Quick Read TCI Fund Management returned nearly $19B to investors last year. GE Aerospace is TCI’s largest holding. It gained over 50% last year. Alphabet surged over 70% in the past year to reach a $4 trillion market cap. Investors rethink 'hands off' investing and decide to start making real money The hedge funds seemed to have their way with the markets in 2025. Legendary money manager Chris Hohn certainly had an applaud-worthy year, with his TCI Fund Management clocking in an outstanding gain ...

Financial Performance - GE Aerospace's total revenue for the year ended December 31, 2025, was approximately $XX billion, with Commercial Engines & Services (CES) contributing about 73% of total revenue[14]. - Total revenue for 2025 increased by $7.2 billion, or 18%, to $45.855 billion compared to 2024, driven by higher equipment and services revenue[50]. - Equipment revenue rose to $12.159 billion, a 18.3% increase from $10.274 billion in 2024, while services revenue increased to $30.163 billion, up 21.5% from $24.847 billion[50]. - Net income from continuing operations increased by $1.9 billion to $8.601 billion, with continuing EPS rising to $8.05, a 32.2% increase from $6.09 in 2024[51][52]. - Adjusted net income for 2025 was $6,812 million, with an adjusted EPS of $6.37, compared to $5,035 million and $4.60 in 2024, representing a year-over-year increase of 35.3% in adjusted net income[147]. - Free cash flow increased to $7.7 billion in 2025 from $6.2 billion in 2024, primarily due to higher net income and sales discounts[104]. - Cash from operating activities was $8.5 billion in 2025, an increase of $2.7 billion compared to 2024, driven by higher net income and sales[100]. - The company reported a net income from continuing operations of $8,598 million for 2025, compared to $6,670 million in 2024, reflecting a 29.0% increase[147]. Research and Development - GE Aerospace's total research and development (R&D) funding reached $2,989 million in 2025, an increase from $2,699 million in 2024 and $2,476 million in 2023[29]. - GE Aerospace funded R&D increased to $1,580 million in 2025, up from $1,286 million in 2024 and $1,011 million in 2023[29]. - Customer and partner funded R&D was $1,409 million in 2025, slightly down from $1,413 million in 2024 and $1,465 million in 2023[29]. - Significant investments are being made in the RISE suite of technologies to enable a safe, durable, and efficient future of flight[26]. Workforce and Culture - GE Aerospace employed approximately 57,000 people as of December 31, 2025, with around 30,000 based in the United States[24]. - The company successfully negotiated collective bargaining agreements with the majority of its U.S. unions in 2025, ensuring fair wages and benefits for employees[25]. - GE Aerospace's organizational culture emphasizes safety, integrity, and continuous improvement, which is reflected in its annual employee culture survey results[27]. Supply Chain and Operations - Global material availability and supplier delivery performance continue to disrupt production and delivery, impacting the company's ability to meet customer demands[45]. - The company is leveraging its FLIGHT DECK operating model to improve material input and manage inflationary pressures while enhancing delivery performance[45]. - GE Aerospace's supply chain strategies include monitoring geopolitical risks and developing counteractions to ensure continuity of supply[31]. - Supply chain constraints and disruptions continue to pose challenges, affecting the company's ability to meet customer demand and maintain profitability[168]. - The company is dependent on third-party suppliers for critical components, and disruptions in their operations could adversely affect the company's ability to meet customer commitments[183]. Financial Position and Liquidity - Total cash, cash equivalents, and restricted cash amounted to $12.4 billion at December 31, 2025, with $9.9 billion held in the U.S.[87]. - Consolidated total borrowings increased to $20.5 billion in 2025 from $19.3 billion in 2024, primarily due to new debt issued of $2.0 billion[92]. - The company maintains a strong focus on liquidity, with sufficient cash and access to capital markets to meet its financial obligations[86]. - Cash used for investing activities was $0.8 billion in 2025, an increase of $0.2 billion compared to 2024[102]. Risks and Challenges - The company's financial performance is significantly influenced by global macroeconomic conditions, geopolitical risks, and demand shocks, particularly from events like wars or pandemics[167]. - The company faces competitive pressures that require continuous innovation and improvement of existing products and services to maintain market position and profitability[170]. - Climate and environmental regulations are evolving, presenting risks and increasing operational costs, while the demand for low-emission technologies is rising[173][174]. - Cybersecurity threats are increasing, with sophisticated attacks posing risks to the company's systems and data integrity, potentially leading to material harm[185]. - The company is subject to various legal and compliance risks, including government audits and investigations that could lead to fines or penalties[194]. Corporate Governance - Management is responsible for maintaining adequate internal control over financial reporting, with evaluations conducted based on established frameworks[203]. - The company engaged Deloitte and Touche LLP for auditing and ensuring compliance with financial reporting standards[201]. - The Audit Committee, consisting of independent directors, oversees internal controls and financial reporting, ensuring accountability and transparency[202]. - General Electric Company's internal control over financial reporting was effective as of December 31, 2025[204].

