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What we know about this company
A dated company review is availableGE Aerospace
Changed since the 2026-08-30 company check: GE added an eligible Sept. 1 defense hypersonics contract update, supportive but not yet financially quantified.
TickerYou is watching this company, but we are not currently recommending it. An earlier full review was positive 8/10, but that view is historical.
$323.66
last session
Price only · no current Idea
Quarterly results in 38 days · Oct 20 · Estimated date
This came from an earlier review. It is useful background, not a current Idea.
GE Aerospace makes the jet engines that hang under most of the world's airliners. It sells the engines, and then it makes far more money over the next thirty years fixing and servicing them — every engine in service becomes a very long stream of paid overhauls. Right now business is booming: last quarter revenue was $13.35 billion, up 31.5% from a year ago, and profit per share was $2.02. Order book stands at $211 billion, meaning years of committed work already booked. Management just raised what it expects to earn this year and is buying back large amounts of its own stock. The one thing that has to go right: the newest LEAP engines have to keep flying reliably as they age. The one thing that could go wrong: if a manufacturing flaw shows up like the one that grounded rival Pratt & Whitney's engines, it would cost billions and the stock would fall hard — and today's price already assumes things go well.
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TickerYou is checking this company, but no active investment Idea is open.
That review was positive with 8/10 research strength. It is history, not a current Idea.
Read the newest company check below. New facts can update the research, but watching a company does not turn it into a recommendation.
Changed since the 2026-08-30 company check: GE added an eligible Sept. 1 defense hypersonics contract update, supportive but not yet financially quantified.
Changed since the 2026-08-30 sweep: GE added an eligible Sept. 1 defense hypersonics contract update, supportive but not yet financially quantified. The 3m setup is still valuation-sensitive into the expected Oct. 20 report; the 1y case remains services, backlog, and defense execution.
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Earlier company review · Record saved Aug 13, 2026 · check date unavailable. The original research wording and date checks stay available inside.
These events and risks came from an earlier company review. There is no current Idea.
An event can change what investors believe. A risk shows how our research could be wrong.
Watch for a company announcement or filing that confirms or moves this date.
Expected from GE Aerospace (GE) Earnings Date and Reports 2026 · Aug 27, 2026
Changed since the 2026-08-30 company check: GE added an eligible Sept. 1 defense hypersonics contract update, supportive but not yet financially quantified.
A company check updates what we know. It does not by itself turn this company into a current opportunity.
We rated 2 of 2 upcoming events. 0 are both likely and important.
2 older quarterly-results dates are hidden because a newer company check is shown above.
12 of 100 = chance 0.55 × effect 1 × date nearness 0.22.
7 of 100 = chance 0.55 × effect 0.6 × date nearness 0.22.
Computed by TickerYou from 1254 completed daily closing sessions supplied by Yahoo Finance, through Sep 10, 2026. The Sep 11, 2026 quote-session candle was excluded because a delayed feed cannot prove it was final. No company fundamentals enter this reading.
Shorter and longer price trends point in different directions, so there is no clear trend.
Price movement can help with timing and can warn when the market disagrees with our Idea. It does not tell us what the business is worth.
Watch whether the close and the 50-session average ($354.58) move to the same side of the 200-session average ($321.81).
Last closing price
$324.15
Sep 10, 2026
Average price over 20 trading days
$345.26
Close is 6.1% below this average
Average price over 50 trading days
$354.58
Close is 8.6% below this average
Average price over 200 trading days
$321.81
Close is 0.7% above this average
Recent price speed
34.9 · balanced
A 14-day speed reading; lower than 30 is low and higher than 70 is high
Is the trend speeding up?
Below signal
Shows whether the shorter trend is pulling ahead of or behind the longer one
The moving averages are simple averages over exactly 20, 50, and 200 daily trading sessions. RSI uses Wilder's 14-session smoothing; a flat series is neutral at 50. MACD uses 12- and 26-session exponential averages with a 9-session signal. A window is never shortened when history is missing. Every comparison uses the final dated daily close—not an intraday quote—so all figures share one observation boundary. A candle dated to an active delayed-quote session is excluded because it may still be changing. These are trend and momentum references, not a Buy/Sell score.
