NYSE · Industrials

GE AEROSPACE GE

General Electric Company, doing business as GE Aerospace, designs and produces commercial and defense aircraft engines, integrated engine components, electric power, and aircraft systems. The company operates through two segments, Commercial Engines & Services, and Defense & Propulsion Technologies.

Aerospace

Company profile

Business mix

  • The company operates through two segments, Commercial Engines & Services, and Defense & Propulsion Technologies.
  • The Commercial Engines & Services segment designs, develops, manufactures, maintenance, repair, and overhaul (MRO) services of jet engines and sale of spare parts for commercial airframes, business aviation, and aeroderivative applications.
  • The Defense & Propulsion Technologies designs, develops, manufactures, and services jet engines and avionics and power systems for governments, militaries, and commercial airframers, as well as MRO of engines and the sale of spare parts.
  • This segment also offers aircraft components and systems, such as small turboprop engines, aeroengine mechanical transmissions, turbines, combustors and controls, additive manufacturing, propeller systems, ignition systems.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in aerospace & defense?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 6 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 40.72 FCF 2.18% Buyback 2.37%
2026-06-07

Current firm holders

Firm Weight Value Filing period
TCI Fund Management Chris Hohn 29.8% $13.5B 2026-03-31
Alkeon Capital Management 0.3% $198.6M 2026-03-31
Mar Vista Investment Partners 3.6% $36.4M 2026-03-31
Bridgewater Associates Ray Dalio 0.2% $34.2M 2026-03-31
HHLR Advisors / Hillhouse Lei Zhang 0.2% $2.8M 2026-03-31
Semper Augustus Investments Group Christopher Bloomstran 0.3% $2.7M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 1 Last 2 13F filing periods
Net reducers 1 Last 2 13F filing periods
Unchanged holders 4 Share count unchanged
Increase amount $12.6M Estimated from net added shares
Reduction amount $3.1M Estimated from net reduced shares
Net share change / base shares +0.1% +33,601 / 48,435,134
Bridgewater Associates Ray Dalio 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 29.6% 13F value change +$12.9M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -29.3% 13F value change -$18.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 131,528 Last 2 periods -10,921 (-8.3%) Total shares 120,607 Value $34.2M
TCI Fund Management Chris Hohn 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 47,510,431 Last 2 periods +0 (0.0%) Total shares 47,510,431 Value $13.5B
Semper Augustus Investments Group Christopher Bloomstran 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 9,352 Last 2 periods +0 (0.0%) Total shares 9,352 Value $2.7M
Alkeon Capital Management 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 700,000 Last 2 periods +0 (0.0%) Total shares 700,000 Value $198.6M
Mar Vista Investment Partners 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -11.0% 13F value change -$2.2M
13F 2026-03-31 Filed 2026-05-13
Major increase Shares 72.1% 13F value change +$13.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-13
Base shares 83,823 Last 2 periods +44,522 (+53.1%) Total shares 128,345 Value $36.4M
GQG Partners Rajiv Jain 2 filing periods
13F 2025-03-31 Filed 2025-05-13
New Shares - 13F value change +$1.6B
13F 2025-06-30 Filed 2025-08-13
Sold out Shares -100.0% 13F value change -$1.6B
Settlement As of 13F 2025-06-30 · Filed 2025-08-13
Base shares 0 Last 2 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.