Public companies › GE
GE Aerospace (incl. CFM International) GE · NYSE
Government aviation-parts contract record, attributed to 13 vendor units (CAGE codes) owned by GE Aerospace (incl. CFM International). Data only; not investment advice.
$2.1B
obligated, last 52 weeks
+38%
vs prior 52 ($1.5B)
1,006
contract actions, 52 weeks
$12.4M
obligated, last 90 days
Outlook, next month
— No lean
Weeks like this one (356 cases) have not been followed by a consistent move either way: +0.1% versus the sector, ahead 49% of the time. Historical tendency of similar weeks, not a forecast and not advice.
Flow Score
week of 2026-09-21 · same for every reader · method and track recordContract flow this week: unusually weak · last month: falling · FAA directives: none
In primes and large-caps, weeks like this (356 cases since 2012) show no measurable effect: +0.1% over the next 20 trading days versus the aerospace ETF, ahead 49% of the time, against +0.1% in ordinary weeks.
A description of the current state of public contracting data and its measured history. Not a recommendation to buy, sell or hold anything.
Our current read
frozen September 23 · scored after 20 trading days (about October 21)
52% chance GE Aerospace (incl. CFM International) beats the aerospace sector over the next 20 trading days; expected excess move +0.3%. In words: about as likely as not to beat the sector.
Based on 3,449 comparable weeks since 2012 (same company size, same contract-flow level: normal), pulled toward 50% when the evidence is thin. This number was written down on September 23 and cannot be changed; it is scored against the actual price when the horizon arrives.
Our record on GE: no scored calls yet; the first score lands about four weeks after the first read.
A probability, not a recommendation. Every read we have ever made, and how it turned out, is on the research page.
How to read this, in plain terms
The idea. Every week the government signs contracts for aircraft parts, and we know which company won them. When a company suddenly wins far more than its usual week, a natural question is whether its stock tends to move in the weeks after. We measured that for every company on this site, every week since 2012, and this box reports what we found for weeks that look like the current one.
Outlook is the answer in three words. ▲ Leaning higher means that in past weeks like this one, stocks of this size usually went on to beat the aerospace sector over the following month, and did so often enough and by enough that it is unlikely to be chance. ▼ Leaning lower is the reverse. — No lean means the record shows no consistent move either way, which is the honest answer most weeks and for most of the largest companies.
Flow Score is the current week in words: whether this company's contract flow is unusually strong, normal or weak compared with its own past year; whether it is rising or falling over the last month; and whether the FAA has recently issued directives against its products.
What it is not. A tendency in past data, not a forecast, and not a recommendation. Sample sizes are shown so you can weigh it yourself; a lean built on 400 cases means more than one built on 40. Stocks move for many reasons that have nothing to do with parts contracts. Use this as one input, alongside everything else you know.
The weeks behind this outlook (356 comparable weeks; the 40 most recent shown)
Every week since 2012 in which a company of this size had contract flow in the same state as GE Aerospace (incl. CFM International) has now. “Next month” is how the stock did against the aerospace sector over the following 20 trading days.
