NYSE:GE
GE Aerospace (GE)
285.64
-7.90 (2.69%)
as of Oct 23, 2026, 8:00:00 pm Market Closed.
28 watching
Financials 
Technical Analysis 0
DON'T BUY
A lot of the story is about the finance subsidiary. This is much more of a financial company than most people think. Huge financial arm that made a lot of investments. Loaned money for companies to buy their aircraft parts, utility equipment, railcars, etc. A lot of the easy money’s been made.
electricalelectronic
BUY
On a 2 to 3 year perspective he likes it. Major driving force will be a pickup in industrial activity and improving financial services picture. Close to 5% of their sales is coming from wind. Solar is infinitesimally small but they want to build it up. Also very big in the water area. 2.8% yield but he is buying for stock price appreciation.
Peter BriegerOwned
electricalelectronic
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.
Don LatoOwned
electricalelectronic
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).
electricalelectronic
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.
Brett HrybOwned
electricalelectronic
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.
Mark GrammerOwned
electricalelectronic
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%.
electricalelectronic
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)
electricalelectronic
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.
electricalelectronic
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.
electricalelectronic
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.
electricalelectronic
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