We keep the original wording so readers can check the record. Any figures below belong to that older review and are not current guidance.
High-quality duopoly aftermarket compounder with a durable backlog and disciplined capital return. Great business at a demanding price — conviction 8, but the valuation is the constraint, not the thesis.
Append-only company checks, newest evidence first. Evidence dates come from frozen research cutoffs; older rows without a cutoff are labelled by publication time instead. Multiple checks are preserved, never silently merged into one conclusion.
Changed since the 2026-08-30 sweep: GE added an eligible Sept. 1 defense hypersonics contract update, supportive but not yet financially quantified. The 3m setup is still valuation-sensitive into the expected Oct. 20 report; the 1y case remains services, backlog, and defense execution.
2026-10-20 (expected, not company-confirmed) before market opens earnings reporting date was estimated by a third-party calendar.
Checked GE Aerospace EDGAR 8-K for recent quarterly results filing activity.
Checked GE Aerospace EDGAR 10-Q filing detail for the latest quarterly report.
No material change versus the 2026-08-28 prior sweep. GE's 1y setup remains driven by services, backlog, and defense propulsion execution; the 3m view is valuation-sensitive into the expected October report.
2026-10-20 (expected, not company-confirmed) before market opens earnings reporting date was estimated by a third-party calendar.
No new last-five-day fundamental development was found. GE remains a strong 1y aftermarket and defense propulsion compounder, but the 3m setup is valuation-sensitive into the expected October report.
2026-10-20 (expected, not company-confirmed) before market opens earnings reporting date was estimated by a third-party calendar.
Evidence checked Aug 26, 2026 · 2 recorded assessments
No new eligible fundamental development appeared in the last-five-day search window. The 1y case remains services, backlog, and defense propulsion execution, with valuation sensitivity into the expected October report.
2026-10-20 (expected, not company-confirmed) earnings reporting date was shown by a third-party earnings calendar.
Evidence checked Aug 24, 2026 · 2 recorded assessments
No new change versus the newest prior sweep. GE remains a strong 1y aftermarket-and-defense compounder, but the 3m setup is valuation-sensitive into the expected Oct. 20 Q3 print.
Checked GE Aerospace expected next earnings date
Published Aug 19, 2026 · 2 recorded assessments
Strong Q2 (Commercial Engines +27%), a record CFM order book from Farnborough (~1,800 engine commitments), and a new USAF JASSM engine win all point to widening earnings power. Thesis is intact on 3m/1y; the only caution is a rich valuation after the run.
Checked GE Aerospace issuer defense press release for post-prior-sweep fundamental updates.
Fundamental but early-stage: the DIU award advances GE Aerospace's hypersonics test-bed work into design, integration, qualification, and subsystem testing. It supports the defense propulsion execution narrative, though no contract value was disclosed in the issuer release.
source ↗Checked GE Aerospace EDGAR 8-K for recent quarterly results filing activity.
Checked GE Aerospace EDGAR 10-Q filing detail for the latest quarterly report.
Checked GE Aerospace issuer press releases for post-prior-sweep fundamental updates.
Checked GE Aerospace EDGAR 8-K for recent quarterly results filing activity.
Checked GE Aerospace EDGAR 10-Q filing detail for the latest quarterly report.
Checked GE Aerospace issuer press releases for post-prior-sweep fundamental updates.
Checked GE Aerospace EDGAR 10-Q filing detail for recent quarterly filing activity.
No new fundamental change versus the prior sweep. GE remains a strong 1y aftermarket and defense compounder, but the 3m setup is valuation-sensitive into the expected October Q3 report.
2026-10-19 (expected, not company-confirmed) earnings report date and before-market timing were estimated by a third-party calendar.
Checked GE Aerospace Q2 2026 8-K filing detail on EDGAR.
Checked GE Aerospace Q2 2026 10-Q filing detail on EDGAR.
Checked GE Aerospace issuer press releases for post-prior-sweep fundamental updates.
Checked recent GE Aerospace market news and classified it as non-fundamental.
