Hold GE by Oct 20, 2026.

Here is my due diligence for GE Aerospace, I try and prepare such documents every quarter for my key investments. The summary for GE Aerospace for Q2 is this: a. The 4 main catalysts for this company are still intact, although some of these points are double-edged. GE will further optimise these so that we can expect further margin expansion in future. Eg. While the booking backlogs gives it visibility of the business, it also ties up cash and delays …