GE Aerospace (NYSE:GE) Releases Earnings Results, Beats Estimates By $0.05 EPS

Posted by Casey Walker on Apr 21st, 2026

GE Aerospace (NYSE:GE – Get Free Report) issued its earnings results on Tuesday. The company reported $1.86 earnings per share for the quarter, topping analysts’ consensus estimates of $1.81 by $0.05, FiscalAI reports. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The firm had revenue of $11.61 billion during the quarter, compared to analyst estimates of $11.61 billion. GE Aerospace updated its FY 2026 guidance to 7.100-7.400 EPS.

GE Aerospace Price Performance

GE Aerospace stock opened at $304.59 on Tuesday. The company 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. The firm’s fifty day moving average is $311.37 and its 200 day moving average is $307.17. The company has a quick ratio of 0.74, a current ratio of 1.04 and a debt-to-equity ratio of 1.00. GE Aerospace has a 52-week low of $176.02 and a 52-week high of $348.48.

GE Aerospace Increases Dividend

The firm also recently declared 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. 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. This represents a $1.88 dividend on an annualized basis and a yield of 0.6%. GE Aerospace’s payout ratio is currently 23.10%.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on the stock. TD Cowen dropped their target price on shares of GE Aerospace from $350.00 to $330.00 and set a “buy” rating for the company in a research report on Wednesday, April 8th. JPMorgan Chase & Co. upped their target price on shares of GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a research report on Monday, January 26th. Daiwa Securities Group assumed coverage on shares of GE Aerospace in a research report on Tuesday, March 31st. They set a “neutral” rating and a $301.00 target price for the company. Morgan Stanley assumed coverage on shares of GE Aerospace in a research report on Friday, February 20th. They set an “overweight” rating and a $425.00 target price for the company. Finally, Wells Fargo & Company assumed coverage on shares of GE Aerospace in a research report on Wednesday, April 1st. They set an “overweight” rating and a $325.00 target price for the company. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $350.88.

View Our Latest Stock Analysis on GE Aerospace

Insider Activity at GE Aerospace

In related news, SVP Russell Stokes sold 30,363 shares of the company’s stock in a transaction 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 sale, the senior vice president owned 150,434 shares of the company’s stock, valued at $46,103,507.98. This represents a 16.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, VP Robert M. Giglietti sold 3,035 shares of the company’s stock in a transaction on Friday, January 30th. The shares were sold at an average price of $305.51, for a total transaction of $927,222.85. Following the sale, the vice president directly owned 10,583 shares in the company, valued at approximately $3,233,212.33. The trade was a 22.29% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 37,398 shares of company stock valued at $11,455,491 over the last 90 days. 0.19% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On GE Aerospace

A number of hedge funds have recently bought and sold shares of the business. Claris Financial LLC purchased a new stake in shares of GE Aerospace in the fourth quarter valued at $216,000. Rare Wolf Capital LLC purchased a new stake in shares of GE Aerospace in the fourth quarter valued at $220,000. Axxcess Wealth Management LLC raised its stake in shares of GE Aerospace by 11.6% in the fourth quarter. Axxcess Wealth Management LLC now owns 20,023 shares of the company’s stock valued at $6,168,000 after acquiring an additional 2,075 shares during the period. Birchwood Financial Partners Inc. purchased a new stake in shares of GE Aerospace in the fourth quarter valued at $116,000. Finally, Ameriflex Group Inc. raised its stake in shares of GE Aerospace by 205.6% in the fourth quarter. Ameriflex Group Inc. now owns 3,967 shares of the company’s stock valued at $1,222,000 after acquiring an additional 2,669 shares during the period. Hedge funds and other institutional investors own 74.77% of the company’s stock.

GE Aerospace News Roundup

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

Positive Sentiment: Q1 results beat on the bottom line and showed healthy margins — GA Aerospace reported $1.86 EPS vs. $1.81 consensus and revenue of $11.61B; management provided slides and a press release for the update. View Press Release View Slide Deck
Positive Sentiment: Order surge and rising revenue: WSJ highlights strong commercial air-travel and military demand driving higher Q1 revenue and a growing backlog — supportive for forward revenue visibility. GE Aerospace Revenue Rises as Orders Surge
Positive Sentiment: Strategic partnership: GE announced a partnership with the Indian Air Force to advance the aerospace ecosystem — a potential long‑term commercial and services opportunity in a large, growing market. GE Aerospace and Indian Airforce Partner
Neutral Sentiment: Strong backlog and high expectations raise the bar for future quarters — analysts and media note a $190B backlog and elevated investor expectations, implying higher sensitivity to guidance and execution. Can GE Aerospace Clear Wall Street’s High Earnings Hurdle?
Neutral Sentiment: Pre-earnings commentary flagged potential volatility — coverage and volatility projections suggested the stock could swing on the print, which increases short‑term trading risk. Expected Post-earnings Move
Negative Sentiment: Guidance came in slightly below Street expectations — management set FY‑2026 EPS at $7.10–$7.40 vs. consensus ~7.45, which could cap near‑term upside despite the quarter’s beat. Company Guidance Update
Negative Sentiment: Mixed analyst/talk‑show outlook: High‑profile commentary (e.g., Jim Cramer) flagged potential headwinds from maintenance/downtime and warned results “might be a tad disappointing,” which can weigh on sentiment. Jim Cramer on GE Aerospace

About GE Aerospace

(Get Free Report)

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.