Added to YB: 2026-07-21
Pitch date: 2026-07-18
GE [neutral]
General Electric Company
-3.53%
current return
Author Info
Rijnberk InvestInsights shares market-leading companies and top investment ideas through concise, high-conviction analysis. Sign up for the newsletter.
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)