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

GE Aerospace (NYSE:GE) updated its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 7.650-7.850 for the period, compared to the consensus EPS estimate of 7.540. The company issued revenue guidance of -.

Wall Street Analysts Forecast Growth

GE has been the subject of a number of research analyst reports. Zacks Research cut GE Aerospace from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, March 24th. Seaport Research Partners assumed coverage on GE Aerospace in a report on Tuesday, May 26th. They set a “buy” rating and a $375.00 price objective on the stock. Susquehanna reiterated a “positive” rating and issued a $430.00 price objective (up from $380.00) on shares of GE Aerospace in a research report on Thursday, July 9th. Weiss Ratings cut GE Aerospace from a “buy (b)” rating to a “buy (b-)” rating in a research note on Monday, June 1st. Finally, Wall Street Zen lowered shares of GE Aerospace from a “buy” rating to a “hold” rating in a research note on Monday, April 27th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, GE Aerospace has a consensus rating of “Moderate Buy” and an average target price of $370.33.

GE Aerospace Stock Up 0.8%

Shares of NYSE GE opened at $348.58 on Friday. The stock has a 50-day moving average price of $336.31 and a two-hundred day moving average price of $318.52. The company has a market cap of $363.69 billion, a price-to-earnings ratio of 41.06, a PEG ratio of 2.96 and a beta of 1.35. GE Aerospace has a 12 month low of $254.66 and a 12 month high of $382.97. The company has a current ratio of 0.98, a quick ratio of 0.70 and a debt-to-equity ratio of 0.96.

GE Aerospace (NYSE:GE) last announced its earnings results on Thursday, July 16th. The company reported $2.02 EPS for the quarter, beating the consensus estimate of $1.86 by $0.16. The business had revenue of $12.63 billion for the quarter, compared to analysts’ expectations of $11.87 billion. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%.The firm’s revenue was up 21.1% on a year-over-year basis. During the same period in the prior year, the business posted $1.66 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. As a group, analysts forecast that GE Aerospace will post 7.75 earnings per share for the current fiscal year.

GE Aerospace Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, July 27th. Shareholders of record on Monday, July 6th will be given a dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date is Monday, July 6th. GE Aerospace’s dividend payout ratio (DPR) is currently 23.15%.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: GE Aerospace beat Q2 estimates, posting $2.02 EPS on $12.63 billion in revenue, and raised its FY 2026 outlook to $7.65-$7.85 EPS, signaling stronger profit, cash flow, and demand momentum. Article: GE Aerospace lifts 2026 forecast as airlines keep up maintenance spending
• Positive Sentiment: Several reports highlighted resilient commercial services and maintenance demand, which supports the company’s longer-term earnings power and helped analysts say the stock may still have room to run. Article: GE Q2 Earnings Call Points to a Higher 2026 Ceiling
• Positive Sentiment: UBS raised its price target on GE Aerospace to $435 and reiterated a buy rating, reinforcing the view that fundamentals remain strong after earnings.
• Positive Sentiment: The CFM LEAP 1B durability kit was approved, a product and aftermarket development that may help support future engine service revenue. Article: GE Aerospace Says CFM Leap 1B Durability Kit Approved
• Neutral Sentiment: CEO Larry Culp said there are “no victory laps,” suggesting management sees execution and supply chain issues as the main challenge even after a record quarter. Article: GE Aerospace Has a Record Quarter. Larry Culp Says ‘No Victory Laps’
• Neutral Sentiment: Some coverage noted that backlog remains huge, but slowing order growth and ongoing delivery constraints are tempering enthusiasm and keeping valuation concerns in focus. Article: GE boosts profit outlook but stock falls as booming order growth cools
• Negative Sentiment: The stock is under pressure because investors appear to be taking profits after a strong run and are worried the valuation is already rich, even with the improved guidance. Article: GE Aerospace Q2 earnings top estimates as commercial services drive growth

Institutional Trading of GE Aerospace

A number of institutional investors have recently added to or reduced their stakes in GE. Ankerstar Wealth LLC bought a new stake in shares of GE Aerospace during the fourth quarter valued at about $31,000. Beaird Harris Wealth Management LLC grew its stake in GE Aerospace by 72.0% during the third quarter. Beaird Harris Wealth Management LLC now owns 141 shares of the company’s stock valued at $42,000 after acquiring an additional 59 shares in the last quarter. J.Safra Asset Management Corp purchased a new position in GE Aerospace during the fourth quarter valued at approximately $44,000. Triumph Capital Management bought a new stake in GE Aerospace during the 3rd quarter worth approximately $52,000. Finally, Timmons Wealth Management LLC bought a new position in GE Aerospace in the 4th quarter valued at $61,000. Hedge funds and other 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.