GE Aerospace earns most of its money servicing a huge installed engine base, and record air traffic keeps that base turning. Engines sell at up to 70% off, while shop visits bring up to 70% of lifetime revenue; services were about 70% of 2025's $42B revenue, with a $210B backlog. At 43x earnings versus a 37x five-year average it is not cheap, a premium backed by the end of the conglomerate discount, margins and visibility. A correction would come only with a normal general market pullback. x.com  … Show more

GE Aerospace is getting a new life as a streamlined jet engine maker, and its chart pattern targets $390. x.com 

GE Aerospace's premium valuation looks hard to justify as margin expansion slips to 2028. Services are guided to low-double-digit growth with flat margins in 2027, while faster-growing original equipment could keep overall margins flat. Roughly 10-12% revenue growth would imply about $1.2-1.3B operating profit growth, down from about $1.9B in 2026, against a 35-38x multiple. Q3 departures rose only 1%, with prolonged Brent above $100 a further near-term risk. x.com 

RTX benefits from Pratt & Whitney's recovering jet-engine business alongside rising global defense budgets. In Q3 FY26, sales rose 11%, operating profit 32% with margins expanding, and net income to common 35%; basic EPS rose from $1.43 to $1.91. Grade A: RTX sits in the sweet spot as the world rearms and flies more. x.com 

Lockheed Martin's earnings beat and raised guidance point to a defense-stock shortage quietly approaching. Per TrendSpider, third-quarter EPS was $7.97 against $7.42 expected and sales were $20.711 billion against $20.495 billion expected; FY2026 GAAP EPS and sales guidance were raised. x.com 

GE Aerospace's $11.75B purchase of casting house CPP marks casting capacity at scarcity value, a pricing signal that reads through to Howmet Aerospace. The biggest engine maker could not secure casting capacity any other way; customers bid for the foundry base rather than disrupt it. GE is about 11% of Howmet's sales and some volume may move in-house, but requalification takes years. The long-term test is Howmet's pricing power next contract cycle if GE internalizes the marginal ton. x.com  x.com 

FTAI Aviation is one of the most mispriced names in the power trade after falling nearly 50% from its high. It owns the largest pool of 737 engines on earth; airlines cannot get new engines, so old ones fly longer, and with fuel up 70% airlines are dumping jets, letting FTAI buy engines cheap. It is converting those engines into data-center turbines for 2027 delivery, while GE and Siemens quote 2029, with a $1.465B order in hand. Three sold-out markets, one engine, under 10x next year's EBITDA. … Show more

RTX's roughly $51 billion in recent multi-year missile deals and expanding backlog support a bullish setup. Backlog reached $289 billion last quarter, up 22% year over year, and management raised full-year sales, EPS and free cash flow guidance. The trigger is $193.90, with chart targets of $197.35, $200.41 and $202.67. x.com 

FTAI Aviation's power business gives retired aircraft engines a second life supplying AI data centers, built on capabilities it already has. FTAI Power converts CFM56 engines into 25 MW gas turbines and targets on-site turbine swaps in under 48 hours, drawing on its exchange model and fleet of over 1,000 engines. Its joint venture with Jereh Group won a $1.465 billion initial order from a leading cloud provider, delivered through November 2027; that order belongs to the JV, not all to FTAI. … Show more

Howmet Aerospace's gas-turbine business is accelerating, but the market still prices it as one business on one multiple. Aerospace grew 12% in 2025, while industrial gas turbines grew 25% and 32% in Q4, and management sees that business rising from about $1B to over $2B in 3-5 years. Unlike GE Vernova and ATI, whose stories are absorbed, this is not yet fully visible. The May 7 Q1 report will show whether the turbine growth holds. x.com