GE Aerospace (NYSE:GE) Announces Earnings Results

GE Aerospace (NYSE:GE) released its earnings results on Tuesday. The company reported $2.25 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.01 by $0.24, FiscalAI reports. The business had revenue of $13.29 billion during the quarter, compared to the consensus estimate of $12.88 billion. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%. The business’s revenue for the quarter was up 24.7% on a year-over-year basis. During the same period last year, the business posted $1.66 earnings per share.

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

• Positive Sentiment: GE Aerospace reported strong third-quarter results, with revenue up 18%, operating profit up 30%, margins expanding 220 basis points to 22.5%, EPS up 36%, and free cash flow exceeding $2 billion.
• Positive Sentiment: Robust demand and backlog visibility led management to raise 2026 guidance across revenue, operating profit, EPS, and free cash flow; the company now expects low-double-digit commercial services growth in 2027.
• Positive Sentiment: Commercial engine services remained a major growth driver, with orders up 23% in the quarter and 30% year to date. Improved material availability, rising LEAP utilization, record shop output, and shorter turnaround times are supporting revenue growth and reducing LEAP-related aircraft groundings to nearly zero.
• Neutral Sentiment: GE Aerospace is investing to address long-term capacity and technology needs, including its planned acquisition of Consolidated Precision Products for mission-critical castings and more than $3 billion of annual R&D spending.
• Negative Sentiment: Supply-chain constraints continue to limit execution, with more than 95% of spare-parts revenue already in backlog and spare-parts delinquency increasing sequentially. The GE9X program is also expected to create an additional approximately $300 million year-over-year profit headwind in 2027, despite improving production costs.

GE Aerospace Trading Down 3.8%

Shares of GE stock opened at $299.48 on Wednesday. The company’s fifty day simple moving average is $327.33 and its two-hundred day simple moving average is $328.85. The company has a debt-to-equity ratio of 0.96, a current ratio of 0.98 and a quick ratio of 0.67. GE Aerospace has a 1 year low of $268.91 and a 1 year high of $388.84. The stock has a market capitalization of $310.73 billion, a price-to-earnings ratio of 35.27, a PEG ratio of 2.27 and a beta of 1.38.

GE Aerospace Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, October 26th. Investors of record on Monday, October 5th will be paid a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date is Monday, October 5th. GE Aerospace’s payout ratio is currently 22.14%.

GE Aerospace News Roundup

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

• Positive Sentiment: GE Aerospace reported adjusted third-quarter earnings of $2.25 per share, above the roughly $2.01 consensus estimate, while revenue also exceeded expectations and rose approximately 25% year over year. GE Aerospace raises 2026 profit forecast as services strength drives growth
• Positive Sentiment: Strong commercial engine and aftermarket-services demand drove a 49% increase in orders to $19 billion. GE also raised its 2026 outlook for adjusted revenue growth to approximately 19%-20%, operating profit to $10.9 billion-$11.0 billion, adjusted EPS to $8.00-$8.10 and free cash flow to $9.1 billion-$9.4 billion. GE Aerospace raises 2026 guidance as orders surge
• Positive Sentiment: UBS maintained its Buy rating and raised its price target to $380, citing the quarterly beat, upgraded guidance and an improving margin outlook. Bank of America also reiterated its Buy rating with a $405 target. UBS raises GE Aerospace price target

Insider Activity

In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of the stock in a transaction on Friday, July 24th. The stock was sold at an average price of $353.71, for a total transaction of $2,863,636.16. Following the sale, the senior vice president owned 20,666 shares in the company, valued at $7,309,770.86. This represents a 28.15% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.19% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

GE has been the topic of a number of recent research reports. Wells Fargo & Company dropped their price target on GE Aerospace from $390.00 to $380.00 and set an “overweight” rating on the stock in a research report on Wednesday, September 30th. Royal Bank Of Canada reiterated an “outperform” rating and set a $400.00 price target (up from $355.00) on shares of GE Aerospace in a research note on Wednesday, July 15th. The Goldman Sachs Group reissued a “buy” rating and issued a $410.00 price objective on shares of GE Aerospace in a report on Monday, July 20th. TD Cowen restated a “buy” rating and issued a $380.00 price objective (up from $330.00) on shares of GE Aerospace in a research note on Monday, July 13th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $450.00 price objective on shares of GE Aerospace in a research note on Monday, July 27th. Seventeen equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $387.37.

GE Aerospace Company Profile

GE Aerospace (NYSE: GE) is a global aerospace company that designs, develops, manufactures and services aircraft engines and related systems. Its products support commercial air transport, business and general aviation, military aircraft, and other defense applications. The company also provides engine components, avionics, mechanical systems, digital solutions and maintenance, repair and overhaul services.

GE Aerospace serves airlines, aircraft operators, leasing companies, airframers and government customers worldwide.