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

GE Aerospace (NYSE:GE) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 7.100-7.400 for the period, compared to the consensus estimate of 7.450. The company issued revenue guidance of -.

GE Aerospace Stock Performance

Shares of GE Aerospace stock opened at $286.78 on Wednesday. The firm has a fifty day moving average of $310.78 and a two-hundred day moving average of $307.09. The stock has a market capitalization of $300.78 billion, a price-to-earnings ratio of 35.23, a PEG ratio of 2.83 and a beta of 1.43. GE Aerospace has a 52 week low of $182.10 and a 52 week high of $348.48. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04.

GE Aerospace (NYSE:GE) last issued its earnings results on Tuesday, April 21st. The company reported $1.86 EPS for the quarter, beating the consensus estimate of $1.60 by $0.26. The company had revenue of $11.61 billion during the quarter, compared to analysts’ expectations of $11.61 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The business’s revenue for the quarter was up 24.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.49 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, equities research analysts predict that GE Aerospace will post 7.43 EPS for the current year.

GE Aerospace Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Shareholders of record on Monday, March 9th will be given a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Monday, March 9th. This is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s dividend payout ratio is presently 23.10%.

Analyst Ratings Changes

Several analysts have commented on GE shares. Wall Street Zen upgraded shares of GE Aerospace from a “hold” rating to a “buy” rating in a research report on Sunday. Wells Fargo & Company initiated coverage on shares of GE Aerospace in a research report on Wednesday, April 1st. They set an “overweight” rating and a $325.00 target price for the company. Sanford C. Bernstein boosted their price target on shares of GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a report on Tuesday, March 3rd. Susquehanna reissued a “positive” rating and issued a $380.00 price target on shares of GE Aerospace in a report on Thursday, January 15th. Finally, Wolfe Research boosted their price target on shares of GE Aerospace from $340.00 to $360.00 and gave the company an “outperform” rating in a report on Monday, January 12th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $350.88.

Insider Buying and Selling

In related news, SVP Amy L. Gowder sold 4,000 shares of the company’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $305.73, for a total value of $1,222,920.00. Following the completion of the transaction, the senior vice president directly owned 16,535 shares of the company’s stock, valued at approximately $5,055,245.55. This represents a 19.48% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Russell Stokes sold 30,363 shares of the company’s stock in a transaction on Friday, January 30th. The stock was sold at an average price of $306.47, for a total transaction of $9,305,348.61. Following the completion of the transaction, the senior vice president directly owned 150,434 shares of the company’s stock, valued at approximately $46,103,507.98. The trade was a 16.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 37,398 shares of company stock valued at $11,455,491. Company insiders own 0.19% of the company’s stock.

GE Aerospace News Roundup

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

• Positive Sentiment: Q1 results beat consensus — adjusted EPS $1.86 vs. ~$1.60 est., revenue $11.61B and year?over?year growth driven by engines and services; order growth was strong. GE Aerospace Q1 Earnings & Revenues Beat Estimates, Rise Y/Y
• Positive Sentiment: Backlog and commercial services strength — management highlighted a very large services backlog (supports multi?year revenue visibility) and repeated FY?2026 outlook. GE Aerospace Q1 Adj. Profit Rises; Backs FY26 Outlook
• Neutral Sentiment: Analyst stance: TD Cowen kept a Buy rating but trimmed the price target to $330 from $350 — supportive view but slightly lower upside expectations. GE Aerospace: Strong Earnings Visibility and Manageable Risks Support Buy Rating
• Neutral Sentiment: Earnings call / slides available — read the management commentary (Moby summary and the company slide deck) for details on margin drivers and capital allocation. GE Aerospace Q1 2026 Earnings Call Summary
• Negative Sentiment: Management flagged higher jet fuel costs and weaker near?term flight growth expectations plus Middle East geopolitical risk — investors sold into the beat on concern these pressures will compress margins. GE Aerospace Earnings Performance Overshadowed By Middle East Risk Warning
• Negative Sentiment: FY?2026 EPS guidance set to $7.10–$7.40, modestly below some consensus estimates (~$7.45), which tempered upside despite the beat. GE Aerospace raises profit outlook, warns on oil prices
• Negative Sentiment: Market reaction: multiple outlets note the stock slipped after the print — the selloff reflects a classic earnings?beat but guidance/commodity?risk squeeze. Why GE Aerospace (GE) Stock Tumbled Despite Crushing Q1 Earnings Expectations

Hedge Funds Weigh In On GE Aerospace

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Ankerstar Wealth LLC acquired a new position in GE Aerospace in the 4th quarter worth $31,000. Beaird Harris Wealth Management LLC boosted its stake in GE Aerospace by 72.0% in the 3rd quarter. Beaird Harris Wealth Management LLC now owns 141 shares of the company’s stock worth $42,000 after purchasing an additional 59 shares during the period. J.Safra Asset Management Corp acquired a new position in GE Aerospace in the 4th quarter worth $44,000. Triumph Capital Management acquired a new position in GE Aerospace in the 3rd quarter worth $52,000. Finally, Timmons Wealth Management LLC acquired a new position in GE Aerospace in the 4th quarter worth $61,000. 74.77% of the stock is owned by institutional investors and hedge funds.

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.