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GE Aerospace Jet Engines
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GE Aerospace posts better-than-expected Q4 results and surprisingly strong full-year profit guidance

GE Aerospace had a strong 2025, rising roughly 85% to outpace both the S&P 500 and industry benchmarks.

GE Aerospace posted better-than-expected Q4 results early Thursday.

The jet engine maker reported:

  • Q4 adjusted revenue of $11.87 billion vs. the $11.19 billion consensus expectation.

  • Adjusted earnings per share of $1.57 vs. the $1.43 consensus estimate.

Management gave full-year 2026 adjusted EPS guidance of between $7.10 and $7.40, compared to a consensus expectation of $7.14 from analysts.

GE Aerospace had a strong 2025, rising roughly 85% to outpace both the 16.4% gain for the SPDR S&P 500 ETF as well as industry benchmarks like the iShares US Aerospace & Defense ETF, which rose 48%.

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SpaceX gets a wave of bullish ratings from Wall Street analysts

SpaceX received more than a dozen positive analyst calls on Tuesday — including from major Wall Street banks — as they initiate coverage on Elon Musk’s space and AI company.

SpaceX went public on June 12 at a $2.2 trillion valuation, the largest debut in history. While the company hasn’t yet posted a profit, it seems to have convinced Wall Street that it will get there and grow its valuation on the way.

Of the at least 17 analysts that gave a rating on Tuesday, all but one gave it a “buy” or “outperform” rating. MoffettNathanson was "neutral."

The ratings come as SpaceX joined the Nasdaq 100 index, a benchmark tech-heavy basket of companies that underpins millions of portfolios. The inclusion adds built-in demand for the stock from index funds and ETFs.

Still, SpaceX fell more than 5% on Tuesday amid a broader sell-off, and is currently effectively flat from its opening price of $150 a share.

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