GE Aerospace Earnings: We Raise Fair Value Estimate on Margin Growth Trajectory
Published . Updated .
This report is about aerospace.
Directly affected
- GE General Electric-6.1% 30d
Named in this report.
Indirectly affected
- ITA iShares U.S. Aerospace & Defense ETF-3.2% 30d
iShares U.S. Aerospace & Defense ETF: it holds aerospace and defense makers. Linked by “aerospace” (aerospace) in this story.
- HWM Howmet Aerospace-13.5% 30d
Howmet Aerospace (rolling drawing and extruding of nonferrous metals): aircraft makers and suppliers move with orders and air travel. Linked by “aerospace” (aerospace) in this story.
- TDG TransDigm Group+1.6% 30d
TransDigm Group (aircraft parts and auxiliary equipment): aircraft makers and suppliers move with orders and air travel. Linked by “aerospace” (aerospace) in this story.
- BA The Boeing-10.2% 30d
The Boeing (aircraft): aircraft makers and suppliers move with orders and air travel. Linked by “aerospace” (aerospace) in this story.
- DAL Delta Air Lines+0.4% 30d
Delta flies the 737, so a Boeing aircraft story reaches its fleet. Linked by “aerospace” in this story
- UAL United Airlines Holdings+1.0% 16d
United flies the 737, so a Boeing aircraft story reaches its fleet. Linked by “aerospace” in this story
- RTX Rtx+1.1% 7d
Rtx (aircraft engines and engine parts): aircraft makers and suppliers move with orders and air travel. Linked by “aerospace” (aerospace) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| GE | +3.99% | +1.83% | base | +2.90% | after close | after close | after close |
| ITANo price data for this ticker | — | — | — | — | — | — | — |
| HWM | +8.89% | -0.55% | base | -1.72% | after close | after close | after close |
| TDG | +1.15% | +1.08% | base | -0.29% | after close | after close | after close |
| BANo price data for this ticker | — | — | — | — | — | — | — |
| DAL | -3.17% | +0.08% | base | +1.62% | after close | after close | after close |
| UAL | -2.65% | +1.35% | base | +2.69% | after close | after close | after close |
| RTX | -2.10% | -1.45% | base | -0.55% | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
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GE Aerospace Earnings: We Raise Fair Value Estimate on Margin Growth Trajectory Morningstar
Source: Morningstar
Price since this story was published: IShares U.S. Aerospace & Defense ETF (ITA)
| Company | When | Move | Status |
|---|---|---|---|
| DAL | that day | +1.62% | still updating |
| DAL | three days earlier | +0.08% | final price |
| DAL | five days earlier | -3.17% | final price |
| General Electric (GE) | that day | +2.90% | still updating |
| General Electric (GE) | three days earlier | +1.83% | final price |
| General Electric (GE) | five days earlier | +3.99% | final price |
| Howmet Aerospace (HWM) | that day | -1.72% | still updating |
| Howmet Aerospace (HWM) | three days earlier | -0.55% | final price |
| Howmet Aerospace (HWM) | five days earlier | +8.89% | final price |
| RTX | that day | -0.55% | still updating |
| RTX | three days earlier | -1.45% | final price |
| RTX | five days earlier | -2.10% | final price |
| TransDigm Group (TDG) | that day | -0.29% | still updating |
| TransDigm Group (TDG) | three days earlier | +1.08% | final price |
| TransDigm Group (TDG) | five days earlier | +1.15% | final price |
| UAL | that day | +2.69% | still updating |
| UAL | three days earlier | +1.35% | final price |
| UAL | five days earlier | -2.65% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Maria Elvira Salazar sold General Electric (GE), worth $1,001 - $15,000 on 24 Sep 2026. That is 33 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold General Electric (GE), worth $1,001 - $15,000 on 24 Aug 2026. That is 64 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Byron Donalds sold Howmet Aerospace (HWM), worth $1,001 - $15,000 on 11 Aug 2026. That is 77 days before publication. Filed 15 Sep 2026. View the filing.
