GE
NYSE · Industrials · Aerospace & Defense · US
Research · Sep 20, 2026
[GE] GE Aerospace: Q3 2026 Earnings Preview as Services Growth Slows
GE Aerospace grew Q2 adjusted revenue 24% to $12.6 billion as margin fell 130 bps; Q3 results will show whether parts supply or airline demand caps services growth.
Research · Sep 9, 2026
GE Aerospace Buys CPP: Where Non-GE Castings Work Re-Sources
GE Aerospace's $11.75bn purchase of CPP removes a neutral merchant castings house, leaving Doncasters as the only listed independent where non-GE engine and gas-turbine OEMs can dual-source.
Research · Sep 3, 2026
[GE] GE Aerospace Thesis 2026: LEAP Services Engine Powers Multi-Year Earnings Compounding
GE Aerospace FY2025 revenue ~$40B (+9-12% YoY) with adj. operating margin expanding to 22% — second full year as focused commercial + military aircraft engine company post April 2024 GE Vernova spinoff. Services revenue ~$30B (~75% of total) at ~32% operating margin vs equipment ~12-14% — services contributes ~80%+ of operating income on 75% of revenue. LEAP engine installed base reached ~9,000+ engines (cumulative deliveries ~9,150) with FY2025 production constrained at ~1,450 engines (vs FY2023 plan ~2,000) on Boeing 737 MAX post-Alaska Airlines crisis + supply chain bottlenecks. FY2026 thesis: LEAP production recovery toward 1,800-2,000 engines as Boeing 737 MAX rate returns to 38-42/month + Airbus A320neo continues; LEAP installed base maturing into first overhaul interval (peak service revenue era beginning FY2026-2028); defense propulsion captures elevated military procurement; key risks: sustained Boeing supply chain issues, commercial aviation demand reset, Pratt & Whitney GTF capturing A320neo share.
Research · Jun 9, 2026
GE Stock: GE Aerospace China Deals After Trump-Xi Meeting
GE Aerospace CEO is optimistic about more aircraft engine orders from China after Trump-Xi talks. What it means for GE's commercial aerospace pipeline.
Research · Jun 2, 2026
GOOGL's $80B Stock Raise: Why Alphabet Picked Equity
Alphabet's $80B secondary issuance signals AI capex has outgrown organic FCF. Goldman bookrunner. The capital-allocation pivot reprices the hyperscaler.
Research · Apr 13, 2026
France's Electric Power Boom: 5 US Stocks Positioned to Capture the Incentive Wave
France's commitment to nearly double fiscal incentives for electric power transition by 2030 creates significant opportunities for US-listed companies with European exposure. We analyze 5 stocks across renewable energy (ENLT, NEE), battery materials (ALB), automotive (STLA), and infrastructure (GE) that stand to benefit from this €billion surge in green spending.