General Electric Company, doing business as GE Aerospace, designs and produces commercial and defense aircraft engines, integrated engine components, electric power, and mechanical aircraft systems. It also offers aftermarket services to support its products. The company operates in the United States, Europe, China, Asia, the Americas, the Middle East, and Africa. General Electric Company was incorporated in 1892 and is based in Evendale, Ohio.

Компания GE Aerospace демонстрирует смешанную фундаментальную картину. С одной стороны, показатели рентабельности, такие как ROE (41.67%) и ROI (21.81%), значительно выше медианных значений в отрасли, что указывает на высокую эффективность использования капитала. Однако, мультипликаторы, такие как P/E (42.58), P/S (7.80) и P/B (17.66), существенно превышают медианные значения, что может указывать на переоцененность акций компании. Долговая нагрузка также вызывает беспокойство, с коэффициентом долга к капиталу (0.99) выше медианы. Несмотря на это, рост выручки и чистой прибыли (2157 млн долларов) за последний год, а также устойчивое увеличение валовой и операционной маржи (37.74% и 24.62% соответственно) положительно сказываются на оценке. Дивиденды остаются на нулевом уровне, что может снизить привлекательность для некоторых инвесторов. Таким образом, текущая оценка компании требует осторожности, учитывая высокие мультипликаторы и долговую нагрузку.

GE Aerospace

Huntington Ingalls Industries HII is a leading U.S. defense shipbuilder that designs and builds nuclear-powered aircraft carriers, submarines and other advanced naval vessels. Its long-standing relationship with the U.S. Navy and strong demand for naval modernization programs are expected to support its long-term growth.
However, this Zacks Rank #3 (Hold) company faces supply-chain issues and higher material costs that may create operational challenges in the near term.
HII’s Tailwinds
Huntington Ingalls continues to strengthen its position in U.S. naval shipbuilding. It is the sole designer and manufacturer of nuclear-powered aircraft carriers in the United States, and more than 70% of the active U.S. Navy fleet consists of ships built by the company. It has also made steady progress across its key shipbuilding programs, including delivering the Flight III destroyer DDG 128 Ted Stevens, launching DDG 129 Jeremiah Denton, authenticating the keel of DDG 135 Thad Cochran and completing sea trials for DDG 1000 Zumwalt.
The company is also expanding its technological capabilities and global partnerships. It signed a memorandum of agreement with HD Hyundai Heavy Industries to explore collaboration opportunities and partnered with companies such as Babcock International, Shield AI and Thales to develop advanced underwater and cross-domain mission technologies.
Strong demand for Huntington Ingalls’ products continues to drive order growth. The company secured $16.9 billion in contract awards during 2025, resulting in a record backlog of $53.14 billion as of Dec. 31, 2025, of which about $31.99 billion was funded. Such a robust backlog provides strong revenue visibility for the coming years.
Headwinds for HII
Huntington Ingalls relies heavily on subcontractors and third-party suppliers for critical materials and components. Supply disruptions, cost increases or delays from suppliers can raise contract costs and affect project timelines, which may pressure margins if actual costs exceed pricing assumptions in government contracts.
The company’s Newport News Shipbuilding segment has also been facing performance challenges in aircraft carrier construction due to workforce shortages, supply-chain disruptions and infrastructure constraints. In 2025, the company reported unfavorable cumulative catch-up adjustments of about $350 million related to these issues. Although efforts to recruit and train new workers are ongoing, high turnover and the long training period required for specialized shipbuilding skills may continue to affect program execution in the near term.
HII Stock’s Price Performance
Shares of HII have gained 25.9% in the past three months compared with the industry’s 3.6% growth.
Image Source: Zacks Investment Research
Stocks to Consider
Some better-ranked stocks from the same industry are Draganfly DPRO, GE Aerospace GE and Howmet Aerospace HWM. Each of these stocks currently carry a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for DPRO’s 2026 loss is pinned at $1.11 per share, which indicates year-over-year improvement. The Zacks Consensus Estimate for DPRO’s 2026 sales is pinned at $5.9 million, which indicates year-over-year growth of 24%.
GE delivered an average earnings surprise of 14.27% in the last four quarters. The consensus estimate for GE’s 2026 earnings is pegged at $7.44 per share, which implies year-over-year growth of 16.8%.
