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General Electric

GE

Industrials

Industrial conglomerate focused on aerospace and energy technology.

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2 articles about General Electric

Market SignalsGE

GE Aerospace's Post-Spinoff Margin Expansion Is Just Getting Started

Freed from the conglomerate, GE Aerospace has tripled in value. With 70% service revenue at 35-40% margins and a 40-year installed base, the premium is earned.

Apr 11, 2026
Capital AllocationGE

GE Aerospace's Engine Orders Just Rewrote the Capital Allocation Playbook

GE Aerospace's LEAP and GE9X engine orders are running at record levels, and management is converting backlog into shareholder returns at a pace that would make any capital allocator envious.

Apr 10, 2026