GE
A very loud quarter
GE Aerospace didn’t just beat expectations — it practically kicked the door in. The company posted adjusted Q4 EPS of $1.57 versus the $1.43 analysts were expecting, while full-year normalized EPS climbed 38.5% to $6.37. That’s the kind of number that makes investors do the little happy chair spin.
Why the market is paying attention
This isn’t just a one-quarter victory lap. GE is coming off what management calls its strongest setup since the 2023 spin from legacy GE, and this result suggests the story is still getting better. For a company tied to commercial aviation, strong earnings usually mean airline traffic, engine demand, and service revenue are all doing their part.
The bull case keeps getting louder
The stock already looks like it’s been on a caffeine drip, with shares near $312 and the Street mean target around $353. Bulls will point to the fact that GE keeps outpacing guidance and turning that post-spin reset into a real earnings machine. In other words: this isn’t nostalgia stock territory anymore, it’s a cash-flow story.
Big picture
If GE Aerospace can keep stacking beats like this, the market may keep treating it less like a cyclical industrial and more like a premium compounder in a very fancy uniform.