HWM delivered an average earnings surprise of 7.24% in the last four quarters. The consensus estimate for HWM’s 2026 earnings stands at $4.55 per share, which suggests year-over-year growth of 20.7%.
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Huntington Ingalls Benefits From Strong Naval Shipbuilding Demand

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Medifast Inc (Symbol: MED), where a total of 1,812 contracts have traded so far, representing approximately 181,200 underlying shares. That amounts to about 68.5% of MED's average daily trading volume over the past month of 264,450 shares. Especially high volume was seen for the $10 strike call option expiring March 20, 2026, with 800 contracts trading so far today, representing approximately 80,000 underlying shares of MED. Below is a chart showing MED's trailing twelve month trading history, with the $10 strike highlighted in orange:
GE Aerospace (Symbol: GE) options are showing a volume of 33,642 contracts thus far today. That number of contracts represents approximately 3.4 million underlying shares, working out to a sizeable 67.6% of GE's average daily trading volume over the past month, of 5.0 million shares. Especially high volume was seen for the $320 strike call option expiring March 20, 2026, with 3,075 contracts trading so far today, representing approximately 307,500 underlying shares of GE. Below is a chart showing GE's trailing twelve month trading history, with the $320 strike highlighted in orange:
And Qualcomm Inc (Symbol: QCOM) saw options trading volume of 59,258 contracts, representing approximately 5.9 million underlying shares or approximately 59.5% of QCOM's average daily trading volume over the past month, of 10.0 million shares. Especially high volume was seen for the $160 strike put option expiring March 20, 2026, with 7,551 contracts trading so far today, representing approximately 755,100 underlying shares of QCOM. Below is a chart showing QCOM's trailing twelve month trading history, with the $160 strike highlighted in orange:
For the various different available expirations for MED options, GE options, or QCOM options, visit StockOptionsChannel.com.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Notable Thursday Option Activity: MED, GE, QCOM

An updated edition of the January 27, 2026 article.
3D Printing, also known as additive manufacturing, has fundamentally reshaped product design and fabrication. Since its emergence in the 1980s, this technology has specialized in converting digital blueprints into tangible items by constructing them one layer at a time, providing exceptional levels of accuracy, personalization and operational speed.
Originally limited to basic prototyping, 3D printing has matured into a robust, scalable production method used for everything from medical prosthetics and flight-ready aerospace components to architectural models and consumer goods. In contrast to traditional subtractive manufacturing, this approach significantly reduces waste while facilitating complex geometries that were previously impossible to create.
Businesses are pivoting toward 3D printing for both rapid prototyping and on-demand fabrication, drawn by its superior cost-effectiveness and sustainability profile compared with legacy methods. By localizing production, companies can trim their supply chains and reduce freight expenses. On-demand manufacturing also eliminates the need to maintain large inventories, which aids industries with seasonal demand or urgent spare-part requirements. Industry leaders like Xometry XMTR, Proto Labs PRLB and Stratasys SSYS continue to spearhead technological breakthroughs in this space.
Adoption is accelerating across key sectors, including healthcare, aerospace, automotive and consumer goods. In aerospace, the technology is used to produce lightweight yet durable aircraft and spacecraft components. The automotive industry relies on 3D printing for prototyping, tooling and customized parts. In healthcare, it enables the production of patient-specific medical devices and prosthetics, with ongoing advances in tissue and organ printing holding the potential to reshape modern medicine.
From a geographic standpoint, North America maintains the largest market presence with more than 35% share, fueled by robust research spending, government initiatives and advanced manufacturing infrastructure. The Asia-Pacific region, led by China and India, is aggressively expanding adoption to enhance industrial competitiveness.
We believe that 3D Printing offers compelling growth opportunities for investors, supported by its expanding addressable market and strong innovation pipeline.
Our 3D Printing Screen makes it easy to identify high-potential stocks. Currently, stocks like Proto Labs, ATI Inc. ATI, Carpenter Technology CRS, NVIDIA NVDA and GE Aerospace GE look lucrative.
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5 Must-Have 3D Printing Stocks for Your Portfolio
Proto Labs is widely recognized as the world’s fastest digital manufacturing platform for rapid prototypes and on-demand production parts. Since its inception, it has manufactured more than 700 million parts, catering to more than 300,000 customers.
