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

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

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on GE. BNP Paribas Exane boosted their target price on GE Aerospace from $275.00 to $305.00 and gave the company an “underperform” rating in a research note on Thursday, January 8th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $350.00 target price on shares of GE Aerospace in a research note on Wednesday, October 8th. Royal Bank Of Canada upped their price target on GE Aerospace from $300.00 to $340.00 and gave the stock an “outperform” rating in a research note on Friday, October 17th. JPMorgan Chase & Co. raised their price objective on GE Aerospace from $275.00 to $325.00 and gave the company an “overweight” rating in a research report on Monday, October 27th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of GE Aerospace in a research report on Wednesday, October 8th. Sixteen investment 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 data from MarketBeat, GE Aerospace currently has an average rating of “Moderate Buy” and a consensus price target of $314.00.

GE Aerospace Stock Up 2.0%

GE Aerospace stock opened at $318.71 on Thursday. The firm has a market cap of $336.18 billion, a price-to-earnings ratio of 42.55, a PEG ratio of 2.13 and a beta of 1.40. 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 has a 12 month low of $159.36 and a 12 month high of $332.79. The stock has a fifty day simple moving average of $305.49 and a two-hundred day simple moving average of $291.81.

GE Aerospace (NYSE:GE) last released its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, topping the consensus estimate of $1.44 by $0.13. The company had revenue of $11.90 billion during the quarter, compared to the consensus estimate of $11.27 billion. GE Aerospace had a return on equity of 34.01% and a net margin of 18.34%.GE Aerospace’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same period last year, the company earned $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities analysts predict that GE Aerospace will post 5.4 EPS for the current fiscal year.

GE Aerospace Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, January 26th. Investors of record on Monday, December 29th will be given a dividend of $0.36 per share. The ex-dividend date 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 19.23%.

Insider Buying and Selling

In other GE Aerospace news, SVP Russell Stokes sold 8,000 shares of GE Aerospace stock in a transaction that occurred on Wednesday, November 19th. The shares were 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 transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 0.21% of the company’s stock.

More GE Aerospace News

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

Institutional investors and hedge funds have recently bought and sold shares of the company. State Street Corp grew its position in GE Aerospace by 0.7% during the third quarter. State Street Corp now owns 44,577,642 shares of the company’s stock valued at $13,425,562,000 after buying an additional 308,730 shares during the period. Northern Trust Corp boosted its stake in GE Aerospace by 1.8% during the third quarter. Northern Trust Corp now owns 10,296,945 shares of the company’s stock valued at $3,097,527,000 after buying an additional 181,316 shares during the last quarter. California State Teachers Retirement System grew its holdings in GE Aerospace by 1.2% during the 3rd quarter. California State Teachers Retirement System now owns 1,690,196 shares of the company’s stock valued at $508,445,000 after buying an additional 20,636 shares in the last quarter. Ameriprise Financial Inc. increased its stake in GE Aerospace by 4.0% in the 2nd quarter. Ameriprise Financial Inc. now owns 1,389,116 shares of the company’s stock worth $357,549,000 after acquiring an additional 53,624 shares during the last quarter. Finally, Raymond James Financial Inc. raised its holdings in shares of GE Aerospace by 4.2% during the 3rd quarter. Raymond James Financial Inc. now owns 1,341,694 shares of the company’s stock worth $403,602,000 after acquiring an additional 53,604 shares in the last quarter. 74.77% of the stock is 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.