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GE's strong liquidity and higher free cash flow outlook support increased dividends and share buybacks, reinforcing shareholder returns.

A brisk rally in industrial stocks this year has defied higher oil prices, rising bond yields and restrictive trade policies, as investors bet on big gains from the artificial intelligence boom. Now signs are emerging the optimism may have gone too far.

Former General Electric and Thermo Fisher Scientific counsel Jonas Svedlund will oversee the carrier’s legal and compliance functions.

Boot Barn, Five Below, The Ensign and GE HealthCare have been highlighted in this Screen of The Week article.

The engines it is shipping to build tomorrow's service revenue are costing margin today, and the shares carry almost no cushion if that bill runs long.

Northrop Grumman (NOC) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Three industrial giants all chased the same AI power buildout in 2026, but the market rewarded them very differently, and the gap between winner and also-ran reveals exactly what investors are betting on next.

SpaceX approached artificial intelligence coding startup Cognition AI Inc. about a potential acquisition, according to people familiar with the matter, in what would have been its second large takeover in recent months to gain ground in the AI race.

Industrial stocks have gotten expensive, but here are some with the most attractive growth prospects.

Morgan Stanley analyst Kristine Liwag on Wednesday upgraded shares of Honeywell Aerospace to Buy from Hold.

The defense contractor Lyntris sold 17 million shares in its IPO. The stock will begin trading on Wednesday.

A number of stocks fell in the morning session after the latest industrial production report showed slower-than-expected growth for July. Data from the Federal Reserve indicated that U.S. industrial production rose by 0.2%, which was half of the 0.4% increase that analysts polled by The Wall Street Journal had anticipated. While this marked the second consecutive month of growth, it represented a slowdown from the previous month's revised figures. Manufacturing output also saw a modest 0.2% incr

Kratos Defense & Security Solutions and GE Aerospace recently announced that their jointly developed GEK800 turbofan engine, now designated F143-ZZ-100, secured a U.S. Air Force Engineering, Manufacturing and Development contract as a second-source propulsion system for the Joint Air-to-Surface Standoff Missile program. This win highlights GE Aerospace’s expanding role in supplying compact, lower-cost propulsion for long-range missiles and uncrewed aerial systems, reinforcing its presence...

General Electric stock has delivered a very strong run over the past five years, yet current checks suggest the share price now trades at a premium to what a Discounted Cash Flow (DCF) intrinsic value estimate and market multiples imply. General Electric has returned roughly 5x over the past five years, which puts extra focus on whether recent gains leave limited room for valuation upside. Growth in areas such as aerospace engines and gas turbines may support long term cash flow. However,...

GE's 19.9% YTD rally reflects strong commercial and defense demand, but rising costs, debt and a premium valuation temper near-term upside.

HWM's defense aerospace revenues rise 11%, while gas turbine sales surge 38%, adding momentum as military funding expands.

GE Aerospace keeps beating estimates, raising guidance, and sitting on a $210 billion backlog, yet the stock may already be priced to perfection with margin pressures quietly building beneath the surface.

Boeing's growth is flying higher than its rivals, but its stock price is already in the stratosphere. Is the premium justified.

Kratos Defense & Security Solutions (NASDAQ:KTOS) and GE Aerospace (NYSE:GE) have secured a U. S.

Is it a good or bad thing when a stock surpasses resistance at the 20-day simple moving average?

The stocks in this article are all trading near their 52-week highs. This strength often reflects positive developments such as new product launches, favorable industry trends, or improved financial performance.

The stock has surged in the past couple of years, and management recently raised its full-year revenue guidance amid booming demand for its power equipment.

Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index’s 16.74% gain, as the market rally remained narrowly focused on AI […]

The Fair Value Estimate for General Electric has shifted from US$350.45 to about US$404.90 per share, which is a meaningful reset in how analysts are framing the stock. Recent research following Q2 results and updated guidance links this higher figure to stronger views on GE Aerospace execution, service demand and the durability of the current order and backlog profile. As you read on, you will see how to track this evolving narrative and what it may mean for your own view on General...

Despite record revenue, GE Aerospace is falling further behind on orders. Spare parts delinquencies, a measure of shipments delayed by material shortages, grew last quarter. This is not a sign of weakness, but of demand so intense the company's industrial base cannot keep pace.

GE's defense momentum continues as rising demand, major contracts and a strong project pipeline lift revenues, orders and profit.

ATI's Q2 earnings surge on strong aerospace and defense demand, record backlog and pricing gains, prompting higher 2026 guidance.

HWM's commercial aerospace revenues jump 28% as air travel, aircraft demand and engine spares drive growth.

Moby summary of BETA Technologies, Inc.'s Q2 2026 earnings call

BETA Technologies Inc (BETA) reports record Q2 revenue and nearly hits $4B backlog target, while navigating certification progress and significant cash burn.