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

GE Aerospace (NYSE:GE) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 7.650-7.850 for the period, compared to the consensus EPS estimate of 7.540. The company issued revenue guidance of -.

Analyst Ratings Changes

A number of research firms have recently weighed in on GE. Daiwa Securities Group started coverage on shares of GE Aerospace in a report on Tuesday, March 31st. They issued a “neutral” rating and a $301.00 price target on the stock. Seaport Research Partners assumed coverage on GE Aerospace in a report on Tuesday, May 26th. They issued a “buy” rating and a $375.00 price target for the company. Citigroup reaffirmed a “buy” rating and set a $431.00 price target (up from $353.00) on shares of GE Aerospace in a research note on Wednesday, July 1st. Royal Bank Of Canada reiterated an “outperform” rating and issued a $400.00 target price (up from $355.00) on shares of GE Aerospace in a report on Wednesday. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of GE Aerospace in a research report on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, GE Aerospace presently has a consensus rating of “Moderate Buy” and a consensus target price of $365.61.

GE Aerospace Stock Down 3.9%

Shares of NYSE GE opened at $346.16 on Friday. The stock has a fifty day moving average price of $335.28 and a 200 day moving average price of $318.30. The company has a current ratio of 1.01, a quick ratio of 0.70 and a debt-to-equity ratio of 0.99. GE Aerospace has a 12-month low of $254.66 and a 12-month high of $382.97. The company has a market cap of $361.16 billion, a P/E ratio of 42.63, a P/E/G ratio of 3.19 and a beta of 1.35.

GE Aerospace (NYSE:GE) last issued its quarterly earnings data on Thursday, July 16th. The company reported $2.02 EPS for the quarter, topping analysts’ consensus estimates of $1.86 by $0.16. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.The company had revenue of $12.63 billion for the quarter, compared to analysts’ expectations of $12.24 billion. During the same quarter in the previous year, the firm posted $1.66 earnings per share. The firm’s quarterly revenue was up 21.1% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. Research analysts anticipate that GE Aerospace will post 7.49 EPS for the current fiscal year.

GE Aerospace Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, July 27th. Shareholders of record on Monday, July 6th will be issued a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date is Monday, July 6th. GE Aerospace’s dividend payout ratio is currently 23.15%.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: GE Aerospace beat Q2 estimates on both earnings and revenue, showing strong underlying demand and execution. GE Aerospace (GE) Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: The company raised its 2026 outlook, signaling management expects stronger sales and profit despite macro and supply-chain headwinds. GE Aerospace lifts 2026 forecast as airlines keep up maintenance spending
• Positive Sentiment: Management said aftermarket repair and maintenance demand remains resilient, which supports higher-margin services revenue. GE Aerospace sees repair demand holding up despite aviation fuel shock
• Positive Sentiment: GE pushed back on Boeing-related GEnx delay concerns, easing fears that engine supply could materially disrupt deliveries. GE Aerospace pushes back on GEnx delay concerns, says Boeing has months of engine supply
• Neutral Sentiment: Analysts and call summaries highlighted strong growth ahead, but much of the optimism was already reflected in expectations before earnings. GE Aerospace Earnings Call Signals Strong Growth Ahead
• Negative Sentiment: Investors appeared disappointed that order growth is cooling after a strong run, suggesting growth may be normalizing from very high levels. GE boosts profit outlook but stock falls as booming order growth cools
• Negative Sentiment: Margin pressure and supply-chain constraints are still weighing on sentiment, keeping traders cautious despite the earnings beat. GE Aerospace raises profit outlook, but margin pressure weighs on shares

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. Ankerstar Wealth LLC purchased a new stake in GE Aerospace during the 4th quarter worth $31,000. Beaird Harris Wealth Management LLC increased its position in shares of GE Aerospace by 72.0% during the third quarter. Beaird Harris Wealth Management LLC now owns 141 shares of the company’s stock worth $42,000 after acquiring an additional 59 shares during the last quarter. J.Safra Asset Management Corp acquired a new position in shares of GE Aerospace in the fourth quarter worth about $44,000. Triumph Capital Management acquired a new stake in GE Aerospace during the 3rd quarter valued at approximately $52,000. Finally, Timmons Wealth Management LLC purchased a new stake in GE Aerospace during the 4th quarter worth approximately $61,000. 74.77% of the stock is owned by institutional investors and hedge funds.

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.