GE GE Aerospace

The recent surge in US Treasury yields, with the 10 year rate at levels last seen in the early 2000s, is forcing investors to rethink where they want long term exposure. Expensive borrowing can pressure many sectors, yet it also pushes more attention toward businesses building hard infrastructure for the new space age. This article walks through three stocks from our global space infrastructure list that may warrant a closer look. The three examples in this piece are only a starting sample...

RBC Bearings' aerospace and defense momentum is fueled by commercial aerospace, defense demand and a $2.3B backlog.

Recently, Zacks.com users have been paying close attention to GE (GE). This makes it worthwhile to examine what the stock has in store.

Key Stats for GE Aerospace StockCurrent Price: $317. 89Target Price (Mid): ~$540Street Target: ~$397Potential Total Return: ~70%What Happened?GE Aerospace (GE:NYSE) closed at $317.

Zacks.com users have recently been watching GE Vernova (GEV) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

General Electric (GE) is back in focus after GE Aerospace and Kratos Defense successfully ignited the GEK800 turbofan cruise missile engine, providing a fresh data point for investors watching the defense story. Recent moves in General Electric’s share price tell a more mixed story than the headlines. Over the past month, the stock has retreated, with a 30 day share price return of 7.21% and a 90 day share price return of 15.22%. This hints that enthusiasm has cooled after a strong multi year...

Defense modernization and air-travel demand support GE, RTX and HWM as aerospace faces supply-chain and labor challenges.

Aircraft engines are about as far from a typical technology stock as you can get, but that is part of what makes GE Aerospace (NYSE:GE) and RTX Corporation (NYSE:RTX) interesting. Both companies operate in markets where products take years to develop, require extensive certification, and stay in service for decades. Once an engine is installed […]

In the closing of the recent trading day, GE Vernova (GEV) stood at $962.49, denoting a +1.34% move from the preceding trading day.

GE Aerospace (GE) stock trades at an earnings multiple of 36.9, compared to 22.1 for the S&P 500. That's steep for a company like GE and needs justification. While management highlights that adjusted revenue has grown at least 20% in each of the last five quarters, that the high valuation assumes uninterrupted expansion. Yet in July, management acknowledged that demand is no longer the main driver of services growth. And that raises the question: Is GE Aerospace stock riskier than it looks.

GE Aerospace and Textron show differing growth drivers, with GE gaining from engine demand while Textron benefits from defense programs and backlogs.

A $10,000 holding in Boeing (BA) at Friday's close was worth about $9,310 after trading on Monday, September 28, 2026—a drop of roughly 6.9%. The S&P 500 slipped 0.8% that day, so the news was Boeing’s, even if the fallout is limited to Commercial Airplanes. So what sent Boeing stock down on Monday.

GE, RTX and HWM benefit from defense modernization and air-travel demand, while supply-chain issues remain a key industry headwind.

Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) and GE Aerospace (NYSE:GE) announced a major program milestone on September 21, with the successful first ignition of the GEK800 Serial Number 1 turbofan engine. Conducted at Kratos’ X-58 test facility, the trial launched a new testing campaign while achieving a 100% success rate for this development phase. […]

Boeing (BA) has been lifting 737 MAX output to 47 jets a month. On September 16, its chief executive said steadying that pace was taking longer than expected. The 737 MAX program serves as Boeing’s primary commercial cash driver, making line stability essential to meeting company-wide cash flow targets. If the MAX line cannot steady at 47 a month, what does that mean for Boeing’s financial recovery and stock valuation.

Russia’s hybrid attacks in Europe have pushed security back to the top of the political agenda, and that keeps attention on companies that build and support aircraft, satellites, missiles, and military systems. Investors care because governments often prioritize this spending even when budgets are tight. This article looks at three stocks from our aerospace and defense supply chain screener that offer different ways to tap into that theme. The three aerospace and defense stocks covered next...

By Karen Roman Vinson & Elkins said Kirsten Harmon is the firm’s latest New York-based partner in its Corporate practice, having previously served at as partner at Simpson Thacher & Bartlett. Ms. Harmon has experience on a broad range of capital markets transactions, including initial public offerings, high-yield debt, and equity and equity-linked securities offerings, […] The post Kirsten Harmon Joins Vinson & Elkins as NY-Based Corporate Partner appeared first on ExecEdge.

Boeing stock dropped early Monday after a new 737 MAX software problem emerged. The move came after a weekend report from The Wall Street Journal about a MAX software glitch that can affect landing after an initial missed approach. Boeing notified airlines of the problem in late August.

A software glitch buried in the 737 MAX cockpit just drew regulator attention, and the timing could not be worse for a company already fighting to prove its recovery is real.

The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world.

Rising geopolitical risks around key energy routes, including the latest concerns over shipping through the Strait of Hormuz, are pulling global defense spending back into sharp focus. When governments worry about supply lines and security, they often reassess budgets. That puts companies tied to aircraft, satellites and military technology on more investor watchlists. This article walks through three stocks from the US Aerospace and Defense universe that may warrant a closer look from...

