About a year ago, I covered the new or legacy General Electric Company (NYSE: GE ), which is the aerospace arm of the conglomerate. I have a very favorable view of what I call theExperience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue to immensely enjoy learning and applying my experience to unravel, comprehend and benefit from ...

About a year ago, I covered the new or legacy General Electric Company (NYSE: GE ), which is the aerospace arm of the conglomerate. I have a very favorable view of what I call theExperience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue to immensely enjoy learning and applying my experience to unravel, comprehend and benefit from ...

Core Insights - AerCap Holdings N.V. has signed a seven-year agreement with GE Aerospace to provide lease pool management services for the GE9X engine, extending support for other engines as well [1][2][3] Group 1: Agreement Details - The agreement enhances the partnership between AerCap and GE Aerospace, adding the GE9X engine to AerCap's servicing capabilities [2] - AerCap will manage GE9X shop visit management, lease return coordination, technical services, and lease documentation support [2][3] Group 2: Strategic Importance - The agreement is crucial for ensuring that customers have a robust support network for their 777X fleets when the GE9X enters service [3] - GE Aerospace is investing in capabilities to support GE9X customers, including increasing capacity and enhancing training [3] Group 3: Company Background - AerCap is a global leader in aviation leasing, serving approximately 300 customers worldwide with comprehensive fleet solutions [4] - GE Aerospace has an installed base of around 44,000 commercial and 26,000 military aircraft engines, employing 52,000 people globally [5]

The legendary GE boss eventually came around to the idea that the focus on short-term results was a harmful distraction https://t.co/V2SS9yVC9E ...

Core Insights - The labor market is showing signs of weakness, but advanced manufacturing, particularly in aerospace, continues to see high demand, prompting GE Aerospace to invest $30 million in workforce training [1] Investment and Workforce Development - GE Aerospace is focusing on workforce training to fill gaps in the aerospace supply chain, not just for engine manufacturing but for broader job opportunities [2] - The investment aims to support the talent pipeline necessary to meet the strong demand from airframers and airlines [2][3] Market Demand and Performance - There is a mid-single-digit growth in airline departures, with a 4% increase compared to the same period last year, indicating stable global demand [3][4] - GE Aerospace has a significant backlog of $170 billion, sold out through the rest of the decade, highlighting strong market positioning [5] Future of Flight and Technological Advancements - The company is investing in next-generation narrow-body aircraft, with expected launches around 2035-2040, emphasizing the need for early technology investments [8] - The rise program focuses on improving fuel efficiency through open fan architecture, aiming for a 20% increase in efficiency for future aircraft [9] AI and Innovation - AI is being integrated across various operations, including workforce training and engine maintenance, enhancing inspection processes and overall efficiency [14][15] - The use of AI is expected to improve manufacturing and service operations, making skilled jobs more valuable in a digitized world [17]

GE Aerospace (NYSE:GE) is one of the stocks Jim Cramer commented on. While discussing the company, Cramer called the aerospace business “phenomenal,” as he stated: “Aerospace is a phenomenal business. Phenomenal. Look at how GE Aerospace has done since it’s spun off its healthcare and power divisions. The stock’s been a giant winner, wasn’t when they had those other divisions.” Photo by Artem Podrez on Pexels GE Aerospace (NYSE:GE) designs and manufactures aircraft engines and related systems for comm ...

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for GE Aerospace, driven by higher revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - GE is expected to report quarterly earnings of $1.46 per share, reflecting a +27% change year-over-year, with revenues projected at $10.34 billion, up 15.6% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 0.74% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +2.01% for GE, suggesting analysts are optimistic about the company's earnings prospects [12]. Historical Performance - GE has consistently beaten consensus EPS estimates, achieving this in the last four quarters, including a +16.08% surprise in the most recent quarter [13][14]. Investment Considerations - While GE is positioned as a strong earnings-beat candidate, investors should consider other factors that may influence stock performance beyond earnings results [15][17].

Financial Earnings Calendar - The upcoming earnings calendar is heavily focused on financial institutions, with major firms like JPMorgan Chase & Co., Wells Fargo & Company, and Goldman Sachs Group Inc. reporting pre-market on Tuesday [1] - The financial theme continues into Wednesday with Bank of America Corporation and Morgan Stanley also reporting before the market opens [1] Key Earnings Reports - Taiwan Semiconductor Manufacturing Company Ltd., a significant player in the market, is set to lead Thursday's pre-market earnings reports [1] - The following Tuesday will see a busy schedule with over 40 companies reporting, including GE Aerospace, Coca-Cola Company, and Netflix Inc. after market close, along with numerous industrials and healthcare companies [1]

GE Aerospace (GE) closed at $297.47 in the latest trading session, marking a +2.05% move from the prior day. The stock outpaced the S&P 500's daily gain of 1.56%. Elsewhere, the Dow saw an upswing of 1.29%, while the tech-heavy Nasdaq appreciated by 2.21%. The industrial conglomerate's shares have seen an increase of 3.48% over the last month, surpassing the Aerospace sector's gain of 1.54% and the S&P 500's gain of 0.41%.Investors will be eagerly watching for the performance of GE Aerospace in its upcoming ...

GE Aerospace (GE) will release its third quarter 2025 financials on Tuesday, Oct. 21. Shares of this jet engine manufacturer have been on a strong upward trajectory in 2025, rising 77% year-to-date. This rally reflects rising orders, a swelling backlog, and steady gains in operating profit and earnings per share (EPS). The company’s performance in the first half of 2025 had been solid. Adjusted revenue climbed 18% during the period, while operating margins expanded by 230 basis points. Adjusted EPS also s ...