- Rep. Byron Donalds sold Howmet Aerospace (HWM) (held by a spouse), worth $1,001 - $15,000 on 11 Aug 2026. That is 77 days before publication. Filed 15 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold TransDigm Group (TDG), worth $15,001 - $50,000 on 28 Aug 2026. That is 60 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. April McClain Delaney sold TransDigm Group (TDG) (held by a dependent child), worth $100,001 - $250,000 on 25 Aug 2026. That is 63 days before publication. Filed 9 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought TransDigm Group (TDG), worth $1,001 - $15,000 on 24 Aug 2026. That is 64 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Boeing (BA), worth $1,001 - $15,000 on 24 Sep 2026. That is 33 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Boeing (BA), worth $1,001 - $15,000 on 24 Aug 2026. That is 64 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Boeing (BA), worth $500,001 - $1,000,000 on 21 Aug 2026. That is 67 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna sold United Airlines Holdings (UAL) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 53 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought United Airlines Holdings (UAL) (held by a spouse), worth $1,001 - $15,000 on 3 Aug 2026. That is 85 days before publication. Filed 4 Sep 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around IShares U.S. Aerospace & Defense ETF (ITA)
Companies carried with this story
- ITA IShares U.S. Aerospace & Defense ETF
IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence in the 27 Oct 2026 story “GE Aerospace Earnings: We Raise Fair Value Estimate on Margin Growth Trajectory.” Reason on file: iShares U.S. Aerospace & Defense ETF: it holds aerospace and defense makers. Linked by “aerospace” (aerospace) in this story
- BA Boeing
For “GE Aerospace Earnings: We Raise Fair Value Estimate on Margin Growth Trajectory,” Boeing (BA) is linked, with no stored direction, medium confidence. Reason on file: The Boeing (aircraft): aircraft makers and suppliers move with orders and air travel. Linked by “aerospace” (aerospace) in this story
- GE General Electric
In “GE Aerospace Earnings: We Raise Fair Value Estimate on Margin Growth Trajectory,” General Electric (GE) is linked, with no stored direction, medium confidence. Reason on file: GE Aerospace (electronic and other electrical equipment (no computer equip)): aircraft makers and suppliers move with orders and air travel. Linked by “aerospace” (aerospace) in this story
- HWM Howmet Aerospace
Howmet Aerospace (HWM) is linked, with no stored direction, medium confidence in the 27 Oct 2026 story “GE Aerospace Earnings: We Raise Fair Value Estimate on Margin Growth Trajectory.” Reason on file: Howmet Aerospace (rolling drawing and extruding of nonferrous metals): aircraft makers and suppliers move with orders and air travel. Linked by “aerospace” (aerospace) in this story
- TDG TransDigm Group
In “GE Aerospace Earnings: We Raise Fair Value Estimate on Margin Growth Trajectory,” TransDigm Group (TDG) is linked, with no stored direction, medium confidence. Reason on file: TransDigm Group (aircraft parts and auxiliary equipment): aircraft makers and suppliers move with orders and air travel. Linked by “aerospace” (aerospace) in this story
IShares U.S. Aerospace & Defense ETF (ITA)
IShares U.S. Aerospace & Defense ETF (ITA) is the company in “GE Aerospace Earnings: We Raise Fair Value Estimate on Margin Growth Trajectory,” the 27 Oct 2026 this story story.
What ties IShares U.S. Aerospace & Defense ETF (ITA) to the headline is this: iShares U.S. Aerospace & Defense ETF: it holds aerospace and defense makers. Linked by “aerospace” (aerospace) in this story
Boeing (BA) is here too. Its reason reads: The Boeing (aircraft): aircraft makers and suppliers move with orders and air travel. Linked by “aerospace” (aerospace) in this story
Dates and price levels for IShares U.S. Aerospace & Defense ETF (ITA)
BA traded between 182.49 and 196.88 across 20 sessions. The latest close on file is 188.19. GE traded between 278.37 and 324.11 across 20 sessions. The latest close on file is 288.42. ITA traded between 197.59 and 211.71 across 20 sessions. The latest close on file is 207.10.
How strong the case is around IShares U.S. Aerospace & Defense ETF (ITA)
40 out of 100Price not final
“GE Aerospace Earnings: We Raise Fair Value Estimate on Margin Growth Trajectory” scores 40 out of 100. The score uses 1 sources, and 5 linked companies. The price is not final yet.