General Electric Shares Soar 86% Year-Over-Year as Aerospace Unit Gains 1%

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General Electric shares climbed 86% over the past year, reflecting confidence in its turnaround strategy. On January 5, its aerospace division gained 1%, outpacing the industrial sector rally.

1. GE’s Remarkable 12-Month Rally and Recent Performance

General Electric Co. stock has delivered an impressive 86% total return over the past twelve months, climbing from roughly $172 to the $320 level as of early January 2026. On January 5, GE shares rose 1.0%, outpacing the broader S&P 500’s 0.64% gain and tracking alongside peers in the small-modular reactor space such as BWX Technologies, which surged 3.94% that day. This rally has been driven by renewed investor interest in GE’s aerospace and power segments, both of which stand to benefit from increased government focus on energy infrastructure and defense spending. Trading volume on January 5 registered approximately 30% above its three-month average, underscoring heightened institutional appetite for GE equity.

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