Analysts RBC Capital provided their views on General Electric Company (NYSE:GE) following the company’s hosted in-person 2022 Outlook meeting on March 10.

Among the key takeaways, the analysts mentioned that the three-way separation is on track, 2022 guidance was reaffirmed, and the manufacturing tour showcased significant Lean Manufacturing productivity success that the company is realizing under chairman/CEO Larry Culp’s sweeping transformation.

According to the analysts, the majority of the company’s new 2022 and 2023 segment framework was mostly as expected. There were no stock-moving new disclosures. The analysts continue to believe there is upside ahead on faster breakup timing and potential for value-creating divestitures vs. the base case three-way split.