GE Aerospace Readies Takeoff With Its 'AI Wingmate' In Tow

A pure-play aviation giant since emerging from the General Electric colossus in April 2024,** GE Aerospace** (GE) has soared around 147% since the split that also birthed GE Vernova (GEV) and GE HealthCare (GEHC). Now GE stock has just launched a breakout to yet another record high.

GE Aerospace received an added boost this week when United Airlines (UAL) selected its 300 GEnx engines to power United’s new Boeing 787 Dreamliners. Riding what many industry analysts call a “supercycle,” GE Aerospace has a backlog of more than $190 billion in orders.

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AI-Fueled Predictive Maintenance Boosts GE Aerospace

With an installed base of roughly 50,000 commercial and 30,000 military aircraft engines, GE Aerospace sells aerospace propulsion, services, and systems worldwide. Roughly 75% of revenue comes from its Commercial Engines & Services business, with the remaining 25% from Defense & Propulsion Technologies. Within the Commercial Engines & Services segment, 70% of revenue comes from services and parts.

The company has aggressively integrated artificial intelligence into its operations. AI-enabled inspection has streamlined the process and enhanced predictive maintenance.

“AI Wingmate” — GE’s internal generative AI platform — is used by more than 50,000 employees to expedite engineering R&D and knowledge-sharing.

In the fourth quarter, the company reported 18% revenue growth to $12.7 billion. Earnings rose 19% to $1.57 per share.

In 2026, Wall Street forecasts 17% earnings growth to $7.43 a share, followed by a 14% gain to $8.50 per share in 2027.

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GE Stock Pops Into Buy Range

With its relative strength line already hitting a 52-week high, GE stock flew into buy range Thurday past a 332.79 buy point in a second-stage flat base.

One indicator to watch now is the 21-day exponential moving average, which has slid down to right around the longer-term 50-day line. A return of the shorter-term 21-day line back solidly above the longer-term 50-day benchmark would point to rebounding technical strength for GE Aerospace.

Follow Matthew Galgani on X (formerly Twitter) at @IBD_MGalgani.

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