GE Aerospace Partners with Palantir for U.S. Defense Contract
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 24 2026
0mins
Should l Buy GE?
Source: seekingalpha
- Digital Contract Signing: GE Aerospace has partnered with Palantir to establish the first digitally enabled TrueChoice Defense agreement, aimed at enhancing readiness for the T-38 training fleet, marking an innovative collaboration in the J85 engine sector.
- Contract Details: Awarded by the Defense Logistics Agency, the initial seven-month contract includes a four-year, five-month option period, during which GE will provide fleet management and supply optimization capabilities to support the Air Force's training mission.
- AI-Driven Decision Support: The program employs artificial intelligence and advanced data analytics to consolidate data across the Air Force, the Defense Logistics Agency, and GE, aiming to predict parts demand and identify supply chain bottlenecks, thereby enhancing decision-making efficiency and engine sustainment capabilities.
- Enhancing Operational Readiness: GE stated that this contract directly supports the readiness of the J85 engine, helping the Air Force maintain more available aircraft to ensure pilots receive the necessary training, thereby strengthening overall operational capabilities.
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Analyst Views on GE
Wall Street analysts forecast GE stock price to rise
9 Analyst Rating
8 Buy
0 Hold
1 Sell
Strong Buy
Current: 292.680
Low
275.00
Averages
345.67
High
386.00
Current: 292.680
Low
275.00
Averages
345.67
High
386.00
About GE
General Electric Company, doing business as GE Aerospace, is a global aerospace propulsion, services, and systems company. The Company has an installed base of approximately 50,000 commercial and 30,000 military aircraft engines. The Company operates through two segments: Commercial Engines & Services and Defense & Propulsion Technologies. The Commercial Engines & Services segment designs, develops, manufactures and services jet engines for commercial airframes, as well as business aviation and aeroderivative applications. Its services include maintenance, repair and overhaul (MRO) of engines and the sale of spare parts and offers services under a variety of arrangements. The Defense & Propulsion Technologies segment provides defense engines and critical aircraft systems and consists of its Defense & Systems and Propulsion & Additive Technologies businesses. Its portfolio of brands includes Avio Aero, Unison, Dowty Propellers and Colibrium Additive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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