$GE

A study by Xia Xiaofeng of Xiamen Airlines found that some Boeing 787 turbine blades, specifically GE's GEnx-1B Phase 2 and 2+ configurations, can develop cracks within 1,000 flights due to thermal fatigue. The issue has led to engine removals and increased maintenance costs. As of August 2025, 15% of the global fleet still uses these blades, with GE revising maintenance criteria based on operational data.

GE Aerospace announced $12.9B in deals at China's CIIE, including engine sales to China Eastern Airlines and supply agreements with MTU Maintenance Zhuhai.

The Democratic Party won control of the U.S. Senate and House in the midterms, leading to a sharp sell-off in tech stocks. The Nasdaq dropped 5.5% on AI regulation fears, with Nvidia and Micron among the hardest hit. Investors are concerned about tighter data center rules under Democratic control.

General Electric Vice President Robert M. Giglietti sold 14,796 shares of common stock on November 4, 2026, totaling $4.92M. He now directly owns 20,201 shares, according to an SEC filing.

Giglietti Robert M. (Vice President) sold 14,796 shares of GENERAL ELECTRIC CO (GE) at an average of $332.54 ($332.12–$332.69, $4.92M total) across 2 trades on 2026-11-04.

GE Aerospace and BETA Technologies completed a hybrid-electric-assisted takeoff test with a modified Saab 340B aircraft. The test, the first of its kind for commercial airline altitudes, used a hybrid system with electric motors and batteries to assist the turbine engine. GE Aerospace reported reduced noise during takeoff. The companies aim to advance hybrid-electric flight technology.

GE Aerospace (NYSE:GE) reported a 49% increase in orders to $19.0 billion last quarter, raising its full-year outlook for the fourth straight quarter. Commercial segment revenue grew 21%, services revenue rose 17%, and adjusted EPS of $2.25 beat estimates. Management raised 2026 adjusted EPS guidance to $8.00 to $8.10. The company benefits from airlines keeping older planes in service, driving maintenance demand.

GE Aerospace (GE) trades at 36.5x earnings, higher than the S&P 500's 22.8x. Management highlights engine production, with equipment revenue growing 38% in Q3 2026, outpacing 17% services growth. The company expects low double-digit services growth in 2027, with new engines impacting profit growth. Operating margin was 18.2% over the last twelve months, down from 20.5% a year earlier.

GE Vernova T&D India received a Letter of Award from Power Grid Corporation for a 6000 MW renewable energy transmission project in India. The project involves a ±800 kV HVDC terminal station, connecting Barmer II to South Kalamb. This marks a significant milestone for GE Vernova, highlighting its role in renewable energy infrastructure.

GE Aerospace (GE) fell 3% in October despite strong earnings and raised 2026 guidance. Jefferies maintained a Buy rating with a $425 price target, implying 41% upside. Boeing's delays may impact GE's engine programs. FTAI Aviation reaffirmed its 2027 outlook and announced a $500M share repurchase.