GE Aerospace (NYSE:GE) Releases Earnings Results, Beats Expectations By $0.26 EPS

GE Aerospace (NYSE:GE) announced its quarterly earnings results on Tuesday. The company reported $1.86 earnings per share for the quarter, beating analysts’ consensus estimates of $1.60 by $0.26, FiscalAI reports. The business had revenue of $11.61 billion for the quarter, compared to the consensus estimate of $11.61 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. GE Aerospace’s revenue for the quarter was up 24.6% on a year-over-year basis. During the same period last year, the company posted $1.49 EPS. 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

NYSE GE opened at $286.78 on Wednesday. The business has a 50 day simple moving average of $310.78 and a 200 day simple moving average of $307.09. GE Aerospace has a 52-week low of $182.10 and a 52-week high of $348.48. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04. The stock has a market cap of $300.78 billion, a price-to-earnings ratio of 35.23, a PEG ratio of 2.83 and a beta of 1.43.

GE Aerospace Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, April 27th. Investors of record on Monday, March 9th will be paid a dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Monday, March 9th. This is a positive change from GE Aerospace’s previous quarterly dividend of $0.36. GE Aerospace’s dividend payout ratio (DPR) is currently 23.10%.

More GE Aerospace News

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

• Positive Sentiment: Q1 results beat consensus — adjusted EPS $1.86 vs. ~$1.60 est., revenue $11.61B and year‑over‑year growth driven by engines and services; order growth was strong. GE Aerospace Q1 Earnings & Revenues Beat Estimates, Rise Y/Y
• Positive Sentiment: Backlog and commercial services strength — management highlighted a very large services backlog (supports multi‑year revenue visibility) and repeated FY‑2026 outlook. GE Aerospace Q1 Adj. Profit Rises; Backs FY26 Outlook
• Neutral Sentiment: Analyst stance: TD Cowen kept a Buy rating but trimmed the price target to $330 from $350 — supportive view but slightly lower upside expectations. GE Aerospace: Strong Earnings Visibility and Manageable Risks Support Buy Rating
• Neutral Sentiment: Earnings call / slides available — read the management commentary (Moby summary and the company slide deck) for details on margin drivers and capital allocation. GE Aerospace Q1 2026 Earnings Call Summary
• Negative Sentiment: Management flagged higher jet fuel costs and weaker near‑term flight growth expectations plus Middle East geopolitical risk — investors sold into the beat on concern these pressures will compress margins. GE Aerospace Earnings Performance Overshadowed By Middle East Risk Warning
• Negative Sentiment: FY‑2026 EPS guidance set to $7.10–$7.40, modestly below some consensus estimates (~$7.45), which tempered upside despite the beat. GE Aerospace raises profit outlook, warns on oil prices
• Negative Sentiment: Market reaction: multiple outlets note the stock slipped after the print — the selloff reflects a classic earnings‑beat but guidance/commodity‑risk squeeze. Why GE Aerospace (GE) Stock Tumbled Despite Crushing Q1 Earnings Expectations

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on GE shares. The Goldman Sachs Group increased their price target on shares of GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. Wells Fargo & Company started coverage on shares of GE Aerospace in a research report on Wednesday, April 1st. They issued an “overweight” rating and a $325.00 price target on the stock. Weiss Ratings reiterated a “buy (b)” rating on shares of GE Aerospace in a research report on Thursday, January 22nd. Daiwa Securities Group began coverage on GE Aerospace in a research note on Tuesday, March 31st. They set a “neutral” rating and a $301.00 target price for the company. Finally, Wall Street Zen raised GE Aerospace from a “hold” rating to a “buy” rating in a research note on Sunday. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, GE Aerospace currently has an average rating of “Moderate Buy” and an average target price of $350.88.

Insider Transactions at GE Aerospace

In other news, SVP Russell Stokes sold 30,363 shares of the firm’s stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $306.47, for a total transaction of $9,305,348.61. Following the completion of the transaction, the senior vice president directly owned 150,434 shares of the company’s stock, valued at $46,103,507.98. This trade represents a 16.79% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Robert M. Giglietti sold 3,035 shares of the firm’s stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $305.51, for a total transaction of $927,222.85. Following the transaction, the vice president directly owned 10,583 shares of the company’s stock, valued at $3,233,212.33. This represents a 22.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 37,398 shares of company stock valued at $11,455,491 in the last ninety days. 0.19% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the business. Sivia Capital Partners LLC lifted its holdings in GE Aerospace by 4.6% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock valued at $1,116,000 after purchasing an additional 191 shares during the last quarter. Brighton Jones LLC lifted its holdings in GE Aerospace by 25.3% during the 4th quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock valued at $2,003,000 after purchasing an additional 2,421 shares during the last quarter. Advocate Investing Services LLC acquired a new stake in GE Aerospace during the 4th quarter valued at $109,000. Triumph Capital Management lifted its holdings in GE Aerospace by 82.6% during the 4th quarter. Triumph Capital Management now owns 314 shares of the company’s stock valued at $97,000 after purchasing an additional 142 shares during the last quarter. Finally, Swiss RE Ltd. acquired a new stake in GE Aerospace during the 4th quarter valued at $100,000. Institutional investors own 74.77% of the company’s stock.

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.