Core Viewpoint - GE Aerospace is experiencing significant growth driven by strong demand for jet engines and defense systems, indicating a robust recovery in the aviation sector and a positive outlook for sustained expansion through 2026 and beyond [1] Financial Performance - The third-quarter earnings for 2025 exceeded expectations, with revenue increases of over 25% in both Commercial Engines & Services (CES) and Defense & Propulsion Tech (DPT) [4] - Adjusted EPS estimates have been increased, with projections of $6.20 for 2025 (up from $5.80), $7.15 for 2026 (up from $7.05), and $8.30 for 2027 (up from $8.05) [8] Analyst Ratings and Price Forecasts - Bank of America Securities analyst Ronald J. Epstein reiterated a Buy rating for GE Aerospace and raised the price forecast to $365 from $310 following strong third-quarter earnings [2] - Other analysts have also updated their outlook, with JP Morgan raising its price forecast from $275 to $325, and UBS increasing its forecast from $344 to $366, while RBC Capital maintained a $340 price forecast [9] Growth Drivers - The CES growth algorithm is expected to remain strong, with predictions of double-digit shop visit growth in 2026 due to pent-up demand [5] - GE Aerospace's $1 billion in supply chain investments is highlighted as a key factor for improved shop visit throughput [6] - The defense segment is viewed as underappreciated, with expectations that commercial expertise will effectively transfer to the defense sector [7]