GE

GE Aerospace ·NYSE·Industrials
365.22 live · 2026-08-12 15:59

Some scores are at the bottom of their range

This score sits at the bottom of the 0–100 range. The underlying calculation was negative, so the displayed value is a floor, not a measurement of zero.

  • Tactical Score: displayed 0, underlying value -6.2
4.6%
Brown Bear Score
27.2%
Business Conviction Score
16.0%
Position Health Score
25.9%
Chase Risk
Daily closes

Daily closes · 1Y (252 sessions) · +30.6% · range 265.93–381.22

The Businesswhat the company reports

Business & cash flow

FCF / assets 5.6%
OCF / assets 6.6%
FCF / revenue 18.6%
Gross margin 31.1%
ROIC 11.9%
Forward P/E 40.3

FCF/assets and OCF/assets are the cash-flow measures Brown Bear's own testing found to survive; FCF/revenue is shown alongside for context. Assets are from the latest annual filing (FY2025).

Price vs Earnings growth

Price has run ahead of forward EPS growth by 22.6pp

Confidence 95.0/100

Takeaway Price has moved further than forward earnings growth currently justifies — worth weighing against the rest of the entry case.

Reported earnings

Next report 2026-10-19 before the open · consensus EPS 2.05

Q2 23 revenue: 16.70bnQ2 23 net income: 35.00mQ2 23 EPS: 0.03Q3 23 revenue: 17.35bnQ3 23 net income: 348.00mQ3 23 EPS: 0.25Q3 23Q4 23 revenue: 19.42bnQ4 23 net income: 1.59bnQ4 23 EPS: 1.16Q1 24 revenue: 16.05bnQ1 24 net income: 1.54bnQ1 24 EPS: 1.39Q1 24Q2 24 revenue: 9.09bnQ2 24 net income: 1.27bnQ2 24 EPS: 1.15Q3 24 revenue: 9.84bnQ3 24 net income: 1.85bnQ3 24 EPS: 1.69Q3 24Q1 25 revenue: 9.94bnQ1 25 net income: 1.98bnQ1 25 EPS: 1.83Q2 25 revenue: 11.02bnQ2 25 net income: 2.03bnQ2 25 EPS: 1.89Q2 25Q3 25 revenue: 12.18bnQ3 25 net income: 2.16bnQ3 25 EPS: 2.03Q4 25 revenue: 12.72bnQ4 25 net income: 2.54bnQ4 25 EPS: 2.38Q4 25Q1 26 revenue: 12.39bnQ1 26 net income: 1.90bnQ1 26 EPS: 1.81Q2 26 revenue: 13.35bnQ2 26 net income: 2.37bnQ2 26 EPS: 2.26Q2 26

Revenue Net incomeEPS (GAAP) (0.03–2.38, own scale) Derived Q4

12 quarters to Q2 26. Revenue and net income share one scale, so the gap between them is the margin. The line is GAAP EPS — it spans every quarter shown, where the reported figure only goes back as far as the consensus feed does.

Quarter endingRevenueYoY Net incomeEPS (GAAP) EPS reportedvs consensus Filed
2026-06-30 13.35bn +21.1% 2.37bn 2.26 2.02 +5.5% 2026-07-16
2026-03-31 12.39bn +24.7% 1.90bn 1.81 1.86 +13.0% 2026-04-21
2025-12-31 (derived) 12.72bn 2.54bn 2.38 1.57 +6.8% 2026-01-29
2025-09-30 12.18bn +23.8% 2.16bn 2.03 1.66 +10.9% 2025-10-21

Earnings response

Typical move around a filing ±4.0%
On an ordinary two days ±1.5% — filings move it 2.6× as much
Direction 5 up, 7 down over 12 filings
Revenue change and price reaction, by quarter
Q3 22 revenue +3.6% year on yearQ3 22 filed 2022-10-25: price +2.9%Q1 23 revenue -15.0% year on yearQ1 23 filed 2023-04-25: price -3.9%Q1 23Q2 23 revenue -10.4% year on yearQ2 23 filed 2023-07-25: price +4.1%Q3 23 revenue -9.1% year on yearQ3 23 filed 2023-10-24: price +4.2%Q3 23Q1 24 revenue +10.8% year on yearQ1 24 filed 2024-04-23: price +6.0%Q2 24 revenue -45.5% year on yearQ2 24 filed 2024-07-23: price -0.3%Q2 24Q3 24 revenue -43.3% year on yearQ3 24 filed 2024-10-22: price -6.5%Q1 25 revenue -38.1% year on yearQ1 25 filed 2025-04-22: price +8.6%Q1 25Q2 25 revenue +21.2% year on yearQ2 25 filed 2025-07-21: price -1.6%Q3 25 revenue +23.8% year on yearQ3 25 filed 2025-10-21: price -1.6%Q3 25Q1 26 revenue +24.7% year on yearQ1 26 filed 2026-04-21: price -9.0%Q2 26 revenue +21.1% year on yearQ2 26 filed 2026-07-16: price -3.2%Q2 26

