2 Monster Stocks to Hold for the Next 10 Years

General Electric was an industrial empire dating back to the late 1800s. However, it isn't one massive conglomerate anymore. After some rocky years following the financial crisis, General Electric began a process in 2021 to split into three publicly traded entities.

The healthcare business spun off first, as GE HealthCare Technologies in 2023, followed by GE Vernova (NYSE: GEV) in 2024. Only General Electric's aerospace and aviation business remained after that, so General Electric kept its iconic ticker symbol but changed its name to GE Aerospace (NYSE: GE).

The split has successfully unlocked significant value for shareholders over the past couple of years. Of the three entities, GE Vernova and GE Aerospace have each delivered gains of over 100% since April 2024. Here's why these two monster stocks are no-brainers for investors to buy and hold for the next decade and beyond.

Image source: The Motley Fool.

GE Vernova is the AI stock you didn't know you were missing

When investors think of artificial intelligence (AI), chips and data centers get most of the attention. But an increasingly bright spotlight is shining on energy. Data centers are straining the country's electric grid, driving significant infrastructure investments to bring more power online. GE Vernova is one of the leaders in gas and steam turbines for power plants, wind turbines and blades, and electrical grid components. Its customers generate a quarter of the world's electricity.

Energy demands are soaring, driving greater investment. The World Resources Institute estimates that global transmission and distribution infrastructure will need to double by 2050 to accommodate the world's power needs. GE Vernova's electrification business reflects this trend; its backlog has more than quadrupled since 2022.

In the shorter term, GE Vernova's gas turbine business is red hot. Data center power requirements are driving demand for gas-fired electricity, which is cleaner than coal, and complements intermittent renewables. The company's Gas Power equipment backlog and slot reservation agreements increased from 83 gigawatts to 100 gigawatts in the first quarter of 2026, and management expects that to rise to 110 gigawatts by year's end.

These two flourishing business segments have analysts optimistic about the future. Currently, long-term earnings estimates stand at 31% annualized growth, enough growth to make buying the stock at just over 30 times trailing 12-month earnings a no-brainer. Shares of GE Vernova could be a bona fide market-beating stock over the next 10 years.

2. GE Aerospace is a top-notch aviation and aerospace blue chip

Aviation and defense aerospace should also remain hot industries for the foreseeable future. Commercial aviation should continue to grow as the global economy expands. Meanwhile, aerospace is an evergreen business for military customers. Commercial jet engines are GE Aerospace's primary business, which accounts for approximately two-thirds of the company's total revenue. It's a long-tail business, as each engine sold generates years of maintenance and replacement parts revenue.

GE Aerospace's defense and propulsion technologies segment rounds out the remaining third of the company. In this segment, GE Aerospace sells engines and propulsion systems to government customers for fighter jets and rotary aircraft. Both the commercial and defense businesses are highly spec-driven, making it extremely difficult for competitors to dislodge the supplier once an aircraft is fully designed and built.

Like GE Vernova, GE Aerospace is also enjoying very strong demand for its products and services. Orders totaled $23 billion in the first quarter of 2026, up 87% year over year. GE Aerospace sells to major U.S. airlines, including American Airlines, United Airlines, and Delta Airlines. It boasts a $170 billion commercial services backlog that should drive the business well into the coming years.

In all, Wall Street analysts estimate that GE Aerospace will grow earnings at an annualized rate of more than 14% over the long term. The stock's valuation is higher than GE Vernova's, with a price-to-earnings ratio of 37. Still, its massive backlog sets the stage for a bright future, and the valuation is reasonable enough for GE Aerospace's anticipated growth that buying the stock now should still work out quite well for investors over a decade-long holding period.

Justin Pope has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends GE Aerospace, GE HealthCare Technologies, and GE Vernova. The Motley Fool recommends Delta Air Lines. The Motley Fool has a disclosure policy.