Geopolitics Alpha

GE Aerospace raises profit outlook in Q3 2026 earnings report

Published . Updated .

GE Aerospace raises profit outlook in Q3 2026 earnings report Quartz

Directly affected

  • GE General Electric

    Named in this report.

Indirectly affected

  • SPR Spirit AeroSystems

    Spirit builds Boeing fuselages, so a Boeing aircraft story reaches this supplier

  • DAL Delta Air Lines

    Delta flies the 737, so a Boeing aircraft story reaches its fleet

  • LMT Lockheed Martin

    Lockheed Martin is a defense and aerospace peer

  • ZIM ZIM Integrated Shipping

    Container lines are exposed when a shipping lane is disrupted

  • MATX Matson

    Container lines are exposed when a shipping lane is disrupted

  • HWM Howmet Aerospace

    Howmet supplies parts used on commercial and defense aircraft

  • RTX RTX

    RTX competes in aircraft engines and defense systems

  • UAL United Airlines

    United flies the 737, so a Boeing aircraft story reaches its fleet

  • NOC Northrop Grumman

    Northrop Grumman is a defense and aerospace peer

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
GE———————
SPR———————
DAL———————
LMT———————
ZIM———————
MATX———————
HWM———————
RTX———————
UAL———————
NOC———————

GE Aerospace raises profit outlook in Q3 2026 earnings report Quartz

Source: Quartz

How solid the shipping case looks

12 out of 100

“GE Aerospace raises profit outlook in Q3 2026 earnings report” scores 12 out of 100. The score uses 1 sources.