GE Aerospace: Reasons To Remain Bullish For 2026

Company Performance - GE Aerospace shares have increased approximately 90% over the past 12 months, raising concerns about the company's valuation and sustainability of this growth [1]. Investment Focus - The analysis emphasizes a focus on long-term compounders, high-moat businesses, and structurally growing industries, highlighting the importance of economic resilience, pricing power, and capital efficiency [1]. - The sectors of interest include Technology, Industrials, and Financials, with a focus on companies that have scalable business models, network effects, or mission-critical offerings [1]. Analytical Approach - The analysis involves examining capital allocation strategies, margin trajectories, and unit economics to assess the sustainability of growth and returns [1]. - The goal is to present a comprehensive understanding of how a business operates, including its incentives, levers, and long-term potential [1].