GE Aerospace shares slide 4%, pressured by US rare-earth policy shift

GE Aerospace shares fell nearly 4% on March 19, 2026. A U.S. policy shift regarding rare-earth materials triggered the downward movement.

The new regulations could increase sourcing costs and supply chain complexities for the defense sector starting in 2027. Analysts also attributed the decline to margin compression and ongoing supply-chain pressures.

Separately, the company announced a €110 million investment to expand European manufacturing. GE Aerospace plans to hire more than 1,000 new employees across its European sites during 2026.