GE Aerospace GE is witnessing strong momentum in its Defense & Propulsion Technologies segment. After experiencing growth of 19% in first-quarter 2026, revenues from the segment increased 16% year over year in the second quarter. The surge in revenues was driven by the growing popularity of GE’s propulsion & additive technologies, critical aircraft systems and aftermarket services in the defense sector.<\/p>\n
Some of the notable contracts secured by the company include a contract from Turkish Aerospace Industries to continue integrating its F404 engine into T\u00fcrkiye’s Hurjet jet trainer. It also clinched a deal from Boeing Defence UK for the extension of support services for T700-GE-T701D engines. GE will be responsible for providing logistics management, repair, maintenance and technical support services for these turboshaft engines. Apart from this, it entered into a multi-year partnership with Palantir Technologies Inc. (PLTR) to improve the fleet management and operational readiness of the U.S. Air Force’s military aircraft.<\/p>\n
The strong pipeline of projects boosted the Defense & Propulsion Technologies segment’s orders, which increased 12% in the second quarter on a year-over-year basis. The segment’s operating profit grew 18% to $475 million.<\/p>\n
Backed by favorable geopolitical developments and consistent government support, the company’s Defense & Propulsion Technologies segment is well-placed for growth in the quarters ahead. For 2026, GE expects revenues from the Defense & Propulsion Technologies segment to increase in the low-double-digit range. <\/p>\n
GE’s Peers in the Defense Market <\/p>\n
Howmet Aerospace Inc. HWM is benefiting from strong momentum in its defense aerospace market. After experiencing growth of 10% in first-quarter 2026, revenues from the defense aerospace market increased 11% year over year in the second quarter. The surge in revenues was driven by the solid demand for engine spares, particularly related to the F-35 program, and an increase in orders for legacy fighter jet spares.<\/p>\n
Northrop Grumman’s NOC defense market is playing an important role in driving its overall growth. In second-quarter 2026, revenues from Northrop’s Defense Systems segment climbed 5.1% year over year to $2.09 billion. This improvement was driven by the continued ramp-up of the Sentinel program, as well as the higher volume of tactical solid rocket motor programs and the Integrated Battle Command System portfolio. <\/p>\n
GE’s Price Performance, Valuation and Estimates <\/p>\n
Shares of GE Aerospace have gained 25.3% in the past three months compared with the\u00a0industry’s 11.2% growth. <\/p>\n","protected":false},"excerpt":{"rendered":"GE Aerospace GE is witnessing strong momentum in its Defense & Propulsion Technologies segment. After experiencing growth of…\n","protected":false},"author":2,"featured_media":6629,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[14,60,688,1411,2154,4055,4056,491,975],"class_list":["post-6628","post","type-post","status-publish","format-standard","has-post-thumbnail","category-news","tag-defence-industry","tag-defense","tag-ge-aerospace","tag-palantir-technologies-inc","tag-propulsion-technologies","tag-revenues","tag-the-defense","tag-turkish-aerospace-industries","tag-zacks-investment-research"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/defence\/wp-json\/wp\/v2\/posts\/6628","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/defence\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/defence\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/defence\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/defence\/wp-json\/wp\/v2\/comments?post=6628"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/defence\/wp-json\/wp\/v2\/posts\/6628\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/defence\/wp-json\/wp\/v2\/media\/6629"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/defence\/wp-json\/wp\/v2\/media?parent=6628"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/defence\/wp-json\/wp\/v2\/categories?post=6628"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/defence\/wp-json\/wp\/v2\/tags?post=6628"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}