Aviation and EV Demand to Impact Q1 Earnings for GM and GE

General Electric is expected to report a Q1 profit for the first time in three years, with aviation revenue projected to increase 20% from last year. The company's decision to split into three separate companies is beginning to bear fruit, with the spinoff of GE HealthCare completed in January and the separation of its energy and aviation businesses expected early next year. GE's aviation division is its largest and most profitable, with margins expected to improve from a year ago. GE stock is up 52.7% on the year, above the S&P 500 Industrials.