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GE Aerospace

GE
NYSE
$321.86

How effective is GE Aerospace's capital allocation strategy?

Management articulates a clear hierarchy: invest in safety/quality/throughput and next‑gen technology (GE9X, GEnx, T901, CFM RISE), while returning significant cash to owners.

In 2025 the company lifted its 2028 outlook and increased 2024–2026 capital returns to roughly $24 billion, and has been actively repurchasing shares under a $15 billion authorization.

The quarterly dividend was set at $0.36 per share in 2025. Share count declined from 1.074 billion at 12/31/24 to 1.055 billion at 9/30/25 as buybacks accelerated, indicating disciplined deployment.

Capex and targeted footprint investments, including nearly $1 billion in U.S. manufacturing and supply chain for 2025, support durability, output, and quality.