: Spare parts sales forecasted to rise over 25%, supported by successful catalog price increases.

: Reported adjusted EPS of $1.86 , crushing analyst estimates of $1.60.

: Management held FY 2026 adjusted EPS guidance at $7.10–$7.40 , slightly below the market's $7.45 consensus, citing geopolitical risks in the Middle East and rising fuel costs. Key Market Drivers Bull Case Factors :

: Persistent inflation and higher jet fuel costs could squeeze airline customer margins, indirectly impacting engine demand. ge.com/">RTX Corporation or Honeywell ?

: Favored by analysts who view the recent price dip as an "overreaction" to cautious guidance. They cite 87% year-over-year order growth and high-margin recurring revenue from engine shop visits as primary catalysts.

: Adjusted revenue surged 29% year-over-year to $11.6 billion.

: Elevating Maintenance, Repair, and Overhaul (MRO) demand due to aging fleets and newer LEAP engines entering overhaul cycles.