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Carpenter Technology benefits from two end markets. The company is set for significant margin expansion in the coming years.

Why GE Aerospace Stock Is Up Today

11:34am, Friday, 05'th Apr 2024
The market is still trying to figure out how to value GE Aerospace following the spinoff of General Electric's energy units. Even when General Electric was struggling, the aerospace business was a maj
Paradoxically, investors should welcome margin pressure coming from more engine deliveries in 2024. Growth in shop visits and GE Aerospace spares sales will help improve profit margins.
General Electric GE (NYSE: GE) completed the spin-off of its power and renewables energy businesses on April 2. The spinoff company – GE Vernova – is now the new standalone energy company, while G
Vertical Research Partners analyst Rob Stallard is bullish on GE Aerospace stock after the spinoff of power-generation assets as GE Vernova.
Vertical Research Partners has initiated coverage of GE Aerospace GE, +6.70% with a buy rating following the spinoff of GE Vernova Inc. GEV, -1.90% this week. “The principal appeal of the newly stre

GE Aerospace: GE Is Dead, Long Live GE

03:09pm, Wednesday, 03'rd Apr 2024
With the spin-off of its power divison Vernova, GE has completed its half a decade restructuring program, resulting in a streamlined entity fully focused on the attractive Aerospace market. With the l
GE Aerospace (GE) commences its business operations as an independent public company, following the spin-off of the GE Vernova business from General Electric.
Early new targets imply more gains ahead for the stock.

Why Shares in GE Aerospace Surged Higher Today

12:30pm, Wednesday, 03'rd Apr 2024
GE Aerospace's ramping up of engine production will result in decades of aftermarket revenue. The company can grab market share from RTX (Pratt & Whitney) on the Airbus A320 neo family of airplanes.
Aerospace companies tend to command valuation premiums, and GE Aerospace is enjoying valuation multiple expansion. Airplane engines benefit from lucrative aftermarket revenue as engines are utilized o

Why GE Vernova Stock Is Trading Like a Hot IPO.

08:44am, Wednesday, 03'rd Apr 2024
Vernova shares are up more than 20% over the past week.
'Mad Money' host Jim Cramer takes a closer look at GE energy spinoff Verona and his thoughts on the company.
General Electric completed its long-awaited split into three separately traded companies Tuesday, with the company's energy division GE Vernova making its trading debut under the "GEV" ticker.
We are “tremendously” well positioned for the foreseeable future, says Larry Culp – the chief executive of GE Aerospace. GE Aerospace is a ‘global leader' The chief executive is confident that
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