Supported by solid historical multi-year revenue growth, expanding annual operating cash flow generation exceeding $150 million, a rock-solid balance sheet featuring over $200 million in cash liquidity, strong return on invested capital above 15%, and efficient free cash flow conversion, converting over 80% of net income into cash, Itron (NASDAQ:ITRI) has established a robust financial […]

On September 17, 2026, Reuters reported that GE Aerospace (NYSE:GE) Chief Financial Officer Rahul Ghai expressed confidence that a durability issue with the GE9X engine’s mid-seal will not delay The Boeing Company (NYSE:BA)’s Boeing 777X’s planned 2027 entry into service. Speaking at a Morgan Stanley conference, Ghai said GE began shipping GE9X engines with a […]

This pending purchase could result in both cost savings and supply chain advantages.

General Electric (NYSE:GE) unit GE Aerospace and Kratos completed a successful ignition test of the new GEK800 cruise missile engine. The GEK800 test marks a key step toward propulsion systems designed for long range cruise missiles in support of Department of War programs. The new engine program highlights fresh engineering and manufacturing capabilities within GE Aerospace focused on high performance, cost focused defense propulsion. The successful GEK800 cruise missile engine ignition is...

BWX Technologies, Mercury Systems, and Howmet Aerospace show strong backlog, revenue growth, and raised guidance as defense spending rises, though their stock performances vary widely.

What does it actually take to bring a Rust Belt city back to life? Micron is building one of the largest semiconductor factories in US history in Syracuse, a city that experienced major job loss after companies including GE, Carrier and General Motors left the area. Rob Simpson of CenterState CEO explains what attracted Micron to the city, local business owner Darin Price talks about what the investment means on the ground, and Brookings economist Joseph Parilla makes the case that Syracuse could be a model for reindustrialization across America.

GE Aerospace (GE) reached $327.02 at the closing of the latest trading day, reflecting a +2.26% change compared to its last close.

Two-thirds of the program targets infrastructure before research equipment produces commercial returns.

Defense budgets are soaring on both sides of the Atlantic, and one ETF promises to capture the entire boom in a single trade. But a closer look at what you actually own when you buy it reveals a far more concentrated story than the 63-stock lineup suggests.

GE Aerospace (GE) earns the widest operating margin in a group of six peer companies, and it grows revenue faster than all but one of them. The market already charges for that lead. Yet over the past twelve months the stock has returned far less than RTX, a slower-growing rival. The quality is real. The question is how much of it you are already paying for.

GE Aerospace (NYSE:GE) has plenty of demand. Getting enough engines and parts out the door has been the harder part. That helps explain why the company is willing to spend $11.75 billion on Consolidated Precision Products (CPP), one of the world’s largest makers of precision sand castings. The acquisition, GE Aerospace’s biggest since becoming a […]

GE's margin slips despite higher profit as rising costs weighed, while stronger guidance and LEAP demand support the 2026 outlook.

According to the average brokerage recommendation (ABR), one should invest in GE (GE). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Apple and Nvidia have truly become the straws that stir the stock market's drink.

Global government bond yields are hovering near 4%, a level last seen in 2007, and that shift in borrowing costs is reshaping how investors think about risk and resilience. Aerospace and defense suppliers sit at the intersection of security priorities and long-term government spending, which keeps this corner of the market on many watchlists. This article highlights three stocks from this group that merit a closer look now. The three stocks below are just a sample, and the full screen...

GE HealthCare Technologies Inc. (NASDAQ:GEHC) specializes in hospital imaging, including MRI, CT, and ultrasound machines, and the contrast agents required to interpret scans. Spun out of General Electric in early 2023, GE HealthCare traded near its 52-week low of $58.75 and 28% below its high of $89.77, at a closing price of $64.81 on September […]

Kratos Defense and GE Aerospace ignited their jointly developed GEK800 turbofan engine on Sept. 21, 2026, a milestone for scalable, low-cost drone and cruise missile propulsion.

NVIDIA, Berkshire Hathaway and GE Aerospace face distinct growth drivers and risks, from AI infrastructure demand to insurance exposure and supply-chain challenges.

Despite Textron’s stock underperformance relative to the broader market over the past year, analysts remain moderately optimistic about the company’s future prospects.

General Electric has delivered a very large 396.5% return over the past 5 years, which naturally raises the question of whether the current US$319.22 share price is still grounded in the cash the business can generate. With that kind of long run move now meeting a softer patch in recent months, the key issue is how the stock lines up against the cash flow it is expected to produce over time. A roughly fourfold gain over 5 years puts a lot of faith into the future cash flows investors expect...

NVIDIA's AI demand, Berkshire's diversified earnings and GE Aerospace's commercial and defense strength drive today's research focus.

GE Vernova's backlog keeps exploding and its CEO says the company will be mostly sold out through 2030, yet most AI power investors are looking at entirely the wrong part of the supply chain.

GD vs. GE: Which Stock Is the Better Value Option?

If you own Boeing (BA), the worry is whether its commercial airplane business can earn money on the jets it sells. In the second quarter of fiscal 2026, that business lost money. Its operating margin was negative 2.7%, meaning costs ran above sales. The jet business brought in nearly half of Boeing's revenue for the quarter. That makes its margin the number that matters most for Boeing's profits.

Alex Bradley told CFO.com how AI is changing the software purchasing process and pulling many finance chiefs further into the buying process.

One generates $7.3B in free cash flow with a 19% net margin; the other burns $564M annually while chasing FAA certification.

Redesigned seals are shipping, but production approval still depends on a separate FAA process.

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

After decades of spinoffs and separations of various parts, GE Aerospace is now trending toward integration.