Yes, Industrial Select Sector SPDR Fund (XLI) holds GE with 6.36% (as of 2026-09-23).

GE Aerospace (GE) is held by XLI (6.36%).

What AI bubble is GE in?

GE Aerospace (GE) is mapped to the Cooling / DC Infra bubble on QuantAbundance. Classifier 2026-05-07: extended tier, corr 0.40 to cooling-dc-infra centroid (29 obs, 2nd: robotics 0.359). is_primary_bubble=FALSE.

What sector is GE in?

GE Aerospace is classified under GICS Industrials (Aerospace & Defense).

What is GE's last close price?

GE last closed at $319.78 on 2026-09-24.

GE

NYSENext earnings·Oct 20AnalystsBuy·21+25%

GE Aerospace

Industrials · Aerospace & Defense

$319.78last close

+6.5%~252d

Price

+6.49% over 1Y

4 auto-fib

Tese

em 2026-09-23

Bull case

Aftermarket-heavy aerospace franchise. ~70% of operating profit from services on installed base of ~44,000 commercial + ~26,000 military engines. LEAP narrow-body cycle still in early-mid shop-visit ramp.

- LEAP installed base ~3,500+ engines, first-overhaul wave 2026-2030 = recurring service revenue compounder

- GE9X monopoly on $787 successor wide-body class; backlog stretches into 2030s

- Aftermarket margins 25-30% vs OE near breakeven; mix shifts structurally up as fleet ages

- Defense leg ($F110, $XA100 6th-gen) optionality on NGAD + F-15EX

- Net cash balance sheet post-split, $7-8B/yr FCF guide

Bear case

- LEAP-1A durability issues (HPT blade premature distress) drove unscheduled removals in 2024-25, denting near-term shop visit cadence and customer trust

- Narrow-body OE production tied to $BA + $AIR rates; any MAX/neo slowdown defers engine deliveries

- Cyclical exposure to global air traffic ($ASK growth); 2-3yr lag to any travel downturn

- Competition from $RTX Pratt GTF on A320neo and Rolls-Royce on wide-body re-engining

- Valuation ~35x fwd P/E embeds smooth services ramp; any LEAP fix slip compresses multiple

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Analyze GE· interactive tools

Bubbles· capital-flow co-movement

Conviction· in 1 watchlist

Top correlated· 252d co-movement

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Frequently asked questions

Is GE in XLI?: Yes, Industrial Select Sector SPDR Fund (XLI) holds GE with 6.36% (as of 2026-09-23).
What ETFs hold GE?: GE Aerospace (GE) is held by XLI (6.36%).
What AI bubble is GE in?: GE Aerospace (GE) is mapped to the Cooling / DC Infra bubble on QuantAbundance. Classifier 2026-05-07: extended tier, corr 0.40 to cooling-dc-infra centroid (29 obs, 2nd: robotics 0.359). is_primary_bubble=FALSE.
What sector is GE in?: GE Aerospace is classified under GICS Industrials (Aerospace & Defense).
What is GE's last close price?: GE last closed at $319.78 on 2026-09-24.

Key levels

$314.72
0.618 retr of 268.91->388.84 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
+1.6%
$328.88
0.5 retr of 268.91->388.84 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
-2.8%
$343.03
0.382 retr of 268.91->388.84 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
-6.8%
$294.57
0.786 retr of 268.91->388.84 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
+8.6%

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Facts

Exchange: NYSE
Currency: USD
Market cap: $331.81B
Last update: 2026-09-24

Revenue (TTM)$50.6B

P/E37.7×

P/S6.5×

Net margin17.7%

GE