A new SEC filing for GE Aerospace triggered this report, reflecting updated financial disclosures as of 30 June 2026. No additional company-specific briefing items were available in the provided context for the period under review [Brief - 2026-07-17]. The filing represents GE Aerospace's most recent quarterly disclosure and forms the basis for the financial and ownership data referenced throughout this report [SEC 10-Q - GE - 2026-06-30].
GE Aerospace reported trailing twelve-month revenue of $50.64 billion as of 30 June 2026, representing year-over-year growth of 21.1%. Net income for the same period was $8.97 billion, with a net margin of 17.7%. Gross margin stood at 49.6% and operating margin at 17.0%. Earnings per share grew 19.6% year-over-year. The company held $9.35 billion in cash against total debt of $20.47 billion. Market capitalisation was approximately $377.2 billion, with a price-to-earnings ratio of 42.83 [SEC 10-Q - GE - 2026-06-30].
Insider activity recorded nine transactions in July 2026, with a net direction of selling and a combined net disposal value of approximately $3.39 million [SEC Form 4 - GE - 2026-07]. No 13F institutional holdings data was available in the provided context for this reporting period.
The prevailing macro environment as of the generation date shows the 10-year US Treasury yield at 4.65% and the 2-year yield at 4.31%, producing a normal yield curve spread of 34 basis points [FRED DGS10] [FRED DGS2]. This interest rate context is relevant to GE Aerospace's debt servicing obligations given its $20.47 billion total debt position [SEC 10-Q - GE - 2026-06-30].
This report was generated in response to recent insider selling activity recorded under SEC Form 4 disclosures for GE in July 2026, coinciding with the publication of the company's Q2 2026 quarterly filing [SEC Form 4 - GE - 2026-07].