| Week of | Company | Contract flow that week | vs. its normal | Next month |
|---|---|---|---|---|
| 2026-08-17 | HEICO | — | unusually weak | trailed by 1.6% |
| 2026-08-17 | TransDigm | — | far below | beat by 1.5% |
| 2026-08-17 | Honeywell | — | unusually weak | beat by 5.9% |
| 2026-08-17 | Boeing | — | unusually weak | beat by 2.7% |
| 2026-08-17 | Northrop Grumman | — | unusually weak | beat by 2.9% |
| 2026-08-10 | Textron (Bell, Cessna, Beechcraft) | — | unusually weak | beat by 6.8% |
| 2026-08-10 | TransDigm | — | far below | beat by 1.0% |
| 2026-08-10 | Honeywell | — | unusually weak | beat by 6.1% |
| 2026-08-10 | Northrop Grumman | — | unusually weak | beat by 3.3% |
| 2026-08-10 | HEICO | — | unusually weak | trailed by 5.4% |
| 2026-08-10 | Boeing | — | far below | beat by 1.7% |
| 2026-08-03 | L3Harris | — | unusually weak | trailed by 0.9% |
| 2026-08-03 | Northrop Grumman | — | unusually weak | beat by 3.5% |
| 2026-08-03 | HEICO | — | unusually weak | trailed by 3.0% |
| 2026-08-03 | Honeywell | — | unusually weak | trailed by 0.6% |
| 2026-08-03 | Boeing | — | far below | beat by 1.8% |
| 2026-08-03 | TransDigm | — | far below | beat by 4.4% |
| 2026-07-27 | Honeywell | — | unusually weak | trailed by 5.2% |
| 2026-07-27 | Northrop Grumman | — | unusually weak | beat by 5.9% |
| 2026-07-27 | HEICO | — | far below | trailed by 0.5% |
| 2026-07-27 | RTX (Raytheon, Pratt & Whitney, Collins) | — | far below | beat by 2.1% |
| 2026-07-27 | TransDigm | — | far below | beat by 3.4% |
| 2026-07-27 | Boeing | — | far below | trailed by 1.6% |
| 2026-07-27 | Parker-Hannifin | — | far below | beat by 6.9% |
| 2026-07-27 | Lockheed Martin | — | far below | beat by 4.1% |
| 2026-07-20 | TransDigm | — | far below | trailed by 4.6% |
| 2026-07-20 | HEICO | — | far below | trailed by 2.6% |
| 2026-07-20 | Boeing | — | far below | trailed by 0.9% |
| 2026-07-20 | Northrop Grumman | — | unusually weak | beat by 2.7% |
| 2026-07-20 | Honeywell | — | far below | trailed by 8.3% |
| 2026-07-20 | L3Harris | — | unusually weak | trailed by 11.7% |
| 2026-07-20 | RTX (Raytheon, Pratt & Whitney, Collins) | $24K | unusually weak | trailed by 1.2% |
| 2026-07-20 | Parker-Hannifin | — | far below | beat by 9.2% |
| 2026-07-13 | Boeing | — | far below | trailed by 0.0% |
| 2026-07-13 | Parker-Hannifin | — | far below | trailed by 1.1% |
| 2026-07-13 | GE Aerospace (incl. CFM International) | — | unusually weak | trailed by 2.1% |
| 2026-07-13 | Honeywell | — | far below | trailed by 11.1% |
| 2026-07-13 | L3Harris | — | unusually weak | trailed by 9.3% |
| 2026-07-13 | Northrop Grumman | — | far below | beat by 4.5% |
| 2026-07-13 | HEICO | — | far below | beat by 1.9% |
GE Aerospace (incl. CFM International) itself, in this state before: 23 weeks, beat the sector 39% of the time, +1.0% on average.
One square per past week, most recent first; green beat the sector, red trailed. Hover for the week and the number. Too few squares to lean on is a fair reading; the size-class record above is the larger sample.
Did big contract weeks lead anywhere? The last two years
Each week's contract flow (line) and what the stock then did over the following month compared with the aerospace sector (bars).
What to look for: if the dots are usually followed by green bars, big contract weeks have tended to lead somewhere for this company; if the bars under the dots are as often red as green, they have not.
