Professional
Added to YB: 2025-07-07
Pitch date: 2025-04-15
GE [bullish]
General Electric Company
+63.32%
current return
Author Info
No bio for this author
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
$183.58
Price Target
N/A
Dividend
0.50%
EV/EBITDA
26.47
P/E
38.61
EV/Sales
7.15
Sector
Aerospace and Defense
Category
growth
Rothschild &Co LongRun Equity New Position: GE Aerospace
GE (new position): Dominates narrowbody engines via CFM JV with Safran (75% of sales) and 50% of widebody market. High barriers to entry, punitive switching costs, and profitable aftermarket. Strong pricing power enables durable double-digit growth with exceptional visibility. Bought <30x earnings during recent pullback.
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