Core Insights - GE Aerospace has significantly outperformed the broader market, with stock prices increasing by 82.4% year-to-date and 77.1% over the past 52 weeks, compared to the S&P 500 Index's gains of 15.1% in 2025 and 18.5% over the past year [2][4] - The company reported exceptional Q3 results, with non-GAAP topline revenue of $11.3 billion, a 26.4% year-over-year increase, and adjusted EPS of $1.66, up 44% year-over-year, surpassing consensus estimates [4][5] - Analysts have raised their full-year revenue and earnings guidance for GE, with expectations for an adjusted EPS of $6.17, reflecting a 34.1% year-over-year increase [5] Stock Performance - GE Aerospace's stock gained 1.3% following the release of its Q3 results, indicating strong market confidence [4] - The stock has outperformed the Industrial Select Sector SPDR Fund's 15.8% surge in 2025 and 14% uptick over the past 52 weeks [3] Analyst Ratings - Among 20 analysts covering GE Aerospace, the consensus rating is a "Strong Buy," with 14 "Strong Buys," two "Moderate Buys," and four "Holds" [6] - JP Morgan analyst Seth Seifman reiterated an "Overweight" rating and raised the price target from $275 to $325, with a mean price target of $337.82 representing an 11.1% premium [8]

Group 1 - GE Aerospace is identified as a high growth mega cap stock suitable for long-term investment over the next three years [1] - A tentative five-year agreement has been signed between the United Auto Workers and GE Aerospace, covering employees at the Evendale, Ohio, and Erlanger, Kentucky facilities [1][3] - The agreement includes provisions for job security, bonus vacation days, and healthcare expenses, with GE Aerospace committing to cover almost all premium increases during the contract term [2] Group 2 - The contract also establishes minimum staffing levels and introduces new work opportunities at both sites [2] - The tentative agreement follows a call for a strike by 600 workers advocating for stronger protections and benefits, with a ratification vote scheduled for September 19 [3] - GE Aerospace, a subsidiary of General Electric Company, specializes in commercial and defense aircraft engines, mechanical aircraft systems, and engine components [4]