Weekly obligations, this year against last
FPDS aviation-parts actions, all agencies, by signing week.
Units that win
- GENERAL ELECTRIC COMPANY 99207$1.3B · 615
- GENERAL ELECTRIC COMPANY 07482$640.6M · 128
- CFM INTERNATIONAL INC 58828$85.3M · 121
- GENERAL ELECTRIC COMPANY 89WB2$31.0M · 2
- GE AVIATION SYSTEMS LLC 93366$26.6M · 25
- GE AVIATION SYSTEMS LLC 19623$6.8M · 14
- GE AVIATION SYSTEMS LLC 07639$4.0M · 11
- GE AVIATION SYSTEMS LLC 35351$2.8M · 55
- GE AVIATION SYSTEMS LIMITED K5294$2.6M · 5
- GE AVIATION SYSTEMS LLC 05624$191K · 29
- MARSHALL OF CAMBRIDGE AEROSPACE LIMITED K3784— · 0
- GE AVIATION SYSTEMS LIMITED U7387— · 0
- GE AVIATION SYSTEMS LLC 97953— · 1
What they win, by supply class
- 2840 GAS TURBINES AND JET ENGINES, AIRCRAFT, PRIME MOVING; AND COMPONENTS$1.9B · 630
- 1680 MISCELLANEOUS AIRCRAFT ACCESSORIES AND COMPONENTS$194.0M · 139
- 2895 MISCELLANEOUS ENGINES AND COMPONENTS$23.4M · 22
- 2915 ENGINE FUEL SYSTEM COMPONENTS, AIRCRAFT AND MISSILE PRIME MOVERS$16.7M · 23
- 1610 AIRCRAFT PROPELLERS AND COMPONENTS$5.5M · 10
- 2835 GAS TURBINES AND JET ENGINES; NON-AIRCRAFT PRIME MOVER, AIRCRAFT NON-PRIME MOVER$5.0M · 51
- 2925 ENGINE ELECTRICAL SYSTEM COMPONENTS, AIRCRAFT PRIME MOVING$4.1M · 12
- 2810 GASOLINE RECIPROCATING ENGINES, AIRCRAFT PRIME MOVER; AND COMPONENTS$1.1M · 3
- 2995 MISCELLANEOUS ENGINE ACCESSORIES, AIRCRAFT$434K · 19
- 1660 AIRCRAFT AIR CONDITIONING, HEATING, AND PRESSURIZING EQUIPMENT$362K · 6
Top NSNs
- 01-528-4198 SHROUD SEGMENT TURB 2840-01-528-4198 9536M57G08 23 EACH$2.2M
- 01-567-3889 NSN: 7RH 5998 015673889 ZR PN: 174862-02-01$788K
- 01-299-1525 DELIVERY ORDER FOR NSN 2840-01-299-1525$781K
- 01-687-6588 PURCHASE OF CARTRIDGE, PROGRAMMA FOR THE F-16. NSN: 7025-01-687-6588 WF$760K
- 01-517-5432 DELIVERY ORDER FOR NSN 2840-01-517-5432$741K
- 01-599-4493 BLADE FAN A/C 2840-01-599-4493 1476M11P15 161 EACH$527K
- 01-301-5864 SPARED DELIVERY ORDER FOR 2840-01-301-5864$473K
- 99-899-0270 NSN: 7RH 6610 998990270 EX PN: 338MFD1-1$440K
- 01-648-6877 BLADE COMPRESSOR 2840-01-648-6877 9531M23P09 307 EACH$355K
- 01-143-9991 DO FOR NSN 2840-01-143-9991$348K
- 01-258-6517 DELIVERY ORDER SPRRA1-26-F-0012 IS FOR 14 EACH OF NOUN: HOUSING, GEARBOX, TURBIN$262K
- 01-633-2620 NSN: 7RH 1680 016332620 P8 P/N: 187588-001$201K
Latest contract actions
Each row is one FPDS action. Click the stock number for its page, the part number for sellers, the unit for its vendor record, or the PIID for the award on FPDS. $0 is a modification that moved no money.
| Signed | Agency | Item | NSN | Unit | Obligated | Record |
|---|---|---|---|---|---|---|
| 2026-09-17 | U.S. COAST GUARD | CT7-9C3 ENGINE ASSEMBLY AND SPARE COMPONENTS FOR THE HC-144 AIRCRAFT. | — | 99207 | $101K | FPDS → |
| 2026-09-11 | U.S. COAST GUARD | CT7-9C3 ENGINE ASSEMBLY AND SPARE COMPONENTS FOR THE HC-144 AIRCRAFT. | — | 99207 | $3.6M | FPDS → |
| 2026-09-11 | U.S. COAST GUARD | CT7-9C3 ENGINE ASSEMBLY AND SPARE COMPONENTS FOR THE HC-144 AIRCRAFT. | — | 99207 | $933K | FPDS → |
| 2026-09-10 | U.S. COAST GUARD | CT7-9C3 ENGINE ASSEMBLY AND SPARE COMPONENTS FOR THE HC-144 AIRCRAFT. | — | 99207 | $1.0M | FPDS → |
| 2026-08-28 | U.S. COAST GUARD | CT7-9C3 ENGINE ASSEMBLY AND SPARE COMPONENTS FOR THE HC-144 AIRCRAFT. | — | 99207 | $415K | FPDS → |
| 2026-08-28 | U.S. COAST GUARD | CT7-9C3 ENGINE ASSEMBLY AND SPARE COMPONENTS FOR THE HC-144 AIRCRAFT. | — | 99207 | $385K | FPDS → |
| 2026-08-24 | U.S. COAST GUARD | PURCHASE OF VARIOUS COMPONENTS TO BE UTILIZED ON MH-60T HELICOPTERS. | — | 99207 | $1.4M | FPDS → |
