GE Aerospace (NYSE:GE) shares up 2.2% - Here's what happened. September 25, 2026 Key points. * GE Aerospace shares rose 2.2% to about $326.96, supported by robust engine demand, a strong services backlog, LEAP engine strength and new defense and aftermarket initiatives. * Analysts remain broadly bullish, with a consensus "Moderate Buy" rating and an average price target of $387.22. Recent quarterly results also exceeded expectations, with $2.02 in EPS and $12.63 billion in revenue. * Investors are weighing growth opportunities against risks, including the proposed $11.75 billion Consolidated Precision Products acquisition, margin pressure, a reduced Jefferies price target and potential delays involving Boeing's 777-9 testing. * MarketBeat previews the top five stocks to own by October 1st. Shares of GE Aerospace (NYSE:GE - Get Free Report) shot up 2.2% on Friday. The stock traded as high as $329.17 and last traded at $326.9550. Approximately 4,236,134 shares changed hands during trading, a decline of 18% from the average daily volume of 5,155,678 shares. The stock had previously closed at $319.78. Here are the key news stories impacting GE Aerospace this week: * GE's long-term outlook remains supported by robust engine demand, a large services backlog and continued strength in LEAP engines. Wall Street's average recommendation remains bullish, although analysts' targets imply that much of the company's quality may already be reflected in the share price. * The company signed an avionics systems service-support agreement with FL Technics Indonesia, reinforcing its recurring aftermarket business. GE and Kratos also achieved first ignition of the GEK800 missile engine, a development that could expand defense-related opportunities. * GE plans to invest $225 million to modernize its research center, potentially strengthening future engine technology and innovation. * GE's proposed $11.75 billion acquisition of Consolidated Precision Products is intended to address precision-casting and supply-chain bottlenecks. It could improve production capacity, but the high purchase price creates integration and return-on-investment risks. * Jefferies lowered its price target to $435 from $455 while maintaining a Buy rating, reflecting more limited near-term upside rather than a change to its positive long-term view. * Rising costs have pressured GE's operating margin despite higher profit, raising questions about execution. The company's stronger guidance and LEAP demand partly offset that concern. Investors are also monitoring a reported delay in Boeing 777-9 ETOPS testing involving GE engines. Analysts set new price targets. A number of equities analysts have weighed in on the stock. TD Cowen reiterated a "buy" rating and issued a $380.00 price target (up from $330.00) on shares of GE Aerospace in a report on Monday, July 13th. The Goldman Sachs Group reiterated a "buy" rating and issued a $410.00 target price on shares of GE Aerospace in a report on Monday, July 20th. Susquehanna reissued a "positive" rating and set a $430.00 price target (up from $380.00) on shares of GE Aerospace in a research report on Thursday, July 9th. Wells Fargo & Company restated an "overweight" rating and set a $390.00 price target on shares of GE Aerospace in a research note on Monday, July 20th. Finally, Royal Bank Of Canada reaffirmed an "outperform" rating and issued a $400.00 price objective (up from $355.00) on shares of GE Aerospace in a research note on Wednesday, July 15th. Sixteen investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $387.22. Discover more Business News Stocks & Bonds GE Aerospace trading up 2.2%. The stock has a market capitalization of $339.24 billion, a PE ratio of 38.51, a PEG ratio of 2.33 and a beta of 1.35. The company has a current ratio of 0.98, a quick ratio of 0.67 and a debt-to-equity ratio of 0.96. The business's 50-day moving average is $344.99 and its two-hundred day moving average is $327.23. GE Aerospace (NYSE:GE - Get Free Report) last issued its quarterly earnings data on Thursday, July 16th. The company reported $2.02 EPS for the quarter, topping analysts' consensus estimates of $1.86 by $0.16. