Investor Leo Nelissen continues to hold GE Aerospace shares despite its high earnings multiple of 40x, citing the company's dominant market position and resilient business model. He prioritizes long-term winners with strong competitive advantages and high returns on capital, rather than reacting to short-term valuation concerns. Nelissen follows a 'never sell' strategy for companies like GE, Union Pacific (UNP), and Texas Pacific Land (TPL), only considering selling if fundamental business issues arise. This approach emphasizes durable moats and sustainable reinvestment opportunities over market cycles.
The GE Aerospace GEnx-1B engine, which powers the Boeing 787 Dreamliner, has surpassed 50 million flight hours in just over 14 years, marking the fastest milestone for any GE commercial widebody engine. It is used by over 50 operators worldwide and m...
GE Aerospace reported strong Q2 2026 results with revenue up 24%, earnings per share up 22%, and free cash flow up 43%. Despite some margin pressure from engine growth and new product ramp-up, the company’s large $170 billion services backlog and hig...
General Electric, now operating as GE Aerospace, reported strong Q2 2026 earnings with EPS of $2.02 and revenue of $13.35 billion, both exceeding analyst expectations. The company's growth was driven by high demand in its commercial aerospace service...
GE Aerospace, now focused solely on aerospace after strategic spin-offs, is set to report Q2 2026 earnings with an expected EPS of $1.86, marking a 12.1% increase year-over-year. Revenue is projected to grow 16.8% to $11.87 billion, driven by strong ...
