What happenedOn Aug. 6, 2025, New Millennium Group LLC disclosed a purchase of GE Aerospace (GE -0.12%) shares valued at approximately $3.31 million for the period ended June 30, 2025, according to a recent SEC filing.The investment advisor bought 15,102 shares, which represented 1.8% of 13F reportable assets under management (AUM). Post-trade, the fund’s total GE Aerospace holding went up to 15,137 shares as of June 30, 2025. The value of the position as of Aug. 5, 2025, stood at $4.12 million.What else to ...

值得一提的是，这座工厂今年以来，运用GE航空航天精益管理"FLIGHT DECK"体系，开始探索新的生 产和工作组织模式——Flow（流动式生产）。这一模式旨在通过一系列的工序改进，将发动机维修过 程改进成一个单件流，即每个步骤只执行下一步骤的必需工作量，而非批量并行生产，从而能够进一步 提升效率。 OWS上海的相关负责人告诉记者，一般的快修厂用"固定位"（Maintenance Bay）模式，即发动机不 动，所有的人员和工装围绕着发动机进行工作，这样的优势是"集中力量办大事"，但OWS上海的快修 工厂投用以来，其需求成长非常迅速，导致很难随时为一个"固定位"配齐所有的生产要素。工厂团队因 此在全球业务负责人的支持下，尝试将快修工厂变成流水线，让发动机"动起来"，人员在各个节点进行 维修，发动机则在流水线上一步步拆分、又一步步组装，由此，以往"固定位"模式中、工作人员因工具 造成的等待基本没有了。 "举例来说，一般发动机快修要经过拆解、更换和维修单元体、组装三个步骤。但航空业供应链受到挑 战的大背景下之下，传统方式在'更换和维修单元体'环节就会出问题——发动机就只能留在固定工位 上，等待替海外换件。这不仅占用 ...

Core Viewpoint - GE Aerospace has shown strong stock performance recently, with a +10.2% return over the past month, significantly outperforming the S&P 500's +0.5% and the Aerospace - Defense industry’s +5.6% [1] Earnings Estimates Revisions - GE is expected to report earnings of $1.45 per share for the current quarter, reflecting a year-over-year increase of +26.1%, with a recent upward revision of +6.2% in the Zacks Consensus Estimate [4] - For the current fiscal year, the consensus earnings estimate is $5.87, indicating a +27.6% change from the previous year, with a +6.5% revision over the last 30 days [4] - The next fiscal year's consensus earnings estimate stands at $6.92, showing a +17.9% increase from the prior year, with a +7.2% change recently [5] - The Zacks Rank for GE is 1 (Strong Buy), indicating a positive outlook based on earnings estimate revisions [6] Revenue Growth Forecast - The consensus sales estimate for GE in the current quarter is $10.28 billion, representing a year-over-year increase of +14.9% [10] - For the current fiscal year, the sales estimate is $40.38 billion, indicating a -4.4% change, while the next fiscal year is projected at $44.82 billion, reflecting a +11% change [10] Last Reported Results and Surprise History - In the last reported quarter, GE achieved revenues of $10.15 billion, a +23.4% year-over-year increase, and an EPS of $1.66 compared to $1.20 a year ago [11] - The company exceeded the Zacks Consensus Estimate for revenues by +5.11% and for EPS by +16.08% [11] - GE has consistently beaten consensus EPS estimates in the last four quarters and topped revenue estimates three times during this period [12] Valuation - GE is graded F on the Zacks Value Style Score, indicating it is trading at a premium compared to its peers [16] - Valuation multiples such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF) are essential for assessing whether the stock is overvalued, fairly valued, or undervalued [14][15] Conclusion - The positive earnings revisions and strong Zacks Rank suggest that GE may outperform the broader market in the near term, despite its current premium valuation [17]

2025年全球前十大公司已变成：英伟达、微软、苹果、谷歌、亚马逊、Meta、沙特阿美、博通、台积 电、伯克希尔哈萨维。 格隆汇8月6日｜2000年全球前十大公司分别是：通用电气、微软、思科、埃克森美孚、沃尔玛、英特 尔、花旗、NTT DOCOMo、辉瑞、沃达丰。 25年来没变的是微软，依然留在全球前十大公司的榜单中。 ...

