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

GE Aerospace (NYSE:GE) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 7.100-7.400 for the period, compared to the consensus estimate of 7.120. The company issued revenue guidance of -.

GE Aerospace Trading Up 2.0%

NYSE GE opened at $318.71 on Thursday. The company has a market cap of $336.18 billion, a PE ratio of 42.55, a PEG ratio of 2.13 and a beta of 1.40. The stock has a 50 day moving average of $305.49 and a 200-day moving average of $291.81. GE Aerospace has a 12 month low of $159.36 and a 12 month high of $332.79. The company has a current ratio of 1.08, a quick ratio of 0.76 and a debt-to-equity ratio of 0.99.

GE Aerospace (NYSE:GE) last posted its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, beating analysts’ consensus estimates of $1.44 by $0.13. GE Aerospace had a return on equity of 34.01% and a net margin of 18.34%.The business had revenue of $11.90 billion for the quarter, compared to analysts’ expectations of $11.27 billion. During the same quarter in the prior year, the business earned $1.32 EPS. The firm’s revenue for the quarter was up 17.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, equities research analysts anticipate that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Dividend Announcement

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

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on GE. The Goldman Sachs Group upped their price target on shares of GE Aerospace from $271.00 to $305.00 and gave the stock a “buy” rating in a report on Friday, October 10th. Royal Bank Of Canada upped their target price on GE Aerospace from $300.00 to $340.00 and gave the company an “outperform” rating in a research report on Friday, October 17th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $350.00 price target on shares of GE Aerospace in a research note on Wednesday, October 8th. TD Cowen lifted their price objective on shares of GE Aerospace from $330.00 to $350.00 and gave the company a “buy” rating in a research note on Wednesday, January 14th. Finally, Zacks Research lowered shares of GE Aerospace from a “strong-buy” rating to a “hold” rating in a research note on Friday, September 26th. Sixteen analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $314.00.

Insider Activity

In related news, SVP Russell Stokes sold 8,000 shares of the stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $297.71, for a total transaction of $2,381,680.00. Following the completion of the sale, the senior vice president directly owned 150,434 shares of the company’s stock, valued at approximately $44,785,706.14. This trade represents a 5.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.21% of the stock is currently owned by corporate insiders.

GE Aerospace News Roundup

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

• Positive Sentiment: Q4 beat and upbeat 2026 outlook — GE reported $1.57 EPS vs. $1.44 expected and revenue above estimates; management pushed full‑year profit guidance above Street forecasts on aftermarket strength, which is the main driver of the rally. GE Aerospace (GE) Beats Q4 Earnings and Revenue Estimates
• Positive Sentiment: Orders and backlog strength — reports show a surge in orders and backlog approaching ~$190B, supporting revenue visibility for services and parts. That underpins free cash flow and margins upside potential. GE Aerospace Backlog Nears $190 Billion
• Positive Sentiment: Analyst and institutional support — multiple buy ratings, raised price targets and large institutional buying in recent quarters add conviction to the rally and provide technical/flow support. GE Earnings and Analyst Coverage Summary
• Neutral Sentiment: Defense and partnerships — ongoing government contracts and collaborations (e.g., technologies showcased with Lockheed Martin) support longer‑term defense revenue but are less likely to move the stock near term. Lockheed Martin and GE Aerospace Collaboration
• Negative Sentiment: Airline pushback on pricing — airlines have complained about higher maintenance costs and engine pricing power; GE’s CEO publicly defended industry pricing, but ongoing airline friction or regulatory scrutiny could pressure aftermarket growth dynamics. CEO Pushes Back on Airline Complaints
• Negative Sentiment: Profit‑taking & valuation concerns — some outlets note the stock lost intraday momentum after the print and the shares trade at a rich multiple versus history, creating vulnerability to short‑term pullbacks. MarketWatch: Momentum/Revenue Growth Note
• Negative Sentiment: Insider selling and data caveats — recent filings show insider sales and some third‑party data variance; these are watch items for investors monitoring sentiment and potential near‑term outflows. Quiver Quant: Insider & Financial Data Summary

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Sivia Capital Partners LLC grew its holdings in GE Aerospace by 4.6% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock valued at $1,116,000 after buying an additional 191 shares in the last quarter. Brighton Jones LLC lifted its position in GE Aerospace by 25.3% in the 4th quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock worth $2,003,000 after buying an additional 2,421 shares during the last quarter. DF Dent & Co. Inc. bought a new position in GE Aerospace during the third quarter valued at approximately $223,000. Keebeck Wealth Management bought a new stake in shares of GE Aerospace in the 3rd quarter worth approximately $223,000. Finally, MGB Wealth Management LLC purchased a new stake in shares of GE Aerospace in the 2nd quarter valued at $221,000. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

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.