Not fundamental: the item is price-performance commentary and does not change GE Aerospace's earnings power, competitive position, balance sheet, or long-term aftermarket thesis.
source ↗Checked GE Aerospace Q2 2026 8-K filing detail
Checked GE Aerospace Q2 2026 10-Q filing detail
Checked GE Aerospace JASSM propulsion contract news
Fundamental: GE Aerospace and Kratos were named a secondary propulsion supplier and secured an EMD contract for the F143/GEK800 engine, supporting a new long-cycle defense propulsion revenue path. Dollar value was not disclosed.
source ↗No thesis break since the Aug. 20 sweep. GE remains a high-quality aftermarket compounder with incremental defense propulsion upside; the 3m risk is valuation sensitivity into the expected Oct. 20 Q3 print.
Checked GE Aerospace expected next earnings date
Checked GE Aerospace Q2 2026 8-K filing detail
Checked GE Aerospace Q2 2026 10-Q filing detail
Checked recent GE Aerospace defense propulsion contract news
Fundamental, but already reflected in the prior Aug. 20 sweep: the F143/GEK800 EMD award supports a new defense propulsion revenue path beyond commercial engine aftermarket growth.
source ↗Opens a new defense propulsion program as a second-source for the Joint Air-to-Surface Standoff Missile — a fresh, long-cycle revenue stream that broadens GE's competitive position beyond commercial engines.
source ↗Price level only; no change to earnings power or balance sheet.
source ↗Q2 beat plus raised full-year guide drove a 26% stock gain since mid-May; the F143 JASSM contract adds a credible defense-propulsion growth catalyst. Commercial aerospace demand cycle intact; Bernstein price target $421 Outperform. The next catalyst is Q3 results on October 20 — execution record here earns the benefit of the doubt.
The Engineering, Manufacturing and Development contract for a second-source JASSM missile propulsion system opens a new defense revenue line in expendable strike weapons, broadening GE Aerospace's military addressable market beyond its core commercial jet engine and services franchise.
source ↗Complete SEC 13F filings only. These delayed reports show filed share amounts, not a manager’s full portfolio, intent, or a proven trade.
None of the 14 recent complete filings checked reports clearly identified ordinary shares.
A large, repeated position can support a research story, but these filings arrive late and do not show an investor’s full portfolio or reason for owning the stock.
Look for the same investor to keep a meaningful position across several reports.
No numeric score or recommendation is made from these delayed filings. They are one piece of background evidence, not a buy or sell signal.
14 current complete filings of 16 tracked managers. 2 investors have only an older filing and are left out of this current view. Current holding dates span Mar 31, 2026 to Jun 30, 2026.
No tracked manager reports verified common shares in any of the 14 current complete filings. Absence is not a verdict: these filings show only part of a portfolio.
13Fs can arrive up to 45 days after quarter end. They omit short positions, cash, and securities outside the SEC's 13(f) list. Higher, lower, new, and absent describe filed share amounts, not proven purchases or sales; splits and other corporate actions are not normalized. This is context for a thesis, never a call by itself.
Each quarter is named by the fiscal quarter the company itself reported — the label its release used and its consensus estimate was quoted against — and by the month that quarter ended, taken from the filer's own XBRL period boundaries. A fiscal year need not follow the calendar, so Apple's Q2 runs January to March; naming the quarter end keeps that true in both calendars, and no quarter number is ever inferred from a date. Quarterly financials beside this card names the same quarter the same way. TickerYou takes the figures from the release and its filing; every word, sign and percentage is calculated by the app from those stored numbers. A post-release reaction appears only with the stored first-close measurement stamp; otherwise the card says the window is not established and computes no divergence. EPS here is on the basis consensus quotes — adjusted for most US names — so it can legitimately differ from the GAAP figure in Quarterly financials. Rows marked [backfilled] were confirmed from archived coverage after the fact — a lower evidence tier than live capture, and labelled so.
Q2 FY2026 · Jun 2026: EPS beat the stored consensus estimate, while revenue beat the stored consensus estimate. No post-release price reaction is asserted because its stamped measurement window is not established.
A surprise shows how the release differed from expectations, not whether the business is good or the thesis is right. The price reaction shows repricing, not its cause.
Watch whether the next comparable release confirms the result; one beat or market move does not establish a durable trend.
