Sep. 16 at 7:51 PM
GE Aerospace shares have rallied 76% in 2025, heading for a first record high in 25 years at
$294.09, fueled by strong demand for commercial jet engines and military hardware. The company benefits from increased global defense spending, drone initiatives with Kratos Defense, and robust airline travel driving commercial aerospace growth. GE’s spinoffs—GE HealthCare and GE Vernova —have made GE Aerospace a purer-play aerospace investment. Strong aftermarket services and technology innovations, like composite fan blades, also support momentum. Analysts note 11 consecutive profit beats, with Q2 showing 30% commercial engine growth and 7% defense growth.
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