GE Aerospace
About: GE Aerospace is the global leader in designing, manufacturing, and servicing large aircraft engines, along with partner Safran in their CFM joint venture. With its massive global installed base of nearly 70,000 commercial and military engines, GE Aerospace earns most of its profits on recurring service revenue of that equipment, which operates for decades. GE Aerospace is the remaining core business of the company formed in 1892 with historical ties to American inventor Thomas Edison; that company became a storied conglomerate with peak revenue of $130 billion in 2000 until GE spun off its appliance, finance, healthcare, and wind and power businesses between 2016 and 2024.
Employees: 53,000
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
66% more first-time investments, than exits
New positions opened: 293 | Existing positions closed: 177
23% more repeat investments, than reductions
Existing positions increased: 949 | Existing positions reduced: 771
17% more call options, than puts
Call options by funds: $2.24B | Put options by funds: $1.91B
3% more funds holding
Funds holding: 2,326 [Q3] → 2,386 (+60) [Q4]
2% more funds holding in top 10
Funds holding in top 10: 59 [Q3] → 60 (+1) [Q4]
1.53% more ownership
Funds ownership: 76.6% [Q3] → 78.13% (+1.53%) [Q4]
10% less capital invested
Capital invested by funds: $156B [Q3] → $141B (-$15.1B) [Q4]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
RBC Capital Ken Herbert 50% 1-year accuracy 34 / 68 met price target | 14%upside $220 | Outperform Reiterated | 23 Apr 2025 |
UBS Gavin Parsons 55% 1-year accuracy 12 / 22 met price target | 12%upside $216 | Buy Maintained | 23 Apr 2025 |
Wells Fargo Matthew Akers 53% 1-year accuracy 41 / 78 met price target | 9%upside $212 | Overweight Maintained | 15 Apr 2025 |
Citigroup Andrew Kaplowitz 5% 1-year accuracy 4 / 83 met price target | 17%upside $227 | Buy Maintained | 10 Apr 2025 |
B of A Securities Ronald Epstein 50% 1-year accuracy 16 / 32 met price target | 16%upside $225 | Buy Maintained | 27 Jan 2025 |
Financial journalist opinion
Based on 39 articles about GE published over the past 30 days