Initially focused on prototypes and relatively simple components, the company gradually expanded its capabilities to include more complex parts as well as full-scale production. Over time, it broadened the scope of its offerings by increasing the range of sizes and materials available. Proto Labs also strengthened its portfolio through strategic acquisitions, including FineLine in 2014 to introduce 3D printing, Alphaform in October 2015 to expand 3D printing services in Europe and RAPID in 2017 to add sheet-metal manufacturing. Through the acquisition of 3D Hubs, Inc., which was rebranded to Protolabs Network in 2021, it provides customers access to a global network of premium manufacturing partners.
The company recently unveiled ProDesk, an Artificial Intelligence (AI) enabled manufacturing platform to accelerate projects from prototyping to production. It features AI-driven DFM analysis across injection molding, CNC machining and 3D printing services for instant feedback on parts before they enter production. The platform also allows users to customize quotes based on materials, finishes, secondary operations and lead-time requirements. As customers advance through the product development timeline, ProDesk’s Production Catalog lets users designate parts that are ready for production and simplifies management, organization and reordering of those parts. Through this platform, the company promises an industry-leading online experience that will accelerate product development timelines.
PRLB currently sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
ATI offers a full range of capabilities throughout the additive supply chain, from metal powder and material science to the finished part. ATI Additive Manufacturing is one of the few providers to deliver expertise in both Electron Beam Melting and Powder Bed Fusion, geared toward exacting and demanding performance environments. As a fully integrated supplier, ATI Additive delivers customer solutions throughout the supply chain, from metal powder and materials science to the finished part.
Given its extensive powder metals offering, ATI Additive can quickly respond to customers' needs for their additive part demands. Leveraging ATI’s metallurgical leadership, it can also develop new alloys for additive manufacturing on request or address industry challenges. The company continues to increase its production capacity for advanced metallic powders for use in next-generation aerospace products, including additive manufacturing applications.
ATI has commissioned a state-of-the-art facility for additive manufacturing products, bringing online the most advanced large-format, metal additive manufacturing capabilities in the industry. The facility combines design, printing, heat treating, machining and inspection capabilities under one roof. From design to finished product, the company has created a one-stop solution center to address challenges in high-performance markets like aerospace, defense and space. ATI currently carries a Zacks Rank #2 (Buy).
Carpenter Technology formed the Carpenter Additive business unit in May 2019. The company has been building its additive capabilities through the acquisitions of LPW Technology Ltd., Puris and CalRAM over the past few years. In late 2019, CRS opened its Emerging Technology Center in Athens, AL, capable of atomizing a range of specialty alloys into metal powder and manufacturing the powder into finished parts using AM technology (3D Metal Printing). The downstream equipment for transforming the initially produced part into a final finished product included the state-of-the-art quick-cooling Hot Isostatic Press system, as well as vacuum heat treating to optimize the material properties of high-value specialty alloy components.
The Carpenter Additive business is one of the world's most versatile producers of spherical, gas-atomized, pre-alloyed metal powders and consolidated powder metallurgy products. The powders meet the unique demands of additive manufacturing, metal injection molding, hot isostatic pressing, near-net shapes, surface enhancement processes and tool steels.
Starting from powder production to manufacturing and finishing parts, the end-to-end capabilities differentiate Carpenter Additive from the rest of the industry. CRS currently carries a Zacks Rank of 2.
NVIDIA has significantly influenced the 3D Printing industry by integrating its advanced AI and graphics processing unit (GPU) technologies into various facets of additive manufacturing. Its contributions to 3D printing have become more pronounced in recent years, particularly through collaborations and technological advancements.
A notable example is NVDA’s partnership with HP’s 3D Printing division, with the latter using NVIDIA’s AI tool, Modulus, to boost efficiency and accuracy in manufacturing. HP has developed Virtual Foundry Graphnet, which helps streamline production by accurately predicting how metal powders will behave during the 3D Printing process, assisting manufacturers in optimizing the process, reducing errors and defects, and improving part quality.
