GE Aerospace's rising orders and higher 2026 free cash flow strengthen its growth case. Orders rose 49% overall and 58% in Commercial Engines & Services. That segment's revenue rose 21%, with services up 17% and equipment up 38%; defense rose 7%. Commercial Engines & Services margins were in line, with mix and inflation noted. x.com 

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 

AerCap's record Q3 earnings and higher guidance add profit evidence to its buyback case at less than 7.5 times earnings. Per AerCap, adjusted EPS was $6.56 and 2026 guidance rose to about $20.70 before fourth-quarter sale gains; 2026 repurchases reached about 10% of end-2025 shares. If shares fall below book again, it could buy back 30% in a year and may undo the 111 million shares issued for GECAS within six years, despite a tripling share price. 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

TransDigm's pricing power on critical sole-source parts plus disciplined capital recycling is why its multiple has held for a decade. About 90% of sales are proprietary and three-quarters sole source, with high-margin aftermarket at 55% of revenue; organic sales grew 13% last quarter. About $2.6B of free cash flow funds bolt-on deals and buybacks, with leverage at 5.8x. At about 18 times EBITDA after an 18% drop, cooling engine aftermarket growth should narrow the gap and rerate it. x.com  x.com  … Show more

RTX pairs solid fundamentals with near-term share pressure, backed by sustained defense demand, a cash-rich aftermarket and a fading GTF engine problem. Geopolitical tension drives demand for air defense, radars and munitions as procurement shifts to long-term replenishment. Delayed Boeing and Airbus deliveries keep older fleets flying, lifting high-margin repair work at Collins and Pratt & Whitney. GTF remediation is on track, with aircraft on ground down about 15% and repair output up 23%. … Show more

FTAI Aviation is no bargain on current numbers, but its Power business should eventually succeed, which would make the stock fairly cheap. Its accounting is problematic: reported EBITDA should be cut by 15-18%, leaving the stock on the expensive side, and fewer engine shop visits could bring a guidance cut. The current environment is not representative and should improve, but it is not a no-brainer. @Ofekl12 argues instead that the stock is deeply undervalued even with Power valued at zero. … Show more

Howmet Aerospace is an obvious short because its valuation is insane for a cyclical industrial. Its oligopoly in turbine blades, where only three companies can produce at scale, is already well known and priced in at about 100x free cash flow. Even a bull case implies only a 2.7% free cash flow yield on 2030 numbers, far less attractive than Microsoft, Meta, Nvidia or Salesforce. x.com  x.com 

GE Vernova's 2030 earnings base has a floor that the equipment-cyclicality debate ignores, because every gigawatt shipped from its 116 GW backlog attaches a 20-plus-year service annuity. Free cash flow equal to roughly 20% of its market cap over four years is about a 5% annual yield, which alone justifies much of its premium multiple to the sector. x.com