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GEGE

GE Aerospace

Strong FundamentalsStrong FundamentalsRevenue growing 25% YoYStreet coverage with positive forward estimatesConsistent chatter on X (509/wk), no spike
$GE·$320B·Aerospace & Defense·Industrials
$313.83+0.6%YTD-0.7%1Y+4.7%
Price updated 4h ago·X counts updated 5d ago
GEGE
$GEGE Aerospace
$313.83+0.59%509 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $GE on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

509X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $GE's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 58% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data18 posts analyzed · as of 2026-09-15

GE Aerospace announced acquisition of Consolidated Precision Products for $11.75B (~26x 2027 EBITDA pre-synergy, ~$2.0B expected 2027 revenue) — securing engineered-castings capacity for engines just as commercial and aftermarket demand accelerates. TCI Fund holds a 32% weighting; the deal read-through pushes Berkshire's Precision Castparts implied valuation to ~$100B by Barron's. Very bullish backdrop.

Read what X is saying about $GE

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $GE — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

GE Aerospace just paid $11.75B for Consolidated Precision Products — the commercial engine aftermarket thesis is real.

GE Aerospace is the global jet-engine leader — commercial (LEAP, GE9X, GEnx) plus military/defense engines, with a dominant aftermarket services franchise. The stock is flat YTD and consolidating around the 200-day MA after the $11.75B Consolidated Precision Products acquisition.

  • The P&L is accelerating: revenue grew 25% YoY to $12.39B last quarter at an 18.5% operating margin — commercial engine aftermarket is pulling the mix, and the demand runway from 737 MAX and A320neo deliveries is multi-year.
  • The CPP acquisition is strategically specific: $11.75B at ~26x 2027 EBITDA pre-synergy secures the engineered-castings capacity that was the biggest supply constraint on engine throughput; TCI Fund (32% weight) backing the deal is a credibility signal.
  • Governance signals are routine (Althoff added to Audit Committee, Bush as lead director) — no insider selling of consequence; the lead director transition is a stability signal in a cycle where defense primes often shuffle leadership.

The coil breaks higher if Oct 20 earnings confirm commercial aftermarket revenue growth above 20% and management reiterates the CPP integration timeline. A soft Oct 20 commercial print, or any Pratt-level competitive pressure commentary, is what breaks the coil lower; a FY27 revenue guide-up with CPP contribution details is what extends it toward prior highs.

Agrees with X sentimentX bulls on the CPP deal and the TCI backing have real validation — the implied Berkshire-Precision-Castparts $100B valuation read-through by Barron's is directionally right, and GE Aerospace is better positioned on commercial aftermarket than any peer in the current cycle.

What to watch: Oct 20 earnings — commercial aftermarket revenue growth above 20%, defense segment margin, CPP integration timeline, and FY27 revenue guide. A soft commercial print or a stretched CPP timeline is what breaks the coil lower.

On the calendar: 2026-10-20 — Q3 FY26 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — Defense procurement backlogs remain intact on NATO 2% GDP commitments.

What this means for $GE

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

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
-5.3%YTD
+1.4%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 $2.00

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$50.3B$49.9B – $51.8B$7.93$7.84 – $8.0212
FY27$55.8B$54.6B – $58.4B$9.11$8.82 – $9.3712
FY28$60.9B$58.2B – $63.4B$10.38$9.38 – $11.1815
FY29$65.8B$64.6B – $67.8B$11.67$11.38 – $12.1310
FY30$70.5B$69.2B – $72.6B$12.98$12.66 – $13.497

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.0.9×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.36%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.-5.9%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.-3.7%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 today0.4% 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.β1.375-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
+ 31 other (14 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

8-KOfficer or director changeSep 228-K — Item 5.02: Officer or director change · Item 8.01: Other event
AI summary

GE Aerospace (GE) disclosed two board governance updates effective September 21, 2026: director Judson Althoff (appointed June 2026) was added to the Audit Committee, and the independent directors appointed Wesley Bush as the independent Lead Director. Both are administrative board composition updates tied to filling committee roles and establishing independent leadership structure, with no financial impact.

8-KPress release / Reg FDSep 88-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

GE Aerospace posted an investor presentation and related press release in connection with an announcement under Item 8.01. The company furnished both documents as Exhibits 99.1 and 99.2. The specific content — likely relating to a contract win, order, or strategic update for GE's engine and aerospace programs — was not captured in the available excerpt. This is a significant Reg FD event-driven disclosure for the aerospace and defense engine manufacturer.

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.

+ 12 other (2 13Fs · 2 10-Qs · 2 earnings 8-Ks · 2 13Gs) in window

Recent news

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

GE Aerospace (GE) Exceeds Market Returns: Some Facts to Considerzacks.com·1d agoGE Aerospace vs. Lockheed Martin: Which Stock Is a Better Buy in 2026?fool.com·1d agoGE (GE) Q3 Earnings on the Horizon: Analysts' Insights on Key Performance Measureszacks.com·2d agoGE Aerospace (GE) Is a Trending Stock: Facts to Know Before Betting on Itzacks.com·2d agoUS Transportation Secretary meeting with Boeing, GE CEOs on aircraft certification reform effortsreuters.com·2d ago

In themes

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Voices on X · top 3 · 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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