| 2026-08-24 | U.S. COAST GUARD | PROCUREMENT OF INSPECTION/RE-GREAS IN SUPPORT OF THE R391 PROPELLER ASSEMBLY TO BE USED ON UNITED STATES COAST GUARD HC- | — | 93366 | $339K | FPDS → |
| 2026-08-21 | U.S. COAST GUARD | OVERHAUL VARIOUS COMPONENTS TO BE UTILIZED ON THE USCG MH-60T HELICOPTERS. | — | 99207 | $770K | FPDS → |
| 2026-08-20 | U.S. COAST GUARD | PURCHASE OF VARIOUS SPARES FOR USE ON UNITED STATES COAST GUARD AIRCRAFT. | — | 93366 | $60K | FPDS → |
| 2026-08-20 | U.S. COAST GUARD | MODIFICATION TO UPDATE LINE ITEM 34. | — | 93366 | $2 | FPDS → |
| 2026-08-20 | U.S. COAST GUARD | MODIFICATION P00001 EFFECTIVE 08/20/2026. UPDATE DELIVERY DATE. | — | 99207 | $0 | FPDS → |
| 2026-08-20 | U.S. COAST GUARD | MODIFICATION P00001 EFFECTIVE 08/20/2026. UPDATE DELIVERY DATES ON ALL CLINS. | — | 99207 | $0 | FPDS → |
| 2026-08-17 | U.S. COAST GUARD | CT7-9C3 ENGINE ASSEMBLY AND SPARE COMPONENTS FOR THE HC-144 AIRCRAFT. | — | 99207 | $54K | FPDS → |
| 2026-08-13 | U.S. COAST GUARD | PROCUREMENT OF VARIOUS PARTS IN SUPPORT OF THE R391 PROPELLER ASSEMBLY TO BE USED ON UNITED STATES COAST GUARD HC-130J A | — | 93366 | $2.9M | FPDS → |
| 2026-08-11 | U.S. COAST GUARD | OVERHAUL VARIOUS COMPONENTS TO BE UTLIZED ON THE USCG MH-60T HELICOPTERS. | — | 99207 | $93K | FPDS → |
| 2026-08-03 | U.S. COAST GUARD | CT7-9C3 ENGINE ASSEMBLY AND SPARE COMPONENTS FOR THE HC-144 AIRCRAFT. | — | 99207 | $38K | FPDS → |
| 2026-07-29 | U.S. COAST GUARD | OVERHAUL AND MODIFICATION OF THE POWER TURBINE MODULE THAT WILL BE USED ON USCG MH60T HELICOPTERS. | — | 99207 | $208K | FPDS → |
| 2026-07-24 | U.S. COAST GUARD | PROCUREMENT OF O-RINGS FOR USE ON HC-130J AIRCRAFT. | — | 93366 | $5K | FPDS → |
| 2026-07-21 | U.S. COAST GUARD | MODIFICATION P00002 EFFECTIVE DATE 07/21/2026. MODIFICATION P00002 UPDATES LINE ITEM 10, PUMP, LUBE SERIAL NUMBER FROM N | — | 99207 | $0 | FPDS → |
Plus 179 DLA contracts in the last 30 days, $15.3M in contract value (DIBBS award history, counted per contract).
FAA Airworthiness Directives naming their products, 12 months
- AD 2026-14-03 2026-07-17 · General Electric Company Engines
Airworthiness Directives; General Electric Company Engines
- AD 2026-14-06 2026-07-10 · CFM International, S.A. Engines
Airworthiness Directives; CFM International, S.A. Engines
- AD 2026-04-09 2026-02-24 · General Electric Company Engines
Airworthiness Directives; General Electric Company Engines
- AD 2026-02-04 2026-01-22 · CFM International, S.A. Engines
Airworthiness Directives; CFM International, S.A. Engines
- AD 2026-02-08 2026-01-21 · CFM International, S.A. Engines
Airworthiness Directives; CFM International, S.A. Engines
- AD 2025-25-07 2026-01-02 · General Electric Company Engines
Airworthiness Directives; General Electric Company Engines
- AD 2025-21-03 2025-12-12 · CFM International, S.A. Engines
Airworthiness Directives; CFM International, S.A. Engines
In the news
- GE Aerospace Is Spending $1 Billion To Fix The Engine Shop-Visit Crunch Airlines Can't Escape Simple Flying · 2026-09-20
Attribution is by vendor name against a curated map of listed parents and known subsidiaries; joint ventures and recent acquisitions can be missed. Obligations are FPDS aviation-parts actions above the micro-purchase threshold, by signing date. This page is a record of public contracting data. It is not investment advice and PartsAndPlanes makes no recommendation about any security.
Get the daily Market Pulse
New DLA RFQs, SAM.gov notices, yesterday's awards and FAA directives, weekday mornings. Free, one click to leave.