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GE Aerospace GE

GE Aerospace scores good on business quality (6.0 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$308.20Oct 9, 2026
Business qualityGood
Next earningsOct 19, 2026, before the open
Insiders, 90 daysSelling

Why it matters

  1. What GE Aerospace does

    GE builds and services commercial and military jet engines and power turbines, generating revenue from airlines and defense buyers who rely on its installed base for recurring parts and maintenance. The company is leaning heavily into aerospace propulsion demand, scaling output as fleet utilization climbs across global carriers.

  2. What it does best

    GE dominates commercial jet engine aftermarket service retention, locking in airlines for decades across a massive installed base. Its gross margin of 33.6% significantly outpaces RTX's 20.4%, reflecting high pricing power on proprietary replacement parts.

  3. The main risk

    Net debt of $8.1 billion combined with a debt-to-equity ratio of 1.1 leaves the balance sheet vulnerable if supply chain disruptions stall engine deliveries and squeeze free cash flow conversion.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityFair

Operating margin stands at 16.9% with an ROE of 49.0% ranking in the sector's top quartile, showing that the business generates strong returns as revenue scales.

MoatWeak

Switching costs protect its aerospace franchise, locking in commercial airlines across decades-long maintenance cycles, supported by a top-decile revenue growth rank of 91.

GrowthFast

Revenue growth surged 18.5% year-over-year to $50.6B, continuing a steady acceleration path from $35.3B in 2023 driven by strong aerospace demand.

Financial healthFair

Total debt sits at $20.5 billion against $12.4 billion in cash, while free cash flow reached $8.4B, pointing to a soft balance sheet relying entirely on cash generation.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

3 sold $7.2M outside pre-planned sales.

Our sealed record on GE

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is GE a good business?

GE Aerospace scores good on the Cluenex quality check (6.0 of 10), measured against its own industry. Profitability is fair, moat weak, growth fast and financial health fair.

Are insiders buying GE?

In the last 90 days of SEC Form 4 filings: 3 sold $7.2M outside pre-planned sales.

When does GE report earnings?

Oct 19, 2026, before the open.

For members

See GE today

  • Today's verdict on GE, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “GE Aerospace (GE)”, https://cluenex.com/stocks/ge/, data as of Oct 10, 2026.