GE
GE Aerospace
GE—
GE Aerospace AI Insights
Informational only. Not investment advice.Snapshot
- ROE of 42.8% TTM vs industry median 2.1% - 20x advantage driven by asset-light transformation post-spin[Return on Equity TTM]
- Operating margin 20.5% TTM vs industry median 3.6% - pricing power in aerospace duopoly with Boeing[Operating Margin TTM]
- Goodwill 9B is 48% of equity 18.8B - legacy acquisition risk embedded in balance sheet[Goodwill]
Watch Triggers
- Operating Margin TTM: Falls below 18% — Signals aftermarket mix shift stalling or pricing pressure from airlines
- Free Cash Flow TTM: Drops below 5B — Threatens dividend sustainability and buyback capacity
- Total Revenue 5yr Growth: Remains negative — Validates bear case that premium valuation lacks growth support
Bull Case
Aerospace duopoly with Pratt & Whitney creates pricing power - 20.5% operating margin vs 3.6% industry median with ROIC of 20.6% TTM on 39.7B invested capital
Operating Margin TTMROIC TTMGross Margin TTM
FCF of 6.4B TTM funds 1.8B buybacks and 1.4B dividends while maintaining 12.5B cash - shareholder returns without leverage risk
Free Cash Flow TTMCash and EquivalentsNet Common Stock Issuance
Bear Case
P/E 35.5x vs industry median 21.4x and P/B 55.7x prices in perfection - 5yr revenue CAGR negative 8% suggests growth premium unearned
PE RatioPB RatioTotal Revenue 5yr Growth
Total debt 20.8B at 1.1x equity with 817M interest expense TTM - rising rates pressure FCF conversion
Total DebtDebt to EquityInterest Expense TTM
Bull vs Bear Balance
AI-generated sentiment analysis based on fundamental metrics and market conditions.
55%
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Forward Thesis
Aftermarket services mix shift will expand margins 200-300bps over 3 years
1-3yhigh
- Installed engine base of 44K+ units aging into high-margin service cycles
- LEAP engine fleet maturing drives parts/service revenue
- Defense backlog provides revenue visibility
Operating margin 20.5% TTM already 5.7x industryFCF 6.4B TTM on 44B revenue = 14.7% conversionR&D 1.5B sustains competitive moat
Valuation Context
Caveats
Public Strategies Rankings
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GE Fundamentals
Manufacturing → Transportation Equipment Manufacturing
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
$326.92B | — | ||
$335.03B | — | ||
38 | — | ||
$45.85B | +18.5% | — | |
$8.12 | +27.5% | — | |
18.9% | +1.5% | — | |
19.0% | +2.0% | — | |
$7.26B | +97.5% | — | |
0.46 | +17.7% | — | |
Beta 5Y (Monthly) | unknown | — |
GE Dividend History
104 dividends
2025
$1.440012/29/25$0.3600
09/29/25$0.3600
07/07/25$0.3600
03/10/25$0.3600