We recently published 14 Stocks on Jim Cramer’s Radar.  GE Aerospace (NYSE:GE) is one of the stocks on Jim Cramer's radar. GE Aerospace (NYSE:GE) is one of the largest aerospace companies in the world. Its shares are up by 51% over the past year and down by 8% year-to-date. The firm has been at the center of attention by multiple analysts after it reported its fiscal fourth quarter earnings report. For instance, JPMorgan raised GE Aerospace (NYSE:GE)’s share price target to $335 from $325 and kept an Over ...

Company Overview - GE Aerospace is a key player in the defense and aerospace sector, benefiting from increased geopolitical spending [1] - The company designs, manufactures, and services advanced jet engines, components, and integrated systems for various aircraft types, focusing on propulsion, power, and avionics [5] Recent Developments - Delta Air Lines has selected GE Aerospace's GEnx engines to power its 30 new Boeing 787-10 aircraft, marking a significant contract for the company [1][2] - The contract includes the supply of spare engines and long-term service support, highlighting the reliability of the GEnx engine, which has accumulated over 70 million g-hours since its introduction in 2011 [2] - The GEnx engine currently powers nearly two-thirds of all 787 aircraft in operation, indicating its widespread adoption [2] Strategic Partnerships and Innovations - GE Aerospace and Lockheed Martin have completed engine tests for hypersonic missiles, focusing on a technology that enhances fuel efficiency and extends range for missiles flying at hypersonic speeds [4] - This collaboration reflects the company's commitment to advancing aerospace technology and addressing emerging defense needs [4] Executive Insights - Delta's CEO, Ed Bastian, emphasized that the GEnx engines will enhance operational efficiency and reliability, which are crucial for the airline's growth strategy [3]

Core Viewpoint - General Electric has obtained a patent for a "Regenerative Thermal Management System," indicating a focus on innovative technologies in energy efficiency and thermal management [1] Group 1 - The patent was granted under the announcement number CN114644126B [1] - The application date for the patent was December 2021 [1]

Core Viewpoint - The article emphasizes the importance of understanding that past performance does not guarantee future results, highlighting the need for careful analysis when considering investments [2][3]. Group 1 - The article states that the information presented is believed to be factual and up-to-date, but it does not guarantee accuracy and should not be regarded as a complete analysis [2][3]. - It clarifies that no specific investment recommendations or advice are being provided, and any views expressed may not reflect the opinions of the broader organization [3]. - The article notes that the authors are third-party contributors, which may include both professional and individual investors who may not be licensed or certified [3].

