Dec. 12 at 8:53 PM
GE split into three companies in 2021, rewarding long-term investors with gains of over 600% for those holding all spinoffs, far outperforming the S&P 500, Bitcoin, and Nvidia.
GE HealthCare , initially expected to grow fastest, has lagged with 42% returns due to trade tensions, cautious hospital spending, and lower profit margins. GE Aerospace , retaining jet engine and related businesses, has outperformed with strong sales, margins, and a multiyear backlog driven by global air traffic growth.
GE Vernova , formerly Renewable Energy & Power, was underestimated. Its large, profitable gas turbines and rising demand—partly fueled by AI-driven electricity needs—have boosted shares roughly 400% since the spinoff. Analysts cite broad electrification of U.S. buildings and data centers as key drivers of sustained electricity demand growth.
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