GE Aerospace (GE)
Industrials · Aerospace propulsion and avionics systems
A global industrial powerhouse spinning off from GE to focus on aerospace propulsion systems, avionics, and defense technologies for commercial and military aircraft.
What GE Aerospace does
GE Aerospace is a leading provider of aircraft propulsion systems, components, and integrated avionics solutions serving commercial aviation, regional aircraft, helicopters, and defense markets. The company designs, manufactures, and services jet engines, engine components, and flight management systems for a broad customer base including commercial airlines, aircraft manufacturers, and government defense agencies. With a strong focus on innovation and aftermarket services, GE Aerospace generates revenue from both original equipment and long-term service contracts that sustain recurring profitability.
Themes: ["Aerospace and defense","Commercial aviation recovery","Military modernization","Engine aftermarket services","Aviation supply chain","Advanced propulsion","Defense contractors","Industrial separation"]
Fundamentals
- Price$359.04 as of 2026-07-09 close
- Market cap$375.7B as of 2026-07-10
- 1-year return+43.4% as of 2026-07-09 close
- P/E43.54 as of 2026-07-10
- Net margin+17.9% as of 2026-07-10
- Gross margin+34.3% as of 2026-07-10
- ROE+46.2% as of 2026-07-10
- Debt / equity1.12 as of 2026-07-10
- Revenue growth (YoY)+21.8% as of 2026-07-10
- Revenue CAGR (3y)+16.3% SEC XBRL
- Beta1.39 as of 2026-07-10
Dividend: yield +0.5%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Supply chain complexity and dependency: Aerospace production requires specialized supplier networks; disruptions or capacity constraints could delay deliveries and impact revenue recognition.","Commercial aviation cyclicality: Demand for aircraft engines is tied to airline fleet expansion and fuel costs; economic downturns or fuel price volatility could reduce customer orders and service demand.","Defense budget and geopolitical exposure: Military programs depend on government appropriations and international political stability; changes in defense spending or international conflicts could affect long-term contracts and program scope."]
Competitors & peers
- Raytheon Technologies (RTX)
- Rolls-Royce (RR)
- Pratt & Whitney
- Siemens Energy
- Honeywell International (HON)
- Boeing (BA)
- Airbus (EADS)
- Lockheed Martin (LMT)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.