Core Insights - General Electric Aerospace and Lockheed Martin have successfully demonstrated a new type of liquid fuel rotating detonation ramjet engine (RDRJ) aimed at improving the efficiency of hypersonic flight and advancing hypersonic weapon development towards higher efficiency and mass production [2][3] Group 1: Technology Development - The combination of hypersonic flight and rotating detonation technology represents a significant leap in propulsion systems, moving from feasibility validation to engineering optimization [2] - The new engine can achieve speeds exceeding Mach 5, presenting substantial potential in both military and civilian applications, although existing technologies still require improvements, particularly in the efficiency of ramjet-powered hypersonic missiles [2][3] Group 2: Engine Efficiency and Design - The rotating detonation engine is designed to provide acceleration during the early flight phase of missiles by maintaining a supersonic fuel detonation wave within an open cylindrical channel, significantly enhancing energy utilization efficiency by about 25% compared to conventional engines [3][4] - This engine can operate under subsonic conditions and switch between ramjet and scramjet modes at hypersonic speeds, which could reduce the size of required rocket boosters and lead to simpler, lower-cost, and mass-producible hypersonic missiles [3][4] Group 3: Strategic Implications - Lockheed Martin's contribution includes a dual-mode ramjet (DMRJ) design that allows the engine to switch modes across different speed ranges, addressing the long-standing challenge of operational adaptability at various altitudes and Mach numbers [4] - The demonstration reflects a shift in U.S. military strategy in hypersonic weaponry from merely achieving high speeds to balancing speed, range, cost, and scalability, with the rotating detonation ramjet engine and new tactical inlet design seen as key to achieving this balance [4]

国家知识产权局信息显示，通用电气公司取得一项名为"一种燃气涡轮发动机的燃烧器中的旋流器组件 及操作该燃烧器的方法"的专利，授权公告号CN116624895B，申请日期为2023年2月。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 作者：情报员 ...

Market Overview - US equity markets experienced volatility last week, with the Cboe Volatility Index (VIX) rising above 20 due to geopolitical tensions, including President Trump's tariff threats and Greenland annexation push [1] - By mid-week, the market sentiment shifted positively as NATO leadership discussions emerged and tariff threats were retracted, leading to a recovery in the S&P 500 and Nasdaq [2] Technology Sector Performance - The Information Technology sector was pivotal in the market recovery, despite Intel's 16% decline following a disappointing Q4 2025 outlook [3] - Nvidia's stock rose due to reports of Chinese tech firms preparing to order H200 chips, while Netflix's strong earnings and an analyst upgrade for Meta Platforms contributed to the sector's momentum [4] - Analysts at J.P. Morgan project double-digit earnings growth (13-15%) for the tech sector over the next two years, driven by an AI supercycle [4] Earnings Reports and Trends - Approximately 13% of S&P 500 companies have reported Q4 2025 earnings, with a blended growth rate of 8.2%, indicating a positive outlook despite geopolitical concerns [5][9] - Netflix reported a significant Q4, surpassing $325 million in paid memberships and forecasting over $50 billion in revenue for 2026 [5] - GE Aerospace's results were disappointing, leading to a 7% drop in shares, while Procter & Gamble saw a 2.5% increase due to strong consumer demand [5] Upcoming Earnings and Market Expectations - The peak earnings season is underway, with major companies like Microsoft, Apple, and Alphabet set to report, which could influence the S&P 500's performance [7][13] - Six S&P 500 companies have confirmed outlier earnings dates, with five indicating potential negative news, while Regeneron Pharmaceuticals is the only one with a positive outlook [11][12] Sector Analysis - The tech sector continues to lead the market, while the Energy sector is projected to report a year-over-year revenue decline, contrasting with the growth in Tech and Materials [9]

When it comes to stocks that offer high growth, General Electric Company ( GE ) seems to fit the bill. But because it's a highly cyclical stock, this could be the reason I don't hear many investorsFormerly known as "The Dividend Collectuh." Top 1% of financial experts on TipRanks. Contributing analyst to the iREIT+Hoya Capital investment group. Dividend Collection Agency is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for ...