Stock Pulse
GE Aerospace, now the core of General Electric following the spin-offs of GE HealthCare and GE Vernova [12], saw increased 2024 revenue but decreased earnings due to lower investment gains and goodwill impairment [12]. Despite supply chain constraints [12] and a high valuation [3], [8], Aerospace is experiencing strong growth driven by jet engine demand [2], [9], prompting a $7 billion share repurchase and a 30% dividend increase [9]. While analysts predict low double-digit revenue growth and 15% earnings growth in 2025 [6], concerns remain about slower organic revenue growth [5] and competition from other high-growth sectors like AI [6], [9]. Expanding US factory investments aim to address rising demand and strengthen market position [2], but the loss of a key financial executive to Wheels Up [4] and ongoing litigation [12] pose potential risks. The successful spin-offs of GE HealthCare and GE Vernova are viewed positively [1], [10].