GE Is Splitting in Two. Here’s What the Parts Are Worth.

By March 22, 202320 views

GE Is Splitting in Two. Here’s What the Parts Are Worth. | Barron’s

will separate its power businesses from the aerospace business in early 2024. It feels like a long way off, but investors will eventually have to value the two businesses separately to see what’s next for

stock. One analyst is getting a jump on that process.

Tuesday evening, Wolfe Research analyst Nigel Coe published his first estimates for GE’s power business, which will be called GE Vernova, and the remaining GE aerospace business.