GE Aerospace has a Backlog Worth $210 Billion. Here's Why I'm Still Not Buying

Despite GE Aerospace's impressive $210 billion backlog, strong 24% revenue growth, and solid business fundamentals, analyst Reuben Gregg Brewer recommends against buying the stock. The company's valuation has become stretched, with price-to-sales, price-to-earnings, and price-to-book ratios all significantly above historical averages following a 300% price surge over three years. Additionally, the dividend yield of 0.5% is unattractive for income-focused investors. While GE Aerospace's future prospects are bright, current market pricing appears to have already factored in the good news.

07/26/2026, 7:15 PM • The Motley Fool

Which Aerospace ETF is the Better Buy in 2026: Invesco Aerospace & Defense or U.S. Global Jets?

The article compares two aerospace ETFs: Invesco Aerospace & Defense (PPA) and U.S. Global Jets (JETS). While JETS has outperformed recently due to small-cap rally strength (up 46.1% in 52 weeks vs PPA's 25.4%), PPA demonstrates superior long-term performance with a 17.8% annualized return over the past decade compared to JETS' 5.2%. PPA offers lower volatility (0.74 beta vs 1.20), broader diversification across defense contractors and aerospace manufacturers, and a lower expense ratio. Despite PPA's stronger fundamentals, the article recommends JETS as the better buy, citing the historic small-cap rally and belief that small caps will continue outperforming.

07/24/2026, 2:15 PM • The Motley Fool

GE Aerospace Wraps Historic Farnborough Airshow

GE Aerospace and CFM International announced record engine commitments of approximately 1,800 engines at the 2026 Farnborough International Airshow, including IndiGo's record order for 1,000+ LEAP-1A engines and additional GEnx wins. The company also achieved major milestones in hybrid electric flight, completing the first flight above 30,000 feet, and secured FAA/EASA certification for LEAP-1B durability enhancements.

07/24/2026, 8:53 AM • GlobeNewswire

GE Aerospace Announces AerCap Selects GEnx Engines to Power 15 Additional Boeing 787 Dreamliners

AerCap Holdings, the world's largest owner of Boeing 787 aircraft, has selected GE Aerospace's GEnx-1B engine to power an additional 15 Boeing 787 Dreamliners. The GEnx engine has demonstrated a 99.98% dispatch reliability rate and stays on-wing at three times the rate of competing engines. GE Aerospace is investing over €110 million in European facilities and $1 billion across U.S. manufacturing sites to increase production capacity.

07/21/2026, 11:53 AM • GlobeNewswire

IndiGo and CFM sign MOU paving the way to a record agreement for 1,000+ LEAP-1A engines

IndiGo, India's largest airline, announced a record MoU with CFM International for 1,000+ LEAP-1A engines to power 510 Airbus A320neo Family aircraft. The deal includes CFM's support for establishing IndiGo's engine MRO facility and long-term material services. This marks the largest single LEAP engine order ever placed and strengthens the decade-long partnership between the companies.

07/20/2026, 11:55 AM • GlobeNewswire

GEnx-1B Engines Surpass 50 Million Flight Hours

GE Aerospace announced that its GEnx-1B engine has reached 50 million flight hours in just over 14 years, the fastest rate for any GE commercial widebody engine. The engine powers Boeing 787 Dreamliners and maintains a 99.98% dispatch reliability rate. GE Aerospace is investing $1 billion in U.S. manufacturing and supply chain enhancements to meet growing demand.

07/19/2026, 8:49 AM • GlobeNewswire

Key Material Innovations in Reflector Manufacturing: Aluminum Die Casting, Engineered Composites, and More

The global lighting fixture reflector market is projected to grow from USD 2.00 billion in 2025 to USD 4.23 billion by 2032 at a CAGR of 11.25%. Growth is driven by LED optical advances, modular design preferences, and sustainability demands. However, US tariffs are increasing procurement complexity and encouraging material substitution and supplier consolidation.

07/14/2026, 4:19 AM • GlobeNewswire

GE Aerospace vs. StandardAero: Which Industrials Stock Is a Better Buy in 2026?

GE Aerospace and StandardAero both benefit from growing aerospace demand but operate at different stages of the aircraft lifecycle. GE Aerospace manufactures engines with a massive installed base and strong profitability (19% net margin), while StandardAero provides maintenance and repair services with lower valuation but higher risk due to customer concentration and internal control issues. The author favors GE Aerospace for conservative investors despite its higher valuation, citing its scale, history, and stability.

