GE Aerospace (NYSE:GE) Releases Earnings Results

GE Aerospace (NYSE:GE) posted its earnings results on Tuesday. The company reported $1.86 earnings per share for the quarter, topping analysts’ consensus estimates of $1.60 by $0.26, FiscalAI reports. The firm had revenue of $11.61 billion for the quarter, compared to analysts’ expectations of $11.61 billion. GE Aerospace had a net margin of 17.86% and a return on equity of 37.99%. The company’s revenue was up 24.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.49 earnings per share. GE Aerospace updated its FY 2026 guidance to 7.100-7.400 EPS.

Here are the key takeaways from GE Aerospace’s conference call:

• GE Aerospace reported a strong Q1 with orders up 87%, revenue +29%, EPS +25% to $1.86, and free cash flow +14%, and management says the company is trending toward the high end of its full?year guidance.
• Aftermarket demand and backlog provide multi?year visibility, with commercial services backlog over $170B (total backlog >$210B), spare?parts orders up sharply and >95% of Q2 spare?parts revenue already in backlog.
• Geopolitical disruption in the Middle East led GE to cut its full?year departures outlook to flat–low single digits and spare?parts delinquency is up ~70% since end?2024, creating near?term supply constraints that could pressure service delivery and lead to lagged weakness in 2027.
• Operational improvements (Flight Deck, AI) and capacity investments — including $1B in U.S. manufacturing, $100M for supplier tooling and a $300M Singapore repair facility — have raised output (engines +43%) and reduced shop turnaround times.
• GE9X experienced a mid?seal durability issue discovered in shop inspections, but the company says root cause is identified and there is no change to schedule or expected losses, with deliveries becoming more second?half weighted.

GE Aerospace Price Performance

Shares of NYSE:GE opened at $276.03 on Thursday. The firm has a market cap of $289.50 billion, a PE ratio of 33.99, a price-to-earnings-growth ratio of 2.71 and a beta of 1.43. The firm’s fifty day moving average is $310.02 and its 200-day moving average is $306.87. The company has a debt-to-equity ratio of 0.99, a quick ratio of 0.74 and a current ratio of 1.01. GE Aerospace has a 52 week low of $192.57 and a 52 week high of $348.48.

GE Aerospace Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Stockholders 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 dividend yield of 0.7%. This is a boost from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date is Monday, March 9th. GE Aerospace’s dividend payout ratio (DPR) is presently 23.10%.

Insider Transactions at GE Aerospace

In other news, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the transaction, the senior vice president owned 16,535 shares in the company, valued at approximately $5,055,245.55. The trade was a 19.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Robert M. Giglietti sold 3,035 shares of the business’s stock in a transaction on Friday, January 30th. The shares were sold at an average price of $305.51, for a total transaction of $927,222.85. Following the completion of the transaction, the vice president owned 10,583 shares in the company, valued at approximately $3,233,212.33. The trade was a 22.29% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 37,398 shares of company stock worth $11,455,491. Company insiders own 0.19% of the company’s stock.

Hedge Funds Weigh In On GE Aerospace

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Claris Financial LLC acquired a new position in GE Aerospace in the fourth quarter valued at $216,000. Rare Wolf Capital LLC acquired a new position in GE Aerospace in the fourth quarter valued at $220,000. Axxcess Wealth Management LLC lifted its holdings in GE Aerospace by 11.6% in the fourth quarter. Axxcess Wealth Management LLC now owns 20,023 shares of the company’s stock valued at $6,168,000 after buying an additional 2,075 shares during the period. Birchwood Financial Partners Inc. acquired a new position in GE Aerospace in the fourth quarter valued at $116,000. Finally, Ameriflex Group Inc. lifted its holdings in GE Aerospace by 205.6% in the fourth quarter. Ameriflex Group Inc. now owns 3,967 shares of the company’s stock valued at $1,222,000 after buying an additional 2,669 shares during the period. Institutional investors and hedge funds own 74.77% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on GE. Wells Fargo & Company began coverage on shares of GE Aerospace in a research note on Wednesday, April 1st. They set an “overweight” rating and a $325.00 target price on the stock. BNP Paribas Exane decreased their target price on shares of GE Aerospace from $305.00 to $290.00 and set an “underperform” rating on the stock in a research note on Friday, January 23rd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of GE Aerospace in a research note on Thursday, January 22nd. Sanford C. Bernstein lifted their price target on shares of GE Aerospace from $374.00 to $405.00 and gave the stock an “outperform” rating in a report on Tuesday, March 3rd. Finally, Citigroup cut their price target on shares of GE Aerospace from $380.00 to $353.00 and set a “buy” rating on the stock in a report on Wednesday, April 1st. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, GE Aerospace currently has a consensus rating of “Moderate Buy” and a consensus target price of $348.50.

More GE Aerospace News

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.

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.