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GEGE

GE Aerospace

$GE·$384B·Aerospace & Defense·Industrials
$342.58-0.0%YTD+21.8%1Y+24.1%
Mentions · last 7 days
2026-08-21: 37 posts2026-08-22: 57 posts254+29%
Price updated 2d ago·X counts updated 8d ago
GEGE
$GEGE Aerospace
$342.58-0.04%254 posts+29%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $GE, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-29

The move is getting stronger, with heavier trading behind it.

GE Aerospace with LEAP engine deliveries +41% YoY and a wide-moat tollbooth on air travel — quality compounder doing exactly what it should.

GE Aerospace is the pure-play aerospace-engine business spun out of the old GE conglomerate in 2024 — LEAP engines on the 737 MAX and A320neo, plus the CF6/GEnx franchise on wide-bodies. The setup is a real-business quality compounder in its accelerating phase.

  • The core P&L is compounding cleanly: Q1 revenue grew 24.7% YoY to $12.4B at a 31% gross margin, Q2 EPS beat at $2.02 vs $1.86 consensus, and the sell side models EPS climbing from ~$7.90 this year to ~$10.27 in 2028 — a business compounding EPS at ~14% annually on a $50B revenue base.
  • The LEAP engine tape is genuinely strong: deliveries jumped 41% YoY this year — both Boeing and Airbus need that number to keep climbing to hit their own delivery targets — and Larry Culp's turnaround from the pre-spin GE is now a documented case study, with the tape treating GE Aerospace as a wide-moat tollbooth on global air travel.
  • The insider signal is small but present: CFO Giglietti M-Exempt then S-Sold $3.8M on August 11 (post option exercise, a mid-scale sale into strength) — a mild counter-tell but not enough to move the read; the more notable absence is any open-market buying at 62% of the 52-week range.

The setup is a real-business quality compounder accelerating on a specific LEAP-engine delivery-ramp catalyst — the October 20 Q3 print is the referee, and the market needs LEAP delivery growth staying above 30% plus updated services-revenue color. A clean beat with lifted FY guide extends the accelerating trajectory; a supply-chain disruption or a Boeing/Airbus delivery slip cools the tape from the accumulation zone in the mid-$330s.

Agrees with X sentimentThe bullish X read on GE as a wide-moat toll booth on global air travel that compounded EPS 40%+ over two years since the 2024 spin, Larry Culp's turnaround, tightening 50/200 SMA divergence, and horizontal support in the mid-$330s is factually consistent with the reported numbers and tape. The single "cautionary tale" post about the historic GE (pre-spin conglomerate) is genuinely drowned out and doesn't apply to the post-spin pure-play.

What to watch: The October 20 Q3 earnings — need LEAP delivery growth staying above 30%, updated services-revenue color, and reiterated FY26 EPS guide around the $7.90 consensus. A supply-chain disruption or a Boeing/Airbus delivery slip cools the tape from the mid-$330s accumulation zone; a clean beat with lifted FY guide extends the accelerating trajectory.

On the calendar: 2026-10-20 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment9 posts analyzed · as of 2026-08-30

Sentiment on GE Aerospace is bullish and moat-anchored — bulls frame it as a "toll booth on global air travel," citing an ~$178.7B services backlog, $210.8B total remaining performance obligations (+11% in six months), and a razor-and-blades model on ~50,000 commercial and ~30,000 military engines. Chartists note a pullback of ~12.4% from Aug 6 highs to horizontal support in the mid-to-high $330s as a likely reversal spot. A pointed cautionary note reminds readers that GE was itself once every "quality compounder" list — sizing matters.

Read the AI verdict + X sentiment for $GE

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  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs and manufactures commercial and military jet engines (LEAP, GE9X) with a high-margin aftermarket services business.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $GE.

Aerospace & Defense · Industrials

Defense budget tailwinds — NATO spending commitments and Pentagon procurement acceleration — support backlogs at prime contractors. Commercial space is a separate driver: launch cadence and satellite constellations are pulling RKLB and LUNR on their own momentum, independent of traditional defense spending.

