---
title: GE Aerospace (GE) — intrinsic value and fair price
canonical: https://sweetvaluelab.com/stocks/ge
ticker: GE
as_of: 2026-10-17
sector: Industrials
industry: Aerospace & Defense
---
# GE Aerospace (GE)

GE Aerospace (GE) closed at $313.83 on Oct 16, 2026, overvalued by 101% vs its model value of $156.22 (from a five-year discounted cash flow).

## Key figures

| Figure | Value |
| --- | ---: |
| Last close | $313.83 (Oct 16, 2026) |
| Model value (from a five-year discounted cash flow) | $156.22 |
| Price vs model | overvalued by 101% vs model |
| Range of that model | $110.33 – $271.87 |
| Market value | $325.6B |
| P/E (fiscal 2025) | 38.6 |
| Net margin (fiscal 2025) | 19.0% |
| Free cash flow (fiscal 2025) | $7.3B |
| Dividend yield (trailing twelve months) | 0.56% |
| Beta | 1.37 |
| Cost of capital (WACC) | 9.92% |
| Business classification | Mature & Stable (Revenue declining (~-18% recent), Moderate margins (19% net margin), Highly cyclical earnings) |

## On the stock lists

| List | Place | Figure | Page |
| --- | ---: | ---: | --- |
| Largest companies | #35 | $325.6B | https://sweetvaluelab.com/lists/largest-companies |

## Dividends

| Figure | Value |
| --- | ---: |
| Trailing dividend yield | 0.56% |
| Dividends per share, last 12 months | $1.77 |
| Coverage | — |
| Raised | 3 years in a row |
| Growth over 5 years | 54.8% a year |
| Latest payment | $0.47, ex-date Oct 5, 2026, paid Oct 26, 2026 |

| Year of payments | Dividends per share |
| --- | ---: |
| To Sep 24, 2021 | $0.20 |
| To Sep 26, 2022 | $0.20 |
| To Sep 25, 2023 | $0.24 |
| To Sep 26, 2024 | $0.90 |
| To Sep 29, 2025 | $1.36 |
| Trailing twelve months (to Oct 5, 2026) | $1.77 |

## Valuation models

Each model's value per share and the role the engine gave it for this business. The headline above is one model's value; every other model is listed with its own, and each has a page of its own under the valuation. Computed Oct 17, 2026.

| Model | Role | Value per share | Low | High |
| --- | --- | ---: | ---: | ---: |
| DCF · Perpetuity growth · 5y | primary | $156.22 | $110.33 | $271.87 |
| DCF · Perpetuity growth · 10y | cross check | $173.10 | $124.53 | $293.44 |
| DCF · EBITDA exit · 5y | cross check | $262.29 | $200.77 | $334.20 |
| DCF · EBITDA exit · 10y | cross check | $260.74 | $192.84 | $349.78 |
| P/E · peers | cross check | $210.95 | $195.62 | $255.58 |
| P/E · own history | cross check | $276.17 | $157.83 | $335.79 |
| PEG | sanity check | $77.61 | $77.61 | $77.61 |
| EV/EBITDA · peers | cross check | $205.52 | $157.89 | $226.06 |
| EV/Revenue · peers | cross check | $129.18 | $122.63 | $161.29 |
| Earnings power value | cross check | $9.84 | $7.55 | $12.95 |
| Dividend discount | cross check | $33.36 | $23.88 | $46.73 |

## Insider activity (SEC Form 4)

Past 90 days: 0 open-market buys ($0) and 8 open-market sales ($7.2M); 10b5-1 plan sales included.

| Date | Insider | Relationship | Transaction | Shares | Value |
| --- | --- | --- | --- | ---: | ---: |
| Sep 30, 2026 | BUSH WESLEY G | Director | Grant / award | 120 | $38,616 |
| Sep 30, 2026 | Bazin Sebastien | Director | Grant / award | 117 | $37,650.6 |
| Sep 30, 2026 | Althoff Judson | Director | Grant / award | 35 | $11,263 |
| Aug 11, 2026 | Giglietti Robert M. | Vice President | Option/RSU exercise | 10,242 | $0 |
| Aug 11, 2026 | Giglietti Robert M. | Vice President | Open-market sell | 4,898 | $1.8M |

## Recent SEC filings

| Filed | Form | What | Filing |
| --- | --- | --- | --- |
| Sep 22, 2026 | 8-K | 5.02 Departure/Election of Directors or Officers; 8.01 Other Events; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/40545/000004054526000059/ge-20260921.htm |
| Sep 8, 2026 | 8-K | 7.01 Regulation FD Disclosure; 8.01 Other Events; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/40545/000095014226002501/eh260827362_8k.htm |
| Jul 16, 2026 | S-8 | Employee stock plan registration | https://www.sec.gov/Archives/edgar/data/40545/000004054526000051/geaerospace-formsx8globale.htm |
| Jul 16, 2026 | 10-Q | Quarterly report | https://www.sec.gov/Archives/edgar/data/40545/000004054526000049/ge-20260630.htm |
| Jul 16, 2026 | 8-K | 2.02 Results of Operations (Earnings); 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/40545/000004054526000047/ge-20260716.htm |

## Superinvestors holding it (latest 13F)

| Manager | Quarter | Shares | Value |
| --- | --- | ---: | ---: |
| Chris Hohn | 2026-06-30 | 47,428,233 | $17.7B |
| Nelson Peltz | 2026-06-30 | 4,030,765 | $1.5B |
| AKO Capital | 2026-06-30 | 771,417 | $288.3M |
| Polen Capital | 2026-06-30 | 690,493 | $258.1M |

11 tracked managers in all.

## About

Based in Evendale, Ohio, GE Aerospace is a prominent American aviation enterprise with roots tracing back to its 1878 founding by Thomas Alva Edison. The company specializes in manufacturing and supplying jet and turboprop engines, along with integrated systems, for an extensive range of aircraft, including those in commercial, military, business, and general aviation use. Its robust brand lineup features Avio Aero, Unison, GE Additive, and Dowty Propellers. GE Aerospace organizes its activities into two core segments: Commercial Engines & Services, and Defense & Propulsion Technologies. The Commercial Engines & Services division oversees the design, development, production, and maintenance of jet engines for commercial airframes, business aviation, and aeroderivative applications. Meanwhile, the Defense & Propulsion Technologies segment is dedicated to providing vital engines and critic…

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Source: https://sweetvaluelab.com/stocks/ge (SweetValueLab, free, no account). Prices and statements from Financial Modeling Prep; filings from SEC EDGAR. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.