07/10/2026, 8:10 AM • The Motley Fool

PPA vs ARKX Aerospace ETF Showdown: Which ETF Is the High Flier for 2026?

The article compares two aerospace and defense ETFs: Invesco Aerospace & Defense ETF (PPA), a passively managed fund focused on traditional defense contractors with lower costs and higher long-term returns, and ARK Space & Defense Innovation ETF (ARKX), an actively managed fund with higher volatility that concentrates on space technology innovation. While PPA offers stability and lower fees, ARKX has delivered stronger recent returns, making the choice dependent on investor risk tolerance and confidence in active management.

07/09/2026, 3:20 PM • The Motley Fool

Energy Optimization Report Now Availabl; Analyzes 50,011 Patents (2010–2025), Led by China (40,878) and the U.S. (4,484); Profiles BSH Hausgeraete, GE, Huawei, Saudi Arabian Oil & 5 Others

A comprehensive patent landscape analysis of 50,011 energy optimization patents filed from 2010-2025 reveals China leading with 40,878 patents, followed by the U.S. with 4,484. The Energy Management Systems market is projected to grow from USD 53.26 billion in 2024 to USD 111.86 billion by 2030, with Asia-Pacific as the fastest-growing region. Key innovations include HVAC control, energy storage, and smart grid technologies.

07/09/2026, 6:57 AM • GlobeNewswire

Here's Why FTAI Aviation Stock Was Red Hot in the First Half of 2026

FTAI Aviation stock surged 37.4% in H1 2026 despite volatility driven by AI investment, Iran conflict, and energy prices. The company operates three businesses: engine maintenance, aviation leasing, and the nascent FTAI Power division converting legacy aircraft engines into data center power turbines. While a CFM56 parts agreement with CFM International is positive, rising jet fuel prices from geopolitical tensions have reduced flight departure forecasts, creating near-term headwinds. FTAI Power revenue is expected to begin in 2027.

07/08/2026, 1:08 PM • The Motley Fool

Is iShares' ITA or Tema's NASA the Better Aerospace ETF?

The iShares U.S. Aerospace & Defense ETF (ITA) and Tema Space Innovators ETF (NASA) represent two different aerospace investment approaches. ITA focuses on traditional defense and aviation with established companies, lower costs (0.38% expense ratio), higher liquidity ($14.7B AUM), and a 33% one-year return. NASA targets the emerging space economy with higher growth potential but greater volatility, a higher expense ratio (0.75%), and only months of trading history since its March 2026 launch. ITA suits conservative, income-oriented investors, while NASA appeals to those seeking speculative space sector exposure.

07/07/2026, 8:29 AM • The Motley Fool

Power Line Communication Market Size to Worth USD 27.28 Billion by 2035 | SNS Insider

The global Power Line Communication (PLC) market, valued at USD 10.32 billion in 2025, is expected to grow to USD 27.28 billion by 2035 at a 10.23% CAGR. Growth is driven by smart grid modernization, digital utility infrastructure expansion, and increasing adoption of IoT-based smart homes and building automation. Asia Pacific leads with 34.60% market share, while North America remains significant due to advanced utility infrastructure and grid modernization efforts.

07/07/2026, 3:30 AM • GlobeNewswire

Which Is the Better Aviation ETF for Long-Term Investors: Defense-Focused MISL or Airline-Focused JETS?

The article compares two aerospace ETFs: MISL (defense-focused) and JETS (airline-focused). Both charge 0.60% expense ratios, but MISL has outperformed with 27.10% 1-year returns and lower volatility (beta 0.67), while JETS returned 40.70% but with higher risk (beta 1.17). MISL benefits from surging global defense spending, while JETS faces headwinds from rising fuel costs and geopolitical disruptions. The choice depends on whether investors favor predictable defense contracts or airline recovery potential.

07/06/2026, 1:05 PM • The Motley Fool

Looking for an Aerospace and Defense ETF? Compare Funds From Invesco and First Trust

The Invesco Aerospace & Defense ETF (PPA) is recommended over the First Trust Indxx Aerospace & Defense ETF (MISL) due to its larger asset base, longer track record, better 1-year performance (25.2% vs 22.9%), lower portfolio concentration, and international diversification. While both funds offer exposure to the aerospace and defense sector, Invesco's established presence and superior risk-adjusted returns make it the better choice for most investors.

07/02/2026, 3:02 PM • The Motley Fool