GE Aerospace (NYSE:GE) Issues FY 2026 Earnings Guidance

GE Aerospace (NYSE:GE) updated its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 8.000-8.100 for the period, compared to the consensus estimate of 7.920.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on the company. Guggenheim set a $380.00 target price on GE Aerospace in a report on Wednesday. Vertical Research restated a “buy” rating and issued a $400.00 price target on shares of GE Aerospace in a research note on Tuesday. Weiss Ratings restated a “buy (b)” rating on shares of GE Aerospace in a research note on Thursday, October 15th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of GE Aerospace in a research report on Friday, October 16th. Finally, Citigroup reiterated a “buy” rating and issued a $431.00 price objective (up from $353.00) on shares of GE Aerospace in a research note on Wednesday, July 1st. Seventeen analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $375.62.

GE Aerospace Stock Performance

Shares of GE stock opened at $295.62 on Thursday. The business’s 50-day moving average price is $325.95 and its 200-day moving average price is $328.95. GE Aerospace has a 12 month low of $268.91 and a 12 month high of $388.84. The firm has a market capitalization of $306.73 billion, a price-to-earnings ratio of 34.10, a PEG ratio of 2.16 and a beta of 1.38. The company has a current ratio of 0.98, a quick ratio of 0.67 and a debt-to-equity ratio of 0.96.

GE Aerospace (NYSE:GE) last announced its earnings results on Tuesday, October 20th. The company reported $2.25 EPS for the quarter, topping the consensus estimate of $2.01 by $0.24. GE Aerospace had a return on equity of 44.43% and a net margin of 17.31%. The firm had revenue of $13.29 billion for the quarter, compared to the consensus estimate of $12.88 billion. During the same period in the previous year, the business earned $1.66 EPS. The business’s quarterly revenue was up 24.7% compared to the same quarter last year. Equities research analysts forecast that GE Aerospace will post 8.00 EPS for the current year.

GE Aerospace Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, October 26th. Stockholders of record on Monday, October 5th will be paid a $0.47 dividend. The ex-dividend date is Monday, October 5th. This represents a $1.88 annualized dividend and a dividend yield of 0.6%. GE Aerospace’s dividend payout ratio (DPR) is currently 22.14%.

Insider Transactions at GE Aerospace

In related news, SVP Mohamed Ali sold 8,096 shares of the stock in a transaction on Friday, July 24th. The stock was sold at an average price of $353.71, for a total value of $2,863,636.16. Following the transaction, the senior vice president directly owned 20,666 shares in the company, valued at $7,309,770.86. This trade represents a 28.15% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Insiders own 0.19% of the company’s stock.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: GE Aerospace reported adjusted third-quarter EPS of $2.25, above the roughly $2.01 consensus estimate, while revenue reached approximately $13.29 billion. Orders jumped 49% to $19 billion, led by commercial engines and services. GE Aerospace Q3 Earnings Beat on Commercial Services Strength
• Positive Sentiment: Management raised fiscal 2026 adjusted EPS guidance to $8.00-$8.10 from $7.65-$7.85, above the $7.92 consensus, and increased its revenue, operating-profit and free-cash-flow outlook. GE Aerospace raises 2026 guidance as orders surge
• Positive Sentiment: Strong aftermarket demand remains the primary bullish driver. GE expects low-double-digit services growth in 2027, supported by aging aircraft, high spare-parts demand and a commercial-services backlog exceeding $170 billion. GE Aerospace Q3 Earnings Call Highlights Higher Services Outlook
• Positive Sentiment: Several analysts remain constructive: UBS raised its price target to $380, while JPMorgan, RBC and Susquehanna retained bullish ratings despite lowering their targets. Heavy call-option buying also signals continued speculative interest. GE Aerospace price target raised at UBS
• Neutral Sentiment: GE is using artificial intelligence to reduce technical-record processing time by about 25%, potentially improving engine turnaround times and fleet availability. GE Aerospace Turns To AI To Ease Engine Maintenance Bottlenecks
• Negative Sentiment: Investors are concerned that higher costs, declining near-term cash flow and the GE9X ramp could pressure margins before the program becomes profitable. Fuel-price increases may also force airlines to reduce capacity, although this could support longer use of existing aircraft.
• Negative Sentiment: BNP Paribas Exane cut its target to $280 and downgraded GE to underperform. Commentary also highlights that the shares have lagged the broader market despite strong operating results, suggesting valuation and elevated expectations remain obstacles. Analysts revise GE Aerospace forecasts after Q3 results

GE Aerospace Company Profile

GE Aerospace (NYSE: GE) is a global aerospace company that designs, develops, manufactures and services aircraft engines and related systems. Its products support commercial air transport, business and general aviation, military aircraft, and other defense applications. The company also provides engine components, avionics, mechanical systems, digital solutions and maintenance, repair and overhaul services.

GE Aerospace serves airlines, aircraft operators, leasing companies, airframers and government customers worldwide.