Core Insights - General Electric (GE) has a long history of innovation and has recently experienced a resurgence in its stock performance after a significant decline during the Great Recession [1][3][4] Company Overview - GE was founded in 1892 by Thomas Edison and has been a pioneer in various fields including hydroelectric power, aviation, and healthcare [2] - The company underwent a major restructuring in 2021, splitting into three publicly traded entities: GE Aerospace, GE Vernova, and GE HealthCare Technologies [4] Performance Analysis - GE Aerospace has shown the strongest performance among the three entities, with a stock increase of 727% over the past five years, while GE Vernova increased by 417% and GE HealthCare only by about 20% [5] - GE Aerospace reported a market capitalization of approximately $321 billion and revenue exceeding $35 billion last year, with expectations to rise by 16% to nearly $41 billion this year [6] Recent Financial Results - In the third quarter, GE Aerospace reported adjusted revenue growth of 26% to $11.3 billion and earnings growth of 44% to $1.66 per share, surpassing Wall Street expectations [8] - New orders increased by 5% to $10.3 billion, with defense revenue experiencing a significant jump of 26% [8]

Company Overview - GE Aerospace has a market capitalization of $288.57 billion and reported trailing twelve months (TTM) revenue of $41.61 billion with a net income of $7.76 billion [3][5] - The company operates through two segments: Commercial Engines & Services, and Defense & Propulsion Technologies [5][8] Recent Developments - On August 6, 2025, New Millennium Group LLC disclosed a purchase of GE Aerospace shares valued at approximately $3.31 million, acquiring 15,102 shares, which represents 1.8% of its 13F reportable assets under management (AUM) [1] - As of August 5, 2025, GE Aerospace shares were priced at $272.12, reflecting a 69.8% increase over the past year, significantly outperforming the S&P 500 by 47 percentage points [2][11] Financial Metrics - The dividend yield for GE Aerospace as of August 5, 2025, is 0.47%, with a forward P/E ratio of 46.36 and an EV/EBITDA of 28.05 [2] - The stock is currently 1.8% below its 52-week high as of August 5, 2025 [2] Market Position and Strategy - GE Aerospace has a significant backlog of orders worth over $140 billion, indicating strong demand for its products [9] - The company is investing in research and development for advanced propulsion projects, which is expected to enhance its long-term market position [9] Challenges - Tariff pressures and supply constraints may pose challenges for GE Aerospace in fulfilling existing orders, although it is less affected than aircraft manufacturers [10]