Post-spin, GE Aerospace is a pure-play on a structural commercial aviation up-cycle and elevated defense engine spending. LEAP engine shipments are at full ramp with services attach driving 30%+ services margins. Geopolitical airlift demand (NATO, Indo-Pacific) lifts military engine backlog. Free cash flow conversion improving rapidly.
Thesis reviewed May 29, 2026
GE Aerospace is headquartered in United States, which is currently showing moderate signals.
πΊπΈUnited States59NEUTRALView United States risk detail βπIndustrials27WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| HON | Honeywell International Inc. | 32 | +8% | β6% | EARLY |
| UPS | United Parcel Service, Inc. | 32 | -10% | β6% | AVOID |
| CARR | Carrier Global Corporation | 32 | +10% | β6% | EARLY |
| EMR | Emerson Electric Co. | 32 | +6% | β6% | EARLY |
| PH | Parker Hannifin Corporation | 32 | +9% | β6% | EARLY |
| NSC | Norfolk Southern Corporation | 32 | +3% | β6% | NEUTRAL |
| ERJ | Embraer SA | 32 | +13% | β6% | EARLY |
Investors who hold GE may also have indirect exposure through these country funds.
LEAP engine deliveries +30% YoY; aftermarket services backlog at record
USAF awards GE F110 engine extension contract worth $2.6B
Indo-Pacific airline capacity additions exceed pre-COVID baseline
Estimates Β· Yahoo Finance Β· Not audited figures
[Senate Hearing 119-68] [From the U.S. Government Publishing Office] S. Hrg. 119-68 Senate Hearings Before the Committee on Appropriations _______________________________________________________________________ Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations β¦
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] DIGITAL G.I. BILL UNDELIVERED: CONTRACTING CHALLENGES AND THE NEED FOR ACQUISITION REFORM ======================================================================= JOINT HEARING BEFORE THE SUBCOMMITTEE ON TECHNOLOGY MODERNIZATION AND THE β¦
[Senate Hearing 119-122] [From the U.S. Government Publishing Office] S. Hrg. 119-122 THE PRESIDENT'S BUDGET REQUEST FOR THE U.S. DEPARTMENT OF ENERGY FOR FISCAL YEAR 2026 ======================================================================= HEARING BEFORE THE COMMITTEE ON β¦
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $15kβ$50k | Mar 27, 26 | ||
| Laurel LeeFL | Buy | $1kβ$15k | Jun 16, 26 | ||
| Matthew Robert Van EppsTN | Buy | $1kβ$15k | Jun 16, 26 | ||
| Jared MoskowitzFL | D | Buy | $1kβ$15k | Mar 23, 26 | +11.7% |
| Jared MoskowitzFL | D | Buy | $1kβ$15k | Mar 31, 26 | +11.7% |
| Maria Elvira SalazarFL | R | Buy | $1kβ$15k | Mar 24, 26 | +12.9% |
| Austin ScottGA | R | Buy | $1kβ$15k | Feb 17, 26 | +5.6% |
| Gilbert CisnerosCA | D | Sell | Unknown amount | Feb 10, 26 | +0.6% |
| Gilbert CisnerosCA | D | Buy | Unknown amount | Jan 9, 26 | +2.8% |
| John Boozman | Buy | $1kβ$15k | Jul 31, 25 | +19.4% | |
| Shelley M Capito | Buy | $1kβ$15k | Dec 27, 24 | +89.1% | |
| Roger WilliamsTX | R | Buy | $1kβ$15k | Feb 27, 19 | +103.4% |