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

GE Aerospace (NYSE:GE) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 8.000-8.100 for the period, compared to the consensus EPS estimate of 7.920.

GE Aerospace Trading Down 0.8%

NYSE:GE opened at $293.49 on Friday. GE Aerospace has a 52 week low of $268.91 and a 52 week high of $388.84. The firm has a 50 day moving average of $324.60 and a 200 day moving average of $329.04. The company has a quick ratio of 0.67, a current ratio of 0.98 and a debt-to-equity ratio of 0.96. The stock has a market capitalization of $303.28 billion, a price-to-earnings ratio of 33.85, a PEG ratio of 2.11 and a beta of 1.38.

GE Aerospace (NYSE:GE) last announced its earnings results on Tuesday, October 20th. The company reported $2.25 earnings per share for the quarter, beating the consensus estimate of $2.01 by $0.24. The company had revenue of $13.29 billion during the quarter, compared to the consensus estimate of $12.88 billion. GE Aerospace had a net margin of 17.31% and a return on equity of 44.43%. GE Aerospace’s revenue was up 24.7% compared to the same quarter last year. During the same period last year, the firm earned $1.66 earnings per share. As a group, sell-side analysts anticipate that GE Aerospace will post 8.10 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, October 26th. Investors of record on Monday, October 5th will be paid a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a yield of 0.6%. The ex-dividend date is Monday, October 5th. GE Aerospace’s payout ratio is 22.14%.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on GE shares. BNP Paribas Exane reduced their target price on GE Aerospace from $305.00 to $280.00 and set an “underperform” rating on the stock in a research report on Wednesday. Citigroup reissued a “buy” rating and issued a $431.00 price target (up from $353.00) on shares of GE Aerospace in a report on Wednesday, July 1st. The Goldman Sachs Group restated a “buy” rating and set a $410.00 price target on shares of GE Aerospace in a research note on Monday, July 20th. Morgan Stanley restated an “overweight” rating and set a $375.00 price objective (down from $400.00) on shares of GE Aerospace in a report on Wednesday. Finally, Vertical Research restated a “buy” rating and set a $400.00 price objective on shares of GE Aerospace in a report on Tuesday. Seventeen investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $375.62.

GE Aerospace News Summary

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

• Positive Sentiment: Strong quarterly results and higher guidance: GE reported third-quarter EPS of $2.25 versus the $2.01 consensus, while revenue reached $13.29 billion, up 24.7% year over year. The company raised its fiscal 2026 EPS outlook to $8.00-$8.10, above the $7.92 consensus. GE Aerospace Reports Strong Earnings Again
• Positive Sentiment: Services demand remains a key growth driver: Management expects low-double-digit services growth in 2027, supported by a large maintenance backlog and solid commercial aviation demand. GE also increased engine deliveries as Boeing targets higher 787 production. GE Aerospace Q3 Earnings Call Highlights Higher Services Outlook
• Positive Sentiment: Most revised targets remain above the share price: JPMorgan cut its target to $375 while retaining an overweight rating; RBC set $375 with an outperform rating; and Susquehanna set $400 with a positive rating. UBS also raised its target to $380. JPMorgan Forecast for GE Aerospace
• Neutral Sentiment: Options activity is mixed: Traders purchased substantially more GE put options than usual, while separate reports noted elevated call buying. This suggests increased speculation and hedging rather than a clear consensus direction.
• Negative Sentiment: Analysts are trimming expectations: BNP Paribas Exane lowered its target to $280 and maintained an underperform rating. Susquehanna, JPMorgan and RBC also reduced their targets, indicating that strong results may already be reflected in GE’s premium valuation. BNP Paribas Exane Target Cut
• Negative Sentiment: Near-term costs and margin pressure remain concerns: The GE9X engine ramp is expected to create transition losses in 2027, while supply constraints, spare-parts backlogs and fuel costs could limit margin expansion. GE Aerospace Earnings Beat Comes With a Catch
• Negative Sentiment: Valuation leaves little room for disappointment: GE trades at roughly 34 times earnings and below its 50-day and 200-day moving averages, making investors more sensitive to execution risks despite the company’s strong backlog and earnings growth.

About GE Aerospace

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.