GE Aerospace (NYSE:GE) Announces Earnings Results, Beats Expectations By $0.13 EPS

GE Aerospace (NYSE:GE) posted its earnings results on Thursday. The company reported $1.57 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.44 by $0.13, FiscalAI reports. The firm had revenue of $11.90 billion for the quarter, compared to analyst estimates of $11.27 billion. GE Aerospace had a return on equity of 34.01% and a net margin of 18.34%.

GE Aerospace Price Performance

Shares of NYSE GE opened at $318.71 on Thursday. The business has a 50-day moving average of $305.49 and a 200-day moving average of $291.81. The company has a market capitalization of $336.18 billion, a price-to-earnings ratio of 42.55, a PEG ratio of 2.13 and a beta of 1.40. The company has a debt-to-equity ratio of 0.99, a current ratio of 1.08 and a quick ratio of 0.76. GE Aerospace has a 1-year low of $159.36 and a 1-year high of $332.79.

GE Aerospace Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, January 26th. Shareholders of record on Monday, December 29th will be given a $0.36 dividend. The ex-dividend date of this dividend is Monday, December 29th. This represents a $1.44 annualized dividend and a yield of 0.5%. GE Aerospace’s dividend payout ratio (DPR) is 19.23%.

Insider Activity at GE Aerospace

In related news, SVP Russell Stokes sold 8,000 shares of GE Aerospace stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $297.71, for a total transaction of $2,381,680.00. Following the sale, the senior vice president owned 150,434 shares of the company’s stock, valued at $44,785,706.14. The trade was a 5.05% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 0.21% of the company’s stock.

Hedge Funds Weigh In On GE Aerospace

Large investors have recently modified their holdings of the stock. Brighton Jones LLC increased its holdings in shares of GE Aerospace by 25.3% in the 4th quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock valued at $2,003,000 after acquiring an additional 2,421 shares during the last quarter. Revolve Wealth Partners LLC boosted its holdings in GE Aerospace by 7.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock worth $375,000 after purchasing an additional 150 shares during the period. Sivia Capital Partners LLC increased its stake in GE Aerospace by 4.6% during the second quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock valued at $1,116,000 after purchasing an additional 191 shares during the last quarter. Main Street Financial Solutions LLC raised its holdings in shares of GE Aerospace by 348.6% during the second quarter. Main Street Financial Solutions LLC now owns 5,899 shares of the company’s stock worth $1,518,000 after purchasing an additional 4,584 shares during the period. Finally, HUB Investment Partners LLC lifted its position in shares of GE Aerospace by 4.2% in the 2nd quarter. HUB Investment Partners LLC now owns 9,035 shares of the company’s stock worth $2,326,000 after buying an additional 366 shares during the last quarter. Institutional investors own 74.77% of the company’s stock.

Analysts Set New Price Targets

Several analysts have recently issued reports on GE shares. JPMorgan Chase & Co. upped their price objective on GE Aerospace from $275.00 to $325.00 and gave the company an “overweight” rating in a research report on Monday, October 27th. Wolfe Research boosted their target price on shares of GE Aerospace from $340.00 to $360.00 and gave the company an “outperform” rating in a research note on Monday, January 12th. Susquehanna restated a “positive” rating and issued a $380.00 target price on shares of GE Aerospace in a report on Thursday, January 15th. Zacks Research downgraded shares of GE Aerospace from a “strong-buy” rating to a “hold” rating in a report on Friday, September 26th. Finally, Bank of America boosted their price objective on shares of GE Aerospace from $310.00 to $365.00 and gave the company a “buy” rating in a research report on Monday, October 27th. Sixteen equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, GE Aerospace currently has an average rating of “Moderate Buy” and an average target price of $314.00.

GE Aerospace News Summary

Here are the key news stories impacting GE Aerospace this week:

• Positive Sentiment: Q4 results beat: GE reported $1.57 EPS vs. $1.40 consensus and $11.90B revenue vs. $11.27B expected, with strong margins and ROE — confirms execution and supports earnings multiple. View Press Release
• Positive Sentiment: Upbeat 2026 profit outlook: GE said 2026 profit will top estimates, driven by high‑margin aftermarket parts & services as airlines prioritize maintenance amid aircraft supply constraints — supports revenue visibility and cash flow. GE Aerospace forecasts 2026 profit above estimates on aftermarket strength
• Positive Sentiment: Defense technology exposure: Collaboration with Lockheed Martin on a rotating detonation ramjet highlights defense R&D and potential long‑term TAM expansion beyond commercial aftermarket. Lockheed Martin and GE Aerospace Showcase Rotating Detonation Ramjet
• Positive Sentiment: Cash flow/dividend upside narrative: Commentaries note rising free cash flow could support a larger dividend over time, which would appeal to income‑oriented investors. GE Aerospace dividend could soar as free cash flow takes flight
• Neutral Sentiment: Analyst previews & model updates: Several outlets summarized recent analyst forecast changes ahead of the print — useful for tracking consensus shifts but not a single catalyst. GE Aerospace Gears Up For Q4 Print; Here Are The Recent Forecast Changes From Wall Street’s Most Accurate Analysts
• Neutral Sentiment: Local partnerships & talent pipeline: University of Cincinnati extension can help engineering recruitment/innovation but is a longer‑term operational positive. GE Aerospace Foundation extends partnership with top Cincinnati university
• Negative Sentiment: Momentum/valuation risk: Commentary notes GE’s stock has lost some bullish momentum and carries a high P/E vs. historical norms — the market will be sensitive to 2026 guidance execution and any signs of margin or backlog weakness. GE’s stock has lost its bullish momentum. Can earnings provide the jolt it needs?

GE Aerospace Company Profile

GE Aerospace (NYSE: GE) is the aerospace business of General Electric, focused on the design, manufacture and support of aircraft engines, integrated propulsion systems and related aftermarket services. The company serves commercial airlines, airframers, business and general aviation operators, and defense customers, providing propulsion solutions for a broad range of aircraft types from single‑aisle airliners to widebody and military platforms.

Its product portfolio includes a family of commercial and military jet engines as well as spare parts, components and systems engineering.