GE Aerospace, the aircraft-engine specialist reorganized out of the old GE conglomerate, is a direct beneficiary of the global recovery in air travel demand. Both growth (B+) and profitability (A-) are strong.

Valuation (C-, ~40x P/E) reflects expectations for structural growth in the engine business, particularly high-margin services and maintenance revenue. Given the industry's sensitivity, aircraft delivery delays or weaker passenger demand headlines can drive meaningful volatility.