What this means for $GE

Partial — upstream oil & gas exposure ties to commodity price cycle; Based in Evendale, Ohio, GE Aerospace is a prominent America.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+16.3%YTD
+16.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
39.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
18.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
7.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
46.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
34.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 16, 2026$2.02$1.86+8.6%
Q1 2026Apr 21, 2026$1.86$1.60+16.3%
Q4 2025Jan 22, 2026$1.57$1.43+9.8%
Q3 2025Oct 21, 2025$1.66$1.46+13.7%
Next earningsTue, Oct 20·consensus EPS $1.99

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$12.4B+24.7%31.0%13.7%$1.82$1.5B
Q4 FY25$12.7B+17.6%34.2%18.5%$2.38$1.8B
Q3 FY25$12.2B+24.2%36.5%22.9%$2.04$2.2B
Q2 FY25$11.0B+21.2%37.9%19.0%$1.91$1.9B

Forward consensus

5-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$50.1B$49.6B – $51.5B$7.90$7.58 – $8.0412
FY27$55.5B$52.8B – $58.4B$9.04$8.71 – $9.3513
FY28$60.5B$58.1B – $63.3B$10.27$8.93 – $11.2915
FY29$64.5B$62.5B – $66.6B$11.38$10.91 – $11.8711
FY30$68.3B$66.2B – $70.6B$12.50$11.99 – $13.047

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.62%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-4.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+6.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β1.375-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 11Robert M. GigliettiPresident10.2K sh$3.8MSellJul 24Mohamed AliPresident8.1K sh$2.9MSellJul 23Riccardo ProcacciPresident1.5K sh$528K
+ 30 other (13 awards · 10 exempts · 7 inkinds) in window

See when $GE insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJun 253
AI summary

Judson Althoff filed an initial Form 3 as a newly appointed director of GE Aerospace as of June 24, 2026, reporting no securities beneficially owned — neither direct holdings nor derivative securities. Administrative filing signaling a new board member joining GE Aerospace; no ownership stake disclosed at inception.

8-KCharter amendmentJun 258-K — Item 5.03: Charter amendment
AI summary

General Electric filed an 8-K on June 25, 2026 disclosing an amendment to its Certificate of Incorporation or Bylaws (Item 5.03). The excerpt is limited to XBRL metadata and boilerplate header; no substantive description of what was amended is visible. GE Aerospace (formerly GE) has been simplifying its corporate structure post-spin. Without the exhibit or narrative, the specific nature of the bylaw or charter change cannot be determined from this excerpt.

8-KOfficer or director changeJun 118-K — Item 5.02: Officer or director change
AI summary

General Electric Company (GE Aerospace) announced the election of Judson Althoff to its Board of Directors, effective June 24, 2026. Althoff's committee assignments and compensation arrangements will be determined by the Board in connection with his service. No other officer changes were disclosed. This is a routine director appointment that expands the GE Aerospace board; Althoff brings technology industry experience (as Microsoft's Chief Commercial Officer), which aligns with GE Aerospace's digital transformation emphasis.

8-KOfficer or director changeMay 78-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

GE disclosed a personnel change (8-K Item 5.02, dated 2026-05-07). A new executive or director appointment is reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

+ 18 other (3 13Gs · 3 proxys · 2 13Fs · 2 10-Qs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Howmet vs. GE Aerospace: Which Aerospace & Defense Stock Should You Bet On?zacks.com·3d agoIs GE (GE) a Buy as Wall Street Analysts Look Optimistic?zacks.com·3d agoGE Aerospace's LEAP Engine Deliveries Jumped 41% This Year. Here's Why Boeing and Airbus Both Need That Number to Keep Climbing.fool.com·3d agoCan GE Aerospace Boost Profit Margin Amid Cost Pressures?zacks.com·3d agoGE Aerospace: Full-Throttle Ahead, Full Valuation, Technical Froth Easesseekingalpha.com·4d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · top 7 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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