Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$335.8B
1,038M shares
52-week range
$268.91 – $388.84
42% from low
Sector
ELECTRONIC & OTHER ELECTRICAL EQUIPMENT (NO COMPUTER EQUIP)
Exchange
NYSE
CS
P/S (TTM)
6.6
EV / FCF (TTM)
41.0
GE Aerospace is the global leader in designing, manufacturing, and servicing commercial aircraft turbine engines, along with partner Safran in their CFM joint venture. With its massive global installed base of nearly 80,000 commercial and military engines, GE Aerospace earns most of its profits on recurring service revenue of that equipment, which operates for decades. GE Aerospace is the remaining core business of the company formed in 1892 with historical ties to American inventor Thomas Edison; General Electric became a storied conglomerate, with peak revenue of $130 billion in 2000, until it spun off its appliance, finance, healthcare, and wind and power businesses between 2016 and 2024.
www.geaerospace.comNo one on the platform currently holds GE.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 414,078 | $117.5M |
| Bridgewater Associatesas of 2026-03-31 | 120,607 | $34.2M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-07-06 | $0.4700 | 2026-07-27 |
| 2026-03-09 | $0.4700 | 2026-04-27 |
| 2025-12-29 | $0.3600 | 2026-01-26 |
| 2025-09-29 | $0.3600 | 2025-10-27 |
| 2025-07-07 | $0.3600 | 2025-07-25 |
| 2025-03-10 | $0.3600 | 2025-04-25 |
| 2024-12-27 | $0.2800 | 2025-01-27 |
| 2024-09-26 | $0.2800 | 2024-10-25 |
| 2024-07-11 | $0.2800 | 2024-07-25 |
| 2024-04-12 | $0.2800 | 2024-04-25 |
No one on the platform has traded GE yet.
| 2023-12-27 | $0.0800 | 2024-01-25 |
| 2023-09-25 | $0.0800 | 2023-10-25 |
| Execution date | Ratio |
|---|---|
| 2024-04-02 | 1253-for-1000 |
| 2023-01-04 | 1281-for-1000 |
| 2021-08-02 | 1-for-8reverse |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 28.2% | — | — | — | ||
| Rev. Growth % | 18.5% | -9.6% | ||||
| Profit Margin % | 19.0% | 10.5% | 2.9% | |||
| Free Cash Flow Margin % | 15.8% | 11.2% | 5.2% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +5.5% on the P/E track.
At today's price, your expected annual return is +10.7% on the P/E track.
At today's price, your expected annual return is +15.7% on the P/E track.
Also held through funds
2 more books hold GE indirectly · VTI 0.5% of fund, AVUS 0.3% of fund
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $50.3B | +20.6% | $7.92 | $7.83–$8.01 | 40.3× | 14 |
| 2027 | $55.8B | +10.9% | $9.10 | $8.81–$9.36 | 35.1× | 10 |
| 2028 | $60.8B | +9.0% | $10.35 | $9.00–$11.38 | 30.8× | 12 |
| 2029 | $65.8B | +8.2% | $11.68 | $11.41–$12.16 | 27.3× | 9 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-16 | $1.86 | $2.02 | +8.6% |
| 2026-04-21 | $1.60 | $1.86 | +16.3% |
| 2026-01-22 | $1.43 | $1.57 | +9.8% |
| 2025-10-21 | $1.46 | $1.66 | +13.7% |
| 2025-07-17 | $1.43 | $1.66 | +16.1% |
| 2025-04-22 | $1.27 | $1.49 | +17.3% |
| 2025-01-23 | $1.05 | $1.32 | +25.7% |
| 2024-10-22 | $1.13 |
| $1.15 |
| +1.8% |
| $96.5B |
| — |
| LHXL3Harris Technologies, Inc. | $250.94 | +0.81% | $46.7B | — |
| LMTLockheed Martin Corporation | $529.38 | +0.99% | $122.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Finally, defense stocks are starting to enter RSI oversold. The last column on the right is the RSI. This is not going to be a quick flip, and there is more room to fall, but accumlation below $55 will return nice gains if you are patient. But...this is 3x leverage, so don't go all-in at once. You have to accumulate gradually, especially during downtrend like right now. $DFEN $GE $GD $BA $HWM
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$GE The FED refused to hike rates on Biden until mid-2022 and CPI had already passed 8% while repeating the Biden admin's "transitory" term which obviously was not true. The FED cut rates 3X for the Biden admin at the 2024 elections including a jumbo 50 basis points in SEP to juice the economy and markets for the incumbents. Notably, core CPI was 2.4% in that SEP 2024 jumbo cut EXACTLY where it is today. If the FED hikes rates just before the midterms on Trump at the exact same core CPI number that they jumbo cut for Harris, then the evidence is 100% conclusive that the FED is an arm of the Democrat party and will act against the interest of the American people to help Democrats particularly at election time when it was once considered taboo to change policy. This doesn't even account for the fact that members of the FOMC donate over 80% to the Democrat party with their political contributions. If the FED hikes rates, should the Trump admin dissolve the Democrat run FED?
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$GE bottom of channel. loves to overshoot MAs to scare people out. gimme yo shares
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$FLY care about $GE new engine? https://seekingalpha.com/news/4642506-ge-aerospace-advances-xa102-engine-toward-assembly-under-air-force-program
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$GE $HEI $TDG $WWD $HON — NEW SECTOR DOWNGRADES: Melius cut five aerospace names to Hold from Buy, warning that several years of unusually strong commercial aftermarket growth may begin moderating toward the high-single digits next year. The firm also reduced price targets across the group. That is a notable change in tone for one of the market’s strongest industrial themes.
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$BA $GE Aerospace Just Solved Its Biggest Boeing 777X Engine Problem With 1 Redesign https://share.google/tkuXx1culxncscXKh
View on StockTwits ↗$BA I beleive when president Xi and his entourage are visiting the US Septemner 23rd week. The other half of $BA deal along with hefty $GE and other $QQQ would be front and center
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$GE think 10yr yield rate and high premium is pinning this down … oil prices and recent acquisition hasn’t helped on stabilization … still bullish but on sidelines for now
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$CASY so glad I didn't buy when I was thinking about it. Got a big pile of cash laying around from my $GE sell off, was going to put a large portion into Casey's. Think I'll continue to monitor this for a while, bit the worst may be behind them now.
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$GE I'm convinced this is being held down. Why? Don't know, perhaps to allow some fund to load up on the cheap.
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Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.