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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 19, 2026, 12:00 am

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

GE Aerospace, recently appreciated for its robust performance in the aerospace sector, has experienced remarkable growth due to increasing demand for commercial aircraft and heightened defense spending. Despite some short-term volatility, experts emphasize the long-term bullish outlook for the aerospace and defense industries, especially as the company dominates the jet engine market with a significant backlog of orders. The aftermarket service component is highlighted as a key growth driver, providing higher margins and recurring revenue. While some analysts suggest that the stock is approaching full valuation, the consensus remains positive, with expectations for continued double-digit revenue growth over the next few years. This positive sentiment is bolstered by the company’s strong positioning in both the commercial and defense markets.

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Consensus
Buy
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Valuation
Fair Value
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Similar
Boeing,BA
BUY
Ford vs. GE - Two old industrial giants that are struggling. Great companies, now losers racing down to $10/share. But each are showing promise and hope. He likes both stocks now in the single digits, though they are vastly different. Both Ford and GE will return to double-digits, though he gives the edge to Ford. It's plummeted from $30 to $7, fed by a series of terrible acquisitions over the years. Also, GE wrote idiotic long-term care insurance contracts that dramatically underpriced them and blew a giant hole in the balance sheet. Blame the ex-CEO. New CEO Culp has made some aggressive moves by selling assets and shoring up the balance sheet and trimming GE to aerospace, healthcare and power. However, Covid slowed down their air business and hit the stock. Only recently is the stock recovering as plane traffic gradually rises. GE is a recovery play, if you believe we'll get a vaccine sooner than later. GE is up nearly 15% this month.
COMMENT
They're not ready yet. They have a good turnaround plan despite being linked to aerospace. Should be in better shape in 12 months.
SELL

Struggling. Restructuring since the financial crisis. Trying to repair balance sheet. Aircraft still struggling, and too early to tell how long it will take to recover. Look at Raytheon instead. Defence is doing exceptionally well, plus aerospace and security exposure. Exceptionally well run.

COMMENT

Morgan Stanley's CEO expects positive cash flow in the second half of 2020. The stock rallied over 10% today after that statement, which he finds incredible. However, he doesn't know anyone who expects positive cash flow from GE. Expect Honeywell and 3M to go up along with this, at least tomorrow.

DON'T BUY
The balance sheet remains an issue. They spent $25 billion in 2015-17 in stock buybacks around $25-30/share. The power generation industry is struggling. Maybe some of the pieces of GE are worth more than the stock price. Where's the catalyst to push it up? Look elsewhere for growth.
DON'T BUY
He would be very cautious on GE. The company has been an investment grade company for decades. Today it is a speculative company. You are not buying the GE of old. It is 70% debt to total capital and as a pension deficit of $95 million. Cash flow is unpredictable. They are now starting to sell of their good quality assets. This will reduce future cash flow.
DON'T BUY
In the past, this was a blue chip stock, but now is hitting hard times. Forget the past. It remains highly speculative, with high debt as they sell quality businesses, deal with a pension liability and many other problems. Avoid.
DON'T BUY
He is not investing in GE as it has fallen from grace in the past few years. A text book example of a value trap and a company that has taken on too much debt. If revenues fall, they will see free cash flow evaporate.
WATCH

Still on the sidelines. CEO is respected. Its engine business is being impacted with Boeing. Not sure what earnings and cash flow profile will be a year from now.

DON'T BUY
A tough one. They went from an investment-grade grade company to a speculative one. They've fallen into an abyss and are just now climbing out. They sold pieces of their portfolio for the sake of cash flow; they should have kept those piece.
DON'T BUY
They got over leveraged and had a dramatic fall from grace. He does not follow it and it does not match his criteria. Look for companies that increase their earnings and are adding shareholder value.
RISKY
A new CEO has helped to protect value. He owns this at $15.51 and should have sold this at $25 when Warren Buffet was selling. There are still problems and they are selling off segments. He thinks the CEO will improve things and could push the stock much higher.
DON'T BUY
The mistake people make is that they use past brands and labels. GE is not an investment grade company any longer. It is a speculative stock at this stage. There are thousands of companies that are better to look at.
WEAK BUY
They've stopped the bleeding and can now concentrate on their core businesses. You're now betting on the new CEO who has a good track record. GE will be volatile, but now is a good time to enter it or look at it. They may miss numbers for several quarters, so be prepared.
RISKY

The bad news is their power segment were down 30% and other segments earnings were down as well. They did raise free cash flow to $1 billion. He likes the CEO and thinks earnings could grow by 15%. A speculative buy at this time.

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