NVIDIA is also backing startups that are pushing boundaries in 3D Printing. For instance, Freeform, a company founded by former SpaceX engineers, secured funding from NVIDIA's venture arm, NVentures, in October 2024. This marked a new beginning in advanced manufacturing, wherein Artificial Intelligence and hardware-accelerated computing converge to fundamentally redefine metal production. By utilizing NVIDIA's accelerated computing platform, Freeform is building the world's first AI-native, autonomous metal 3D printing factory.
NVDA has developed a generative AI tool called Magic3D, which can create high-quality 3D textured mesh models from text prompts. Another innovation, LATTE3D (Large-scale Amortized Text-To-Enhanced3D Synthesis), is a text-to-3D generator that creates 3D models in less than a second, leveraging the power of NVIDIA’s RTX A6000 GPU. With this groundbreaking advancement, NVIDIA propelled 3D design into an era of unprecedented efficiency and creativity.
NVIDIA’s Omniverse platform and PhysX engine enable real-time simulation of materials and structures, which are useful for testing a 3D print before actually printing it. NVDA’s NeRFs (Neural Radiance Fields) is an AI model that reconstructs 3D models from 2D photos. This is useful for reverse engineering objects for 3D printing, turning real-world items into printable models, and converting video or image data into detailed 3D meshes. By integrating GPU-accelerated computing, NVIDIA PhysicsNeMo and interactive digital twin technologies, leading technology companies in aerospace and automotive are accelerating their engineering design processes over traditional methods, speeding innovation and shortening development cycles. NVDA currently carries a Zacks Rank of 2.
GE Aerospace is considered one of the leading proponents of additive manufacturing. Since the 1980s, the company has been engaged in additive manufacturing research. The acquisition of a small additive company, Morris Technologies, in 2012 transformed GE’s approach to designing, leading to the first complex component made “additively” for the production of a jet engine. GE Aerospace subsequently boosted its additive manufacturing prowess in 2016 through two more acquisitions of Arcam AB and Concept Laser in Europe.
GE offers industrial metal 3D printers, powders and services to customers through its Colibrium Additive business. Colibrium Additive's EB-PBF printers are ideal for producing dimensionally accurate parts that need to be created quickly and efficiently. Its L-PBF machines use lasers to melt layers of fine metal powder and create complex geometries with precision directly from a CAD file. It produces several key components for LEAP and GE9X engines. According to GE, 3D Printing has enabled engines to be more fuel efficient.
In March 2025, GE Aerospace announced plans to invest nearly $1 billion to strengthen its production capabilities and advance the use of innovative new parts and materials. Around $100 million was earmarked for scaling innovative parts made from new materials and advanced manufacturing processes that provide engines with more range, power and efficiency. This includeed focusing on developing additive manufacturing and ceramic matrix composites (CMCs), which are one-third the weight of traditional materials yet capable of withstanding higher temperatures, ensuring greater power and durability for engines.
Earlier this month, GE Aerospace announced plans to invest another $1 billion in its U.S. manufacturing sites and supplier base during 2026. This includes $115 million in Cincinnati, OH, to modernize infrastructure, increase test cell capacity and expand advanced 3D metal printing capabilities. GE currently carries a Zacks Rank of 2.
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Top 3D Printing Stocks to Buy Now for Solid Long-Term Returns

The iShares Defense Industrials Active ETF is seeing unusually high volume in afternoon trading Thursday, with over 19.2 million shares traded versus three month average volume of about 55,000. Shares of IDEF were off about 0.7% on the day.
Components of that ETF with the highest volume on Thursday were Palantir Technologies, trading up about 1.6% with over 26.9 million shares changing hands so far this session, and Red Cat Holdings, up about 0.6% on volume of over 10.6 million shares. Unusual Machines is the component faring the best Thursday, higher by about 10% on the day, while GE Aerospace is lagging other components of the iShares Defense Industrials Active ETF, trading lower by about 5.9%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Thursday's ETF with Unusual Volume: IDEF

Key Points
Relatively low engine retirements are extending the life of the aircraft engines that the company services.
Surging demand for power for data centers is strengthening the business case for its new business converting aircraft engines into power turbines.
FTAI Aviation (NASDAQ: FTAI) shares rose by 12.3% in February, according to data from S&P Global Market Intelligence. The move continues the stock's superb performance over the last year (up 178%) and in 2026 (up 38%) at the time of writing. That kind of performance doesn't come without reason, or in this case, reasons. Simply put, FTAI's core aviation market is thriving, and its exciting new business, FTAI Power, is preparing for a bright future servicing AI data center needs.
