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

GE Aerospace (NYSE:GE) posted its quarterly earnings data 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. GE Aerospace had a return on equity of 34.01% and a net margin of 18.34%.The firm had revenue of $11.90 billion for the quarter, compared to the consensus estimate of $11.27 billion. During the same quarter in the previous year, the company earned $1.32 EPS. The business’s revenue for the quarter was up 17.6% compared to the same quarter last year. 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 Stock Performance

Shares of GE stock opened at $294.97 on Friday. GE Aerospace has a fifty-two week low of $159.36 and a fifty-two week high of $332.79. The stock’s 50-day moving average is $305.30 and its two-hundred day moving average is $291.83. The company has a debt-to-equity ratio of 0.99, a current ratio of 1.08 and a quick ratio of 0.76. The firm has a market cap of $311.14 billion, a P/E ratio of 39.38, a PEG ratio of 2.17 and a beta of 1.40.

GE Aerospace Dividend Announcement

The company also recently announced 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. This represents a $1.44 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend is Monday, December 29th. GE Aerospace’s dividend payout ratio is presently 19.23%.

GE Aerospace News Summary

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

• Positive Sentiment: Q4 results beat estimates—EPS and revenue topped expectations and management raised FY‑2026 profit guidance, driven by strong aftermarket margins. GE Aerospace Q4 Earnings & Revenues Top Estimates
• Positive Sentiment: Orders and backlog surged (orders reportedly up ~74%, backlog near $190B), supporting long‑term revenue visibility and aftermarket-led profit resilience. GE Aerospace Backlog Nears $190 Billion
• Positive Sentiment: Wall Street support remains—TD Cowen reiterated a Buy and other firms maintain bullish price targets, backing the view that upside exists if supply‑chain tailwinds materialize. Conservative Guidance and Supply Chain Upside Drive Favorable Risk‑Reward
• Neutral Sentiment: Company cites aftermarket strength that should keep 2026 profit above estimates, which helps margins but may concentrate growth in lower‑volatility segments. GE Aerospace forecasts 2026 profit above estimates
• Neutral Sentiment: Earnings call highlighted both strong momentum and headwinds (supply chain upside noted but some near‑term pressures remain). Investors will watch execution on parts/services and production ramp. GE Aerospace Earnings Call Highlights Growth And Headwinds
• Negative Sentiment: Market reaction was negative—shares slid after the print as investors focused on a more moderate growth trajectory and guidance that some viewed as underwhelming given the stock’s prior surge. GE Aerospace slides as outlook underwhelms after stock surge
• Negative Sentiment: Investors flagged slowing revenue growth pace versus recent quarters and a high multiple (P/E elevated vs. history), increasing sensitivity to any growth miss despite strong aftermarket cash flow. GE Aerospace Stock Brushes Off Upbeat Q4, Strong Forecast

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on GE. Susquehanna restated a “positive” rating and set a $380.00 price target on shares of GE Aerospace in a report on Thursday, January 15th. Sanford C. Bernstein reiterated an “outperform” rating on shares of GE Aerospace in a research report on Monday, October 27th. UBS Group restated a “buy” rating and issued a $368.00 target price (up previously from $366.00) on shares of GE Aerospace in a report on Thursday, January 15th. Weiss Ratings reiterated a “buy (b)” rating on shares of GE Aerospace in a report on Wednesday, October 8th. Finally, Royal Bank Of Canada upped their price target on GE Aerospace from $300.00 to $340.00 and gave the company an “outperform” rating in a research report on Friday, October 17th. Sixteen investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $314.00.

Insider Activity at GE Aerospace

In related news, SVP Russell Stokes sold 8,000 shares of the business’s stock in a transaction that occurred 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 completion of the sale, the senior vice president owned 150,434 shares of the company’s stock, valued at approximately $44,785,706.14. The trade was a 5.05% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Insiders own 0.21% of the company’s stock.

Institutional Trading of GE Aerospace

Institutional investors have recently added to or reduced their stakes in the business. Victory Financial Group LLC increased its stake in shares of GE Aerospace by 2.7% during the 3rd quarter. Victory Financial Group LLC now owns 1,489 shares of the company’s stock worth $448,000 after purchasing an additional 39 shares during the last quarter. Oxford Financial Group LTD. LLC lifted its stake in shares of GE Aerospace by 1.4% in the 2nd quarter. Oxford Financial Group LTD. LLC now owns 3,792 shares of the company’s stock valued at $976,000 after purchasing an additional 53 shares during the last quarter. Beaird Harris Wealth Management LLC boosted its holdings in GE Aerospace by 72.0% in the third quarter. Beaird Harris Wealth Management LLC now owns 141 shares of the company’s stock worth $42,000 after purchasing an additional 59 shares in the last quarter. Binnacle Investments Inc increased its position in GE Aerospace by 32.0% during the second quarter. Binnacle Investments Inc now owns 293 shares of the company’s stock worth $75,000 after buying an additional 71 shares during the last quarter. Finally, Boothbay Fund Management LLC raised its holdings in GE Aerospace by 2.4% during the second quarter. Boothbay Fund Management LLC now owns 3,178 shares of the company’s stock valued at $818,000 after buying an additional 73 shares in the last quarter. 74.77% of the stock is currently owned by institutional investors and hedge funds.

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.