Do we like them?

Do we like General Electric (GE Aerospace)?

Jet engines, defense propulsion and services, based in Evendale, Ohio. Now trades as GE Aerospace after the GE Vernova spin-off.

Our score: 6 out of 10. A strong, safety-focused engine maker that is hiring and investing in US factories. Its record includes a big shareholder settlement, a federal parts case and a 2025 strike. We'd back it with some caution.

GE is the old US industrial giant. It has now narrowed down to GE Aerospace, which makes jet engines, and its energy arm was spun off as GE Vernova. Larry Culp is the CEO who led the shrink-down.

Business looks strong. The company raised its full-year 2026 guidance in July. It is putting $1B into US factories and plans to hire another 5,000 people, and about a third of the business is tied to defense.

There is baggage from the old GE. It agreed to pay $362.5M to settle a shareholder suit over its power business, and both sides denied wrongdoing. In 2023 it paid $9.4M to settle federal claims that a Massachusetts plant sold the Army and Navy parts that weren't properly inspected.

In 2025, over 600 UAW workers at the Evendale, Ohio and Erlanger, Kentucky sites went on strike. FlightGlobal reported that they ratified a contract adding at least 50 unionised jobs at Evendale and 32 at Erlanger. LEAP engine durability problems have also slowed deliveries. We give it a decent, not glowing, score.