GE Aerospace (GE) — What Changed

Material changes in the AI committee's view · 31 events tracked · Detected nightly

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2026-07-31 MAJOR
▼ Agreement Shift

GE's Committee agreement moved from 66.70% to 50.00% (-16.70pp, 1 day(s) apart).

66.70 → 50.00 (-16.7)

2026-07-31 MINOR
▼ Score Change

GE's Committee score moved from 56.15 to 54.54 (-1.61, 1 day(s) apart).

56.15 → 54.54 (-1.6)

2026-07-31 MATERIAL
— Conviction Change

GE's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-30 MINOR
▲ Agreement Shift

GE's Committee agreement moved from 60.00% to 66.70% (+6.70pp, 1 day(s) apart).

60.00 → 66.70 (+6.7)

2026-07-30 MINOR
▼ Score Change

GE's Committee score moved from 56.53 to 56.15 (-0.38, 1 day(s) apart).

56.53 → 56.15 (-0.4)

2026-07-28 MATERIAL
▲ Agreement Shift

GE's Committee agreement moved from 50.00% to 60.00% (+10.00pp, 1 day(s) apart).

50.00 → 60.00 (+10.0)

2026-07-28 MINOR
▲ Score Change

GE's Committee score moved from 56.50 to 56.53 (+0.03, 1 day(s) apart).

56.50 → 56.53 (+0.0)

2026-07-28 MATERIAL
— Conviction Change

GE's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-24 MAJOR
▼ Agreement Shift

GE's Committee agreement moved from 66.70% to 50.00% (-16.70pp, 1 day(s) apart).

66.70 → 50.00 (-16.7)

2026-07-24 MINOR
▲ Score Change

GE's Committee score moved from 54.14 to 54.47 (+0.33, 1 day(s) apart).

54.14 → 54.47 (+0.3)

2026-07-24 MATERIAL
— Conviction Change

GE's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-19 MAJOR
▼ Agreement Shift

GE's Committee agreement moved from 66.70% to 50.00% (-16.70pp, 1 day(s) apart).

66.70 → 50.00 (-16.7)

2026-07-19 MINOR
▲ Score Change

GE's Committee score moved from 55.20 to 55.91 (+0.71, 1 day(s) apart).

55.20 → 55.91 (+0.7)

2026-07-19 MATERIAL
— Conviction Change

GE's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-18 MINOR
▲ Agreement Shift

GE's Committee agreement moved from 60.00% to 66.70% (+6.70pp, 1 day(s) apart).

60.00 → 66.70 (+6.7)

2026-07-18 MATERIAL
▼ Score Change

GE's Committee score moved from 62.58 to 55.20 (-7.38, 1 day(s) apart).

62.58 → 55.20 (-7.4)

2026-07-18 MAJOR
— Rating Change

GE moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-17 MATERIAL
▲ Agreement Shift

GE's Committee agreement moved from 50.00% to 60.00% (+10.00pp, 1 day(s) apart).

50.00 → 60.00 (+10.0)

2026-07-17 MINOR
▲ Score Change

GE's Committee score moved from 61.43 to 62.58 (+1.15, 1 day(s) apart).

61.43 → 62.58 (+1.1)

2026-07-17 MATERIAL
— Conviction Change

GE's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-15 MAJOR
▼ Agreement Shift

GE's Committee agreement moved from 66.70% to 50.00% (-16.70pp, 1 day(s) apart).

66.70 → 50.00 (-16.7)

2026-07-15 MINOR
▲ Score Change

GE's Committee score moved from 60.35 to 61.43 (+1.08, 1 day(s) apart).

60.35 → 61.43 (+1.1)

2026-07-15 MATERIAL
— Conviction Change

GE's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-14 MAJOR
▲ Agreement Shift

GE's Committee agreement moved from 50.00% to 66.70% (+16.70pp, 1 day(s) apart).

50.00 → 66.70 (+16.7)

2026-07-14 MINOR
▼ Score Change

GE's Committee score moved from 62.60 to 60.35 (-2.25, 1 day(s) apart).

62.60 → 60.35 (-2.2)

2026-07-14 MATERIAL
— Conviction Change

GE's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-13 MATERIAL
▼ Agreement Shift

GE's Committee agreement moved from 80.00% to 66.70% (-13.30pp, 1 day(s) apart).

80.00 → 66.70 (-13.3)

2026-07-13 MATERIAL
▼ Score Change

GE's Committee score moved from 69.26 to 64.04 (-5.22, 1 day(s) apart).

69.26 → 64.04 (-5.2)

2026-07-13 MATERIAL
— Conviction Change

GE's Committee conviction moved from high to moderate (1 day(s) apart).

high → moderate

2026-07-10 MINOR
▲ Agreement Shift

GE's Committee agreement moved from 50.00% to 57.10% (+7.10pp, 3 day(s) apart).

50.00 → 57.10 (+7.1)

2026-07-10 MINOR
▲ Score Change

GE's Committee score moved from 57.02 to 59.89 (+2.87, 3 day(s) apart).

57.02 → 59.89 (+2.9)

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →