Post-spin, GE Aerospace is a pure-play on a structural commercial aviation up-cycle and elevated defense engine spending. LEAP engine shipments are at full ramp with services attach driving 30%+ services margins. Geopolitical airlift demand (NATO, Indo-Pacific) lifts military engine backlog. Free cash flow conversion improving rapidly.
Thesis reviewed May 29, 2026
GE Aerospace is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States78REDUCEView United States risk detail βπIndustrials27WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| ERJ | Embraer SA | 31 | +13% | β6% | EARLY |
| WM | Waste Management, Inc. | 31 | +3% | β6% | NEUTRAL |
| ETN | Eaton Corporation plc | 31 | +16% | β6% | EARLY |
| ROK | Rockwell Automation, Inc. | 31 | +2% | β6% | NEUTRAL |
| CAT | Caterpillar Inc. | 31 | +12% | β6% | EARLY |
| NSC | Norfolk Southern Corporation | 31 | +3% | β6% | NEUTRAL |
| IR | Ingersoll Rand Inc. | 31 | +9% | β6% | EARLY |
Investors who hold GE may also have indirect exposure through these country funds.
LEAP engine deliveries +30% YoY; aftermarket services backlog at record
USAF awards GE F110 engine extension contract worth $2.6B
Indo-Pacific airline capacity additions exceed pre-COVID baseline
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Matthew Robert Van EppsTN | Buy | $1kβ$15k | Jun 16, 26 | ||
| Jared MoskowitzFL | D | Buy | $1kβ$15k | Mar 23, 26 | +11.7% |
| Jared MoskowitzFL | D | Buy | $1kβ$15k | Mar 31, 26 | +11.7% |
| Maria Elvira SalazarFL | R | Buy | $1kβ$15k | Mar 24, 26 | +12.9% |
| Austin ScottGA | R | Buy | $1kβ$15k | Feb 17, 26 | +5.6% |
| Gilbert CisnerosCA | D | Sell | Unknown amount | Feb 10, 26 | +0.6% |
| Gilbert CisnerosCA | D | Buy | Unknown amount | Jan 9, 26 | +2.8% |
| John Boozman | Buy | $1kβ$15k | Jul 31, 25 | +19.4% | |
| Shelley M Capito | Buy | $1kβ$15k | Dec 27, 24 | +89.1% | |
| Roger WilliamsTX | R | Buy | $1kβ$15k | Feb 27, 19 | +103.4% |