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Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
Melius analyst Scott Mikus also cut ratings on four other aerospace stocks, Honeywell Aerospace , TransDigm, Heico, Woodward. He lays out the problem ahead: the aftermarket.
Howmet Aerospace Inc. (NYSE:HWM) is facing a mixed outlook after GE Aerospace agreed to acquire Consolidated Precision Products (CPP) for about $11.75 billion to secure more control over critical engine castings and expand production capacity. The announcement initially hit Howmet shares, which fell about 10%, as investors worried that GE could eventually rely less on […]
Melius Research downgraded GE Aerospace, HEICO, Honeywell Aerospace Technologies, TransDigm and Woodward to ‘Hold’ from ‘Buy’.
Shortly before SpaceX’s record-setting IPO, we called SpaceX stock worth $90 a share. Before that, we said that SpaceX was the big loser in its February merger with xAI. Now, it looks as if SpaceX shareholders were the winners in the xAI deal and that while SpaceX is still hard to value, it’s worth far more than $90 a share.
GE Aerospace (NYSE:GE) is making its largest acquisition since becoming a standalone publicly traded company. It agreed to acquire Consolidated Precision Products (CPP) for around $12 billion. CPP is one of the world’s largest precision castings providers. It’s a major GE supplier. Precision castings is a major pressure point for the aerospace engines industry. Acquiring […]
GE Aerospace announced an acquisition that will help solve a crucial manufacturing bottleneck.
RESEARCH REPORTS These reports, excerpted and edited by Barron’s, were issued recently by investment and research firms. The reports are a sampling of analysts’ thinking; they should not be considered the views or recommendations of Barron’s.
GE Aerospace agreed to buy Consolidated Precision Products for $11.75 billion on Sept. 8, aiming to lock in a longtime supplier of critical engine castings and airfoils.
Berkshire’s biggest hidden asset may be the one Buffett once regretted.
Boeing's debt burden and negative cash flow contrast sharply with GE's fortress balance sheet and $7.3 billion in free cash flow.
GE Aerospace's Defense & Propulsion Technologies unit posts strong revenue, orders and profit growth, backed by defense demand and recent contracts.
Boeing (BA) stock trades near $206, down 11.3% over the past month and 10.6% over the past year, while the S&P 500 returned 18.5% over the same twelve months. The question is how far a company still posting a twelve-month operating loss could fall, and for how long.
RTX's GTF fleet creates a growing aftermarket opportunity as Pratt & Whitney expands its global support network and advances engine capabilities.
On September 8, 2026, GE Aerospace (NYSE:GE) agreed to buy Consolidated Precision Products (CPP) for $11.75 billion. The acquisition marks the company’s largest bet yet on precision engine castings, a constraint that has been capping GE’s growth. Trading already at roughly 40x earnings, the company has now attacked one of its genuine bottlenecks through the […]
GE Vernova (GEV) concluded the recent trading session at $951.04, signifying a -2.09% move from its prior day's close.
In the closing of the recent trading day, GE Aerospace (GE) stood at $325.42, denoting a -2.83% move from the preceding trading day.
During a September 8 episode of Mad Money, Jim Cramer examined the broader aerospace ecosystem following GE Aerospace’s (NYSE:GE) nearly $12 billion agreement to acquire castings specialist Consolidated Precision Products (CPP). Commenting on the strategic importance of supply chain control and the enduring strength of commercial and defense aviation despite rising oil prices, Cramer stated: […]
Bloomberg's Kiel Porter joins Scarlet Fu on "Bloomberg Deals." GE Aerospace agreed to buy castings manufacturer Consolidated Precision Products from Warburg Pincus and Berkshire Partners for $11.75 billion, a deal that will significantly expand the jet-engine manufacturer's capacity for the critical components.
CPP can unlock engine deliveries, but the price imports antitrust and customer-conflict risk.
Jim Cramer says GE Aerospace just made a move that flips its entire post-Culp playbook on its head, and he thinks the market is only beginning to price in what a defense-focused supply chain overhaul actually means for the stock.
FLNC trades at a steep discount, but weaker fiscal 2026 guidance, project delays and execution risks make the valuation look like a potential trap.
GE Aerospace is acquiring CPP to expand its mission-critical aircraft engine components business and strengthen manufacturing capabilities.
A current Anthropic researcher replied on X, giving such a scenario a greater than 10% chance. Especially the costs of running AI data centers, though Google has found a cool way to reduce energy costs. The latest trade tit-for-tat between the U.S. and Canada will also affect a range of goods.
The "Mad Money" host highlighted aerospace, fintech, healthcare, energy infrastructure, and biopharma as alternatives to the crowded AI trade
Competition in the turbine blade manufacturing industry is heating up. In that battle, GE Aerospace has seemingly gotten the edge on SpaceX leaving SpaceX CEO Elon Musk with an interesting choice. Musk made waves in the aerospace industry recently when he suggested that his rocket and AI firm could get into the business of casting turbine blades.
GE Aerospace stock gains on an $11.75 billion acquisition of CPP. Here’s why the deal is bullish for GE shares.
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