FTAI prepares for a big year ahead
The company is best known for servicing narrow-body aircraft engines from Boeing and Airbus. While aircraft engine manufacturers, such as GE Aerospace and RTX's Pratt & Whitney, sell engines with lucrative long-term service agreements (LTSA) attached, these engines can last more than 40 years, and there's ample opportunity for FTAI to offer cost-effective servicing after the LTSA expires.
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It's been a great market to be in over the last few years, as engine manufacturers struggle to ramp up production, which means older engines (such as the CFM56 and V2500) are run more.
Indeed, FTAI CEO Joseph Adams outlined on the recentearnings callthat "The long-term outlook for the aftermarket on these platforms continues to strengthen as airlines increasingly opt to extend the life of their existing fleets rather than retiring aircraft for the newest technology." Moreover, he expects total industry maintenance spending to grow to $25 billion in 2026 from $22 billion as engine retirements "remain at historically low levels" amid " heavier maintenance overhauls that signal longer economic useful life for these engine types."
That's great news for FTAI's core market. There was more good news for FTAI investors earlier in the year when it signed a multi-year agreement with CFM International (a joint venture between GE Aerospace and Safran) to provide component and service support for CFM56 engines (used on the legacy Boeing 737 and Airbus A320 family of aircraft). While it sounds counterintuitive to do a deal with a servicing rival, it benefits GE as it can ensure CFM56 engines are serviced (lengthening their life), and it supplies FTAI with parts while focusing on servicing its newer LEAP engines as part of its LTSAs.
FTAI Power powers on
The market is also very excited about FTAI Power, the company's brand-new business dedicated to converting CFM56 engines into power turbines (aeroderivatives) for data centers. Management recently confirmed it was building inventory, retrofitting its factories, and building a supply chain in anticipation of delivering its first FTAI Power aeroderivative in the fourth quarter of 2026.
What it means to investors
If you bought the stock in anticipation of ongoing strength in servicing commercial aviation engines and the potential for FTAI Power with data centers, then you would probably be pleased by the company's earnings report in February and the ongoing development of the business.
FTAI's end markets are in excellent shape, and momentum is building in 2026; as long as it continues, investors will look favorably on the stock.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Here's Why Booming Aerospace and Data Center Markets Are Powering This Stock Higher in 2026

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares U.S. Aerospace & Defense ETF (Symbol: ITA) where we have detected an approximate $508.2 million dollar inflow -- that's a 3.2% increase week over week in outstanding units (from 65,450,000 to 67,550,000). Among the largest underlying components of ITA, in trading today GE Aerospace (Symbol: GE) is up about 1%, Northrop Grumman Corp (Symbol: NOC) is down about 1.6%, and Howmet Aerospace Inc (Symbol: HWM) is lower by about 0.6%. For a complete list of holdings, visit the ITA Holdings page » The chart below shows the one year price performance of ITA, versus its 200 day moving average:
Looking at the chart above, ITA's low point in its 52 week range is $129.14 per share, with $250.65 as the 52 week high point — that compares with a last trade of $240.60. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Noteworthy ETF Inflows: ITA, GE, NOC, HWM

GE Aerospace GE is witnessing strong momentum in the Commercial Engines & Services segment. Organic revenues from the segment increased 24% year over year in the fourth quarter of 2025, constituting more than 75% of its business. Also, in the fourth quarter, the segment’s orders increased 76% year over year to $22.8 billion.
A growing installed base and higher utilization of engine platforms, particularly in commercial & defense sectors, have set the stage for GE’s long-term growth. Robust demand for LEAP, GEnx & GE9X engines and services, supported by growth in air traffic, fleet renewal and expansion activities, is proving beneficial for the Commercial Engines & Services segment.
During 2025, the company secured a $5 billion contract from the U.S. Air Force to supply F110 engines, parts and support services as part of a Foreign Military Sales (FMS) program. Also, it received an Indefinite Delivery Indefinite Quantity (IDIQ) contract from the U.S. Army to supply F110 engines for F-15 and F-16 jets used by allied countries. It successfully tested the T901 engine on a Black Hawk helicopter and completed the design review for the new XA102 engine.
