Skip to contentHome page Seeking Alpha - Power to InvestorsApr 21, 2026, 1:44 PM ETGeneral Electric Company (GE) Stock, GE:CA StockLeo NelissenInvesting Group LeaderCommentsSummaryGE Aerospace remains a top industrial compounder with 75% commercial engine market share and robust secular tailwinds in both commercial and defense segments.Despite Q1 '26 beats—orders up 90%, adjusted revenue up 29%, and EPS up 25%—GE did not raise guidance due to Middle East conflict and inflation risks.GE’s backlog exceeds $210 billion, with strong defense demand offsetting commercial headwinds; FLIGHT DECK program drives service revenue and high free cash flow conversion.Valuation is stretched at a low-40s P/E, but I maintain a Buy rating, viewing dips as opportunities given long-term compounding potential and TOLL stock characteristics.Looking for more investing ideas like this one? Get them exclusively at Main Street Alpha.