GE Aerospace (GE)

From the record

GE Aerospace's filings since 2017 show 2 warning events: an auditor change (8-K item 4.01, 2 times, the latest 2021-02-12) (its current reports).

From the record

GE Aerospace's 10 filed years say what it did: revenue went from $119 billion in fiscal 2016 to $46 billion in fiscal 2025, down 10.1% a year; it rose in 3 of 9 years; the deepest fall was 76% from fiscal 2016 to fiscal 2022; net income was positive in 6 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, GE Aerospace's diluted share count shrank about 1.1% a year, and dividends and buybacks returned about 79% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 19 sales (2 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-11-12 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, GE Aerospace earned about 47 cents of profit for every dollar of shareholders' money. Leverage: it owed about 86 cents per dollar of assets, and net share issuance: its share count shrank 2.2% over the year (the filed statements).

From the record

GE Aerospace's standing among 42 graded names in its industry family: revenue of $46 billion in fiscal 2025 ranks in the top 1% by size; a net margin of 19% ranks in the top 6%; revenue growth of 16.3% a year over the last 3 filed years ranks in the top 20% (its annual reports).

From the record

GE Aerospace's leadership, from its insiders' filings and its current reports: the chief executive on the record is Culp, H Lawrence Jr (Chairman and CEO, as filed), filing under that title since 2018-10-03, 8.1 years (top 31% of its family); the 20 officers and directors filing in the last fifteen months have been on the record a median of 3.1 years (bottom 12%); 10 officer or director changes were reported on Form 8-K since 2023-11-13, against the 20 people in charge now (top 48%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

GE Aerospace's room to grow, from the newest filed statements (fiscal 2025): cash of $12 billion against debt of $19 billion leaves -4.9% of its assets as net cash, bottom 40% of its family; cash from operations less capital spending is 15.8% of revenue (top 11%); research spending of 3.4% of revenue (bottom 38%) (its annual report).

From the record

GE Aerospace's growth drivers, from the filed years to fiscal 2025: revenue grew 16.3% a year over the last three filed years against -10.1% over all 10, speeding up (top 4% of its family); the newest year grew 18.5% (top 23%); research spending grew 25% a year (top 10%); capital spending grew 24.3% a year (top 24%) (its annual reports). GE Aerospace reported 2 lines of business in fiscal 2025: Commercial Engines and Services Reportable at $33 billion, Defense and Propulsion Technologies Reportable at $8.9 billion. 1 of 2 grew in the latest filed year, and the largest line is 79% of revenue (its annual report).

From the record

GE Aerospace's newest year against its own record: revenue of $46 billion in fiscal 2025 came in 2.8% above the $45 billion its prior three years' pace pointed to (top 42% of its family); net income of $8.7 billion against a prior three-year average of $5.5 billion (top 32%); a net margin of 19% against 15% before (top 37%) (its annual reports).