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GEGE

GE Aerospace

$GE·$375B·Aerospace & Defense·Industrials
$345.73-4.1%YTD+11.6%1Y+29.9%
Mentions · last 7 days
2026-07-09: 140 posts2026-07-10: 147 posts2026-07-11: 54 posts2026-07-12: 97 posts2026-07-13: 204 posts2026-07-14: 147 posts2026-07-15: 195 posts988+5%
Price updated 11h ago·X counts updated 1d ago
GEGE
$GEGE Aerospace
$345.73-4.06%988 posts+5%
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 numbersEvent coming upAI verdict · as of 2026-07-16

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Aerospace engine compounder with Q1 revenue +25% — earnings today decides the near-term trajectory.

GE Aerospace is the pure-play commercial-and-military jet-engine (LEAP, GEnx, GE9X) OEM whose 2026 tape has quietly compounded 36% t12m. Earnings drop today (July 16) and the setup is decisively event-ahead with the tape at 82% of the 52-week range.

  • The core business is accelerating meaningfully: Q1 2026 revenue grew 25% YoY to $12.4B, gross margin held at 31%, and operating margin was 14% — the LEAP-1B backlog + services revenue is what's driving the acceleration, and the aerospace-cycle recovery is genuinely durable.
  • The Larry Culp cybersecurity angle is a real diversification lever: GE Aerospace is described as 'the next big thesis' by beat-up-stock hunters, and Tema Durable Quality ETF has GE as its fourth-largest holding at 5.48% — real institutional positioning behind the compounder narrative.
  • Valuation is loaded but earnable: 39x TTM P/E and 7.1x sales at $360 puts GE at the top of the aerospace-multiple range, but the setup requires continued 20%+ services revenue growth to justify the multiple — the July 16 print is the specific test.

The July 16 Q2 earnings (today) are the immediate test — Aerospace services revenue trajectory, LEAP engine trends, and any FY26 EPS guide raise extend the setup toward $380. A services miss or LEAP-defects commentary stalls the tape near current levels.

Agrees with X sentimentX is bullish, describes GE Aerospace as 'the next big thesis' by beat-up-stock hunters, and Tema Durable Quality ETF has GE as its fourth-largest holding at 5.48%. Cybersecurity is cited as the next growth area under Larry Culp, though at least one long/short trader is set up long BA / short GE. Mechanics validate: Q1 revenue +25% YoY at 14% operating margin, and the aerospace-cycle recovery is real. The July 16 print has to affirm services revenue.

What to watch: The July 16 Q2 earnings (today). Watch Aerospace services revenue trajectory, LEAP engine trends, and FY26 EPS guide movement. Services miss or LEAP-defects commentary stalls the tape near current levels; steady growth + guide raise extends toward $380.

On the calendar: 2026-07-16 — Q2 earnings (today)

X sentiment

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

Bullish sentiment⚠5 posts analyzed · as of 2026-07-13 · top-engagement diverged

GE Aerospace is described as 'the next big thesis' by beat-up-stock hunters, and it is Tema Durable Quality ETF's fourth-largest holding at 5.48%. Discussion cites cybersecurity as the next big growth area under Larry Culp, though at least one long/short trader is set up long BA and short GE.

Read the AI verdict + X sentiment for $GE

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • 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

No material change from last week — institutions now mark RKLB, LUNR, and RDW against SPCX's $1.

What this means for $GE

Partial — Designs and manufactures commercial and military jet engines (LEAP, GE9X) with a high-margin aftermarket services business; this segment overlaps with the defense budget expansion and space commercialization but is not the dominant revenue driver.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+7.1%YTD
+18.8%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 $1.89

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$48.7B$48.3B – $49.7B$7.57$7.50 – $7.6413
FY27$53.4B$52.0B – $54.5B$8.65$8.40 – $9.2013
FY28$58.4B$58.4B – $58.5B$9.90$8.49 – $11.2615
FY29$62.2B$60.8B – $64.3B$10.90$10.60 – $11.3811
FY30$65.9B$64.5B – $68.1B$12.11$11.77 – $12.647

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.1.4×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.71%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.+4.0%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.+10.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.0B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.355-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

No open-market buys or sells in the last 180 days.

+ 36 other (20 awards · 8 inkinds · 8 exempts) 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
Free, forever. No credit card.

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.

+ 16 other (3 13Gs · 3 proxys · 2 13Fs · 2 earnings 8-Ks) in window

Recent news

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

GE Trades Down After Earnings, Supply & Valuation Concerns Hit Stockyoutube.com·20h agoGE Aerospace Q2 Earnings Beat on Robust Commercial Services Growthzacks.com·20h agoGE (GE) Q2 Earnings: Taking a Look at Key Metrics Versus Estimateszacks.com·22h agoGE Aerospace pushes back on GEnx delay concerns, says Boeing has months of engine supplyreuters.com·23h agoGE Aerospace Q2 Earnings Call Highlightsmarketbeat.com·1d ago

In themes

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

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Voices on X · top 9 · 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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