General Electric, a titan of American industry, has undergone a monumental transformation, culminating in its split into three distinct, publicly traded entities: GE HealthCare, GE Vernova, and GE Aerospace. This strategic move aims to unlock value by allowing each company to focus on its core market.
GE Aerospace, retaining the iconic ‘GE’ ticker, stands as the behemoth of the former conglomerate and is set to report earnings tomorrow, before the opening bell. Whilst the stock is trading strongly higher over the past year, the start of 2026 has been less kind to holders, sitting down 5% into earnings, but what can we expect from here?
Earnings season is getting underway, and GE is putting up numbers, with the markets eagerly awaiting the print. Revenue on the quarter is expected to come in at $10.71B, a 19% sales growth rate Y/Y, with the next FY (27) also expected to come in with double digit growth. EPS is expected to come in at $1.60, a more moderate rate of growth, yet still a positive direction from the $1.49 per share delivered this time last year.
GE is a world leader in the manufacturing of jet engines for commercial and military aircraft, and with the aerospace industry currently experiencing a significant upswing, driven by a rebound in travel demand and a large backlog of aircraft orders. With its established market position, long-term service agreements, and technological prowess, GE Aerospace is well-positioned to capitalize on these tailwinds. The company’s financials are robust, and it’s expected to be a significant generator of free cash flow, promising strong returns to shareholders through dividends and buybacks.
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The split of General Electric has created two compelling but distinct investment opportunities, with GE (GE Aerospace) adding 70% over the past 12 months, and GEV (GE Vernova) adding 218% over the same period. GE Aerospace represents a more stable, cash-rich business with a clear growth trajectory tied to the aviation cycle, yet that stability has seen lower growth and a stock that has stalled this year. GE Vernova on the other hand offers a higher-risk, higher-reward play on the future of energy, with it’s own earnings coming one day later this week.
