Selloff or Market Correction? Either Way, Here's What to Do NextSee Overvalued Stocks

GE completes three-way split, breaking off from its storied past

Published 04/02/2024, 06:36 AM
Updated 04/02/2024, 04:16 PM
© Reuters. FILE PHOTO: General Electric logo is seen through magnifier in front of displayed Aviation, Energy, Healthcare words in this illustration taken, November 9, 2021. REUTERS/Dado Ruvic/Illustration/File Photo
GE
-

By Rajesh Kumar Singh and Abhijith Ganapavaram

CHICAGO (Reuters) -General Electric on Tuesday completed its breakup into three companies, marking the end of the 132-year-old conglomerate that was once the most valuable U.S. corporation and a global symbol of American business power.

The industrial giant's aerospace and energy businesses began trading on the New York Stock Exchange as separate entities more than a year after GE spun off its healthcare business.

GE Aerospace has retained the GE symbol. The energy unit, GE Vernova, made its debut under the ticker symbol GEV.

GE Aerospace shares were up about 2% at mid-afternoon. Vernova rose about 5%.

The breakup culminates CEO Larry Culp's efforts to turn around a company that looked all but dead due to bad investments and the 2008 financial crisis that nearly bankrupted its most profitable business, GE Capital.

When Culp, the first outsider to run GE, took the helm in 2018, the company was struggling with weak profits and a mountain of debt. Its stock had fallen nearly 80% from highs in 2000 and lost its spot in the Dow Jones Industrial Average after over a century in the blue-chip stock index. The tumult prompted GE's board to oust two of his predecessors in less than two years.

Culp's task to save the struggling conglomerate became more challenging when its lucrative jet engine business fell victim to the coronavirus pandemic as global air travel dried up. However, his focus on paying off debt by selling assets and improving cash flows by streamlining operations and cutting overhead costs ushered in a recovery.

GE has slashed more than $100 billion of debt and quadrupled its free cash flow since 2018. Its market cap has grown by about $100 billion to $192 billion.

"With the successful launch of three independent, public companies now complete – today marks a historic final step in the multi-year transformation of GE," Culp said on Tuesday.

Culp, as the CEO of GE Aerospace, rang the NYSE opening bell on Tuesday, along with Vernova CEO Scott Strazik.

GE was formed in 1892 after famed inventor Thomas Alva Edison merged Edison General Electric (NYSE:GE) Co with a rival. In subsequent years, it has touched all parts of life - from bringing electricity to selling appliances to financing mortgages.

After the split, it will be left with its aerospace business, which makes engines for Boeing (NYSE:BA) and Airbus jets and generates more than 70% of its revenue from services.

Analysts estimate the market value of GE Aerospace at more than $100 billion after the spinoff. It is benefiting from a surge in demand for aftermarket services because jet delivery delays by Boeing and Airbus are forcing airlines to fly older planes for longer.

© Reuters. FILE PHOTO: General Electric logo is seen through magnifier in front of displayed Aviation, Energy, Healthcare words in this illustration taken, November 9, 2021. REUTERS/Dado Ruvic/Illustration/File Photo

Last month, it forecast operating profit of about $10 billion in 2028.

"We expect GE Aerospace's engine business flywheel to spin off decades of profitable growth," Nicolas Owens, equity analyst at Morningstar, wrote in a note.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.