GE
GE Aerospace

GE AerospaceGE

Industrials · Aerospace & Defense
323.24USD
+2.70%
Nov 08, 2026
GE overview ready
Major OEM and aftermarket provider of military and commercial aircraft propulsion
GE Aerospace is a major aircraft-propulsion OEM and aftermarket provider, with commercial engines and services as its larger business alongside Defense & Propulsion Technologies serving military fixed-wing, rotorcraft, and related propulsion programs.
Primary theme is improving
Commercial Aerospace is improving (+6.0pp vs SPY over 21 sessions; 11 of 17 members ahead of SPY).
No clear price read
Longer-term context reads near trend floor, with a near-term setup of daily reclaim.
Demanding valuation
The price embeds expectations that run ahead of the cash the business currently produces.
Unremarkable fundamentals
Primary risk
Defense budget cuts or delays.
Market Nov 6Filing Sep 30Price action Nov 7Research Jul 29

Conviction Level

PriceAction8.9BusinessPerformance—BusinessQuality5.9Valuation3.0ThemeMomentum7.0This company's quarterly figures could not be reconciled to its filed statement totals, so no performance read is shown.

Conviction uses Price Action, Business Performance, Business Quality, Valuation. Theme Momentum is research context, not an input.

Theme momentumPrimary theme · group context, not entry timing
vs SPY
+6.0pp
Theme return
+1.0%
Beating SPY
11 of 17
21 sessions to Nov 6, 2026 · Theme Leadership V2
Price
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Price Action

No clear price read
Longer-term context reads near trend floor, with a near-term setup of daily reclaim.
EntryReset + recovery

The stock remains extended from its long-term weekly base, but the recent reset toward the daily SMA200 aligned with support at the weekly EMA21. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap
$334.0B
Avg Volume (60D)
5.0M
60 sessions
Revenue Growth YoY
+18.5%
FY2025 vs FY2024
Gross Margin
+30.1%
Operating Margin
+18.1%
Trailing twelve months
Free Cash Flow Yield
+2.4%
Distance from 200DMA
+0.3%
Next Earnings
2027-01-21
P/E
36.7x
EV / Sales
6.6x
Market metrics as of Nov 6, 2026
Financial results for the period ended Sep 30, 2026
Filed balance-sheet data as of Sep 30, 2026

Business Performance

Insufficient evidence

This company's quarterly figures could not be reconciled to its filed statement totals, so no performance read is shown.

Business Quality

5.9 / 10

How well the business earns on its assets, converts earnings to cash and funds itself — read from its SEC filings.

Fundamentals & Valuation

Only one valuation perspective could be built for this company, and it reads expensive.
GE Aerospace has an Expensive valuation stance because the price embeds expectations that run ahead of the cash the business currently produces. It trades at a 2.4% free-cash-flow yield and 6.6x revenue, which require sustained delivery to be justified.

Company Research

Thesis
GE Aerospace is a major aircraft-propulsion OEM and aftermarket provider, with commercial engines and services as its larger business alongside Defense & Propulsion Technologies serving military fixed-wing, rotorcraft, and related propulsion programs.
Opportunity
Moderate opportunity
Defense procurement, fleet-readiness requirements, and next-generation aircraft programs driving demand for military jet and rotorcraft engines, propulsion upgrades, spare parts, depot services, and production capacity.
Key risk
Defense budget cuts or delays.

Economic classification

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Business & Markets

Industrials · Aerospace & Defense
What they do

GE Aerospace designs, manufactures, and services commercial and military aircraft engines and propulsion systems through its Commercial Engines & Services and Defense & Propulsion Technologies segments.

How it earns

Primarily transactional revenue from sales of engines, spare parts, and maintenance, repair, and overhaul (MRO) services.

Products & services
Commercial jet engines
Military aircraft engines
Engine components
MRO services
Spare parts
Customers & end markets
Commercial airlines and business aviation operators
Military and defense agencies
Market position

Leader in aircraft propulsion OEM and aftermarket services for both commercial and military aerospace sectors.

Demand drivers
Medium cyclicality

Demand is influenced by commercial airline cycles and defense budget fluctuations.