GE Aerospace (GE) Projected to Post Earnings on Tuesday

Key Points

• GE Aerospace will report Q1 2026 results before the open on April 21 at 7:30 AM ET, with analysts expecting about $1.81 EPS and $11.61 billion in revenue and the company guiding FY2026 EPS to roughly 7.10–7.40.
• Strategic aftermarket wins in India — a contract to set up an F404 engine depot for the Indian Air Force and advanced talks on the F414 program with HAL — should boost MRO revenue and support services margins going forward.
• Management raised the quarterly dividend to $0.47 (annualized $1.88, yield ~0.6%, payout ratio 23.1%), while analysts hold a consensus rating of “Moderate Buy” with an average price target near $350.88.

GE Aerospace (NYSE:GE - Get Free Report) is anticipated to post its Q1 2026 results before the market opens on Tuesday, April 21st. Analysts expect GE Aerospace to post earnings of $1.81 per share and revenue of $11.6076 billion for the quarter. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Individuals may review the information on the company's upcoming Q1 2026 earning report for the latest details on the call scheduled for Tuesday, April 21, 2026 at 7:30 AM ET.

GE Aerospace (NYSE:GE - Get Free Report) last announced its quarterly earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, beating analysts' consensus estimates of $1.43 by $0.14. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The firm had revenue of $11.90 billion for the quarter, compared to analyst estimates of $11.27 billion. During the same period last year, the firm posted $1.32 earnings per share. The business's revenue for the quarter was up 17.6% on a year-over-year basis. On average, analysts expect GE Aerospace to post $5 EPS for the current fiscal year and $6 EPS for the next fiscal year.

GE Aerospace Stock Performance

Shares of GE stock opened at $311.92 on Tuesday. The business's 50-day moving average price is $311.82 and its 200-day moving average price is $306.82. GE Aerospace has a 12 month low of $176.02 and a 12 month high of $348.48. The firm has a market capitalization of $327.14 billion, a price-to-earnings ratio of 38.32, a PEG ratio of 2.87 and a beta of 1.43. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00.

GE Aerospace Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, April 27th. Stockholders 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 dividend yield of 0.6%. GE Aerospace's payout ratio is 23.10%.

Analyst Ratings Changes

A number of analysts have recently commented on the company. Wolfe Research lifted their price target on GE Aerospace from $340.00 to $360.00 and gave the company an "outperform" rating in a research note on Monday, January 12th. Susquehanna reissued a "positive" rating and set a $380.00 price target on shares of GE Aerospace in a research note on Thursday, January 15th. TD Cowen cut their price objective on GE Aerospace from $350.00 to $330.00 and set a "buy" rating on the stock in a research note on Wednesday, April 8th. The Goldman Sachs Group lifted their price objective on GE Aerospace from $338.00 to $350.00 and gave the stock a "buy" rating in a research note on Friday, January 23rd. Finally, Wall Street Zen lowered GE Aerospace from a "buy" rating to a "hold" rating in a research note on Saturday. 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 company. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $350.88.

GE Aerospace News Roundup

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

• Positive Sentiment: GE Aerospace signed a contract with the Indian Air Force to establish an in‑country depot to maintain F404‑IN20 engines for Tejas fighters — a move that should expand aftermarket service revenue, deepen local defense ties, and improve logistics/availability for a growing fleet. GE Aerospace, IAF to set up engine repair facility for Tejas fleet in India
• Positive Sentiment: Multiple outlets report the same F404 depot agreement and emphasize the strategic aftermarket opportunity in India — this consistency increases near‑term clarity for GE’s defense services growth in a large market. GE Aerospace to set up F404 engine depot for Indian Air Force Tejas fleet
• Positive Sentiment: GE and HAL have finalized technical talks on the larger F414 program, with a potential contract this year — that would further increase localized MRO and new engine opportunities in India. GE Aerospace, HAL finalise technical talks on F414 engines; contract likely this year
• Positive Sentiment: Analyst commentary (Zacks / Yahoo) highlights GE’s strong history of earnings surprises and positions the company as likely to beat again — a driver for multiple upward estimate revisions and investor confidence heading into upcoming reports. Why GE (GE) Could Beat Earnings Estimates Again
• Positive Sentiment: GE is scaling AI from pilots to production in India and reports cutting false alarms by over half — operational tech gains that can lower service costs and improve engine uptime, supporting margins in the services business. GE Aerospace scales AI from pilots to production; India anchors global capability
• Neutral Sentiment: Senator Kirsten Gillibrand toured GE’s research center in Niskayuna — a visibility/PR event that underscores GE’s domestic R&D footprint but has limited direct near‑term financial impact. Gillibrand tours GE Aerospace Research Center in Niskayuna
• Negative Sentiment: A short market note flagged a recent intraday share dip (reported by AmericanBankingNews) — a reminder that headline volatility can occur even amid fundamentally positive developments. GE Aerospace NYSE: GE Shares Down 1.5% - Here's What Happened

Insider Buying and Selling

In related news, SVP Amy L. Gowder sold 4,000 shares of GE Aerospace stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $305.73, for a total value of $1,222,920.00. Following the transaction, the senior vice president directly owned 16,535 shares of the company's stock, valued at $5,055,245.55. The trade was a 19.48% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Robert M. Giglietti sold 3,035 shares of GE Aerospace stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $305.51, for a total value of $927,222.85. Following the completion of the sale, the vice president owned 10,583 shares of the company's stock, valued at approximately $3,233,212.33. The trade was a 22.29% decrease in their ownership of the stock. 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 ninety days. 0.19% of the stock is owned by company insiders.

Institutional Investors Weigh In On GE Aerospace

Hedge funds have recently added to or reduced their stakes in the business. Ankerstar Wealth LLC bought a new stake in GE Aerospace in the fourth quarter worth approximately $31,000. Beaird Harris Wealth Management LLC increased its holdings in GE Aerospace by 72.0% in the third quarter. Beaird Harris Wealth Management LLC now owns 141 shares of the company's stock worth $42,000 after purchasing an additional 59 shares in the last quarter. J.Safra Asset Management Corp bought a new stake in GE Aerospace in the fourth quarter worth approximately $44,000. Triumph Capital Management bought a new stake in GE Aerospace in the third quarter worth approximately $52,000. Finally, Timmons Wealth Management LLC bought a new stake in GE Aerospace in the fourth quarter worth approximately $61,000. 74.77% of the stock is currently owned by institutional investors.

GE Aerospace Company Profile

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.

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