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

by · The Markets Daily

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 Stock Down 1.4%

GE Aerospace stock traded down $4.25 during trading 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. The company’s 50-day moving average is $327.33 and its two-hundred day moving average is $328.85. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.67 and a current ratio of 0.98. GE Aerospace has a 52-week low of $268.91 and a 52-week high of $388.84. The firm has a market cap of $306.73 billion, a price-to-earnings ratio of 34.82, a PEG ratio of 2.27 and a beta of 1.38.

GE Aerospace (NYSE:GE – Get Free Report) last released its quarterly earnings data on Tuesday, October 20th. The company reported $2.25 EPS for the quarter, beating the consensus estimate of $2.01 by $0.24. The company had revenue of $13.29 billion for the quarter, compared to analyst estimates of $12.88 billion. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%. The firm’s revenue was up 24.7% compared to the same quarter last year. During the same period last year, the company posted $1.66 earnings per share. On average, analysts predict that GE Aerospace will post 7.91 earnings per share for the current year.

GE Aerospace Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, October 26th. Stockholders of record on Monday, October 5th will be paid a $0.47 dividend. The ex-dividend date is Monday, October 5th. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.6%. GE Aerospace’s dividend payout ratio (DPR) is 22.14%.

Wall Street Analyst Weigh In

Several brokerages recently commented on GE. BNP Paribas Exane dropped their target price on GE Aerospace from $305.00 to $280.00 and set an “underperform” rating on the stock in a report on Wednesday. Sanford C. Bernstein reissued an “outperform” rating on shares of GE Aerospace in a research report on Friday, October 16th. Royal Bank Of Canada decreased their price target on GE Aerospace from $400.00 to $375.00 and set an “outperform” rating for the company in a report on Wednesday. Jefferies Financial Group set a $435.00 price objective on shares of GE Aerospace and gave the company a “buy” rating in a research report on Wednesday, September 23rd. Finally, Morgan Stanley reiterated an “overweight” rating and set a $375.00 price objective (down from $400.00) on shares of GE Aerospace in a research note on Wednesday. Seventeen investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, GE Aerospace has a consensus rating of “Moderate Buy” and a consensus target price of $375.62.

Check Out Our Latest Stock Report on GE Aerospace

Insiders Place Their Bets

In other GE Aerospace news, SVP Mohamed Ali sold 8,096 shares of the company’s stock in a transaction dated Friday, July 24th. The shares were sold at an average price of $353.71, for a total value of $2,863,636.16. Following the completion of the transaction, the senior vice president directly owned 20,666 shares of the company’s stock, valued at $7,309,770.86. This represents a 28.15% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 0.19% of the stock is currently owned by insiders.

Key Headlines Impacting GE Aerospace

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

GE Aerospace Company Profile

(Get Free Report)

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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