GE Aerospace (GE)

GE Aerospace's stock has been significantly impacted by strong financial performance and positive outlooks, with the stock up 55.75% in the last 6 months and 78.40% in the last year as of October 28, 2025. In Q3 2025, GE Aerospace reported adjusted earnings of $1.66 per share, surpassing analyst estimates, and revenue for the quarter was $11.31 billion, exceeding consensus estimates, leading to the stock rising to a record high of $316.53. GE Aerospace delivered strong Q2 2025 results, surpassing EPS and revenue expectations and raising its full-year 2025 guidance, driven by a 29% surge in services revenue. The company announced a quarterly dividend of $0.36 per share, paid on October 27, 2025.

GE Aerospace experiences some demand seasonality for its products and services. The fourth quarter typically sees a seasonal step down in revenue compared to the third quarter, largely driven by spare parts. The summer travel season tends to boost demand for engine services, with significant demand for maintenance and spare parts to keep existing jet aircraft flying. Overall, services demand remains robust, with orders up 32% and services revenue up 28% in Q3 2025, partly due to improved material availability helping to fulfill customer demand.

GE Aerospace is a global leader in the aerospace industry, specializing in propulsion, services, and systems, operating within the Industrials sector, specifically in the Aerospace & Defense industry. It is the legal successor to the original General Electric Company, which completed its split into three separate public companies by April 2024. The company designs, manufactures, and services commercial and military aircraft engines, along with integrated engine components, electric power, and mechanical aircraft systems. GE Aerospace is also a 50/50 joint venture partner with Safran Aircraft Engines in CFM International.

GE Aerospace has a significant global presence, operating in five main regions: the U.S., Europe, Asia, the Americas, and Other Global. The company employs over 26,900 people across 49 U.S. states and the District of Columbia, with a substantial economic impact exceeding $6.8 billion spent with over 5,900 suppliers in the U.S. in 2023. In the Asia Pacific region, GE Aerospace has been a partner for over six decades, serving more than 25 markets with a team of over 2,700 employees. Singapore hosts GE Aerospace's largest MRO site globally, handling over 60% of its worldwide repair volumes. GE's global revenues have seen significant growth, transitioning from being 70% U.S.-centric a decade ago to 65% outside the U.S.

GE Aerospace maintains a strong brand reputation, synonymous with reliability and innovation, reinforced by its market leadership in the aerospace industry. The company's brand reputation has been positively impacted by its robust financial performance, strategic contracts and technological advancements, and the successful completion of its split into three independent public companies by April 2024. Despite these strengths, the company acknowledges challenges related to global supply chain disruptions, which have the potential to impact production and delivery schedules, but GE Aerospace has been actively addressing these by working directly with critical suppliers.

As of recent disclosures, 74.77% of GE Aerospace's stock is owned by institutional investors and hedge funds. Banco Santander S.A. significantly boosted its holdings by 624.8% in the second quarter, acquiring an additional 89,666 shares, and OMC Financial Services LTD also purchased a new position of 859 shares in the second quarter.