Company Reports

In April 2024, GE Aerospace emerged from the former GE conglomerate as a formidable and focused global turbine engine producer, powering about three of every four commercial airline flights on Earth.

GE Aerospace announced a deal to acquire Consolidated Precision Products from private equity investors for $11.75 billion in late 2027. CPP supplies specialized metallurgical castings, airfoils, and other precision turbine parts to GE and others, which have at times bottlenecked supply.

GE Aerospace's commercial engines segment revenue grew 27% year over year with a 27.3% operating margin in second quarter. Defense revenue grew 16% with a 13.8% margin. Management raised its full-year revenue and profit expectations after weathering recent macroeconomic turbulence and uncertainty.

In April 2024, GE Aerospace emerged from the former GE conglomerate as a formidable and focused global turbine engine producer, powering about three of every four commercial airline flights on Earth.

GE Aerospace's commercial engines segment revenue grew 34% year over year with a 26.4% operating margin in the first quarter. Defense revenue and margin were flatter but robust. Management reaffirmed its full-year revenue and profit expectations, notwithstanding recent macroeconomic turbulence.

In April 2024, GE Aerospace emerged from the former GE conglomerate as a formidable and focused global turbine engine producer, powering about three of every four commercial airline flights on Earth.

GE Aerospace's fourth-quarter commercial revenue grew 24% to $9.5 billion at a 24% operating margin, while defense revenue grew 13% to $2.8 billion compared with 2024. Management promised midteens commercial engine revenue growth in 2026, and investors traded the shares down over 7% on Jan. 22.

GE Aerospace has emerged from the former GE conglomerate as a formidable and focused turbine engine producer, powering about three of every four commercial airline flights on Earth.

GE Aerospace's third-quarter commercial revenue grew 27% to $8.9 billion at 27.4% operating margin, while defense revenue grew 26% to $2.4 billion. Margin rose to 13.6% compared with the year-ago quarter. Management raised its full-year revenue, profit, and cash flow expectations commensurately.

GE Aerospace has emerged from the former GE conglomerate as a formidable and focused turbine engine producer, powering about three of every four commercial airline flights on Earth.

Shares of GE Aerospace traded down roughly 5% by midday on Aug. 13 for no apparent or fundamentally driven reason, while widespread profit taking and some sector rotation drove large cap growth stocks down about 1% overall and small value stocks up nearly 2% in a flat-ish US market.

GE Aerospace's second-quarter commercial engines segment revenue grew 30% to $8 billion and earned a 28% operating margin. Defense revenue and margin were flatter, and management raised its full-year and 2028 revenue and profit expectations considerably.

GE Aerospace has emerged from the former GE conglomerate as a formidable and focused turbine engine producer, powering about three of every four commercial airline flights on Earth.

Following the deadly crash just after takeoff from Ahmedabad Airport of an Air India Boeing 787-8 powered by GE engines, we expect multiple investigations into the cause. In June 12 premarket trading, shares of Boeing dropped some 6%, while GE Aerospace stock fell about 4%.

Large recent orders for Boeing jets, most powered by GE engines, serve as votes of confidence in the companies' product lines. More importantly, we think they signal that future US aerospace exports are less likely to be saddled with high tariffs or other trade disputes than seemed so a month ago.

GE Aerospace has emerged from the former GE conglomerate as a formidable and focused turbine engine producer, powering about three of every four commercial airline flights.

GE Aerospace's first-quarter commercial engines segment revenue grew 15% and earned a 27.5% operating margin. Defense revenue and margin were flatter, but management reaffirmed its full-year revenue and profit expectations, notwithstanding recent macroeconomic turbulence.

GE Aerospace has emerged from the former GE conglomerate as a formidable and focused turbine engine producer, powering about three of every four commercial airline flights.

President Donald Trump imposed new tariffs on imports from US global trading partners with the stated aim of boosting domestic manufacturing. Aerospace firms are among the US' most globally integrated manufacturers and include the country's largest exporters, which complicates matters.

With delays in the Boeing 777X program, existing 777s powered by the GE90 engine will remain in use longer. GE Aerospace's annual report also reflected lower insurance and pension liabilities, along with reduced share count.