Nelson Peltz's Group Proposes $7.35 a Share for a Burger Chain the Same Week He Joins a Hockey Company's Board
This is third-party commentary from Stock Preachers profiling where Nelson Peltz and Trian are active; the primary filer, GE, is covered only as Trian's largest 13F holding (4,030,765 shares as of June 30, 2026). The article recaps GE Aerospace's previously reported Q3: orders of $19.0B up 49%, revenue of $14.1B up 16%, adjusted EPS of $2.25 up 36%, and raised 2026 guidance (adjusted EPS $8.00-$8.10, FCF $9.1B-$9.4B), plus a Turkish Airlines agreement for over 300 LEAP-1B engines.
Key figures
- Eps
- $2.25
- Revenue
- $14.1 billion
- Guidance
- 2026 adjusted EPS raised to $8.00-$8.10 from $7.65-$7.85; 2026 free cash flow raised to $9.1B-$9.4B
- Revenue Yoy
- 16%
- Q3 total orders
- $19.0 billion
- Orders growth yoy
- 49%
- Adjusted eps growth yoy
- 36%
- Trian ge position shares
- 4030765
- Commercial services backlog
- over $170 billion
AI analysis
Red flags2 · Pro
The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.
AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.