GE Aerospace (NYSE:GE) Posts Earnings Results, Beats Estimates By $0.14 EPS

GE Aerospace (NYSE:GE) posted its quarterly earnings results on Thursday. The company reported $1.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.43 by $0.14, FiscalAI reports. The firm had revenue of $11.90 billion during the quarter, compared to analysts’ expectations of $11.27 billion. GE Aerospace had a net margin of 18.34% and a return on equity of 34.01%. The firm’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same period in the prior year, the company posted $1.32 earnings per share. GE Aerospace updated its FY 2026 guidance to 7.100-7.400 EPS.

Here are the key takeaways from GE Aerospace’s conference call:

• GE Aerospace reiterated strong 2026 targets with low-double-digit revenue growth, operating profit of $9.85–$10.25B, EPS of $7.10–$7.40 (≈+15% midpoint), and $8–8.4B free cash flow with conversion above 100%.
• Management called 2025 “outstanding” — orders and revenue accelerated (full-year orders +32%, revenue +21%), EPS and free cash flow improved materially, and backlog grew to about $190 billion (nearly $20B higher year-over-year).
• The company is materially expanding aftermarket capacity and LEAP support — record LEAP output (>1,800 units), LEAP internal shop visits +27%, ~ $500M of MRO investment targeted to LEAP to roughly double internal capacity, plus durability kits and more certified repairs to lower cost of ownership.
• The GE9X program remained a notable headwind — losses of “a couple hundred million” in 2025 are expected to roughly double in 2026 as shipments increase, weighing on near-term profit/margin dynamics.

GE Aerospace Price Performance

Shares of NYSE:GE opened at $294.97 on Friday. The business’s fifty day moving average price is $305.30 and its two-hundred day moving average price is $291.83. The stock has a market cap of $311.14 billion, a PE ratio of 39.38, a price-to-earnings-growth ratio of 2.17 and a beta of 1.40. The company has a debt-to-equity ratio of 0.99, a quick ratio of 0.76 and a current ratio of 1.08. GE Aerospace has a one year low of $159.36 and a one year high of $332.79.

GE Aerospace Dividend Announcement

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

Analyst Ratings Changes

A number of research firms recently weighed in on GE. Citigroup decreased their price target on GE Aerospace from $386.00 to $378.00 and set a “buy” rating on the stock in a research note on Tuesday, January 13th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $350.00 target price on shares of GE Aerospace in a report on Wednesday, October 8th. UBS Group reaffirmed a “buy” rating and set a $368.00 price target (up from $366.00) on shares of GE Aerospace in a research note on Thursday, January 15th. Weiss Ratings reiterated a “buy (b)” rating on shares of GE Aerospace in a report on Wednesday, October 8th. Finally, The Goldman Sachs Group raised their price objective on shares of GE Aerospace from $271.00 to $305.00 and gave the company a “buy” rating in a research note on Friday, October 10th. Sixteen research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, GE Aerospace presently has an average rating of “Moderate Buy” and a consensus price target of $314.00.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: Q4 results beat expectations — EPS $1.57 vs. ~$1.44 estimate; revenue roughly $11.9B, up ~17.6% year/year. The beat underlines solid execution across engines and services. GE Aerospace (GE) Beats Q4 Earnings and Revenue Estimates
• Positive Sentiment: Orders and backlog strength — Q4 orders jumped sharply (reports cite ~+74% to ~$27B) and backlog is near $190B, supporting multi‑year revenue visibility for engines and aftermarket. GE Aerospace Backlog Nears $190 Billion
• Positive Sentiment: Aftermarket and margin tailwinds — Management pointed to strong high‑margin aftermarket demand driving profit upside; full‑year operating profit and EPS guidance came in above some estimates (FY26 EPS 7.10–7.40). GE Aerospace forecasts 2026 profit above estimates
• Positive Sentiment: Wall Street reaction includes continued Buy support — several analysts and firms reiterated positive views and price targets remain above current levels (BofA kept a Buy). BofA keeps Buy rating on GE
• Neutral Sentiment: CEO defended engine pricing vs airline criticism — signals management sees pricing power, but it may keep relations with carriers in focus (mixed long‑term implications). GE CEO pushes back on airline complaints
• Negative Sentiment: Stock dipped despite the beat — investors focused on signs of slower revenue growth and a more moderate growth trajectory for 2026 than some had expected, prompting profit‑taking. Stock slips despite results
• Negative Sentiment: Market sensitivity to growth cadence — commentary and slides showed solid profit guidance but revenue growth signals that the pace may be moderating versus prior quarters, which can pressure a richly valued stock. Shares slide on slowing growth outlook

Insider Buying and Selling at GE Aerospace

In other news, SVP Russell Stokes sold 8,000 shares of the company’s stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $297.71, for a total value of $2,381,680.00. Following the sale, the senior vice president directly owned 150,434 shares in the company, valued at $44,785,706.14. This represents a 5.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.21% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On GE Aerospace

Hedge funds have recently made changes to their positions in the business. Sivia Capital Partners LLC lifted its position in GE Aerospace by 4.6% during the second quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock worth $1,116,000 after buying an additional 191 shares during the period. Brighton Jones LLC grew its holdings in 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 buying an additional 2,421 shares during the period. American Trust increased its stake in shares of GE Aerospace by 96.9% during the 3rd quarter. American Trust now owns 1,705 shares of the company’s stock valued at $513,000 after acquiring an additional 839 shares during the last quarter. Texas Capital Bank Wealth Management Services Inc purchased a new position in shares of GE Aerospace during the 3rd quarter worth about $540,000. Finally, PGIM Custom Harvest LLC lifted its holdings in shares of GE Aerospace by 12.2% during the 3rd quarter. PGIM Custom Harvest LLC now owns 1,803 shares of the company’s stock worth $542,000 after acquiring an additional 196 shares during the period. Institutional investors and hedge funds own 74.77% of the company’s stock.

About GE Aerospace

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.