Top Stock Reports for GE Aerospace, Shell & McKesson

GE Aerospace gains on strong engine demand and defense tailwinds, while Shell and McKesson navigate mixed performance and strategic shifts.

Mar. 18, 2026 at 1:48am

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The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including GE Aerospace (GE), Shell plc (SHEL) and McKesson Corp. (MCK), as well as two micro-cap stocks Elite Pharmaceuticals, Inc. (ELTP) and Geospace Technologies Corp. (GEOS).

Why it matters

The research reports provide in-depth analysis on the performance, growth drivers, and challenges facing these major companies across different industries, offering valuable insights for investors.

The details

GE Aerospace has been witnessing strength in its businesses, driven by robust demand for commercial engines, propulsion and additive technologies. Rising U.S. & international defense budgets, geopolitical tensions, positive airline & airframer dynamics and robust demand for commercial air travel augur well for the company. However, high costs and expenses related to certain projects and restructuring activities are likely to affect its margins and profitability. Shell demonstrated resilient cash generation in 2025, delivering robust operating and free cash flows, supporting shareholder returns. However, earnings and revenue declined year over year, highlighting exposure to commodity price cycles. McKesson is delivering record revenues and expanding margins, supported by growth in specialty pharmaceuticals, oncology services, RxTS, and GLP-1 distribution. However, risks remain significant, including revenue concentration with large customers, regulatory headwinds, and rising labor and transportation costs.

  • In February 2025, GE Aerospace raised its dividend by 28.6% to 36 cents per share.
  • For 2026, GE Aerospace expects organic revenues to grow in the low-double-digit range from the year-ago level.

The players

GE Aerospace

An American aerospace company and a subsidiary of General Electric.

Shell plc

A British multinational oil and gas company headquartered in London.

McKesson Corp.

An American company that provides pharmaceutical and medical supply distribution, strategic healthcare services, and technologies.

Elite Pharmaceuticals, Inc.

A microcap pharmaceutical company focused on developing and manufacturing specialty generic and branded pharmaceutical products.

Geospace Technologies Corp.

A microcap company that offers products and services for the oil and gas, and adjacent industries, including water infrastructure and security markets.

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The takeaway

The research reports highlight the diverse performance and strategic shifts across these major companies, providing investors with valuable insights to make informed decisions in the current market environment.