Forget Boeing.
Every Plane Trump Just Sold to China Needs a GE Engine and GE Is Already Making Money Quick Read – GE Aerospace (GE) beat EPS estimates for four consecutive quarters with $1.86 vs. $1.59 expected, generated $1.658B in Q1 free cash flow up 27.44%, and holds a $170B commercial services backlog with services revenue up 39% and engine deliveries up 43%
Boeing (BA) reported a core loss per share of $0.20, burned $1.454B in free cash flow, carries $47.2B in debt, and the Commercial Airplanes segment operates at a negative 6.1% margin with 737 and 777 certification delays pushing first deliveries to 2027. – GE Aerospace is the superior aviation investment because it supplies engines to both Boeing and Airbus fleets, collecting high-margin maintenance revenue for decades after installation, while Boeing still faces certification delays and needs to convert headline China orders into actual firm contracts before generating cash. – The analyst who called NVIDIA in 2010 just named his top 10 stocks and GE Aerospace wasn’t one of them. Get them here FREE. Everyone is talking about Boeing (NYSE:BA) after President Trump’s China trip produced headlines about an initial order for 200 aircraft, with the possibility of expanding the deal to 750, the first major Boeing sale to China in nearly a decade.
The financials tell a different story. The Boeing story sounds great in a press release. Read the actual financials and the picture changes fast.