2024
$1.120012/27/24$0.2800
09/26/24$0.2800
07/11/24$0.2800
04/12/24$0.2800
2023
$0.320012/27/23$0.0800
09/25/23$0.0800
07/10/23$0.0800
03/06/23$0.0800
2022
$0.320012/14/22$0.0800
09/26/22$0.0800
06/27/22$0.0800
03/07/22$0.0800
2021
$0.320012/20/21$0.0800
09/24/21$0.0800
06/25/21$0.0800
03/05/21$0.0800
2020
$0.320012/18/20$0.0800
09/25/20$0.0800
06/26/20$0.0800
03/06/20$0.0800
2019
$0.320012/20/19$0.0800
09/13/19$0.0800
06/28/19$0.0800
03/08/19$0.0800
2018
$2.960012/19/18$0.0800
09/14/18$0.9600
06/15/18$0.9600
02/23/18$0.9600
2017
$6.720012/26/17$0.9600
09/15/17$1.9200
06/15/17$1.9200
02/23/17$1.9200
2016
$7.440012/22/16$1.9200
09/15/16$1.8400
06/16/16$1.8400
02/25/16$1.8400
2015
$7.360012/17/15$1.8400
09/17/15$1.8400
06/18/15$1.8400
02/19/15$1.8400
2014
$7.120012/18/14$1.8400
09/18/14$1.7600
06/19/14$1.7600
02/20/14$1.7600
2013
$6.320012/19/13$1.7600
09/19/13$1.5200
06/20/13$1.5200
02/21/13$1.5200
2012
$5.600012/20/12$1.5200
09/20/12$1.3600
06/21/12$1.3600
02/23/12$1.3600
2011
$4.880012/22/11$1.3600
09/15/11$1.2000
06/16/11$1.2000
02/24/11$1.1200
2010
$3.680012/22/10$1.1200
09/16/10$0.9600
06/17/10$0.8000
02/25/10$0.8000
2009
$4.880012/23/09$0.8000
09/17/09$0.8000
06/18/09$0.8000
02/19/09$2.4800
2008
$9.920012/24/08$2.4800
09/18/08$2.4800
06/19/08$2.4800
02/21/08$2.4800
2007
$9.200012/20/07$2.4800
09/20/07$2.2400
06/21/07$2.2400
02/22/07$2.2400
2006
$8.240012/21/06$2.2400
09/21/06$2.0000
06/22/06$2.0000
02/23/06$2.0000
2005
$7.280012/22/05$2.0000
09/22/05$1.7600
06/23/05$1.7600
02/24/05$1.7600
2004
$6.560012/22/04$1.7600
09/23/04$1.6000
06/24/04$1.6000
02/26/04$1.6000
2003
$6.160012/29/03$1.6000
09/25/03$1.5200
06/26/03$1.5200
02/26/03$1.5200
2002
$5.840012/27/02$1.5200
09/25/02$1.4400
06/26/02$1.4400
02/27/02$1.4400
2001
$5.280012/27/01$1.4400
09/26/01$1.2800
07/05/01$1.2800
03/05/01$1.2800
2000
$4.560812/27/00$1.2800
09/29/00$1.0936
07/05/00$1.0936
03/06/00$1.0936
GE Stock Splits
2 stock splits
08/02/218:1 split
05/08/000.333333:1 split
GE SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
01/29/26 | 12/31/25 | Unknown | |
10/21/25 | 09/30/25 | 10-Q | |
07/21/25 | 06/30/25 | 10-Q | |
04/22/25 | 03/31/25 | 10-Q | |
02/03/25 | 12/31/24 | 10-K | |
10/22/24 | 09/30/24 | 10-Q | |
07/23/24 | 06/30/24 | 10-Q | |
04/23/24 | 03/31/24 | 10-Q | |
02/02/24 | 12/31/23 | 10-K | |
10/24/23 | 09/30/23 | 10-Q | |
07/25/23 | 06/30/23 | 10-Q | |
04/25/23 | 03/31/23 | 10-Q | |
02/10/23 | 12/31/22 | 10-K | |
10/25/22 | 09/30/22 | 10-Q | |
07/26/22 | 06/30/22 | 10-Q | |
04/26/22 | 03/31/22 | 10-Q | |
02/11/22 | 12/31/21 | 10-K | |
10/26/21 | 09/30/21 | 10-Q | |
07/27/21 | 06/30/21 | 10-Q | |
04/27/21 | 03/31/21 | 10-Q | |
