GE Aerospace (GE -0.73%) trades at 33.6 times Wall Street estimates for 2025 earnings. That valuation might seem excessive, but it's crucial to note GE delivers an essential product (commercial airplane engines are its most important revenue generator) in a business with incredibly high barriers to entry, and GE is the leading player in it.Here's why the stock deserves a premium rating.A long tail of earnings in placeSelling airplane engines isn't really a profitable business, as engines are typically sold ...

The General Electric of old, a sprawling conglomerate, is no more. Today the GE ticker is fastened to GE Aerospace (GE -0.82%), a company focused on just one industry, aerospace and defense.This more focused company is a worthy place for the iconic GE ticker to land. But is GE Aerospace stock a buy, sell, or hold today?Reasons to buy GE AerospaceAfter the long-established General Electric spun off several businesses into their own entities and sold off the rest to others, GE Aerospace remained. The company' ...

Advances LiDAR technology for improved contrail analysis Provides insights for development of new aircraft engines Industry actively collaborating to understand contrail science with aim to reduce emissions CINCINNATI, Nov. 15, 2024 /PRNewswire/ -- GE Aerospace (NYSE: GE) and NASA are partnering on a series of unique flight tests to help further the aviation industry's understanding of contrails, using new test methods and technologies.Contrails are clouds made of ice particles, which can be created when ...

The recent earnings report contained some negatives, but also a significant positive.Aerospace equipment suppliers like GE Aerospace (GE -2.09%) aren't always the easiest to evaluate. That much is apparent from GE's recent results and the consequent sell-off in the stock. While there were some negatives, the market may have missed a significant plus from management's commentary. Here it is, and here's why it matters.How GE Aerospace makes moneyThe good news comes from an extension in how long GE expects a p ...

The sell-off in the stock post-earnings looks overdone.The reaction to GE Aerospace's (GE -0.36%) latest earnings report might make it to an investing trivia game show one day. When did a company last decline 9% on the day of results that included management raising its full-year operating profit, earnings per share (EPS), and free cash flow (FCF) guidance? Here's what happened and how to think about the stock.Unpacking GE Aerospace's latest newsThe table below shows how GE raised guidance across the board, ...

公司近期业绩表现 - 公司LEAP发动机需求强劲但本季度交付量下降6%且预计今年交付量可能下降订单方面总体订单增长28%达126亿美元[2] - 公司第三季度调整后营收增长6%至89亿美元略低于分析师预期的90亿美元调整后每股收益增长25%至1.15美元超出分析师预期0.01美元[2] - 公司商业发动机和服务部门营收增长8%至70亿美元订单增长29%服务营收增长10%国防和推进技术部门营收微增2%至22亿美元订单增长19%[3] - 公司利润率强劲因服务量和价格提高增加180个基点本季度运营现金流19亿美元自由现金流18亿美元[3] 公司全年展望调整 - 公司仍预计营收将实现高个位数增长但调整后每股收益预期从之前的3.95 - 4.20美元上调至4.20 - 4.35美元自由现金流预期从53 - 56亿美元上调至56 - 58亿美元[4][5] - 公司预计2025年将实现可观的利润和现金流增长[5] 公司业务模式及市场情况 - 公司采用剃刀与刀片模式目前因零部件短缺发动机供应不足虽销售发动机盈利但主要利润来源为后期发动机服务交付发动机减少最终会导致利润减少不过供应短缺使旧发动机服役时间延长服务增长且发动机短缺使利润率提高[6] - 公司发动机需求存在本季度在商业方面赢得长荣航空和卡塔尔航空订单在国防方面收到波兰国防部发动机订单[6] 公司估值情况 - 公司估值倍数较高基于2025年分析师预期的远期市盈率低于34倍[7] 公司前景展望 - 目前环境对喷气发动机制造商有利公司有望继续取得稳健业绩但即使股价下跌估值仍有点高[8]

People sit in front of a sign for GE Aerospace at the Farnborough International Airshow in ... [+] Hampshire. Picture date: Monday July 22, 2024. (Photo by Jonathan Brady/PA Images via Getty Images) PA Images via Getty Images GE Aerospace (NYSE: GE) recently reported its Q3 results, with revenues and earnings comfortably ahead of our estimates. The company reported revenue of $9.8 billion and adjusted earnings of $1.15 per share, compared to our estimates of $9.1 billion and $1.10, respectively. GE's Q3 num ...

Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .Earnings season has heated up, which means investors, researchers, and other parties are drowning in data, trying to make sense of it all.Analyst’s Disclosure: I/we have a beneficial long position in the shares of GE, RTX, UNP either through stock ownership, options, or other de ...

A financial researcher and avid investor with a keen eye for innovation and disruption, as well as growth buy-outs and value stocks. Keeping an eye on the pace of high tech and early growth companies, I write about current events and the biggest news surrounding the industry, and strive to provide readers with ample research and investment opportunities.Analyst’s Disclosure: I/we have a beneficial long position in the shares of GE either through stock ownership, options, or other derivatives. I wrote this a ...

文章核心观点 - GE Aerospace股价在周三上涨超过4%,因为投资者趁股价在周二的盈利报告后下跌而买入 [1] - GE Aerospace的盈利报告存在一些负面因素,如LEAP发动机交付量预期下调 [2] - 但同时也有一些积极因素,如商用发动机订单增长29%,防务业务订单增长19% [3] - 由于飞机交付延迟,GE的老款发动机使用量增加,带来更多的售后市场收入 [3] 根据相关目录分别进行总结 负面因素 - LEAP发动机交付量预期下调10%,将推迟GE的收益和现金流 [2] 正面因素 - 商用发动机订单增长29% [3] - 防务业务订单增长19% [3] - 由于飞机交付延迟,GE的老款发动机使用量增加,带来更多的售后市场收入 [3]