Among all companies in the Aerospace & Defense segment of the industrials sector, General Electric Aerospace (NYSE: GE) has likely delivered the most exceptional performance. The North American engine manufacturer has continued to raise its long-term earnings bar, impressing analysts with its conviction in durable aftermarket cash flow generation capabilities. The company’s management team elected to reset its EBIT target to $11.5B, demonstrating an increase over previous estimates. Upward EPS revisions have followed throughout the year, jumping significantly in the latest set of 2026 forecasts.