Among all companies in the Aerospace & Defense segment of the industrials sector, General Electric Aerospace (NYSE: GE) has likely delivered the most exceptional performance. The North American engine manufacturer has continued to raise its long-term earnings bar, impressing analysts with its conviction in durable aftermarket cash flow generation capabilities. The company's management team elected to reset its EBIT target to $11.5B, demonstrating an increase over previous estimates. Upward EPS revisions have followed throughout the year, jumping significantly in the latest set of 2026 forecasts.

The manufacturer's strengths have emerged in both its existing product lines (namely, increased throughput of LEAP-1A engines) and CFM56/GE90 engines, which are being serviced profitably.

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