: The company faces ongoing challenges in scaling engine deliveries fast enough to meet intense airline demand. Wall Street Analyst Consensus
: New military production requests and technical agreements for engine co-production in India are building durable, recurring revenue streams. Risks and Headwinds (Bears)
: Trading at roughly 40x forward earnings, some analysts believe the stock is priced at a premium and may face volatility if growth targets are not met.
: In Q1 2026, the company reported a "blowout" earnings beat with an adjusted EPS of $1.86, significantly higher than the $1.60 analyst consensus.
: A total backlog of approximately $190 billion provides multi-year revenue visibility that few industrial competitors can match.