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 elevated risk signals.
🇺🇸United States82EXITView United States risk detail →🏭Industrials29WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| NSC | Norfolk Southern Corporation | 36 | +3% | ↓6% | NEUTRAL |
| WM | Waste Management, Inc. | 36 | +3% | ↓6% | NEUTRAL |
| ETN | Eaton Corporation plc | 33 | +16% | ↓6% | EARLY |
| ITW | Illinois Tool Works Inc. | 33 | +1% | ↓6% | NEUTRAL |
| UNP | Union Pacific Corporation | 33 | +7% | ↓6% | EARLY |
| HON | Honeywell International Inc. | 33 | +8% | ↓6% | EARLY |
| OTIS | Otis Worldwide Corporation | 33 | +7% | ↓6% | NEUTRAL |
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 · Yahoo Finance · Not audited figures
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[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 …
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| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $15k–$50k | Mar 27, 26 | ||
| Laurel LeeFL | Buy | $1k–$15k | Jun 16, 26 | ||
| Matthew Robert Van EppsTN | Buy | $1k–$15k | Jun 16, 26 | ||
| Jared MoskowitzFL | D | Buy | $1k–$15k | Mar 23, 26 | +11.7% |
| Jared MoskowitzFL | D | Buy | $1k–$15k | Mar 31, 26 | +11.7% |
| Maria Elvira SalazarFL | R | Buy | $1k–$15k | Mar 24, 26 | +12.9% |
| Austin ScottGA | R | Buy | $1k–$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 | $1k–$15k | Jul 31, 25 | +19.4% | |
| Shelley M Capito | Buy | $1k–$15k | Dec 27, 24 | +89.1% | |
| Roger WilliamsTX | R | Buy | $1k–$15k | Feb 27, 19 | +103.4% |