Group 1: Company Performance - GE Aerospace and GE Vernova are two of the best performing stocks of the year, each up more than 80% [1] - GE Aerospace reported a remarkable 26% organic revenue growth, driven by strong performance in commercial engines, services, and defense sectors [3] - Management raised their full-year forecast across the board, indicating confidence in future performance [3][5] Group 2: Market Reaction - Despite the strong quarterly results, GE Aerospace's stock initially sold off before rebounding significantly [2][4] - The stock experienced volatility, rallying initially and then declining before a notable rebound of $8.5 [4] - There were mixed reactions from Wall Street regarding the stock's performance following the earnings report [4] Group 3: Management and Guidance - Concerns about GE Aerospace's implicit guidance for the fourth quarter are viewed as management's conservative approach [5] - Larry Cope is highlighted as an effective executive, potentially making GE Aerospace one of the best industrial reports of the year [5]

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.GE Aerospace (NYSE: GE ) once again delivered strong results in the third quarter of 2025, beating analyst estimates on both sales and earnings per share. In my previous coverage , I considered the stock expensive but maintained a BuyDhierin runs t ...

Group 1 - GE Aerospace has shown impressive performance in commercial jet engines and aircraft service, which is a significant revenue driver for the company [1] - The airline industry's robust maintenance needs position GE Aerospace favorably for continued growth, as highlighted by CEO Larry Culp's recent performance [1] - Since spinning off its healthcare and power divisions, GE Aerospace's stock has performed exceptionally well, indicating a strong business focus [2] Group 2 - The aerospace sector is recognized as a phenomenal business, with GE Aerospace being a standout performer in this space [2] - There is a belief that while GE Aerospace has potential, certain AI stocks may offer greater upside potential and lower downside risk [2]

Core Insights - Discussion around buying the post-earnings dip in GE Aerospace and Netflix shares after their Q3 reports is gaining traction, especially given their impressive stock gains of around +300% over the last three years [1] GE Aerospace - GE Aerospace's Q3 sales surged 26% to $11.3 billion from $8.94 billion year-over-year, driven by LEAP engine sales [2] - Earnings for GE Aerospace soared 44% to $1.66 per share, exceeding the Zacks EPS Consensus of $1.46 by 14% [2] - The company raised its full-year 2025 guidance, now expecting adjusted EPS between $6.00-$6.20, up from a previous forecast of $5.90, and projecting mid-teens revenue growth [4] Netflix - Netflix's Q3 sales increased 17% to $11.51 billion from $9.82 billion year-over-year, but slightly missed estimates of $11.52 billion [3] - The company faced a $400 million non-recurring tax expense due to a dispute in Brazil, resulting in Q3 EPS of $5.87, which was 15% below expectations of $6.89 [3] - Netflix raised its full-year revenue growth forecast to approximately 16% from a previous estimate of 14% and increased its operating margin forecast from 21% to 22% [4] Valuation Metrics - GE Aerospace and Netflix are trading at notable premiums to the broader market, with forward P/E ratios of 52X and 47X, respectively [6] - Netflix has a high cash flow per share ratio of 59X, while GE Aerospace's ratio of 8X is above the S&P 500 average of 6X [7] Market Sentiment - Both GE Aerospace and Netflix currently hold a Zacks Rank 3 (Hold), indicating a cautious outlook despite their strong performance and raised guidance [8] - The trend of earnings estimate revisions following their Q3 reports is expected to be positive, particularly for GE Aerospace [9]

Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .More than ten years ago, well-known market commentator Jim Cramer wrote a book titled "Get Rich Carefully," which I read in the early years of my career. It was hardly a career, as I had justAnalyst’s Disclosure:I/we have a beneficial long position in the shares of GE, RTX, UNP ...

