Barron’s reported, citing Barclays analyst Scott Davis, that GE Capital Aviation Services is “a fantastic asset,” noting GE’s aircraft leasing unit doesn’t get the credit it deserves.

GE has shed about $200 billion in GE Capital assets since its announcement in April 2015 that it would divest itself of most of its GE Capital assets with the exception of the “verticals” that support a number of its industrial businesses, i.e., GECAS, Energy Financial Services and Industrial Finance.

The significance of GECAS in this scenario is with $40.8 billion in assets as of the end of the first quarter, it represents over 50% of the total of $75.3 in vertical assets. More significantly, GECAS’s Q1/17 net earnings of $386 million represented over 72% of GE Capital’s reported $535 million in “vertical” earnings.