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%.The company had revenue of $12.63 billion for the quarter, compared to analysts' expectations of $11.87 billion. During the same quarter in the previous year, the firm posted $1.66 earnings per share. The firm's quarterly revenue was up 21.1% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. On average, analysts predict that GE Aerospace will post 7.91 earnings per share for the current year. GE Aerospace announces dividend. The company also recently disclosed a quarterly dividend, which will be paid on Monday, October 26th. Shareholders of record on Monday, October 5th will be given a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend is Monday, October 5th. GE Aerospace's dividend payout ratio is presently 22.14%. Insider activity. In other news, SVP Mohamed Ali sold 8,096 shares of GE Aerospace stock in a transaction dated Friday, July 24th. The stock was sold at an average price of $353.71, for a total transaction of $2,863,636.16. Following the sale, the senior vice president directly owned 20,666 shares of the company's stock, valued at approximately $7,309,770.86. The trade was a 28.15% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 0.19% of the company's stock. Institutional investors weigh in on GE Aerospace. Hedge funds and other institutional investors have recently bought and sold shares of the business. QRG Capital Management Inc. raised its position in shares of GE Aerospace by 9.8% in the 2nd quarter. QRG Capital Management Inc. now owns 214,416 shares of the company's stock valued at $80,134,000 after purchasing an additional 19,155 shares in the last quarter. Envestnet Portfolio Solutions Inc. boosted its stake in GE Aerospace by 35.7% during the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 18,478 shares of the company's stock valued at $6,906,000 after acquiring an additional 4,861 shares during the last quarter. Envestnet Asset Management Inc. grew its holdings in GE Aerospace by 3.7% during the 2nd quarter. Envestnet Asset Management Inc. now owns 1,507,740 shares of the company's stock worth $563,485,000 after acquiring an additional 54,448 shares in the last quarter. State Street Corp increased its holdings in GE Aerospace by 2.6% in the second quarter. State Street Corp now owns 46,497,628 shares of the company's stock valued at $17,377,559,000 after buying an additional 1,160,584 shares during the last quarter. Finally, Security National Bank of SO Dak bought a new position in GE Aerospace during the second quarter worth $55,000. 74.77% of the stock is currently owned by hedge funds and other institutional investors. GE Aerospace company profile. GE Aerospace NYSE: GE is a global aerospace company that designs, develops, manufactures and services aircraft engines and related systems. Its portfolio serves commercial aviation, military and defense, business and general aviation, and other aerospace markets. The company's products and services include commercial and military aircraft engines, integrated engine systems, avionics, mechanical systems and digital solutions. GE Aerospace also provides maintenance, repair, overhaul, spare parts, technical support and other lifecycle services for aircraft propulsion and related equipment. GE Aerospace traces its roots to the aviation activities of General Electric, which began developing aircraft engines during World War I. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Before you consider GE Aerospace, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and GE Aerospace wasn't on the list. While GE Aerospace currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. The AI boom extends far beyond the biggest tech names. Discover 10 companies supplying the memory, storage, networking, semiconductor manufacturing, and power infrastructure that make AI possible. Learn where the next wave of AI investment opportunities may emerge - and the key risks investors should watch as the global AI buildout accelerates. Continue following MarketBeat

Global government bond yields near 4% are reshaping investor thinking about risk and resilience, drawing attention to aerospace and defence suppliers at the intersection of security priorities and long-term government spending. General Electric, now focused as GE Aerospace, generates the bulk of its revenue from Commercial Engines & Services at about US$37.7 billion, with Defense & Propulsion Technologies adding roughly US$11.5 billion. The business carries a market value near US$331.2 billion. Its defence backlog stands above US$30 billion, with a book-to-bill ratio of 1.7x. Rocket Lab combines launch services with satellite hardware, generating about US$544 million from Space Systems and roughly US$225 million from Launch Services. The company carries a market value near US$42.1 billion.