GE Aerospace is expected to maintain strong demand momentum going forward, with both commercial and military aircraft programs benefiting from strength in air travel and strong defense budgets.
GE's Peers in the Aerospace Market
Among its major peers, Howmet Aerospace Inc. HWM is benefiting from persistent strength in the commercial aerospace market. Revenues from the commercial aerospace market increased 13% year over year (exceeding $1.1 billion) in the fourth quarter of 2025, constituting 53% of its business. Also, in the first, second and third quarters, revenues from the market increased 9%, 8% and 15%, year over year, respectively.
Its another peer, RTX Corporation RTX, is benefiting from strength in the commercial aerospace market, with growth in both aftermarket and OEM verticals. RTX reported 12.1% sales growth in the fourth quarter, driven by solid momentum in the Collins Aerospace and Pratt & Whitney segments. Rising aircraft utilization and demand for sustainable technologies are supporting RTX Corp.’s growth.
GE's Price Performance, Valuation and Estimates
Shares of GE Aerospace have surged 68.2% in the past year compared with the industry’s growth of 37.4%.
Image Source: Zacks Investment Research
From a valuation standpoint, GE is trading at a forward price-to-earnings ratio of 42.18X, above the industry’s average of 33.30X. GE Aerospace carries a Value Score of F.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for GE’s 2026 and 2027 earnings has been on the rise over the past 60 days.
Image Source: Zacks Investment Research
The company currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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GE Gains From Strength in Commercial Engines: Can the Momentum Sustain?

Howmet Aerospace Inc.’s HWM commercial aerospace market is playing a significant role in driving its overall growth. In the fourth quarter of 2025, the company’s revenues from the commercial aerospace market increased 13% year over year, which accounted for 53% of its quarterly sales. Pickup in air travel has been positive for the company as the increased usage of aircraft has driven spending on parts and products that it provides.
This uptick significantly benefited Howmet’s Engine Products segment, which reported a 19.7% year-over-year revenue increase in the fourth quarter, supported by strong growth in commercial aerospace sales. The sustained strength was attributed to new, more fuel-efficient aircraft with reduced carbon emissions and increased spare demand for engines. With commercial aircraft programs expected to continue benefiting from the strength in air travel, HWM is poised to maintain strong demand momentum in the quarters ahead.
While the commercial aerospace market has remained the major driver for the company, the defense side of the industry is also showing positive momentum, cushioned by steady government support. Increased demand for engine spares, especially for legacy fighters like the F-35, F-15 and F-16 and rising military budgets, is fueling strong growth in this market.
HWM’s Peers in the Commercial Aerospace Market
Among its major peers, RTX Corporation RTX reported 12.1% sales growth in the fourth quarter of 2025. This growth was primarily driven by solid momentum in the commercial aerospace market, where RTX Corp. witnessed growth in aftermarket and OEM sales. Increase in commercial aerospace sales boosted RTX’s Collins Aerospace and Pratt & Whitney segments. Rising aircraft utilization and demand for sustainable technologies are supporting RTX Corp.’s growth.
GE Aerospace GE is benefiting from the solid demand for LEAP, GEnx & GE9X engines and services within the Commercial Engines & Services business. Revenues from the company’s Commercial Engines & Services business jumped 24% year over year to $9.47 billion in fourth-quarter 2025. This growth is supported by increasing air traffic, fleet renewal and expansion activities. During 2025, the company secured more than 500 engine wins at the Dubai Airshow, including deals from flydubai for GEnx engines and Riyadh Air for LEAP-1A engines.
HWM's Price Performance, Valuation and Estimates
Shares of Howmet have surged 102.7% in the past year compared with the industry’s growth of 38.9%.
Image Source: Zacks Investment Research
From a valuation standpoint, HWM is trading at a forward price-to-earnings ratio of 53.53X, above the industry’s average of 33.93X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for HWM’s earnings has been on the rise over the past 60 days.
Image Source: Zacks Investment Research
The company currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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Howmet Gains From Strength in Commercial Aerospace: Will the Momentum Last?

Key Points
NuScale’s SMRs could make it much easier to build nuclear power plants.
GE Vernova is a balanced play on the broader energy market.
