Episode Details

A deeper look inside GE Aerospace's third quarter: where the earnings beat actually came from, a 27.9% commercial engines margin, orders up 49% with equipment orders more than tripling, heavier workscopes and spare parts growth above 20%, the free cash flow debate (.04B vs roughly .2B consensus), guidance raised on every line, and the bull-versus-bear argument over the first 2027 services outlook — plus what to watch into Q4, from jet fuel to cash conversion.