Core Insights - General Electric Energy (GE Vernova) anticipates a high single-digit decline in wind power business revenue on an organic basis, compared to a previous expectation of a mid single-digit decline [1] Summary by Category Company Performance - GE Vernova's wind power business is expected to experience a higher decline in revenue than previously forecasted, indicating potential challenges in this segment [1]

Earnings Overview - Earnings season is gaining momentum with major companies like Tesla, Netflix, General Motors, and Ford reporting results this week [1][3] - As of October 17, 12% of S&P 500 companies have reported results, with analysts expecting an 8.5% increase in earnings per share for Q3, marking the ninth consecutive quarter of positive earnings growth but a slowdown from the 12% growth in Q2 [1][2] Sector Performance - A diverse range of sectors is represented in the earnings reports, including airlines, toy manufacturers, and telecom providers, with consumer spending updates expected from companies like Procter & Gamble and Deckers Outdoors [4] - Companies such as GE Vernova reported a 55% increase in orders to $14.6 billion, driven by its power and electrification equipment division, despite profits being below expectations [8][9] Company-Specific Highlights - Hilton reported adjusted earnings of $2.11 per share, exceeding expectations, while revenue per available room (RevPAR) declined 1.1% year-over-year [11][12] - AT&T surpassed subscriber estimates due to strong demand for bundled services and iPhone promotions, leading to a nearly 2% rise in stock [13][14] - Intuitive Surgical's stock surged 15% after beating earnings estimates, driven by strong demand for surgical robots [15] - Texas Instruments' stock fell 7% following a weaker-than-expected Q4 outlook, with projected sales of $4.22 billion to $4.58 billion [16][17] - Capital One reported a 23% increase in total net revenue to $15.4 billion, with earnings per share of $4.83, surpassing expectations [19][20] - Philip Morris experienced an 8% drop in stock after reporting a 3.2% decline in cigarette shipments, although smokeless product shipments increased by 16.6% [21][22][23] - 3M raised its annual earnings outlook after reporting sales of $6.3 billion, slightly above estimates, with adjusted earnings per share of $2.19 [24][25] - Halliburton's stock rose over 5% after reporting adjusted earnings of $0.58 per share, exceeding estimates despite a revenue decline to $5.6 billion [26][27] - GE Aerospace's stock increased over 2.5% after reporting a 26% revenue growth to $11.3 billion and raising its full-year EPS forecast [30][31] Market Sentiment - Bank of America noted that 76% of S&P 500 companies reporting so far have exceeded earnings expectations, indicating a stronger-than-usual earnings season [42][43] - Ally Financial reported better-than-expected consumer health, with earnings per share of $1.18, surpassing estimates [45][46]

Group 1 - GE Healthcare launched the "Pink Action" breast cancer prevention initiative for 2025 on October 21 in Beijing, themed "Touch to See" [1] - The initiative includes a variety of activities such as public art exhibitions, educational outreach, pink runs, and free medical consultations to promote early screening concepts and technological advancements among women [1] - GE Healthcare aims to provide replicable experiences for breast cancer screening and treatment models through annual innovative public welfare practices [1] Group 2 - Since its inception in 2006, the "Pink Action" initiative has trained over 12,000 grassroots physicians, conducted free medical consultations in collaboration with over 50 institutions, benefiting more than 80,000 women across 20 provinces, and reached nearly 100 million people through educational outreach [2] - The newly launched national "Pink Run" event promotes medical technology concepts in multiple cities, engaging businesses and medical institutions to advocate for scientific health practices [2]

Core Insights - GE Aerospace is highlighted as a stock with potential for an "upside surprise" due to its role as a primary supplier to Airbus and Boeing, particularly benefiting from maintenance services for aircraft [1] - The company has shown significant growth, with a reported increase of 70% over the past year, attributed to the ongoing commercial aerospace boom, which is considered a strong secular growth story [1] Company Overview - GE Aerospace designs and manufactures commercial and defense aircraft engines, components, and power systems, and also provides maintenance, repair, and overhaul services, along with avionics and propulsion technologies [1] Market Position - The company is compared to a top-performing running back in the NFL, emphasizing its strong market position and consistent production capabilities despite inherent market volatility [1] - The commercial aerospace sector is recognized as a fantastic secular growth story, indicating a positive outlook for GE Aerospace's future performance [1]

Core Viewpoint - Deutsche Bank has adjusted target prices for several companies, indicating a mixed outlook across different sectors [1] Group 1: Target Price Adjustments - Lockheed Martin (LMT.US) target price decreased from $519 to $517 [1] - 3M (MMM.US) target price increased from $185 to $199 [1] - NVIDIA (NVDA.O) target price increased from $195 to $200 [1] - Coca-Cola (KO.US) target price increased from $81 to $82 [1] - General Electric (GE.US) target price increased from $350 to $360 [1] - General Motors (GM.US) target price increased from $58 to $65 [1]