GE Aerospace Stock Surges Nearly 50% Post Spin-Off

GE Aerospace has experienced strong stock performance since its April 2024 spin-off from General Electric, with shares rising nearly 50% and significantly outperforming major indices in 2025. Analysts attribute this success to the company's clear aviation focus, robust demand for jet engines, and effective operational improvements. Despite short-term volatility and tariff concerns, GE Aerospace has maintained resilient profit margins and reaffirmed its full-year earnings guidance, bolstered by effective cost controls and growing services revenue. Strategic management decisions, such as stock buybacks and maintaining a strong backlog, further support analyst confidence, as evidenced by recent Buy ratings and high price targets from Jefferies and Bank of America Securities. The company’s specialization in commercial and defense aerospace, along with its strong market position and focus on aftermarket services, continues to attract positive investor sentiment. Overall, GE Aerospace's transformation and strategic focus have positioned it as a leader in the aviation sector.