Quarter ended Jun 30, 2026 · Reported Jul 16, 2026 · stock move after results · not shown
[backfilled] Adjusted EPS of $2.02 beat the $1.86 consensus by 8.6%, with adjusted revenues of $12.63B surpassing the $11.86B Zacks estimate by 6.5% on commercial engine and services strength (+27% segment sales) and defense propulsion (+16%); management raised full-year adjusted EPS guidance to $7.65–$7.85 from the prior $7.10–$7.40 range.
Quarter ended Mar 31, 2026 · Reported Apr 21, 2026 · stock move after results · not shown
[backfilled] GE Aerospace Q1 2026 adjusted EPS of $1.86 surged 25% year over year on record commercial services activity and an 87% orders jump to $23 billion, but management held full-year 2026 guidance unchanged at $7.10–$7.40 adjusted EPS, disappointing investors who had expected an upgrade and sending shares down roughly 4% despite the across-the-board outperformance.
Quarter ended Dec 31, 2025 · Reported Jan 22, 2026 · stock move after results · not shown
[backfilled] Services strength and LEAP engine volume drove adjusted revenue up 20% and orders surging 74% to a record $27B backlog; management guided 2026 adjusted EPS to $7.10–$7.40 (midpoint $7.25), ahead of the $7.12 Street consensus.
Quarter ended Sep 30, 2025 · Reported Oct 21, 2025 · stock move after results · not shown
[backfilled] GE Aerospace posted adjusted revenue of $11.3B (+26% YoY) and adjusted EPS of $1.66 (+44% YoY), driven by record LEAP engine output and services revenue up 28%, and raised full-year 2025 operating-profit guidance to $8.65–$8.85B from $8.2–$8.5B previously.
Quarter ended Jun 30, 2025 · Reported Jul 17, 2025 · stock move after results · not shown
Computed from SEC filings — never model output. Each quarter is named by the fiscal quarter the company itself reported and the month that quarter ended, through the same resolver the Earnings card beside this one uses; where no release established a fiscal label, the quarter is named by its end alone rather than by a quarter number guessed from the date. EPS is GAAP diluted, as filed, so it can legitimately differ from the adjusted figure in the Earnings card (consensus is quoted adjusted). Y/Y compares the same fiscal quarter a year earlier; a comparison that cannot be made honestly is an em-dash that says why.
Q2 FY2026 · Jun 2026: Net income grew 16.9% year over year.
Comparing the same fiscal quarter a year earlier controls for seasonality. Revenue direction and margin direction together show whether sales are translating into profit, but one quarter is evidence—not a complete thesis.
Watch for the next filing that supplies a same-quarter comparison rather than substituting an older period.
| (USD) |
|---|
[backfilled] Adjusted EPS of $1.66 beat the $1.43 Zacks consensus by 16%; adjusted revenue of $10.2B beat the $9.7B estimate by 5%; company raised 2025 CE&S operating profit guidance to $8.0–$8.2B and lifted its 2028 FCF target to ~$8.5B, up $1.5B from the prior Investor Day outlook.
| Q2 FY2026Quarter ended Jun 2026 |
|---|
| vs last year |
|---|
| Revenue | — | — |
| Profit after costs | $2.37 B | |
| Profit per share | 2.26 | |
| Profit margin | — | — |
† derived: the fiscal year minus its three reported quarters — no 10-K reports a Q4 figure directly. For EPS this assumes per-share figures add across the year.
| Quarter | Revenue | Y/Y | Net income | Margin |
|---|---|---|---|---|
| Q1 FY2026 · Mar 2026 | — | — | $1.90 B | — |
| Q4 FY2025 · Dec 2025 | — | — | $2.54 B † | — |
| Q3 FY2025 · Sep 2025 | — | — | $2.16 B | — |
| Q2 FY2025 · Jun 2025 | — | — | $2.03 B | — |
| Mar 2025 | — | — | $1.98 B | — |
| Dec 2024 | $9.88 B | $1.90 B | 19.2% | |
| Sep 2024 | $8.94 B | $1.85 B | 20.7% | |
| Jun 2024 | $8.22 B | $1.27 B | 15.4% |
Three checks use SEC filings alone. The net-buyback check requires matching stated filing and quote currencies, a compatible single-ticker SEC share-unit receipt, and a dated provider quote; its row explains any refusal. One dated deep-review judgement is marked researched; missing checks are excluded, never treated as zero.
