Shares of GE Aerospace (GE) have been on an impressive run, fueled by strong demand across the commercial aviation and defense markets. The company, which retained the iconic "GE" ticker after General Electric completed its historic three-way split in 2024, inherited the conglomerate's aerospace operations and has since emerged as a pure-play aviation leader. That strategy is paying off, with GE Aerospace building an impressive backlog of more than $210 billion, including over $170 billion in commercial services, providing significant long-term revenue visibility.
The company continues to benefit from powerful industry tailwinds. A sustained recovery in global air travel, the replacement of aging aircraft with newer, more fuel-efficient models, and rising U.S. defense spending over the past several years have created significant growth opportunities across both its commercial and defense businesses. As one of the world's leading manufacturers of jet engines, GE Aerospace is well positioned to capitalize on strong demand for aircraft propulsion systems and the high-margin aftermarket services that support them.