Revenue up year on year Revenue down Price move around the filing separate scales — a crossing means nothing

Quarter endingFiledRevenue YoY Move around filingNext 20 sessions vs SPY
2026-06-30 2026-07-16 +21.1% -3.2%
2026-03-31 2026-04-21 +24.7% -9.0% +4.4%
2025-09-30 2025-10-21 +23.8% -1.6% +1.8%
2025-06-30 2025-07-21 +21.2% -1.6% +0.9%

Share count

Diluted shares over time

Diluted shares Return since the previous filing

Direction Shrinking — shares retired
Diluted shares 1,047.0M as at 2026-06-30
Change over 1 year -2.2%
Change over 3 years -23.9%
Public float $270.20bn as at 2025-06-30 (10-K)

Counts are restated for the 1:1 split of 2023-01-04, 1:1 split of 2024-04-02, which would otherwise read as a share issuance.

The Pricewhat the chart is doingTop ↑

Price Levels

StrategyFair Value Anchor
Reference band 337.44 — 367.16
Protective stop 329.06 (Atr, 6.6% risk)
Support 349.15 (3 touches, 4.6% away)
Resistance 365.74 (0.1% away)

Takeaway The shares are nearer the ceiling than the floor: about 0.1% below 365.74, where sellers have turned up before, and 4.6% above 349.15, where buyers have stepped in before. That floor has held 3 times, which is how it was spotted. If someone bought at today's price and sold if it dropped through the level below, they would be about 6.6% out of pocket. That is all this figure means — an illustration of the risk, not a price to sell at.

Levels are computed from price structure. They describe where the engine locates support and extension — they are not targets, and not advice.

Ichimoku Cloud (Adaptive)

Daily cloudPrice ABOVE the cloud | periods 9/25/50 (96% of classic 9/26/52)
LinesTenkan/Kijun BULL (fresh up cross, 6d ago) | cloud twist BULL
Cloud thickness45% percentile
Chikou spanAbove price from 26 periods ago
Weekly cloudPrice ABOVE the weekly cloud (context only, not scored)

Takeaway The stock is trading above its cloud — a shaded band drawn from several of its own moving averages, currently 349.92 to 362.62. Being above it means the medium-term picture is pointing upwards, and that band is the first place the stock has recent support if it slips back. Its shorter-term averages agree with that.

Trailing returns

21 days +3.3%
63 days +22.8%
126 days +15.5%
252 days +32.8%
Below 252d high4.2%

Trend context

PositionFar above trend
ExtensionExtremely extended
Trend slopeRising
Direction of travelDiverging from trend

Takeaway Extreme upside extension is still moving away from fair trend; chase risk is elevated.

Volatility

State In a squeeze
Current band width13.9% of price
Recent tightest9.4% (7 sessions ago, narrower than 99.0% of its history)
Expansion since1.49×
Band 334.22 — 384.14

Takeaway Lately this share price has been swinging around inside a range roughly 14% wide, and it recently went unusually quiet — calmer than it has been 99% of the time. When a stock goes quiet like this, its next move tends to look big by comparison. But quiet says nothing about which way it will go: Brown Bear tested calm-before-a-move as a reason to buy, and it did not work.

Historical trends

0255075100Share price 340.70–381.222026-07-032026-08-12
Position Health Business Conviction Share price

History begins when the site started recording, not when the company listed, so a short line means a short record and nothing more.

Repair Pathway

  1. Nearest Trigger MACD histogram acceleration turns positive repair trigger repair engine identifies this as the nearest technical repair catalyst; Kalman divergence weakens pathway; chase risk lowers upgrade comfort · Deteriorating rapidly
  2. Trigger 2 EMA20 continuation hold already above Track 2 pathway: price is above a rising EMA20; sustained hold would support momentum continuation; Kalman divergence weakens pathway; chase risk lowers upgrade comfort · Broadly stable
  3. Trigger 3 Relative momentum leadership holds already satisfied Track 2 pathway: relative momentum leadership is already present; maintaining it supports upgrade pressure; Kalman divergence weakens pathway; chase risk lowers upgrade comfort · Broadly stable
  4. Trigger 4 Positive 20-day momentum acceleration secondary repair secondary repair catalyst could add confirmation if the primary trigger develops; Kalman divergence weakens pathway; chase risk lowers upgrade comfort · Broadly stable
  5. Trigger 5 Volume confirmation above 1.5x +0.50x volume confirmation would improve confidence in the pathway; Kalman divergence weakens pathway; chase risk lowers upgrade comfort · Broadly stable

Who's Tradingthe flow behind the priceTop ↑

Insider activity

ActivityNo filings in the window
Buy filings0
Sell filings0

Open-market Form 4 purchases and sales over the last 75 days, read from SEC EDGAR Form 4. Grants, option exercises, gifts and shares withheld for tax are excluded — they are compensation mechanics, not a decision to buy or sell. Reported Form 4 activity. Brown Bear tested insider cluster-buying as a return signal and rejected it as era-unstable; shown as fact, not signal.