After the Fukushima disaster in 2011, the nuclear energy market suffered a decade-long decline as many countries throttled or suspended their nuclear expansion plans. But over the past few years, the nuclear market has recovered -- thanks to new decarbonization initiatives, safer reactor technologies, and the growing demand for reliable, efficient power.
According to the International Atomic Energy Agency (IAEA), the world's nuclear capacity could expand by up to 2.6 times from 2024 to 2050. Therefore, it could be the right time to buy these two nuclear energy stocks: NuScale Power (NYSE:SMR) and GE Vernova (NYSE:GEV).
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NuScale Power
NuScale Power develops small modular reactors (SMRs) that fit in vessels that are only 65 feet high and nine feet wide. They're prefabricated and assembled on site to reduce the time and costs required to construct a nuclear power plant. It's the only SMR maker with Standard Design Approvals (SDAs) from the U.S. Nuclear Regulatory Commission (NRC), which approved its 50 MWe reactor design in 2023 and its 77 MWe design in 2025.
NuScale once planned to deploy six of its 77 MWe SMRs to build a 462 MWe plant in Idaho, but that project collapsed amid soaring costs in 2023. Today, it primarily serves as a subcontractor to Fluor (NYSE:FLR) in its planned construction of a similar 462 MWe plant for Romania's RoPower.
That project recently received its final investment decision (FID) approval, but the first reactors probably won't come online until the early 2030s. For now, it still generates most of its revenue from the front-end engineering and design (FEED) studies for this project.
NuScale also recently returned to the U.S. by agreeing to deploy up to six gigawatts of SMR capacity across seven states for the Tennessee Valley Authority (TVA). However, the first reactors for that ambitious project probably won't be installed until 2032.
With a market cap of $4 billion, NuScale might seem overvalued at 45 times this year's sales. However, analysts expect its annual revenue to more than triple from $88 million in 2026 to $287 million in 2028 as it expands its FEED studies, transitions some of its memorandums of understanding (MOUs) into binding contracts, and licenses its technology to more companies.
That said, the real growth story could start in the next decade when it finally deploys its first SMRs. When that happens, NuScale could expand and evolve into a much larger nuclear company -- so it might be smart to nibble on its stock today before that happens.
GE Vernova
If NuScale seems a bit too speculative, GE Vernova -- the former energy division of GE (NYSE:GE) that was spun off in 2024 -- might be a more balanced bet.
Last year, over half of its total orders came from its Power segment, which produces gas turbines for combined-cycle plants, steam turbines for coal, gas, and nuclear plants, and services for nuclear power plants. Its Electrification business, which accounted for nearly a third of its 2025 orders, sells transformers, breakers, substations, high-voltage direct current systems, and automation, optimization, and protection services for electrical grids.
Its Power and Electrification businesses both profited from the rapid expansion of the power-hungry cloud, data center, and AI markets over the past year, and that growth offset the slower growth of its smaller Wind business, which sells onshore and offshore wind turbines.
Over the next few years, GE Vernova plans to continue expanding its higher-growth Power and Electrification businesses while right-sizing its weaker Wind business. It definitely isn't a "pure play" nuclear stock like NuScale. Still, it's bigger, better diversified, firmly profitable, and will benefit from the same tech-driven tailwinds for the broader energy market.
From 2025 to 2028, analysts expect GE Vernova's revenue and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to grow at CAGRs of 15% and 54%, respectively. With an enterprise value of $217 billion, it might seem a bit pricey at 38 times this year's adjusted EBITDA -- but its core strengths should justify that higher valuation.
Should you buy stock in NuScale Power right now?
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Leo Sun has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends GE Aerospace and GE Vernova. The Motley Fool recommends NuScale Power. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

2 Nuclear Energy Stocks to Buy in March

The recent joint military strikes by the United States and Israel against Iran have fundamentally shifted the geopolitical landscape, pushing regional instability in the Middle East to a breaking point. While these developments pose a severe threat to global peace and economic predictability, they have simultaneously created a high conviction environment for the aerospace and defense industry.
Historically, periods of heightened conflict have served as catalysts for defense spending and this recent confrontation is no exception. As nations across the globe brace for a protracted period of instability, the demand for advanced weaponry is set to surge, making defense stocks, as well as, by extension, the Exchange-Traded Funds (ETFs) that hold them, an attractive haven for investors.
