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

GE Aerospace (NYSE:GE) updated its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 7.100-7.400 for the period, compared to the consensus EPS estimate of 7.450. The company issued revenue guidance of -.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on the stock. JPMorgan Chase & Co. boosted their price target on shares of GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a research note on Monday, January 26th. Deutsche Bank Aktiengesellschaft upped their price objective on GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. Daiwa Securities Group initiated coverage on GE Aerospace in a research note on Tuesday, March 31st. They issued a “neutral” rating and a $301.00 price objective for the company. The Goldman Sachs Group boosted their price objective on GE Aerospace from $338.00 to $350.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. Finally, Weiss Ratings restated a “buy (b)” rating on shares of GE Aerospace in a report on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, GE Aerospace currently has an average rating of “Moderate Buy” and an average price target of $350.88.

GE Aerospace Stock Performance

Shares of GE stock opened at $304.59 on Tuesday. The stock’s 50-day moving average is $311.37 and its two-hundred day moving average is $307.17. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04. GE Aerospace has a 1 year low of $176.02 and a 1 year high of $348.48. The firm has a market cap of $319.46 billion, a price-to-earnings ratio of 37.42, a PEG ratio of 2.83 and a beta of 1.43.

GE Aerospace (NYSE:GE) last posted its earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share for the quarter, beating the consensus estimate of $1.81 by $0.05. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The business had revenue of $11.61 billion during the quarter, compared to the consensus estimate of $11.61 billion. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Analysts predict that GE Aerospace will post 7.43 earnings per share for the current year.

GE Aerospace Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Stockholders of record on Monday, March 9th will be paid a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a dividend yield of 0.6%. This is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. The ex-dividend date is Monday, March 9th. GE Aerospace’s payout ratio is currently 23.10%.

Insider Activity at GE Aerospace

In other GE Aerospace news, SVP Russell Stokes sold 30,363 shares of the stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $306.47, for a total transaction of $9,305,348.61. Following the completion of the sale, the senior vice president directly owned 150,434 shares of the company’s stock, valued at approximately $46,103,507.98. This trade represents a 16.79% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Robert M. Giglietti sold 3,035 shares of the stock in a transaction on Friday, January 30th. The stock was sold at an average price of $305.51, for a total value of $927,222.85. Following the sale, the vice president directly owned 10,583 shares of the company’s stock, valued at approximately $3,233,212.33. This represents a 22.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 37,398 shares of company stock worth $11,455,491 in the last quarter. Company insiders own 0.19% of the company’s stock.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: Deal with Indian Air Force creates in‑country engine depot for F404-IN20 engines, strengthening GE Aerospace’s service footprint and recurring defense revenue potential. GE Aerospace (GE) and Indian Airforce Partner to Advance Aerospace Ecosystem
• Positive Sentiment: Zacks highlights rising global defense spending as a possible catalyst for a blowout Q1 — if defense & MRO (maintenance, repair & overhaul) beat, it would validate the stock’s premium. Is GE Aerospace Going to Report Blowout Q1 Results?
• Neutral Sentiment: Several outlets note Wall Street’s high bar for Q1 after strong 2025 results and a ~$190B backlog — a beat could push shares higher, but a miss would be punished. Can GE Aerospace Clear Wall Street’s High Earnings Hurdle Tomorrow?
• Neutral Sentiment: Analysts and options-market watchers expect a sizable post‑earnings move; investors should expect elevated volatility around the release. Here’s How Much GE Aerospace Stock Is Expected to Move After Earnings
• Neutral Sentiment: Trade/income ideas surface ahead of earnings (options income strategies and covered-call suggestions), reflecting investor interest in monetizing near-term volatility rather than long bets. How To Earn $500 A Month From GE Aerospace Stock Ahead Of Q1 Earnings
• Neutral Sentiment: Media previews and debate segments (Bull v. Bear) underscore mixed near-term views: structural tailwinds versus cyclical & operational risks. Bull v. Bear: GE Near Flat for 2026 into 2Q Earnings
• Neutral Sentiment: Coverage roundup notes Q1 is “on deck” for GE and peers (RTX), signaling sector-wide scrutiny; useful context but not company-specific news. RTX, GE Aerospace Q1 earnings on deck: What to expect
• Negative Sentiment: Jim Cramer warned Q1 “might be a tad disappointing” due to MRO downtime related to geopolitical disruptions — a negative take that could sap sentiment if cited by broad coverage. Jim Cramer on GE Aerospace Upcoming Earnings: “It Might Be a Tad Disappointing”

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in GE. High Falls Advisors Inc increased its position in GE Aerospace by 3.0% during the 4th quarter. High Falls Advisors Inc now owns 1,069 shares of the company’s stock worth $329,000 after purchasing an additional 31 shares during the period. Heritage Wealth Advisors raised its position in GE Aerospace by 1.0% in the fourth quarter. Heritage Wealth Advisors now owns 3,671 shares of the company’s stock worth $1,131,000 after acquiring an additional 35 shares in the last quarter. Victory Financial Group LLC raised its position in GE Aerospace by 2.7% in the third quarter. Victory Financial Group LLC now owns 1,489 shares of the company’s stock worth $448,000 after acquiring an additional 39 shares in the last quarter. Archvest Wealth Advisors Inc. lifted its holdings in GE Aerospace by 2.5% in the fourth quarter. Archvest Wealth Advisors Inc. now owns 1,612 shares of the company’s stock valued at $497,000 after acquiring an additional 40 shares during the period. Finally, Sand Hill Global Advisors LLC boosted its position in shares of GE Aerospace by 3.0% during the 4th quarter. Sand Hill Global Advisors LLC now owns 1,491 shares of the company’s stock worth $459,000 after purchasing an additional 44 shares in the last quarter. 74.77% of the stock is owned by hedge funds and other institutional investors.

About GE Aerospace

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.