GE Aerospace (NYSE:GE) Releases 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 -.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on GE shares. JPMorgan Chase & Co. raised their target price on GE Aerospace from $275.00 to $325.00 and gave the company an “overweight” rating in a report on Monday, October 27th. Citigroup reiterated a “buy” rating and issued a $380.00 price target (up from $378.00) on shares of GE Aerospace in a research note on Friday. Bank of America raised their price objective on GE Aerospace from $310.00 to $365.00 and gave the stock a “buy” rating in a research note on Monday, October 27th. Sanford C. Bernstein reiterated an “outperform” rating on shares of GE Aerospace in a research note on Monday, October 27th. Finally, Deutsche Bank Aktiengesellschaft raised their price target on shares of GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research report on Friday. Sixteen research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $318.41.

GE Aerospace Price Performance

Shares of NYSE GE opened at $293.89 on Friday. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.04 and a quick ratio of 0.76. The firm has a market capitalization of $310.00 billion, a PE ratio of 36.10, a P/E/G ratio of 1.98 and a beta of 1.40. GE Aerospace has a 1-year low of $159.36 and a 1-year high of $332.79. The business’s fifty day moving average price is $305.09 and its two-hundred day moving average price is $292.15.

GE Aerospace (NYSE:GE) last released its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, topping the consensus estimate of $1.43 by $0.14. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The business had revenue of $12.72 billion during the quarter, compared to analyst estimates of $11.27 billion. During the same quarter in the prior year, the firm earned $1.32 earnings per share. The company’s quarterly revenue 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, research analysts expect that GE Aerospace will post 5.4 EPS for the current year.

GE Aerospace Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, January 26th. Shareholders of record on Monday, December 29th will be paid a $0.36 dividend. The ex-dividend date is Monday, December 29th. This represents a $1.44 annualized dividend and a dividend yield of 0.5%. GE Aerospace’s dividend payout ratio (DPR) is presently 19.23%.

Insider Activity

In other GE Aerospace news, SVP Russell Stokes sold 8,000 shares of the business’s stock in a transaction 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 transaction, the senior vice president owned 150,434 shares in the company, valued at approximately $44,785,706.14. The trade was a 5.05% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Corporate 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 results beat and big order/backlog momentum — GE reported better‑than‑expected Q4 EPS and revenue, with record LEAP deliveries, a large order surge and aftermarket strength that support profit and cash‑flow upside. Is GE Stock Fully Valued Around $300?
• Positive Sentiment: Company guidance and profit outlook point higher — Management raised FY‑2026 profit guidance above some estimates citing high‑margin aftermarket demand, which supports medium‑term earnings upgrades. GE forecasts 2026 profit above estimates
• Positive Sentiment: Analyst upgrades/price target increases from major bulge‑bracket firms — Goldman Sachs and Deutsche Bank raised price targets and remain Buy, signalling meaningful upside from current levels. Goldman Sachs raises PT to $350 Deutsche Bank raises PT to $387
• Neutral Sentiment: MarketBeat view: pullback is a buying setup — Technical/long‑term analysts call the post‑earnings pullback a buy‑the‑dip opportunity given buybacks, dividends and intact uptrend, but they expect possible short‑term sideways action. MarketBeat tailwinds article
• Negative Sentiment: Mixed/negative investor reaction — Despite the beats, the stock slipped as some investors focused on signs of slowing sequential revenue growth and viewed FY guidance as cautious; that contributed to today’s decline. Stock brushes off upbeat Q4
• Negative Sentiment: Analyst downgrade/price target cut adds short‑term pressure — BNP Paribas Exane cut its price target and kept an Underperform rating, creating a headline that can amplify selling even as other banks lift targets. BNP Paribas Exane cuts PT to $290
• Negative Sentiment: Risk of near‑term range‑bound action or deeper pullback if support breaks — Market commentary highlights a likely range near ~$280–$300; a break below support could trigger more downside. MarketBeat technical notes

Hedge Funds Weigh In On GE Aerospace

Institutional investors and hedge funds have recently bought and sold shares of the stock. Credit Agricole S A bought a new stake in shares of GE Aerospace during the 3rd quarter worth about $120,801,000. State Street Corp increased its stake in shares of 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 acquiring an additional 308,730 shares during the period. Worldquant Millennium Advisors LLC increased its stake in shares of GE Aerospace by 27.9% during the second quarter. Worldquant Millennium Advisors LLC now owns 874,860 shares of the company’s stock valued at $225,180,000 after acquiring an additional 190,945 shares during the period. Northern Trust Corp raised its holdings in GE Aerospace by 1.8% during the third quarter. Northern Trust Corp now owns 10,296,945 shares of the company’s stock worth $3,097,527,000 after purchasing an additional 181,316 shares in the last quarter. Finally, Tidal Investments LLC lifted its position in GE Aerospace by 233.9% in the second quarter. Tidal Investments LLC now owns 237,572 shares of the company’s stock worth $61,149,000 after purchasing an additional 166,417 shares during the period. Institutional investors own 74.77% of the company’s stock.

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.