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What smart money is saying about GE AerospaceUnited States flag

GE · Industrials · Aerospace & Defense · Market cap $324.05B

3 funds in our archive have pitched GE Aerospace — most recently Mar Vista US Quality in June 2025.

Company profile

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the Commercial Engines & Services and Defense & Propulsion Technologies segments. The Commercial Engines & Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense & Propulsion Technologies segment offers defense engines and critical aircraft systems. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

Fund coverage · 3 theses

  • Mar Vista US Quality
    June 2025

    GE Aerospace is well-positioned for long-term growth due to its market dominance in aircraft engines, robust aftermarket services, and technological leadership, despite competitor challenges.

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  • Rothshild&Co
    March 2025

    General Electric (GE) is well-positioned for highly profitable growth in its commercial aircraft engines segment, which dominates the market and offers strong pricing power due to significant barriers to entry and a lucrative aftermarket.

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  • Aristotle Core Equity
    December 2024

    GE Aerospace is poised for strong growth in its commercial engine business, aiming for $10 billion in annual operating profit by 2028 and significant returns to shareholders.

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