A score requires both core checks — what the share count did and pay in stock versus revenue — plus at least one other established check. Missing core check: pay in stock, vs revenue.
A company can grow while each shareholder owns a smaller slice. Share issuance and stock pay can offset part of the business gain.
Establish the missing core check first; other unestablished checks: buybacks net of new stock sold; room left under the charter.
-2.2% between the 2025-06-30 and 2026-06-30 filing cover pages.
stock-pay expense is not tagged in this filer’s feed
the two sides cover different periods
The deep review’s dated judgement (published Aug 13, 2026; evidence cutoff unavailable): how much of a 1% ownership slice at that review could survive through its horizon.
authorized shares are measured on 2025-12-31 while outstanding shares are measured on 2026-06-30; different dates cannot establish current headroom
review saved Aug 13, 2026 · check date unavailable
Insiders own about 0.14% of the company (Yahoo Finance) — essentially nothing, which is normal for a post-spinoff mega-cap but means management's wallet is not really in the seat with yours. What matters more is that the company is aggressively shrinking its own share count. In the first four months of 2026 it bought back $2.7B of stock and finished a $15B program early. In December 2025 the board approved a fresh $20B authorization and pledged to return 100% of available cash to shareholders for three years. Stock-based pay exists but is being more than offset. There is no live plan to sell new shares. Your slice of the company should grow, not shrink, over the next three years.
A conditional model using SEC filings and a delayed-market quote from Yahoo Finance for the Sep 11, 2026 session. It is not a market forecast or analyst consensus.
The required growth rate cannot be established from compatible current inputs.
A high number means the company must grow quickly to justify today's price. A low number gives the business more room to disappoint.
Watch sales growth and operating profit. If either changes, this required-growth number can change too.
— what the price assumes could not be computed: revenue (through 2024-12-31) and operating income (through 2012-12-31) cover different periods — refusing rather than mixing them.
The last deep review estimated 10–16% yearly growth. That is useful history, but there is no current Idea, so we do not compare it with today's price. review saved Aug 13, 2026 · check date unavailable.
1M
3M
6M
1Y
Computed from SEC filings — never model output. Blank means it cannot be computed honestly.
Revenue grew 9.9% versus the comparable filing period.
Revenue shows whether demand is expanding, while operating and free-cash-flow margins show how much of those sales becomes profit and cash. Net cash or debt affects how resilient that result is.
Watch whether the next comparable filing confirms the revenue direction and whether operating and cash-flow margins hold or improve.
Every figure comes from an SEC filing and carries the day it was measured. Nothing here is estimated.
The filed share count decreased 2.16% over roughly a year. Each remaining share represents a larger percentage ownership slice; that alone does not prove repurchases created value.
A lower count lets each remaining share participate in more of the company, but value still depends on what the company paid and whether new issuance offsets the reduction.
Watch whether the count keeps falling and whether repurchases exceed new issuance. The cover-page counts establish direction, not the cause.
1.04 B
total shares when last reported · Jun 30, 2026 · 2 months ago
The SEC’s structured data establishes the total share count but carries no count of the shares structurally excluded from ordinary trading. Control and affiliate holdings, restricted stock and locked-up shares are disclosed publicly — in proxy statements, prospectuses and 8-Ks — as prose with no tag to read them from, and have not been researched into a figure this card can pair with the total above.
Share count decreased 2.16% — ownership slice improved: each remaining share owns a larger percentage of the company.
Both counts in full, exactly as each cover page printed them, and both bars measured from zero against the larger — so a small move looks small.
measured Jun 30, 2025, 14 months ago — from the 10-K filed Jan 29, 2026
Market value of shares held by non-affiliates under the SEC filing definition. This is a dollar amount, not a share count. It is never converted into one to fill the line above.
Not researched yet. Release dates, tranche sizes, the shares issued at IPO and the insider breakdown are prose in the prospectus and in 8-Ks, with no XBRL tag to read them from. They appear here once TickerYou research can quote the source clause behind each figure—never estimated in the meantime.