Twilio's CEO handwrites personal notes to 80 leaders. His hand cramps for a reason. Twilio CEO Khozema Shipchandler handwrites personalized notes to more than 80 leaders each year before their retreat. The practice, rooted in his GE experience, mixes specific praise with forward encouragement. It reflects a leadership style that pairs intense discipline with deliberate personal connection. Monday, September 21, 2026 Khozema Shipchandler's right hand aches at least once a year. He writes for hours. Not signatures on books or form letters. Actual notes. One for each of Twilio's 80-plus leaders ahead of their annual retreat. The Twilio CEO, 52, delivers praise, observations on current projects, and pointed encouragement. All by hand. The ritual slows him down. Forces reflection. And leaves a tangible record that digital messages rarely match. The Personal Touch in a Scale Business Shipchandler joined Twilio in 2018 after 22 years at General Electric. He held finance and operating roles across aviation, audit, and international posts. The move to a cloud communications provider marked a shift. Yet certain habits from GE stuck. At GE, a senior leader once noticed him. The memory stayed. "It felt special," he told Business Insider. That experience shapes what he now does for others. Each note mentions a specific initiative the recipient drives. It highlights a strength in their leadership style. Then comes forward-looking encouragement. But. The process exacts a toll. "After every 10, I have to take a 30-minute break," Shipchandler said. His hand cramps. He pushes through anyway. The analog choice stands out in a company built on APIs, real-time data, and now AI agents. Twilio serves more than 300,000 customers. Its platform handles trillions of interactions yearly. Leaders at this scale often default to broadcast emails or town halls. Shipchandler chooses the opposite. He invests time in individual connection. The notes help him track talent. Spot who might one day run the company. This practice reveals broader patterns in his leadership. He answers employee emails, texts, and Slack messages inside 24 to 48 hours. Pre-reads every meeting packet. Small moves. They signal respect for others' time. And set expectations. Shipchandler became CEO in January 2024. He succeeded co-founder Jeff Lawson. The timing brought challenges. Growth had stalled. Cash burn worried investors. Activist pressure mounted. He moved fast. He replaced about 60% of his direct reports and 40% of vice presidents. "Companies just outgrow their prior teams," he explained to Fortune in May 2026. "We're a $5 billion company trying to become a $10 billion company." Focus narrowed sharply. Earlier, the company chased too many ideas at once. Shipchandler cut the portfolio to nine key bets. Only a few, he figured, would scale to $500 million businesses. The rest would shut down quickly. That discipline paid off. By Q1 2026, organic revenue grew 16% to $1.41 billion. Voice revenue jumped 20% for the sixth straight quarter. The stock reacted. Investors took notice of the re-acceleration. Shipchandler described Twilio as foundational infrastructure for the AI era. Persistent customer context sits at the center. The handwritten notes support that cultural shift. They build relationships with the next generation of leaders. Shipchandler grabs people "by the shoulders" and tells them they could run the place one day. He wants them ready to take the handoff and change things again. His own path prepared him for exactly this moment. At GE he rose to CFO of a multibillion-dollar unit by age 31. Long hours marked those years. Early mornings. Operational intensity. The same intensity appears now. Shipchandler wakes at 4:30 a.m. He scans Slack, email, and texts for urgent issues. Workout follows immediately after coffee and a smoothie. Meetings run tight - 25 minutes in a 30-minute slot, 50 in an hour. Between them he sometimes runs laps around his house. Just to reset. He works most Sundays. Allows himself only six to eight hours off on Saturdays. "Discipline, not balance," he has said. The approach draws criticism in an age when younger workers demand flexibility. Yet metrics at Twilio tell another story. Productivity held steady after the company embraced remote work during the pandemic. Recruiting, engagement, and retention all improved. Twilio keeps optional office attendance. That stance puts it at odds with peers tightening return-to-office rules. Shipchandler bets the data supports his call. The notes arrive before the leadership retreat. They set tone. Remind recipients that the CEO sees their work. Remembers details. Cares enough to write it out. In an industry obsessed with speed and scale, the gesture feels almost radical. Yet it fits Shipchandler's larger playbook. He spent years moving from CFO to COO to president of the communications business before taking the top job. That progression gave him operational depth. Customer knowledge. And credibility inside the company. Recent performance backs the approach. Q2 2026 brought $1.5 billion in revenue. Organic growth hit 17%. Gross profit growth accelerated to 18%. New products tied to agentic AI and conversation orchestration gained traction. The company positioned itself as the layer that gives AI agents memory, continuity, and governance across channels. Shipchandler's leadership blends the personal with the strategic. Handwritten notes won't move the stock. They don't appear in earnings calls. But they reinforce the culture he wants. One where leaders develop other leaders. Where context and relationships matter as much as code. And the cramp in his hand? It's the price of that conviction. A small, annual reminder that some things still work better when done slowly. By hand. With intention. Other CEOs might dismiss the practice as inefficient. Shipchandler sees it as essential. His time at GE taught him how a single act of recognition can echo for decades. He now passes that forward. One note at a time. Subscribe for Updates The CEOTrends Email Newsletter is a must-read for forward-thinking CEOs. Stay informed on the latest leadership strategies, market trends, and tech innovations shaping the future of business.