GE Aerospace Stock: Is GE Outperforming the Industrial Sector?

Core Insights - GE Aerospace, based in Evendale, Ohio, specializes in designing and producing commercial and defense aircraft engines, with a market cap of $310.2 billion, categorizing it as a mega-cap stock in the aerospace and defense industry [1][2]. Financial Performance - GE Aerospace's stock reached an all-time high of $316.67 on October 28, currently trading 7.3% below that peak, with a 10.1% increase over the past three months, outperforming the Industrial Select Sector SPDR Fund's marginal gain [3]. - Year-to-date, GE stock has surged 75.9%, and 62.8% over the past year, significantly exceeding the XLI's gains of 15.3% in 2025 and 5.8% over the past 52 weeks [4]. - Following the release of strong Q3 results on October 21, GE Aerospace's stock rose 1.3%, with commercial engines and services revenues increasing by 28% and deliveries by 33%. The non-GAAP topline reached $11.3 billion, up 26.4% year-over-year, and adjusted EPS soared 44% year-over-year to $1.66, surpassing consensus estimates by 13.7% [5][6]. Competitive Position - GE Aerospace has outperformed its peer RTX Corporation, which saw a 48.8% surge in 2025 and 45.1% gains over the past year [7].