Yes, Industrial Select Sector SPDR Fund (XLI) holds GE with 6.76% (as of 2026-07-16).

GE Aerospace (GE) is held by XLI (6.76%).

What AI bubble is GE in?

GE Aerospace (GE) is mapped to the Cooling / DC Infra bubble on QuantAbundancia. 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 $345.73 on 2026-07-16.

GE

NYSEAnalystsStrong Buy·21+8%

GE Aerospace

Industrials · Aerospace & Defense

$345.73last close

+29.9%~252d

Price

+29.89% over 1Y

4 auto-fib

Thesis

as of 2026-07-16

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

Analyze GE· interactive tools

Bubbles· capital-flow co-movement

Conviction· in 1 watchlist

Top correlated· 252d co-movement

0.72
0.64
0.56
0.52

Frequently asked questions

Is GE in XLI?: Yes, Industrial Select Sector SPDR Fund (XLI) holds GE with 6.76% (as of 2026-07-16).
What ETFs hold GE?: GE Aerospace (GE) is held by XLI (6.76%).
What AI bubble is GE in?: GE Aerospace (GE) is mapped to the Cooling / DC Infra bubble on QuantAbundancia. 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 $345.73 on 2026-07-16.

GE

Price

Thesis

Analyze GE· interactive tools

Bubbles· capital-flow co-movement

Conviction· in 1 watchlist

Top correlated· 252d co-movement

Frequently asked questions

Related research· long-form analysis touching GE

Recent news· high-signal only

Held by ETFs

Key levels

Facts