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 moderate signals.
🇺🇸United States48EARLYView United States risk detail →🏭Industrials45WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| ERJ | Embraer SA | 46 | +13% | ↓6% | EARLY |
| ITW | Illinois Tool Works Inc. | 46 | +1% | ↓6% | NEUTRAL |
| GE | GE Aerospace | 46 | +14% | ↓6% | EARLY |
| UNP | Union Pacific Corporation | 46 | +7% | ↓6% | EARLY |
| NSC | Norfolk Southern Corporation | 46 | +3% | ↓6% | NEUTRAL |
| ROK | Rockwell Automation, Inc. | 46 | +2% | ↓6% | NEUTRAL |
| ABB | ABB Ltd | 46 | +7% | ↓6% | 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 · Yahoo Finance · Not audited figures
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| John Boozman | Buy | $1k–$15k | Jul 31, 25 | +19.4% | |
| Shelley M Capito | Buy | $1k–$15k | Dec 27, 24 | +89.1% | |
| Roger WilliamsTX | R | Buy | $1k–$15k | Feb 27, 19 | +103.4% |