Group 1 - GE Aerospace announced that Cathay Pacific has committed to purchasing GE9X engines for 14 additional Boeing 777-9 aircraft, increasing the total commitment to 35 GE9X powered 777-9s [1] - The deal includes a service agreement for the maintenance, repair, and overhaul of the GE9X engines [1] - The GE9X engine is recognized as the world's most powerful commercial aircraft engine and the most fuel-efficient in its class, offering 10 percent better specific fuel consumption than its predecessor, the GE90-115B [2] Group 2 - The GE9X engine is exclusively available on the Boeing 777X family, which includes the 777-9 and 777-8F aircraft [2] - The engine's emissions technology is considered a generation ahead, contributing to its market-leading status [2] - GE9X engines can operate on Sustainable Aviation Fuel (SAF) blends, aligning with industry trends towards sustainability [3] Group 3 - GE Aerospace has an installed base of approximately 49,000 commercial and 29,000 military aircraft engines, showcasing its significant presence in the aerospace industry [4] - The company employs around 53,000 individuals and has a history of over a century in aerospace innovation [4] - GE Aerospace is focused on defining the future of flight and ensuring safe travel for passengers [4]

GE Aerospace (GE) Analysis - GE Aerospace operates through commercial engines and services, and defense propulsion technologies segments [2] - The company raised its dividend by over 28% to 36 cents per share in February [4] - GE Aerospace bought back shares for 17 billion in the second quarter [5] - For 2025, GE Aerospace expects organic revenues to grow in the mid-teens digit range [5] - Full year estimates have been increased by 653% over the past 60 days [10] - The 2025 Zach's consensus estimate now stands at $587 per share, reflecting potential growth of over 27% relative to last year [10] Pneumont (NEM) Analysis - Pneumont's average realized gold price was $3,320 per ounce in the second quarter, compared to $2,347 per ounce last year [13] - The company had record free cash flows of 17 billion in the second quarter [13] - Pneumont increased its share buyback plan to 3 billion [15] - The company reduced debt by 372 million since the prior earnings call [23]

The Aerospace group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Ducommun (DCO) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Aerospace peers, we might be able to answer that question. Another Aerospace stock, which has outperformed the sector so far this year, is GE Ae ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell- side) analysts often affect a stock's price, do they really matter? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about GE Aerospace (GE) . GE currently has an average brokerage recommendation ...

Investment Rating - The report maintains a "Weaker than Market" rating for the U.S. stock market [1] Core Insights - The U.S. stock market experienced a sudden pullback influenced by non-farm employment data, with the S&P 500 declining by 2.4% and the Nasdaq by 2.2% [3] - Among sectors, large-cap value stocks outperformed large-cap growth and small-cap stocks, indicating a preference for stability in turbulent market conditions [3] - The report highlights that three sectors saw gains while 21 sectors faced declines, with utilities, food and staples retailing, and media and entertainment being the only sectors to rise [3] Summary by Sections Price Trends - The S&P 500 fell by 2.4% and the Nasdaq by 2.2% this week, with large-cap value stocks declining by 1.8% compared to a 3.1% drop in large-cap growth stocks [3] - Utilities (+1.6%), food and staples retailing (+0.9%), and media and entertainment (+0.2%) were the only sectors to increase, while transportation (-5.9%), materials (-5.1%), and retail (-4.8%) faced the largest declines [3] Fund Flows - The estimated fund flow for S&P 500 constituents was -$16.95 billion this week, a significant increase from the previous week's -$2.2 billion [4] - Media and entertainment (+$1.59 billion), utilities (+$0.27 billion), and food and staples retailing (+$0.042 billion) saw inflows, while healthcare equipment and services (-$3.47 billion) and financials (-$4.15 billion) experienced the largest outflows [4] Earnings Forecast - The report indicates a 0.6% upward adjustment in the 12-month EPS forecast for S&P 500 constituents, with 18 sectors seeing an increase and 5 sectors experiencing downgrades [5] - Retail (+3.3%), media and entertainment (+2.0%), and technology hardware (+1.5%) led the upward revisions, while healthcare equipment and services faced a significant downgrade of -3.6% [5]

Core Insights - The GARP (Growth at a Reasonable Price) strategy combines value and growth investing, focusing on undervalued stocks with solid growth prospects [1][2][7] GARP Strategy Overview - GARP investing aims to provide an ideal investment by utilizing features from both value and growth investing, targeting stocks priced below market value with strong cash flow and earnings potential [3][4] - Ideal growth rates for GARP investors are between 10% and 20%, focusing on stable growth rather than super-normal rates [3] Screening Parameters - Stocks selected under the GARP strategy must have a Zacks Rank of 1 (Strong Buy) or 2 (Buy), with last 5-year EPS and projected 3-5 year EPS growth rates between 10% and 25% [6] - A return on equity (ROE) greater than the industry average and P/E and P/B ratios less than the industry average are also key criteria [6] Promising GARP Stocks - GE Aerospace is experiencing strong demand for commercial engines and expects organic revenue growth in the low-double-digit range for 2025, with a year-to-date stock surge of 62.1% [9][10] - Autodesk is benefiting from new business growth and strong demand for its cloud-based products, with a year-to-date return of 3.7% [12][13] - Adobe's tools are gaining traction, with over 700 million monthly active users, although the stock has declined 16.6% year-to-date [14][16] - Sprouts Farmers Market is well-positioned in the natural and organic food market, planning to open at least 35 new stores in 2025, with a year-to-date return of 23.5% [17][18][19]