Added to YB: 2026-07-21
Pitch date: 2026-07-18
GE [neutral]
General Electric Company
-3.7%
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 aircraft systems.
Market Cap
$361.9B
Pitch Price
$353.80
Price Target
418.00 (+22%)
Dividend
0.54%
EV/EBITDA
30.78
P/E
41.12
EV/Sales
7.35
Sector
Aerospace and Defense
Category
growth
GE Aerospace – A Stock I Never Intend to Sell
GE (holding update): Dominant aircraft engine oligopolist, 70% recurring service rev, $210B backlog. Q2 rev $12.6B (+24% YoY), EPS $2.02 (+22%), FCF $3B (+43%), 22% ROIC, 46% ROE. Raised FY26 guide. But at 44x '26 EPS/41x FCF, no margin of safety. PT $418 (~8% CAGR). Hold; buy sub-$300.
Read full article (13 min)