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

Key Points

• GE Aerospace beat quarterly expectations: Adjusted EPS came in at $2.25 versus the $2.01 consensus, while revenue reached $13.29 billion compared with $12.88 billion expected.
• Demand and outlook remain strong: Orders rose 49% to $19.0 billion, led by commercial engines and services, and the company raised its 2026 profit, revenue-growth and free-cash-flow guidance.
• Shares face valuation and execution concerns: GE opened down 0.6% and trades at about 36.7 times earnings, while investors continue to monitor aftermarket growth, cash generation and supply-chain risks. The company also declared a quarterly dividend of $0.47 per share.

GE Aerospace (NYSE:GE - Get Free Report) released its earnings results on Tuesday. The company reported $2.25 earnings per share for the quarter, beating analysts' consensus estimates of $2.01 by $0.24, FiscalAI reports. The firm had revenue of $13.29 billion during 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 Down 0.6%

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

GE Aerospace Dividend Announcement

The company also recently disclosed 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. This represents a $1.88 annualized dividend and a yield of 0.6%. The ex-dividend date is Monday, October 5th. GE Aerospace's payout ratio is currently 22.14%.

Wall Street Analyst Weigh In

GE has been the topic of a number of recent analyst reports. Citigroup restated a "buy" rating and issued a $431.00 price target (up from $353.00) on shares of GE Aerospace in a research report on Wednesday, July 1st. The Goldman Sachs Group reaffirmed a "buy" rating and issued a $410.00 price target on shares of GE Aerospace in a research note on Monday, July 20th. UBS Group upped their price objective on shares of GE Aerospace from $426.00 to $435.00 and gave the stock a "buy" rating in a research report on Friday, July 17th. TD Cowen reaffirmed a "buy" rating and set a $380.00 price objective (up from $330.00) on shares of GE Aerospace in a research report on Monday, July 13th. Finally, Wells Fargo & Company reduced their price objective on shares of GE Aerospace from $390.00 to $380.00 and set an "overweight" rating on the stock in a research note on Wednesday, September 30th. Sixteen research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $386.67.

Insiders Place Their Bets

In other GE Aerospace 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 transaction of $2,863,636.16. Following the completion of the transaction, the senior vice president owned 20,666 shares of the company's stock, valued at approximately $7,309,770.86. The trade was a 28.15% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.19% of the stock is owned by company insiders.

Trending Headlines about 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.

GE Aerospace Company Profile

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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