General Electric, a historic company founded in 1892 by Thomas Edison, split into three separate publicly traded companies in 2021. GE HealthCare Technologies, GE Aerospace, and GE Vernova are the new entities. While GE HealthCare has underperformed the market, GE Aerospace and GE Vernova have seen significant growth since the split, with GE Aerospace up by 100% and GE Vernova climbing by 400%.

GE Aerospace and GE Vernova have both had a successful 2025, with GE Vernova up by 95% and GE Aerospace rising by 85%, outperforming the broader market. GE Aerospace is forecasted to have double-digit annual revenue growth from 2025 to 2028, with EPS expected to rise from $6.10 in 2025 to $8.40 in 2028. GE Vernova has a significant backlog of grid and electrification equipment and is expected to grow its total backlog to $200 billion by 2028.

There is a supply-demand imbalance in the aircraft industry, with increased demand for air travel and a shortage of aircraft and components due to production halts during the COVID-19 pandemic. GE Aerospace management forecasts strong revenue growth from 2025 to 2028, with potential for significant earnings per share growth. GE Vernova is well-positioned to benefit from the increasing power needs of artificial intelligence data centers.

Investors are advised to consider the opportunities presented by GE Aerospace and GE Vernova in 2026, as both companies have shown strong growth potential since the split from the original General Electric. GE Aerospace and GE Vernova have outperformed the market and have favorable revenue and earnings forecasts, making them attractive options for investors.

Read more at Yahoo Finance: These 2 General Electric Spin-offs Had a Banner 2025. Can It Continue?