GE Aerospace (NYSE:GE) Updates 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 guidance of 7.100-7.400 for the period, compared to the consensus earnings per share estimate of 7.450. The company issued revenue guidance of -.

GE Aerospace Stock Performance

Shares of GE Aerospace stock opened at $276.03 on Thursday. The company has a current ratio of 1.01, a quick ratio of 0.74 and a debt-to-equity ratio of 0.99. The business has a 50-day moving average price of $310.02 and a two-hundred day moving average price of $306.87. GE Aerospace has a 1-year low of $192.57 and a 1-year high of $348.48. The company has a market cap of $289.50 billion, a P/E ratio of 33.99, a PEG ratio of 2.71 and a beta of 1.43.

GE Aerospace (NYSE:GE) last issued its quarterly earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share for the quarter, topping analysts’ consensus estimates of $1.60 by $0.26. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.The firm had revenue of $11.61 billion during the quarter, compared to the consensus estimate of $11.61 billion. During the same period last year, the business posted $1.49 EPS. The business’s revenue was up 24.6% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, analysts anticipate that GE Aerospace will post 7.34 EPS for the current year.

GE Aerospace Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Shareholders of record on Monday, March 9th will be issued a dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Monday, March 9th. This is an increase from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s dividend payout ratio (DPR) is 23.10%.

Analyst Upgrades and Downgrades

GE has been the subject of a number of recent analyst reports. BNP Paribas Exane decreased their price target on GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a report on Friday, January 23rd. Zacks Research downgraded GE Aerospace from a “strong-buy” rating to a “hold” rating in a report on Tuesday, March 24th. Royal Bank Of Canada reiterated an “outperform” rating and set a $355.00 price target on shares of GE Aerospace in a report on Wednesday. TD Cowen reduced their target price on GE Aerospace from $350.00 to $330.00 and set a “buy” rating for the company in a research note on Wednesday, April 8th. Finally, Sanford C. Bernstein raised their target price on GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a research note on Tuesday, March 3rd. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, GE Aerospace presently has a consensus rating of “Moderate Buy” and an average price target of $348.50.

Insider Activity

In other news, VP Robert M. Giglietti sold 3,035 shares of the firm’s stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $305.51, for a total value of $927,222.85. Following the completion of the sale, the vice president directly owned 10,583 shares in the company, valued at $3,233,212.33. This trade represents a 22.29% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, SVP Russell Stokes sold 30,363 shares of the firm’s stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $306.47, for a total value of $9,305,348.61. Following the completion of the sale, the senior vice president owned 150,434 shares of the company’s stock, valued at approximately $46,103,507.98. This represents a 16.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 37,398 shares of company stock worth $11,455,491 in the last three months. Company 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: Q1 beat on profit, revenue and orders — GE topped EPS and revenue estimates and reported a large services backlog and an 80%-plus jump in orders, supporting medium/long-term demand for engines and services. Read More.
• Positive Sentiment: Strong backlog & order growth underpin cash/earnings visibility — management highlighted a >$170B commercial services backlog, which analysts say supports FY and multi‑year cash flow. Read More.
• Positive Sentiment: Bullish analyst actions offset some selling — Wells Fargo initiated coverage with an Overweight/$325 PT and several firms reaffirmed Outperform/Buy stances, indicating continued analyst conviction at longer horizons. Read More.
• Neutral Sentiment: Workforce & MRO investments — GE announced a $30M workforce program and MRO/manufacturing investments that are constructive long-term for capacity and services but unlikely to move near-term earnings. Read More.
• Neutral Sentiment: Industry context — Peers also beat but traded down when guidance wasn’t raised, suggesting sector rotation and macro concerns are influencing moves beyond company fundamentals. Read More.
• Negative Sentiment: Unchanged/cautious guidance and fuel risk — Management kept FY outlook broadly steady and warned that higher jet fuel and weaker flight-growth assumptions could pressure margins, which disappointed investors expecting upside. Read More.
• Negative Sentiment: Geopolitical headwinds called out — Management highlighted Middle East risk as a potential downside to demand and operations, increasing uncertainty priced by the market. Read More.
• Negative Sentiment: Analyst target trims and market cap hit — Multiple shops trimmed price targets (UBS, President Capital, Morgan Stanley trims reported) and the stock gave back a large amount of market value on the earnings day, adding selling momentum. Read More.
• Negative Sentiment: Investor rotation to GE Vernova — The GE spinoff (GEV) posted a blowout quarter and raised guidance, drawing investor capital away from GE Aerospace during the same earnings window. Read More.

Institutional Trading of GE Aerospace

Large investors have recently made changes to their positions in the company. Claris Financial LLC bought a new position in GE Aerospace in the 4th quarter valued at about $216,000. Rare Wolf Capital LLC bought a new position in GE Aerospace in the 4th quarter valued at about $220,000. Axxcess Wealth Management LLC lifted its position in GE Aerospace by 11.6% in the 4th quarter. Axxcess Wealth Management LLC now owns 20,023 shares of the company’s stock valued at $6,168,000 after acquiring an additional 2,075 shares in the last quarter. Birchwood Financial Partners Inc. bought a new position in GE Aerospace in the 4th quarter valued at about $116,000. Finally, Ameriflex Group Inc. lifted its position in GE Aerospace by 205.6% in the 4th quarter. Ameriflex Group Inc. now owns 3,967 shares of the company’s stock valued at $1,222,000 after acquiring an additional 2,669 shares in the last quarter. 74.77% of the stock is currently 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.