CHARGED ALPHA
Stock Analysis
GE Industrials Latest YouTube: Q1 2026

GE Aerospace

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Library coverage

Episodes tracked
3
Episodes linked
3
Latest video
Q1 2026
Podcast available
Yes
Current price
$335.30
+2.90 (+0.87%)
Trailing / Forward P/E
41.65x
Forward: 38.60x
Market cap / Volume
Volume:
Revenue / Earnings Growth
24.7%
Earnings: -1.8%
Margins
20.2% op
Gross: 31.1% · Net: 17.9%
Balance sheet
1.01x current
Debt / Equity: 116.5
52-week range / Beta
$232.24 - $348.48
Beta: 1.38
Analyst target
$350.95
Upside: 4.7%
Cash / shareholder return
1.62% FCF yield
Dividend yield: 0.47%

Company context

Industry: Aerospace & Defense
Country: United States
Employees:
Price to book: 18.83x
Return on equity: 45.4%
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. 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, sensors and engine accessories for fixed wing and rotorcraft applications for commercial and military end users under the Avio Aero, Unison, Dowty Propellers, and Colibrium Additive brands. The company operates in the United States, Europe, Asia, the Americas, the Middle East, and Africa. General Electric Company was incorporated in 1892 and is based in Evendale, Ohio.

Price chart

Market context for GE

Competitive view

GE vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

GE Aerospace latest YouTube video thumbnail YouTube
GE Aerospace
GE
Latest video
Q1 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Honeywell International Inc. latest YouTube video thumbnail YouTube
Honeywell International Inc.
HON
Latest video
Q1 2026
Growth profile looks mature or currently muted, which can cap multiple expansion unless execution improves.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Lockheed Martin Corporation latest YouTube video thumbnail YouTube
Lockheed Martin Corporation
LMT
Latest video
Q1 2026
Growth profile looks mature or currently muted, which can cap multiple expansion unless execution improves.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
GE
$350.33B
GE Aerospace
HON
$139.60B
Honeywell International Inc.
LMT
$124.58B
Lockheed Martin Corporation
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
GE
41.6x
GE Aerospace
HON
35.2x
Honeywell International Inc.
LMT
26.2x
Lockheed Martin Corporation
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
GE
38.6x
GE Aerospace
HON
19.2x
Honeywell International Inc.
LMT
16.8x
Lockheed Martin Corporation
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
GE
24.7%
GE Aerospace
HON
2.4%
Honeywell International Inc.
LMT
0.3%
Lockheed Martin Corporation
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
GE
-1.8%
GE Aerospace
HON
-41.9%
Honeywell International Inc.
LMT
-11.5%
Lockheed Martin Corporation
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
GE
20.2%
GE Aerospace
HON
21.0%
Honeywell International Inc.
LMT
11.0%
Lockheed Martin Corporation
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
GE
31.1%
GE Aerospace
HON
36.9%
Honeywell International Inc.
LMT
9.9%
Lockheed Martin Corporation
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
GE
17.9%
GE Aerospace
HON
10.9%
Honeywell International Inc.
LMT
6.4%
Lockheed Martin Corporation
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
GE
45.4%
GE Aerospace
HON
24.3%
Honeywell International Inc.
LMT
67.6%
Lockheed Martin Corporation
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
GE
1.6%
GE Aerospace
HON
2.1%
Honeywell International Inc.
LMT
3.2%
Lockheed Martin Corporation
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
GE
116.53x
GE Aerospace
HON
257.39x
Honeywell International Inc.
LMT
276.37x
Lockheed Martin Corporation
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
GE
1.01x
GE Aerospace
HON
1.39x
Honeywell International Inc.
LMT
1.14x
Lockheed Martin Corporation
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
GE
1.38
GE Aerospace
HON
0.84
Honeywell International Inc.
LMT
0.11
Lockheed Martin Corporation
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
GE
0.5%
GE Aerospace
HON
2.1%
Honeywell International Inc.
LMT
2.5%
Lockheed Martin Corporation
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
GE
4.7%
GE Aerospace
HON
12.0%
Honeywell International Inc.
LMT
15.7%
Lockheed Martin Corporation

Episode timeline

Episode archive for GE

Each row is one earnings episode with every verified platform link available.

Q1 2026
Episode live
Published youtube complete
GE Stock: Record $12.4B Revenue — Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for GE Aerospace. Use the links on the right to open the video or podcast episode.
Q1 2026
Episode live
Published youtube complete
GE Q1 2026 earnings analysis
Quarterly earnings-analysis entry for GE Aerospace. Use the links on the right to open the video or podcast episode.
Deep Dive
Episode live
Published podcast complete
Charged Alpha | GE Aerospace (GE) | S&P 500 Deep Dive — Ep. 173
Quarterly earnings-analysis entry for GE Aerospace. Use the links on the right to open the video or podcast episode.