GE Aerospace (NYSE:GE) Releases Quarterly Earnings Results, Beats Expectations By $0.24 EPS

Posted by Brian Himes on Oct 20th, 2026

GE Aerospace (NYSE:GE – Get Free Report) released its quarterly earnings data on Tuesday. The company reported $2.25 earnings per share for the quarter, beating the consensus estimate of $2.01 by $0.24, FiscalAI reports. The company had revenue of $13.29 billion for 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%.

GE Aerospace Stock Performance

Shares of GE Aerospace stock opened at $311.84 on Tuesday. The company has a current ratio of 0.98, a quick ratio of 0.67 and a debt-to-equity ratio of 0.96. The business has a 50-day moving average price of $328.69 and a two-hundred day moving average price of $328.81. GE Aerospace has a 1-year low of $268.91 and a 1-year high of $388.84. The company has a market cap of $323.56 billion, a P/E ratio of 36.73, a PEG ratio of 2.29 and a beta of 1.38.

GE Aerospace Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, October 26th. Shareholders of record on Monday, October 5th will be given a dividend of $0.47 per share. The ex-dividend date of this dividend is Monday, October 5th. This represents a $1.88 dividend on an annualized basis and a yield of 0.6%. GE Aerospace’s dividend payout ratio is 22.14%.

Key Headlines Impacting GE Aerospace

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.

Insider Buying and Selling at GE Aerospace

In other news, SVP Mohamed Ali sold 8,096 shares of the business’s stock in a transaction dated Friday, July 24th. The stock was sold at an average price of $353.71, for a total value of $2,863,636.16. Following the transaction, the senior vice president directly owned 20,666 shares of the company’s stock, valued at $7,309,770.86. The trade was a 28.15% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Company insiders own 0.19% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on GE shares. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $400.00 target price (up from $355.00) on shares of GE Aerospace in a report on Wednesday, July 15th. Wells Fargo & Company cut their price target on GE Aerospace from $390.00 to $380.00 and set an “overweight” rating on the stock in a research note on Wednesday, September 30th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $450.00 price target on shares of GE Aerospace in a research note on Monday, July 27th. Melius Research set a $350.00 price objective on shares of GE Aerospace and gave the stock a “hold” rating in a research note on Monday, September 14th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating on shares of GE Aerospace in a research report on Friday. Sixteen investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, GE Aerospace currently has an average rating of “Moderate Buy” and a consensus price target of $386.67.

Check Out Our Latest Research Report on GE Aerospace

GE Aerospace Company Profile

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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.