Added to YB: 2025-07-18
Pitch date: 2025-06-30
GE [bullish]
General Electric Company
+18%
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
$316.2B
Pitch Price
$255.07
Price Target
N/A
Dividend
0.48%
EV/EBITDA
27.40
P/E
40.01
EV/Sales
7.40
Sector
Aerospace and Defense
Category
growth
Mar Vista U.S. Quality Premier Strategy New Position: GE Aerospace
GE (new position): Dominant aerospace engine maker (60% narrowbody market share) with strong aftermarket revenue stream. CEO Culp optimizing supply chain amid tariffs. Aviation growth to outpace GDP by 2x. Margin expansion via service contracts, diagnostics & manufacturing integration. Competitor's geared turbofan issues strengthen GE's position.
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