The energy equipment company's earnings momentum is building.Shares in power, wind, and electrification company GE Vernova (GEV 0.25%) rose by 12.8% in August, according to data provided by S&P Global Market Intelligence. The move was due to a combination of positive newsflow and underlying growth in the company's core business.GE Vernova is starting to see balanced growthThe company combines the former power (essentially gas turbine equipment and services), wind (onshore and offshore wind turbines), and el ...

Group 1: GE Aerospace - GE Aerospace is positioned as a leading player in the commercial aviation industry, which is essential for the global economy, despite the cyclical nature of the airline industry [2][4] - The company benefits from a duopoly in the airplane manufacturing market, primarily competing with Boeing and Airbus, which provides a high level of certainty in its developmental programs [3][4] - Aircraft engines produced by GE Aerospace can last over 40 years, generating significant aftermarket revenue through parts and services, thus ensuring a stable revenue stream [4] Group 2: Lockheed Martin - Lockheed Martin has faced margin issues in recent years, with management expecting 2024 to be a low point for margins, but gradual improvement is anticipated [6][8] - The defense industry is experiencing structural challenges, including supply chain issues and rising raw material costs, which may lead to long-term margin pressures [9][11] - There is a concern regarding the increasing levels of sovereign government debt, which may push for fixed-price contracts, potentially resulting in lower margins for defense contractors [11][12] Group 3: Comparative Analysis - Overall, GE Aerospace is viewed as a more secure long-term investment compared to Lockheed Martin, primarily due to the cyclical risks associated with the commercial aerospace industry versus the structural profit margin concerns in the defense sector [12]

A sign for GE Aerospace at the Farnborough International Airshow in Hampshire. Picture date: Monday ... [+] July 22, 2024. (Photo by Jonathan Brady/PA Images via Getty Images)PA Images via Getty ImagesGE Aerospace (NYSE: GE) has seen its stock rise by around 65% this year, outperforming the broader indices, with the S&P 500 up 18%. The stock now trades at 40x projected 2024 earnings of $4.13 per share. Does this make the stock expensive? We don’t think so, considering that GE Aerospace's revenues could grow ...

Justin PagetGE Vernova (NYSE:GEV), which sells electrical equipment, natural gas turbines, and wind turbines, is highly leveraged to powerful, long-term global catalysts, including increasing usage of electricity and natural gas. Other strong trends that are likely to boost the company and GEV stock going forward are rapidly increasing demand for electrical equipment and wind turbines. Meanwhile, the company recently reported impressive second-quarter results. I believe worries about its outlook appear ...

Group 1: Market Overview - The outcome of the 2024 presidential election is not expected to significantly impact the stock market, as historical data shows that various factors influence market performance beyond political outcomes [10][12][46] - Historical trends indicate that the best years for the S&P 500 occur when Congress is divided, with higher returns observed when neither party holds a majority [15][16] Group 2: Investment Strategy - Investors are encouraged to focus on long-term strategies rather than making portfolio changes based on political developments, as "time in the market" is more beneficial than "timing the market" [18][46] - Reliable dividend-paying companies with strong business models are recommended for investment, as they have demonstrated resilience across different economic and political environments [46] Group 3: Company Analysis - **Union Pacific (UNP)**: A leading Class I railroad with a market cap of nearly $150 billion, yielding 2.3% with a five-year dividend CAGR of 9.1%. The company has a strong balance sheet and has shown revenue growth despite economic challenges [22][24][27] - **Waste Management (WM)**: The largest operator in the waste management industry with a market cap of $83 billion. It has a dividend yield of 1.4% and a five-year dividend CAGR of 8.2%, benefiting from solid growth in waste management operations and inflation protection [30][34][36] - **GE Aerospace**: A pure-play aerospace company with a significant market presence, benefiting from strong demand in commercial aviation and defense. The company expects high-single-digit revenue growth and has a low dividend payout ratio of 19% [37][42][45]

We’re entering the dog days of summer, and the stock market continues to be a rollercoaster ride for investors. After a strong rally in the year’s first half, the waters got choppy in July as investors rotated capital out of technology stocks in favor of small-caps and value stocks. But then, just when it looked like tech stocks were being discarded, a reversal happened.Strong financial results from mega-cap tech companies and chipmakers such as Advanced Micro Devices (NASDAQ:AMD) led to another seesaw as t ...

The industrial sector has performed well this year, with the S&P 500 Industrial Index outperforming the S&P 500 Index over the past month, gaining 3.55%. When compared to the broad market, the S&P 500 Industrial Index returned 14.44% over the past year compared withthe S&P 500 Index’s 19.54% gains.The U.S. economy's faster-than-anticipated growth in the second quarter of 2024 should boost the industrial sector, leading to increased business investments, infrastructure spending and higher demand for durable ...

Investors worried about the impact of reduced production expectations at Boeing and Airbus will have been reassured by the aerospace giant's latest earnings report.GE Aerospace (GE -1.41%) covers nearly all the bases. Given its position as the leading airplane engine manufacturer and engine aftermarket service company, it stands to profit whether the market is trending toward original equipment manufacturing (OEM) as Boeing and Airbus produce planes, or whether the aftermarket is trending stronger.Here's ho ...

Glancing at the Zacks Rank #1 (Strong Buy) list, the stocks of three iconic companies are standing out after they were able to exceed Q2 earnings expectations.Let’s take a quick peak and see why now is a good time to invest in these highly ranked stocks following their favorable quarterly results.1. Taiwan Semiconductor (TSM) Year to Date Performance: +55%One of the most searched-for stocks on Zacks.com is Taiwan Semiconductor, the world’s largest integrated circuit foundry company.The chip giant appears to ...

FARNBOROUGH, England, July 24, 2024 /PRNewswire/ -- GE Aerospace (NYSE: GE) announced that following EVA Air's recent deal to purchase four Boeing 787-10 Dreamliner aircraft, the airline has placed an order for GEnx engines to power their new aircraft. "We're thrilled EVA has selected our high performance GEnx engine to power its fleet expansion," said Russell Stokes, President and CEO, Commercial Engines and Services, GE Aerospace. "We look forward to ensuring GEnx engines continue providing outstanding ec ...