GE Aerospace (NYSE:GE) Issues Quarterly Earnings Results

by · The Markets Daily

GE Aerospace (NYSE:GE – Get Free Report) released its earnings results on Tuesday. The company reported $2.25 EPS for the quarter, topping the consensus estimate of $2.01 by $0.24, FiscalAI reports. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%. The business had revenue of $13.29 billion for the quarter, compared to the consensus estimate of $12.88 billion.

GE Aerospace Price Performance

Shares of NYSE:GE opened at $311.84 on Tuesday. GE Aerospace has a fifty-two week low of $268.91 and a fifty-two week high of $388.84. The business has a 50-day simple moving average of $328.69 and a two-hundred day simple moving average of $328.81. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.67 and a current ratio of 0.98. The firm has a market cap of $323.56 billion, a price-to-earnings ratio of 36.73, a price-to-earnings-growth ratio of 2.29 and a beta of 1.38.

GE Aerospace Announces Dividend

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 issued a $0.47 dividend. This represents a $1.88 annualized dividend and a yield of 0.6%. The ex-dividend date is Monday, October 5th. GE Aerospace’s dividend payout ratio (DPR) is presently 22.14%.

GE Aerospace News Summary

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

  • Positive Sentiment: Results exceeded expectations and guidance increased. GE Aerospace reported third-quarter revenue of $14.1 billion, up 16% year over year, while GAAP profit rose 12% to $2.8 billion and diluted EPS increased 14% to $2.32. The company raised its 2026 outlook to approximately 19%–20% adjusted revenue growth, $8.00–$8.10 in adjusted EPS, $10.9–$11.0 billion in operating profit, and $9.1–$9.4 billion in free cash flow. A separate earnings report cited adjusted EPS of $2.25 versus the $2.01 analyst consensus and revenue of $13.29 billion versus $12.88 billion expected. GE Aerospace Q3 Revenue Rises 16% to $14.1 Billion GE Aerospace raises 2026 profit forecast as services strength drives growth
  • Positive Sentiment: Demand remains strong. Total orders jumped 49% to $19.0 billion, Commercial Engines & Services revenue increased 21% to $10.3 billion, and Defense & Propulsion Technologies revenue grew 7% to $3.5 billion. These figures reinforce the importance of GE’s large backlog and resilient aerospace demand.
  • Positive Sentiment: Institutional support is substantial. In the latest quarter, 1,693 institutional investors added GE shares, including JPMorgan Chase, Fisher Asset Management, and Wellington Management, although 1,343 investors reduced positions.
  • Neutral Sentiment: Investors want more evidence that aftermarket growth can continue. Services are GE’s primary profit engine, but the stock has reportedly declined after each of its last three earnings reports as the market seeks reassurance on aftermarket demand and execution. GE Aerospace’s Earnings Keep Growing, but Its Biggest Profit Engine Faces Doubts
  • Negative Sentiment: Cash generation and valuation are concerns. Operating cash flow fell 14% year over year to $2.2 billion. GE trades at roughly 36.7 times earnings and remains below its 50-day and 200-day moving averages, leaving investors sensitive to any sign of slower growth.
  • Negative Sentiment: Analyst and supply-chain risks add pressure. Melius cut its price target to $350 from $432, while a planned 2027 Pentagon ban on Chinese rare-earth magnets could require costly supplier changes. Recent insider activity also showed eight sales and no purchases over six months.

Wall Street Analysts Forecast Growth

GE has been the subject of several analyst reports. Susquehanna restated a “positive” rating and set a $430.00 price target (up from $380.00) on shares of GE Aerospace in a report on Thursday, July 9th. The Goldman Sachs Group reiterated a “buy” rating and issued a $410.00 price target on shares of GE Aerospace in a research note on Monday, July 20th. Citigroup reiterated a “buy” rating and issued a $431.00 price target (up from $353.00) on shares of GE Aerospace in a research note on Wednesday, July 1st. Royal Bank Of Canada reissued an “outperform” rating and set a $400.00 price objective (up from $355.00) on shares of GE Aerospace in a research report on Wednesday, July 15th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $450.00 price objective on shares of GE Aerospace in a research note on Monday, July 27th. Sixteen equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, GE Aerospace currently has an average rating of “Moderate Buy” and a consensus price target of $386.67.

View Our Latest Stock Report on GE

Insider Transactions at GE Aerospace

In other news, SVP Mohamed Ali sold 8,096 shares of the firm’s stock in a transaction dated Friday, July 24th. The shares were 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 of the company’s stock, valued at $7,309,770.86. This trade represents a 28.15% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Corporate insiders own 0.19% of the company’s stock.

GE Aerospace Company Profile

(Get Free Report)

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.

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