02/12/21 | 12/31/20 | 10-K | |
10/28/20 | 09/30/20 | 10-Q | |
07/29/20 | 06/30/20 | 10-Q | |
04/29/20 | 03/31/20 | 10-Q | |
02/24/20 | 12/31/19 | 10-K | |
10/30/19 | 09/30/19 | 10-Q | |
07/31/19 | 06/30/19 | 10-Q | |
04/30/19 | 03/31/19 | 10-Q | |
02/26/19 | 12/31/18 | 10-K | |
10/30/18 | 09/30/18 | 10-Q | |
07/27/18 | 06/30/18 | 10-Q | |
05/01/18 | 03/31/18 | 10-Q | |
02/23/18 | 12/31/17 | 10-K | |
10/30/17 | 09/30/17 | 10-Q | |
07/28/17 | 06/30/17 | 10-Q | |
05/05/17 | 03/31/17 | 10-Q | |
02/24/17 | 12/31/16 | 10-K | |
11/02/16 | 09/30/16 | 10-Q | |
08/01/16 | 06/30/16 | 10-Q | |
05/04/16 | 03/31/16 | 10-Q | |
02/26/16 | 12/31/15 | 10-K | |
11/09/16 | 09/30/15 | 10-Q/A | |
11/02/15 | 09/30/15 | 10-Q | |
07/30/15 | 06/30/15 | 10-Q | |
05/04/15 | 03/31/15 | 10-Q | |
02/27/15 | 12/31/14 | 10-K | |
11/04/14 | 09/30/14 | 10-Q | |
07/31/14 | 06/30/14 | 10-Q | |
05/12/14 | 03/31/14 | 10-Q | |
02/27/14 | 12/31/13 | 10-K | |
11/01/13 | 09/30/13 | 10-Q | |
07/26/13 | 06/30/13 | 10-Q | |
05/08/13 | 03/31/13 | 10-Q | |
02/26/13 | 12/31/12 | 10-K | |
11/07/12 | 09/30/12 | 10-Q | |
07/30/12 | 06/30/12 | 10-Q | |
05/04/12 | 03/31/12 | 10-Q | |
02/24/12 | 12/31/11 | 10-K | |
11/08/11 | 09/30/11 | 10-Q | |
07/29/11 | 06/30/11 | 10-Q | |
05/06/11 | 03/31/11 | 10-Q | |
02/25/11 | 12/31/10 | 10-K | |
11/03/10 | 09/30/10 | 10-Q | |
08/02/10 | 06/30/10 | 10-Q | |
05/07/10 | 03/31/10 | 10-Q | |
02/19/10 | 12/31/09 | 10-K | |
11/02/09 | 09/30/09 | 10-Q | |
08/03/09 | 06/30/09 | 10-Q | |
05/01/09 | 03/31/09 | 10-Q | |
02/18/09 | 12/31/08 | 10-K | |
10/30/08 | 09/30/08 | 10-Q | |
07/25/08 | 06/30/08 | 10-Q | |
04/25/08 | 03/31/08 | 10-Q | |
02/20/08 | 12/31/07 | 10-K | |
11/02/07 | 09/30/07 | 10-Q | |
07/27/07 | 06/30/07 | 10-Q | |
04/27/07 | 03/31/07 | 10-Q | |
02/27/07 | 12/31/06 | 10-K | |
10/31/06 | 09/30/06 | 10-Q | |
07/24/06 | 06/30/06 | 10-Q | |
04/26/06 | 03/31/06 | 10-Q | |
03/03/06 | 12/31/05 | 10-K | |
10/24/05 | 09/30/05 | 10-Q | |
07/29/05 | 06/30/05 | 10-Q | |
05/06/05 | 03/31/05 | 10-Q | |
03/01/05 | 12/31/04 | 10-K | |
10/26/04 | 09/30/04 | 10-Q | |
07/30/04 | 06/30/04 | 10-Q | |
05/04/04 | 03/31/04 | 10-Q | |
03/01/04 | 12/31/03 | 10-K | |
10/31/03 | 09/30/03 | 10-Q | |
08/01/03 | 06/30/03 | 10-Q | |
05/02/03 | 03/31/03 | 10-Q | |
03/07/03 | 12/31/02 | 10-K | |
10/29/02 | 09/30/02 | 10-Q | |
07/31/02 | 06/30/02 | 10-Q | |
05/13/02 | 03/31/02 | 10-Q | |
03/08/02 | 12/31/01 | 10-K | |
11/02/01 | 09/30/01 | 10-Q | |
07/23/01 | 06/30/01 | 10-Q | |
04/19/01 | 03/31/01 | 10-Q | |
03/23/01 | 12/31/00 | 10-K | |
10/26/00 | 09/30/00 | 10-Q | |
07/26/00 | 06/30/00 | 10-Q | |
05/15/00 | 03/31/00 | 10-Q |