A brisk rally in industrial stocks this year has defied higher oil prices, rising bond yields and restrictive trade policies, as investors bet on big gains from the artificial intelligence boom. Now signs are emerging the optimism may have gone too far.

Former General Electric and Thermo Fisher Scientific counsel Jonas Svedlund will oversee the carrier’s legal and compliance functions.

Boot Barn, Five Below, The Ensign and GE HealthCare have been highlighted in this Screen of The Week article.

The engines it is shipping to build tomorrow's service revenue are costing margin today, and the shares carry almost no cushion if that bill runs long.

Northrop Grumman (NOC) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Three industrial giants all chased the same AI power buildout in 2026, but the market rewarded them very differently, and the gap between winner and also-ran reveals exactly what investors are betting on next.

SpaceX approached artificial intelligence coding startup Cognition AI Inc. about a potential acquisition, according to people familiar with the matter, in what would have been its second large takeover in recent months to gain ground in the AI race.

Industrial stocks have gotten expensive, but here are some with the most attractive growth prospects.

Morgan Stanley analyst Kristine Liwag on Wednesday upgraded shares of Honeywell Aerospace to Buy from Hold.

The defense contractor Lyntris sold 17 million shares in its IPO. The stock will begin trading on Wednesday.

A number of stocks fell in the morning session after the latest industrial production report showed slower-than-expected growth for July. Data from the Federal Reserve indicated that U.S. industrial production rose by 0.2%, which was half of the 0.4% increase that analysts polled by The Wall Street Journal had anticipated. While this marked the second consecutive month of growth, it represented a slowdown from the previous month's revised figures. Manufacturing output also saw a modest 0.2% incr

Kratos Defense & Security Solutions and GE Aerospace recently announced that their jointly developed GEK800 turbofan engine, now designated F143-ZZ-100, secured a U.S. Air Force Engineering, Manufacturing and Development contract as a second-source propulsion system for the Joint Air-to-Surface Standoff Missile program. This win highlights GE Aerospace’s expanding role in supplying compact, lower-cost propulsion for long-range missiles and uncrewed aerial systems, reinforcing its presence...

General Electric stock has delivered a very strong run over the past five years, yet current checks suggest the share price now trades at a premium to what a Discounted Cash Flow (DCF) intrinsic value estimate and market multiples imply. General Electric has returned roughly 5x over the past five years, which puts extra focus on whether recent gains leave limited room for valuation upside. Growth in areas such as aerospace engines and gas turbines may support long term cash flow. However,...

GE's 19.9% YTD rally reflects strong commercial and defense demand, but rising costs, debt and a premium valuation temper near-term upside.

HWM's defense aerospace revenues rise 11%, while gas turbine sales surge 38%, adding momentum as military funding expands.

GE Aerospace keeps beating estimates, raising guidance, and sitting on a $210 billion backlog, yet the stock may already be priced to perfection with margin pressures quietly building beneath the surface.

Boeing's growth is flying higher than its rivals, but its stock price is already in the stratosphere. Is the premium justified.

Kratos Defense & Security Solutions (NASDAQ:KTOS) and GE Aerospace (NYSE:GE) have secured a U. S.

Is it a good or bad thing when a stock surpasses resistance at the 20-day simple moving average?

The stocks in this article are all trading near their 52-week highs. This strength often reflects positive developments such as new product launches, favorable industry trends, or improved financial performance.

The stock has surged in the past couple of years, and management recently raised its full-year revenue guidance amid booming demand for its power equipment.

Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index’s 16.74% gain, as the market rally remained narrowly focused on AI […]

The Fair Value Estimate for General Electric has shifted from US$350.45 to about US$404.90 per share, which is a meaningful reset in how analysts are framing the stock. Recent research following Q2 results and updated guidance links this higher figure to stronger views on GE Aerospace execution, service demand and the durability of the current order and backlog profile. As you read on, you will see how to track this evolving narrative and what it may mean for your own view on General...

Despite record revenue, GE Aerospace is falling further behind on orders. Spare parts delinquencies, a measure of shipments delayed by material shortages, grew last quarter. This is not a sign of weakness, but of demand so intense the company's industrial base cannot keep pace.

GE's defense momentum continues as rising demand, major contracts and a strong project pipeline lift revenues, orders and profit.

ATI's Q2 earnings surge on strong aerospace and defense demand, record backlog and pricing gains, prompting higher 2026 guidance.

HWM's commercial aerospace revenues jump 28% as air travel, aircraft demand and engine spares drive growth.

Moby summary of BETA Technologies, Inc.'s Q2 2026 earnings call

BETA Technologies Inc (BETA) reports record Q2 revenue and nearly hits $4B backlog target, while navigating certification progress and significant cash burn.

Applied Aerospace & Defense fell about 10% on Wednesday after its first earnings report since going public in June.

GE Vernova’s 25.3% return over the past six months has outpaced the S&P 500 by 14.2%, and its stock price has climbed to $990.50 per share. This performance may have investors wondering how to approach the situation.

The case for buying Boeing stock is based on its absolute and relative valuation.

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

Global gas turbine orders reached a record 38 GW in the second quarter as surging electricity demand, particularly from U.S. data centers, intensified competition for limited manufacturing capacity.

This jet engine powerhouse is flying high on real business strength, forcing investors to ask a disciplined question: is the engine's power already reflected in the ticket price.

Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.

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

General Electric (GE) is back in focus after GE Vernova, its former energy division, reported a US$176b backlog and a recent 5% share price pullback following weaker adjusted EBITDA and EPS. See our latest analysis for General Electric. At a latest share price of US$370.08, General Electric has seen a 90 day share price return of 24.54% and a 1 year total shareholder return of 35.25%. This points to momentum that remains firmly positive despite the recent pullback linked to GE Vernova’s...

GE Vernova's recent post-earnings dip is a good buying opportunity.

Honeywell Aerospace (HONA) is hindered by execution challenges but its fundamental business is "attr

Which stocks are the best mutual funds buying? Marvell, Apple stock and Santander lead as 14 others also make this monthly screen.

Honeywell Aerospace cut full year 2026 financial guidance while many of its peers are increasing their outlooks.

GE Vernova collaborator AirJoule is riding high on the AI data-center boom's formidable thirst — and excess waste heat.

The constraint management once pointed to for a fall in shop visit volume now sits inside the growth case, and the raised guidance now rests on working through it.

GE's commercial engines unit surges on services, spare parts and LEAP deliveries, while major orders support its 2026 growth outlook.

GE Aerospace has outperformed the broader market over the past year, and analysts remain highly bullish on its growth prospects.

Monday's approval was already telegraphed, the rare double upgrade beside it was not, and the finished flight test frees engineering capacity for a different program entirely.

Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. However, they face intense competition from scaled industry giants and can be disrupted by new innovative players vying for a slice of the pie.

GE Vernova’s shares have outperformed the broader market and sector peers, and analysts are bullish on the stock’s growth potential.

Which of these SMR makers has a brighter future?