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Added to YB: 2025-04-24

Pitch date: 2025-04-23

GE [neutral]

General Electric Company

+54.69%

current return

Author Info

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Company Info

General Electric Company, doing business as GE Aerospace, designs and produces commercial and defense aircraft engines, integrated engine components, electric power, and mechanical aircraft systems.

Market Cap

$305.2B

Pitch Price

$193.81

Price Target

230.00 (-23%)

Dividend

0.50%

EV/EBITDA

26.47

P/E

38.61

EV/Sales

7.15

Sector

Aerospace and Defense

Category

growth

Show full summary:
GE Aerospace Q1 2025: Strong Start Amid Tariff Headwinds and Peer Competition

GE (earnings update): Q1 rev +11% to $9.9B, orders +12% to $12.3B, GAAP profit +13% to $2.2B, adj EPS +60% to $1.49 (beat $1.27). Operating margin +460bps to 23.8%. Reaffirmed 2025 guidance despite $500M tariff impact. CES driving growth with services +17%. $230 avg analyst PT (+25-30%). Bullish on $140B+ service backlog despite China concerns.

Read full article (10 min)