Summary

• GE Aerospace remains a Buy, with nearly 18% upside to a $402.85 price target, supported by dominant engine program positions and resilient aftermarket revenue.
• GE benefits from multi-decade growth via CFM LEAP, GEnx, and GE9X engines, leveraging a vast installed base and strong pricing power in aftermarket sales.
• Recent Middle East conflict posed risks to utilization, but a peace deal and GE's diversified fleet mitigate near-term headwinds; inflation pressures are manageable due to pricing power.
• Q2 revenue is expected to grow 16% to $11.8B, but H2 growth estimates have softened; supply chain commentary will be critical for forward expectations and valuation.
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GE Aerospace (GE) remains a Buy despite the stock gaining nearly 25% since my last report, significantly outperforming both the S&P 500 and its aerospace peers. While the strong share price performance

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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