It has a dominant market position in its industry, decades of recurring revenue ahead, and upside potential from a revolutionary technology.GE Aerospace's (GE 0.82%) latest big news helped confirm its status as an excellent stock for long-term investors to park cash in. Its current valuation probably means this isn't a stock that will shoot the lights out in terms of performance.However, it does offer a relatively safe way to invest in a core holding, and it has an exciting long-term growth kicker to come. ...

市场表现与价格走势 - 美股市场本周持续修复并创新高，标普500指数上涨2.4%，纳斯达克指数上涨3.9%[1] - 市场风格呈现分化，大盘成长风格领先，罗素1000成长指数上涨3.2%，而大盘价值指数仅上涨1.4%[1] - 行业表现差异显著，18个行业上涨，6个行业下跌，技术硬件与设备行业领涨，涨幅达3.9%，电信业务行业跌幅最大，为-4.6%[1] 资金流向动态 - 标普500成分股整体资金流速放缓，本周估算资金流为+65.6亿美元，较上周的+91.7亿美元有所下降[2] - 行业资金流向分化加剧，16个行业资金流入，8个行业流出，半导体产品与设备行业资金流入最多，达+22.9亿美元[2] 盈利预测调整 - 标普500成分股动态未来12个月EPS预期本周上调0.4%，延续了上周的上修趋势[3] - 21个行业盈利预期上升，3个行业下降，汽车与汽车零部件行业盈利预期大幅上修9.0%[3] 全球市场与资产比较 - 全球主要股指普遍上涨，MSCI全球指数本周上涨2.5%，MSCI新兴市场指数上涨2.3%[11] - 美股长期表现强劲，标普500指数近52周累计上涨19.6%，纳斯达克综合指数近52周累计上涨28.1%[11] 关键个股表现 - 科技巨头个股表现突出，英伟达（NVDA）近52周价格上涨31.6%，谷歌（GOOG）近52周价格上涨56.0%[27] - 直觉外科（ISRG）本周股价大幅上涨22.5%，盈利预测本周也上修4.9%[27][31]

The market doesn't always get things right, especially during the heat of earning season when there's simply too much information for anyone to process all at once. Just look at two of the children of General Electric, GE Aerospace and GE Vernova. Two of the best performing stocks of the year, up more than 80% a piece.Both companies reported terrific quarters, but both of their stocks initially sold off before rebounding dramatically from their lows. I want to walk you through what's going on here because t ...

The market doesn't always get things right, especially during the heat of earning season when there's simply too much information for anyone to process all at once. Just look at two of the children of General Electric, GE Aerospace and GE Vernova. Two of the best performing stocks of the year, up more than 80% a piece.Both companies reported terrific quarters, but both of their stocks initially sold off before rebounding dramatically from their lows. I want to walk you through what's going on here because t ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.GE Aerospace (NYSE: GE ) once again delivered strong results in the third quarter of 2025, beating analyst estimates on both sales and earnings per share. In my previous coverage , I considered the stock expensive but maintained a BuyDhierin runs t ...

GE Aerospace (NYSE:GE) is one of the stocks Jim Cramer recently highlighted. Cramer showed optimism around the company’s future quarters, as he said: “Not to be outdone, GE Aerospace put up incredible numbers for commercial jet engines, and more important, aircraft service. That’s where the real money is. The robust airline industry involves an incredible amount of maintenance, and GE Aerospace takes care of it. I was blown away by how CEO Larry Culp could put up yet another stellar quarter. You know what ...

As two of the market’s top-performing stocks in recent years, the discussion of buying the post-earnings dip in GE Aerospace (GE)  or Netflix (NFLX)  shares is a worthy topic after their Q3 reports on Tuesday.Having impressive stock gains of around +300% in the last three years, respectively, GE shares were down 3% in today’s trading session with NFLX down 10%. More intriguing is that both of these respective industry leaders raised their guidance, adding steam to a buy-the-dip scenario. Image Source: Zacks ...

Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .More than ten years ago, well-known market commentator Jim Cramer wrote a book titled "Get Rich Carefully," which I read in the early years of my career. It was hardly a career, as I had justAnalyst’s Disclosure:I/we have a beneficial long position in the shares of GE, RTX, UNP ...

格隆汇10月22日｜通用电气能源(GE Vernova)预计，风电业务收入将按有机基础计算出现高个位数降 幅，而此前预期为中个位数降幅。 ...

美股第三季度财报季整体表现 - 截至10月17日，标普500指数成分股公司中已有12%公布了业绩，分析师预计第三季度每股收益将增长8.5% [1] - 若8.5%的增幅得以保持，这将是连续第九个季度实现盈利正增长，但增速较今年第二季度的12%有所放缓 [1] - 本季度初的预期略低，分析师此前预计标普500公司第三季度每股收益增长为7.9% [2] - 根据美国银行数据，在本财报季已公布业绩的公司中，有76%的盈利超出预期，高于第一周68%的历史平均水平 [43] 本周重点公司财报日程 - 本周公布业绩的重点公司包括Netflix、特斯拉、GE Aerospace、可口可乐、福特汽车、通用汽车和英特尔等 [3] - 涵盖行业广泛，从航空业的西南航空和美国航空，到玩具制造商美泰和孩之宝，再到电信运营商AT&T和T-Mobile [4] - 消费品公司如宝洁和Deckers Outdoors的财报将提供消费者支出的最新情况 [4] - 10月最后一周将迎来财报高峰，预计有44%的标普500公司公布业绩 [44] 工业与航空航天 - GE Vernova季度订单增长55%至146亿美元，积压订单增至66亿美元，公司维持全年360亿至370亿美元的营收预期 [8][9] - GE Aerospace调整后营收增长26%至113亿美元，调整后每股收益1.66美元远超预期的1.47美元，并将全年每股收益预期上调至6.00-6.20美元 [30][31] - 3M营收增至63亿美元超预期，调整后每股收益2.19美元同比增长10%，公司上调全年盈利指引至7.95-8.05美元 [24][25] - 诺斯罗普·格鲁曼因中东和俄乌冲突导致导弹和战斗机需求激增，连续第二个季度上调2025年利润预期 [34] 科技与半导体 - 直觉外科因手术机器人需求强劲，季度业绩超预期，股价盘前上涨15% [15] - 德州仪器第四季度营收预期中点低于市场预估，每股收益指引为1.13-1.39美元亦低于预期的1.40美元，股价下跌7% [16] - 公司高管表示半导体市场复苏仍在继续，但速度慢于以往 [17] 金融与保险 - Capital One总净营收增长23%至154亿美元超预期，每股收益4.83美元高于预期的4.36美元，信贷损失拨备从87亿美元降至27亿美元 [19][20] - Ally Financial每股收益1.18美元超预期，营收22亿美元亦超预期，当季收到创纪录的400万份汽车金融申请，汽车净坏账率同比下降36个基点至1.88% [46][47] - Truist第三季度净收入增至13亿美元，稀释后每股收益1.04美元超预期，非利息收入环比增长11%至1.58亿美元 [48] 电信与媒体 - AT&T因捆绑服务和iPhone促销活动需求强劲，用户增长超预期，股价上涨近2% [13][14] - Netflix季度业绩未达预期，运营利润受到打击，股价下跌 [7] 消费与医疗健康 - 希尔顿调整后每股收益2.11美元超预期，但每间可用客房收入同比下降1.1%，公司上调全年盈利预期至7.97-8.06美元 [11][12] - 菲利普莫里斯卷烟出货量下降3.2%，但无烟产品出货量增长16.6%，无烟产品约占公司总营收的42% [21][22] - Elevance Health因医疗成本得到控制，季度利润超预期，股价上涨6% [35] 能源与材料 - 哈里伯顿调整后每股收益0.58美元超预期，总营收56亿美元超预期，公司与VoltaGrid合作向数据中心客户提供发电设备 [26][27] - 克利夫兰克里夫斯公布财报后股价大涨，公司计划专注于稀土业务 [41]