both commercial and defense engines, as well as aftermarket maintenance services. The global aircraft shortage and production delays from manufacturers like Boeing and Airbus lead airlines to keep older planes in service longer, increasing the need for high-margin aftermarket parts and maintenance. The company anticipates continued strong services demand and a ramp-up in LEAP engine deliveries to drive future growth.

GE Aerospace is a global leader in the aerospace industry, specializing in the design, manufacturing, and servicing of jet and turboprop engines, as well as integrated systems for various types of aircraft. The company's core operations include advanced research and development, precision manufacturing, and extensive after-sales support, focusing on delivering high-performance, reliable, and fuel-efficient engines. Its major products include jet and turboprop engines like the GEnx and CFM LEAP, integrated digital, electric power, and mechanical systems, and comprehensive MRO services. The company's portfolio of brands includes Avio Aero, Unison, Colibrium Additive, and Dowty Propellers.

GE Aerospace has a significant global presence, with operations in numerous countries and regions. Europe represents its largest global presence outside the United States, with operations in 18 countries. The company has over 60 manufacturing locations, more than 15 overhaul and component locations, and 8 engineering centers across 22 countries. In the U.S., GE Aerospace employs over 26,900 people across 49 states and the District of Columbia. Its geographic segments for revenue reporting include the United States (44.8%), Europe (20.2%), Middle East and Africa (9.6%), China (9.4%), Asia (9.3%), and America (6.7%).

GE Aerospace has maintained a strong brand reputation in the past year. Forbes recognized GE Aerospace in 2026 in "America's Best Companies," "America's Best-In-State Companies," and "Most Trusted Companies in America." In 2025, it was listed in "World's Top Companies for Women" and "Global 2000." While its product quality is considered "top notch," there are some concerns about its reputation for recruiting new talent and its marketing being perceived as "boring."

GE Aerospace's ownership is primarily held by institutional investors, who collectively own approximately 72% to 74.8% of the company's shares. Major institutional owners include Vanguard Group, BlackRock, Fidelity Investments, State Street Global Advisors, Inc., T. Rowe Price Group, Inc., Norges Bank, and Capital World Investors. Key individual insider shareholders include H. Lawrence Culp, Jr., Russell Stokes, and L. Kevin Cox.