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GE’s Most Interesting Business After the Break-Up Will Be…

There’s no doubt that the GE Healthcare spinoff and the portion of the company that won’t get spun off will be the stronger two, but I think the third business will be the most interesting. Here’s why investors should not be quick to dismiss the combination of GE Power, GE Renewable Energy, and GE Digital. As a reminder, GE’s plans involve spinning off GE Healthcare in early 2023 (with GE retaining a 19.9% stake in the new company), and then combining GE Power, GE Renewable Energy, and GE Digital into one business and spinning that off in 2024.

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