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GE Vernova's backlog keeps exploding and its CEO says the company will be mostly sold out through 2030, yet most AI power investors are looking at entirely the wrong part of the supply chain.
One generates $7.3B in free cash flow with a 19% net margin; the other burns $564M annually while chasing FAA certification.
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
GE Aerospace (NYSE:GE) CFO Rahul Ghai said the company continues to see strong demand across commercial services, original equipment and defense programs, despite recent volatility in air traffic growth and persistent aerospace supply-chain constraints. Speaking at a Morgan Stanley conference, Ghai
GE Vernova's CEO just told a Morgan Stanley conference that the company's most-watched backlog milestone arrives sooner than Wall Street assumed, and the ripple through Eaton and Quanta Services reveals how much of the grid trade hangs on a single demand signal.
Zacks.com users have recently been watching GE Vernova (GEV) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Boeing (BA) grew revenue faster over the past twelve months than any of its aerospace and defense peers, GE Aerospace included, and its stock still fell. It is also the only one in that group running an operating loss. The growth has come with rising airplane deliveries, and the market is waiting to see whether those airplanes earn a margin.
RESEARCH REPORTS These reports, excerpted and edited by Barron’s, were issued recently by investment and research firms. The reports are a sampling of analysts’ thinking; they should not be considered the views or recommendations of Barron’s.
GE Aerospace agreed to buy Consolidated Precision Products for $11.75 billion on Sept. 8, aiming to lock in a longtime supplier of critical engine castings and airfoils.
Boeing's debt burden and negative cash flow contrast sharply with GE's fortress balance sheet and $7.3 billion in free cash flow.
Bloomberg's Kiel Porter joins Scarlet Fu on "Bloomberg Deals." GE Aerospace agreed to buy castings manufacturer Consolidated Precision Products from Warburg Pincus and Berkshire Partners for $11.75 billion, a deal that will significantly expand the jet-engine manufacturer's capacity for the critical components.
A current Anthropic researcher replied on X, giving such a scenario a greater than 10% chance. Especially the costs of running AI data centers, though Google has found a cool way to reduce energy costs. The latest trade tit-for-tat between the U.S. and Canada will also affect a range of goods.
Competition in the turbine blade manufacturing industry is heating up. In that battle, GE Aerospace has seemingly gotten the edge on SpaceX leaving SpaceX CEO Elon Musk with an interesting choice. Musk made waves in the aerospace industry recently when he suggested that his rocket and AI firm could get into the business of casting turbine blades.
GE Aerospace stock gains on an $11.75 billion acquisition of CPP. Here’s why the deal is bullish for GE shares.
HWM's 26.5% year-to-date rally is backed by aerospace demand and raised 2026 guidance, though rich valuation and SpaceX competition pose risks.
GE Aerospace (GE) agreed to acquire castings manufacturer Consolidated Precision Products in a deal
At $337 a share, GE Aerospace (GE) trades at 39 times trailing earnings, which is not typically where an investment thesis begins. The bullish case here centers on cash generation instead. Management has raised 2026 free cash flow guidance to $8.9 billion to $9.2 billion, and on the CFO's own account that is more cash than the company expected to generate in 2028 when it framed that year in July 2025.
GE Aerospace announces deal to purchase CPP for nearly $12 billion in an effort to bolster castings production, supply chain. GE stock rises.
GE Aerospace has struck a deal to buy engineered castings maker Consolidated Precision Products from private investment firms Warburg Pincus and Berkshire Partners for $11.75 billion.
Boeing (BA) trades at $208.87, down 12.0% over the past twelve months while the S&P 500 returned 20.5%. The complaint behind it is simple: the company still loses money building airplanes. What complicates it is how fast that loss is shrinking.
For this aerospace-focused conglomerate, spinoff plans are not necessarily a silver bullet.
As GE Aerospace has outpaced the broader Nasdaq Composite over the past year, Wall Street analysts remain strongly optimistic about the stock’s prospects.
In the defense and aerospace sector, commercial scale and rapid tactical innovation represent two distinct pathways to growth. On August 17, Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) and GE Aerospace (NYSE:GE) announced that their jointly developed GEK800 engine received the U.S. Military Engine Type Designation F143-ZZ-100 and secured a U.S. Air Force Engineering, Manufacturing, […]
Based on the average brokerage recommendation (ABR), GE (GE) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
LEAP engines are arguably the single most important pieces of equipment for the commercial aerospace industry.
One trades at a massive valuation premium while burning cash; the other generates billions in free cash flow with established customers.
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.
Industrial stocks have gotten expensive, but here are some with the most attractive growth prospects.
GE's 19.9% YTD rally reflects strong commercial and defense demand, but rising costs, debt and a premium valuation temper near-term upside.
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