GE Aerospace (General Electric Company) (GE)
Recap: Q2 2026
The Deferred Raise Arrives, the Stock Falls a Third Time: Booking the Outperform Win as Valuation Round-Trips to ~45x and a CFM56-7B Investigation Opens
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
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
Recap: Q3 2025
The Second-Half Cadence Played Out Exactly as Guided, and the Services Engine Still Accelerated: Maintaining GE Aerospace at 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