GE Aerospace (General Electric Company) (GE)

Outperform Recap: Q1 2026

The Quarter That Would Have Raised the Guide, Sold Off Anyway: A Middle East Fuel Shock Hands Us the Reset We Waited For — Upgrading GE Aerospace to Outperform

Hold Recap: Q4 2025

A Beat That Sold Off 7.4%: FY25 Cleared the High End and 2026 Topped Consensus, But the Multiple Finally Met the Deceleration — Maintaining Hold

Hold Recap: Q3 2025

The Second-Half Cadence Played Out Exactly as Guided, and the Services Engine Still Accelerated: Maintaining GE Aerospace at Hold

Hold Recap: Q2 2025

A Flawless Beat-and-Raise on the Best Annuity in Aerospace, But the Price Already Reflects It: Initiating GE Aerospace at Hold