GE Aerospace (NYSE:GE – Get Free Report) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 8.000-8.100 for the period, compared to the consensus estimate of 7.920.
GE Aerospace Trading Down 1.4%
Shares of GE Aerospace stock traded down $4.25 during trading hours on Wednesday, reaching $295.62. 7,100,987 shares of the company’s stock were exchanged, compared to its average volume of 5,105,171. GE Aerospace has a 52-week low of $268.91 and a 52-week high of $388.84. The firm has a market capitalization of $306.73 billion, a price-to-earnings ratio of 34.82, a price-to-earnings-growth ratio of 2.27 and a beta of 1.38. The company has a fifty day moving average of $327.33 and a 200-day moving average of $328.85. The company has a current ratio of 0.98, a quick ratio of 0.67 and a debt-to-equity ratio of 0.96.
GE Aerospace (NYSE:GE – Get Free Report) last posted its quarterly earnings data on Tuesday, October 20th. The company reported $2.25 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.01 by $0.24. The business had revenue of $13.29 billion for the quarter, compared to analysts’ expectations of $12.88 billion. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%. The business’s revenue was up 24.7% on a year-over-year basis. During the same quarter last year, the firm earned $1.66 earnings per share. Sell-side analysts forecast that GE Aerospace will post 7.91 EPS for the current fiscal year.
GE Aerospace Announces Dividend
The firm also recently declared a quarterly dividend, which will be paid on Monday, October 26th. Shareholders of record on Monday, October 5th will be paid a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend is Monday, October 5th. GE Aerospace’s dividend payout ratio (DPR) is presently 22.14%.
Analyst Ratings Changes
Several research firms have commented on GE. Sanford C. Bernstein restated an “outperform” rating on shares of GE Aerospace in a report on Friday, October 16th. Weiss Ratings reiterated a “buy (b)” rating on shares of GE Aerospace in a report on Thursday, October 15th. Royal Bank Of Canada cut their price objective on shares of GE Aerospace from $400.00 to $375.00 and set an “outperform” rating on the stock in a report on Wednesday. Vertical Research reissued a “buy” rating and issued a $400.00 target price on shares of GE Aerospace in a research report on Tuesday. Finally, Susquehanna lowered their target price on shares of GE Aerospace from $430.00 to $400.00 and set a “positive” rating for the company in a report on Wednesday. Seventeen investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $375.62.
View Our Latest Report on GE Aerospace
Insider Buying and Selling
In other news, SVP Mohamed Ali sold 8,096 shares of the firm’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 in the company, valued at $7,309,770.86. This trade represents a 28.15% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.19% of the stock is owned by corporate insiders.
Key GE Aerospace News
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: GE reported adjusted third-quarter earnings of $2.25 per share, above the $2.01 consensus estimate, while revenue reached $13.29 billion and rose approximately 25% year over year. Management raised full-year 2026 adjusted EPS guidance to $8.00-$8.10, revenue growth guidance to approximately 19%-20%, operating profit guidance to $10.9-$11.0 billion and free-cash-flow guidance to $9.1-$9.4 billion. GE Aerospace raises 2026 profit forecast as services strength drives growth
- Positive Sentiment: Commercial engine and aftermarket demand remains strong. Orders increased 49% to $19 billion, the commercial services backlog is approximately $170 billion, and GE expects low-double-digit services growth in 2027 as airlines keep older aircraft in service amid aircraft-delivery delays and elevated fuel costs. GE Aerospace Q3 Earnings Call Highlights Higher Services Outlook
- Positive Sentiment: Several analysts remain constructive: UBS raised its price target to $380, while JPMorgan, RBC and Susquehanna retained bullish ratings despite reducing their targets. Citi also described the stock as an attractive entry point. UBS raises GE Aerospace price target
- Neutral Sentiment: GE is using artificial intelligence to reduce technical-record processing time by about 25%, potentially improving engine turnaround times and availability across its maintenance network. GE Aerospace Turns To AI To Ease Engine Maintenance Bottlenecks
- Negative Sentiment: Investors are concerned about a projected $300 million profit drag in 2027 related to the GE9X production ramp, along with spare-parts backlogs, supply-chain costs and potential fuel-price pressure on airlines. Operating cash flow also declined year over year, raising concerns about cash conversion despite the earnings beat.
- Negative Sentiment: Analyst target cuts have highlighted valuation risk. BNP Paribas Exane lowered its target to $280 and assigned an “underperform” rating, while other firms trimmed targets even while maintaining positive recommendations. With GE trading at roughly 35 times earnings and below its moving averages, investors appear to be demanding clearer evidence that services growth can offset the near-term headwinds. Analysts cut GE Aerospace forecasts after Q3 results
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.
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