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Tuesday's Bonus News GE Aerospace Can Rally Through Year's End and Into 2026Written by Thomas Hughes. Published 10/21/2025. 
Key Points - GE Aerospace's blowout quarter sets it up for sustainable, long-term growth, driven by services contracts.
- Analysts and institutional trends support this market, with price targets pointing to the $375 level.
- Share buybacks are robust and underpin the stock price rally.
GE Aerospace (NYSE: GE) can rally through the year’s end because the market is being driven by a confluence of strong results, improved operational quality, rising demand, and positive sentiment. The takeaway for investors is that the chart action for this high-quality aerospace manufacturer is as bullish as it gets, reflecting an uptrending market breaking out from consolidation. The consolidation is the operational factor in late October, aligning with a Bullish Flag Pattern, a continuation signal that implies potential upside of $50 or more by year-end. 
GE Aerospace Beats and Raises Guidance, Again — Well Above Prior Targets GE Aerospace posted a robust quarter, driven by CEO Larry Culp’s transformation plan and strong demand from commercial and defense customers. The company reported total revenue of $12.2 billion and adjusted revenue of $11.3 billion, gains of 24% and 26% respectively, outpacing the MarketBeat consensus for adjusted revenue by more than 850 basis points. Both segments contributed to the strength, with Commercial Engines and Services growing 27% and Defense Propulsion Technology growing 26%. Margin performance was another highlight. Operational improvements drove solid margins, stronger cash flow, and improved free cash flow conversion. Adjusted profit margin was roughly flat year-over-year while adjusted earnings rose about 26%, in line with revenue growth. Cash flow and free cash flow were especially notable, improving roughly 34% and 30% respectively, which strengthens the company’s balance sheet and capital-return outlook. Free cash flow approached $2.5 billion for the quarter. Guidance is also helping sentiment. Management issued an upbeat outlook for the year, indicating Q3 strength should persist into Q4. This is the second guidance increase this year and may still be conservative. The company forecasts high-teens revenue growth (versus a 15.75% consensus) and an adjusted EPS of $6.00 at the low end of the range, about $0.08 above consensus. GE Aerospace’s Capital Return Helps Keep the Market Interested GE’s capital-return program is robust and a key reason the stock remains attractive in 2025. The dividend is modest—a payout ratio under 25% of earnings and a yield of roughly 0.5%—but it appears sustainable, and the share buybacks make up the difference. The company authorized meaningful buybacks, reduced its share count by about 2.5% during the quarter, and is likely to continue repurchases at a strong pace in FQ4 and the next fiscal year. Both analysts and institutional investors have responded positively to the payout. Coverage is solid, with 17 analysts rating GE as a Moderate Buy, and institutions increasing purchases in the back half of the year. The institutional group sold in Q1, returned to buying in Q2, accelerated buying in Q3, and sustained purchases into early October as analysts raised ratings and targets. Analysts' estimates add further support: the consensus price target has risen about 40% year-over-year and roughly 10% in the 30 days before the Q3 release, with the high end of the range near $375. GE Aerospace Is Well-Positioned for Long-Term Growth Commercial and defense trends leave GE Aerospace well-positioned for sustained, long-term growth. While defense orders dipped this quarter, they are expected to rebound and remain healthy over time amid favorable defense spending forecasts. Commercial orders grew as airlines continued fleet optimization and expansion to meet rising travel demand. Air travel increased in 2025 and is expected to continue growing in 2026, which should benefit GE Aerospace’s high-margin services business. That combination of operational improvement, strong cash generation, and favorable demand supports both near-term upside and longer-term earnings visibility for GE Aerospace.
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