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Full Throttle: Kratos and GE Fire Up a Next-Gen Defense Engine

MarketBeat · Wed, 23 Sep 2026 11:37:07 -0400

Modern military strategy is shifting from multi-hundred-million-dollar manned aircraft to mass-manufactured autonomous systems and stand-off strike capabilities. While flight software and composite airframes have advanced quickly, turbine engine production has remained a critical bottleneck.

GE Aerospace: Why $100 Oil Doesn't Break The Bull Case

Seeking Alpha · Tue, 22 Sep 2026 17:46:15 -0400

GE Aerospace remains a Buy despite share price correction and market fears over oil-driven aftermarket moderation. GE's $170 billion commercial services backlog, multi-decade installed base, and strong pricing power underpin long-term resilience. Risks from high oil, CPP acquisition, and potential aftermarket slowdown are offset by LEAP ramp, widebody maintenance, and defense diversification.

GD vs. GE: Which Stock Is the Better Value Option?

Zacks Investment Research · Tue, 22 Sep 2026 12:40:52 -0400

Investors with an interest in Aerospace - Defense stocks have likely encountered both General Dynamics (GD) and GE Aerospace (GE). But which of these two stocks is more attractive to value investors?

GE Aerospace: A $225 Million Investment That Could Alter The Future Of Aviation

Seeking Alpha · Tue, 22 Sep 2026 05:30:49 -0400

General Electric has transformed into a focused aviation company, demonstrating robust growth and substantial cash generation. In Q2 2026, GE delivered 24% adjusted revenue growth, 22% adjusted EPS growth, and 43% free cash flow growth, prompting raised guidance across key metrics. GE's $225M investment in its Aerospace Research Center targets innovation in AI, hybrid-electric flight, and hypersonic propulsion, reinforcing its competitive edge.

Kratos and GE Aerospace Achieve Significant Program Milestone with Successful Ignition of GEK800 Turbofan Cruise Missile Propulsion System

GlobeNewsWire · Mon, 21 Sep 2026 09:00:00 -0400

SAN DIEGO, Sept. 21, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc., (NASDAQ: KTOS) a technology company in the defense, national security and global markets, and GE Aerospace (NYSE: GE) announced a key program milestone with the successful ignition of the GEK800 turbofan cruise missile propulsion system.

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