Before suggesting a handful of defense ETFs that stand to gain from the latest hostility, let us delve a little bit deeper into the positive correlation between war and defense companies. We will also analyze whether this war will serve as the single driving force for the defense ETFs’ rally in the near future, so that you can make an informed decision.
Here’s How Wartime Demand Fuels Defense Titans
Hostile conflicts between two or more nations provide an immediate and sustained boost to prominent defense contractors with deep-rooted ties to the region, since war pledges to push the demand for advanced weaponry to record highs.
For instance, in this latest war, Lockheed Martin LMT and RTX Corp RTX stand at the forefront, given their critical role in supplying Israel’s sophisticated defense architecture. Evidently, we are seeing an urgent need for the replenishment of interceptors for the Iron Dome and David’s Sling systems, alongside increased orders for F-35 Lightning II fighter jets and Tomahawk cruise missiles.
Apart from the aforementioned companies, defense subcontractors involved in the manufacturing of weapons stand to gain from such war conditions. For example, the United States used THAAD (Terminal High-Altitude Area Defense) missiles to intercept incoming Iranian drones and ballistic missiles. While LMT is the primary contractor of THAAD missiles, subcontractors like BAE Systems BAESY manufacture the sophisticated infrared sensors for the interceptors, which should also see enhanced demand in the current situation.
With escalating conflict, as the United States and its allies increase the use of these weapons, these companies should see their backlogs swell with high-margin government contracts.
Consequently, Defense ETFs that count these giants among their top holdings are positioned to benefit immensely from this surge in capital expenditure, as "combat-proven" technology becomes the primary focus of global procurement.
Will Defense Momentum Sustain Beyond the US-Iran Conflict?
In light of recent developments, the U.S.-Iran conflict will undoubtedly boost the prominent defense contractors’ profits in the coming quarters. However, one must be mindful that there remain several factors beyond this single conflict that are poised to support defense stocks over the long term. Those factors are:
Modernization Cycles: Global powers are in the midst of multi-year cycles to upgrade their aging nuclear triad and satellite-based surveillance.
Geopolitical Realignment: The latest friction between Pakistan and Afghanistan, coupled with tensions in Eastern Europe, might lead to a further increase in NATO and Asian defense budgets.
Technological Shift: The rise in autonomous drones and AI-driven electronic warfare ensures a steady stream of R&D funding.
Defense ETFs to Gain
Considering the aforementioned discussion, keeping the following defense ETFs in your portfolio offers a unique blend of "recession-resistant" revenue and high growth potential. In the coming days, as the market processes the reality of a prolonged era of tension, these funds are set to deliver substantial returns, driven by immediate wartime necessity and long-term structural shifts in global security.
iShares U.S. Aerospace & Defense ETF ITA
This fund, with net assets worth $16.48 billion, includes 41 U.S. companies that manufacture commercial and military aircraft and other defense equipment. Its top five holdings include: GE Aerospace GE (20.98%), RTX (15.79%), Boeing (7.54%), LMT (5.29%) and Howmet Aerospace (5.13%).
ITA has gained 16.7% year to date. The fund charges 38 basis points (bps) in fees. It traded at a good volume of 2.69 million shares in the last trading session.
Global X Defense Tech ETF SHLD
This fund, with net assets worth $7.72 billion, offers exposure to 49 defense technology companies. Its top five holdings constitute major defense contractors: LMT (9.50%), RTX (8.10%), General Dynamics (7.14%), Rheinmetall (6.41%), and Palantir Technology (5.79%). BAESY holds the eighth position in this fund, with 4.74% weightage.
SHLD has grown 19% year to date. The fund charges 50 bps in fees. It traded at a good volume of 4.64 million shares in the last trading session.
Invesco Aerospace & Defense ETF PPA
This fund, with a market value worth $8.24 billion, includes 61 companies involved in the development, manufacturing, operations and support of U.S. defense, homeland security and aerospace operations. Its top five holdings include core-defense contractors: LMT (9.06%), RTX (8.51%), GE (8.45%), Boeing (8.15%) and Northrop Grumman (6.17%).
PPA has gained 18.5% year to date. The fund charges 58 bps in fees. It traded at a volume of 0.66 million shares in the last trading session.
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