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NYSE:GE

GE Aerospace (GE)

357.02
-0.62 (0.17%)
as of Jun 18, 2026, 11:45:31 pm Market Open.
27 watching
0
Investor Insights
star iconJun 21, 2026, 12:00 am

This summary was created by AI, based on 16 opinions in the last 12 months.

GE Aerospace has garnered substantial attention from experts due to its robust performance in the aerospace and defense sectors. The company is benefiting from a significant backlog in airplane orders and increasing defense spending, which has led to predictions of strong earnings growth, projected around 15%. Despite the recent volatility and short-term fluctuations, analysts maintain a positive outlook, often pointing to the resilient demand within the aerospace industry and the lucrative services segment that contributes significantly to profits. With ongoing advancements in technology and a growing global fleet requiring upgrades, GE Aerospace appears well-positioned for sustained growth, making it a strong long-term hold. Concerns about valuations exist, but many agree on the potential for continued capital return to shareholders.

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Consensus
Bullish
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Valuation
Fair Value
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ROLLS
HOLD
Earnings are starting to come back but still below where they where a year or so ago but still up significantly from where they where 50 or 6 years ago when the stock was a lot higher.
COMMENT
As a holding for 4 to 5 years? Currently it is just skirting the 200-day moving average. If it can get above that and hold the underlying support it will probably look pretty good. Be cautious of their financial arm and some of the problems they have had.
DON'T BUY
Current yields are at 3.26%, which is not too bad. If they get their business up and running strongly again they could raise their dividends once again. Over the next little while, the stock is a mixed bag at best. In the industrial space he would consider something like 3M (MMM-N) or United Technologies (UTX-N).
DON'T BUY
The issues are surrounding their industrial side but the financial side was actually not that bad over the last quarter although part of the gain was because they reduced provisions for losses. There has also been some weakness on the healthcare side. Would look at other stocks.
TOP PICK
US giant that has been beaten up pretty hard. Still have really good businesses and infrastructure. One of the best positioned companies in power. Big wart is GE Capital and they are addressing this. Worst is behind them. Will still take a couple of years for GE Capital to recover but the rest of the business is doing very well. Generates a tremendous amount of cash flow.
SELL
Diverse operations that tend to offset each other. Service market is doing relatively well and margins coming in a little better than expected on industrial side. Military is performing better than commercial. Original equipment orders are down 40%. Expects decline to continue. GE Capital still has weakness. NBC’s profits were also weak. Yields about 3.5%.
BUY
(Market Call Minute.) Screening well for him.
DON'T BUY
The risk is that such a large percentage of their operating income comes from the financing side of the business. Any company that relies on wholesale funding of a lending business will have to pay significantly higher capital costs. Thinks it will struggle to grow in line with other US diversified industrial firms because their financing arm will hold them back. Would prefer 3M (MMM-N)
BUY
Outlook from 3 to 5 years is pretty good. There is bit of a mystery on the financial side but outside of the financial assets this company is beautifully positioned. Looking at what they own in media (NBC), power assets and infrastructure growth globally it is very well positioned. Won't be a high-growth but it is stable. The non-financial assets are under appreciated.
DON'T BUY
A little bit like gambling. Balance sheet is massive and they have massive amounts of assets that you don't know about for sure. Economy is still going down, therefore more write-downs probably and more problems in the financial system.
COMMENT
Overhang right now is the financial side. Industrial business continues to do quite well. More recently there is concern that they may have to separate the 2. If so there is risk that there isn't the backstop in the credit strength that the combined businesses have. There is risk the stock goes lower.
TOP PICK
In all the various areas of power generation such as wind power, ocean currents. Also in the software and the generators. Forward PE is about 12. Stoploss would be $10.
SELL
From a macro standpoint industrial stocks should do well if you are assuming the economy is going to re-accelerate later this year. However, from a bottom-up perspective, it is trading at 13X its forward PE with a 3% yield. There is declining earnings growth and analysts’ estimates are being revised down. Has fallen below its 50-day and 200-day moving averages.
COMMENT
A number of catalysts that are very positive for this company including increasing interest in nuclear power, expected large increase in civil aviation and have probably put most of their finance problems behind them. Still in too many businesses for his taste but a good long-term holding.
BUY
A barometer of the world economy. Their financial division has dragged them down in the last little while. This is now being addressed and is on its way back. The rest of the business is very solid. Should create 10%-20% over the next 12-24 months.
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