Volume confirmation

Volume-price trend Above its signal line
Confirmation Marginal

No absorption or distribution event in the recent window.

Takeaway Slightly more shares change hands on rising days than on falling ones, but the gap is too small to read anything into.

Options Positioning

No binary-event flag

GE: no binary-event flag. Near IV 29%, far IV 31% (ratio 0.94), implied move 3.6%.

Implied volatility 29% near (9d) · 31% far (65d)
Term structure 0.94× near/far
Historical volatility 30%
Implied vs historical 0.95×
Implied move ±3.6% by 2026-08-21
Implied move vs ATR 0.47×
Skew Flat (0.97×)
Call wall 370.00 (+1.3% away)
Put wall 350.00 (-4.2% away)
Gamma pin 350.00

Takeaway Insuring against a move in this stock costs less for the next few weeks than for the next few months, which is the normal state of affairs and suggests no particular date is worrying anyone. Options traders are positioned for a move of around 3.6% in either direction by 2026-08-21.

Chain as at 2026-08-12. This is a risk read on whether a specific event is being priced — not a directional view.

Context & Methodthe record, and how it was builtTop ↑

Relative Rotation

ImprovingLeadingLaggingWeakeningvs sectorvs SPYsector vs SPYRS-Ratio →RS-Momentum →

Leadership Cooling

Rotation health 58.8/100; Mixed Rotation.

Rotation health 58.8
Rotation strength 51.8
LegQuadrantRS-RatioRS-Mom
Stock vs sector Improving 96.1 105.5
Stock vs SPY Improving 92.9 106.6
Sector vs SPY Improving 87.2 105.9

Direction of travel: South-East / trend strong but momentum cooling

Position only. Brown Bear's RRG redesign programme is closed — five constructions, none beat an appropriate null — so this section describes where the name sits, and is not a signal.

News Headlines

  1. Loading headlines\u2026

Headlines are supplied by third-party feeds and are not written, ranked or interpreted by Brown Bear. They feed no score on this page.

Detailed Scoring

Positive signals

  • Piotroski F-score 4/9 (+3.0)
  • Altman Z-score 3.64 (+3.0)
  • Insider conviction score (+5.0)
  • Gross margin quality: 31.1% (+1.1)
  • ROIC quality: 11.9% (+2.0)
  • FCF margin quality: 18.6% (+5.6)
  • FCF margin improving by 6.5 pts (+1.0)
  • High earnings quality (accrual ratio 0.001) (+1.0)
  • Accrual ratio improving (0.01 -> 0.00) (+2.0)
  • Track 2: MACD histogram state (0.12) (+5.0)
  • Track 2: MACD line/signal trend quality (+10.0)
  • Track 2: positive MACD trend regime (+10.0)
  • Track 2: bullish DI spread 12.8 (+8.0)
  • Track 2: relative momentum rank 0.70 (+6.6)
  • Track 2: price above EMA20 by 0.6% (+0.5)
  • Track 2: EMA20 slope expanding 1.0% (+2.5)
  • Track 2: VPT strength 0.00 (+0.1)
  • Track 2: price above EMA50 by 3.9% (+3.1)
  • Track 2: EMA50 slope improving 2.5% (+6.0)
  • Track 2: Bollinger position 0.62 (+5.0)
  • Regime convergence: TREND_EXHAUSTION confidence 60.0/100 (EMERGING) (-12.0)

Negative signals

  • Track 2: weak volume for momentum setup (0.59x average)
  • Relative strength versus sector deteriorating
  • Track 2: negative 20-day momentum acceleration (-0.04)
  • Track 2: weak/falling ADX (25.2, falling)
  • Track 2: MACD histogram deteriorating (-2.19)
  • Track 2: RSI deterioration/overheating 60.6, 5-day change -12.2
  • Track 2 structural exemption: structural score 23.7/100 below the 25 quality floor; this is an unowned speculative candidate, so the universal SELL gate was skipped and the Track 2 momentum/RRG grid was allowed to evaluate instead. Structural quality here is weak by design for this kind of candidate -- treat any resulting BUY as higher risk than a Track 1 signal.

Chase risk is not elevated for this name, so extension penalties are omitted from the negative signals above.