股价与市场表现 - GE Aerospace最新收盘价为365.88美元，较前一交易日上涨2.64% [1] - 该涨幅跑赢标普500指数0.1%的日跌幅，同时道指上涨0.35%，纳斯达克指数下跌0.43% [1] - 过去一个月，公司股价累计上涨13.35%，表现远超航空航天板块3.09%的涨幅和标普500指数1.34%的跌幅 [1] 近期业绩预期 - 公司预计于2026年7月16日发布财报 [2] - 市场对即将公布季度的每股收益EPS共识预期为1.86美元，较上年同期增长12.05% [2] - 同期营收共识预期为118.4亿美元，较上年同期显著增长16.64% [2] 年度业绩预期 - 全年每股收益EPS共识预期为7.48美元，较上年增长17.43% [3] - 全年营收共识预期为487.5亿美元，较上年增长15.18% [3] - 分析师近期对预期的上调通常反映其对公司短期业务趋势和盈利能力的乐观看法 [3] 估值指标 - 公司当前远期市盈率为47.67倍，显著高于其行业平均远期市盈率25.43倍 [6] - 公司当前市盈增长比率为3.16倍 [7] - 航空航天-国防行业平均市盈增长比率截至昨日收盘为1.48倍 [7] 行业与评级 - 公司所属的航空航天-国防行业是航空航天板块的一部分 [7] - 该行业的Zacks行业排名为110，在所有250多个行业中位列前46% [7] - 研究显示，排名前50%的行业表现优于后50%的行业，优势比例约为2比1 [8] - 公司当前Zacks评级为3，即“持有” [5]

>> WELCOME BACK. GE SHARES ARE UP 60% THIS YEAR AMID STRONG DEMAND FROM DATA CENTERS, BUT THE PRICES FOR ITS GAS TURBINES ARE NOW ALSO CLIMBING. FOR TODAY'S TECH CHECK, WE'RE HEADING DOWN TO THEIR MANUFACTURING FACILITY IN SOUTH CAROLINA, WHICH IS THE LARGEST GAS TURBINE PLANT IN THE WORLD. AND THAT'S WHERE WE FIND OUR SEEMA MODY, SEEMA. >> AND KELLY. YOU'RE RIGHT. THE COST TO BUY THIS TURBINE HAS RISEN 300% IN THE PAST FEW YEARS, COSTING ROUGHLY 250 TO $300 MILLION, ACCORDING TO ANALYST ESTIMATES. SO YES, ...