GE Rides on Commercial Engines Unit Strength: Will the Uptrend Continue?

GE Aerospace's Commercial Engines & Services segment shows strong momentum with revenues up 27% year-over-year to $9.73 billion in Q2 2026, driven by increased LEAP engine deliveries (up 24%) and major orders from airlines including United, Delta, and American Airlines. The company expects adjusted segment revenues to grow about 20% in 2026. GE shares have outperformed the industry with a 4.2% gain in three months, though the stock trades at a premium valuation of 38.40X forward P/E versus the industry average of 31.21X.