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

GE Aerospace (NYSE:GE) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 8.000-8.100 for the period, compared to the consensus earnings per share estimate of 7.920.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on the stock. Weiss Ratings reaffirmed a “buy (b)” rating on shares of GE Aerospace in a research note on Thursday, October 15th. Susquehanna lowered their target price on GE Aerospace from $430.00 to $400.00 and set a “positive” rating for the company in a research note on Wednesday. UBS Group reaffirmed a “buy” rating and set a $380.00 target price (up from $377.00) on shares of GE Aerospace in a research report on Wednesday. BNP Paribas Exane cut their price target on GE Aerospace from $305.00 to $280.00 and set an “underperform” rating on the stock in a research note on Wednesday. Finally, Wells Fargo & Company lowered their price objective on GE Aerospace from $390.00 to $380.00 and set an “overweight” rating for the company in a research note on Wednesday, September 30th. Seventeen equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $375.62.

GE Aerospace Stock Down 1.4%

Shares of GE stock traded down $4.25 during trading hours on Wednesday, hitting $295.62. 7,451,636 shares of the company were exchanged, compared to its average volume of 5,106,931. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.67 and a current ratio of 0.98. The business’s 50-day simple moving average is $327.33 and its two-hundred day simple moving average is $328.85. GE Aerospace has a one year low of $268.91 and a one year high of $388.84. The stock has a market capitalization of $306.73 billion, a price-to-earnings ratio of 34.82, a P/E/G ratio of 2.27 and a beta of 1.38.

GE Aerospace (NYSE:GE) last issued its quarterly earnings results on Tuesday, October 20th. The company reported $2.25 earnings per share for the quarter, beating analysts’ consensus estimates of $2.01 by $0.24. The business 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%. The business’s quarterly revenue was up 24.7% on a year-over-year basis. During the same period in the previous year, the business earned $1.66 EPS. Sell-side analysts predict that GE Aerospace will post 7.91 EPS for the current fiscal year.

GE Aerospace Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, October 26th. Shareholders of record on Monday, October 5th will be issued a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend is Monday, October 5th. GE Aerospace’s payout ratio is currently 22.14%.

Insiders Place Their Bets

In other news, SVP Mohamed Ali sold 8,096 shares of GE Aerospace 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 approximately $7,309,770.86. The trade was a 28.15% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. 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: Guidance was raised again. GE now expects fiscal 2026 adjusted EPS of $8.00–$8.10, above its previous $7.65–$7.85 range and the $7.92 consensus estimate. Management also projects approximately 19%–20% revenue growth, $10.9–$11.0 billion in operating profit and $9.1–$9.4 billion in free cash flow. Reuters guidance article
• Positive Sentiment: Quarterly results beat expectations. Adjusted EPS was $2.25 versus the $2.01 consensus, while revenue reached $13.29 billion and increased sharply year over year. Orders jumped 49% to $19 billion, led by commercial engines and services, and the company said aftermarket demand remains strong. Zacks earnings article
• Positive Sentiment: Services growth supports the long-term outlook. GE expects low-double-digit services growth in 2027, aided by aging aircraft, spare-parts demand and a large commercial-services backlog. Analysts at UBS, JPMorgan and Susquehanna maintained bullish ratings despite reducing or adjusting their price targets. Yahoo Finance earnings call article
• Neutral Sentiment: Analyst opinion is mixed. UBS raised its target to $380, while JPMorgan, RBC and Susquehanna lowered targets but retained positive ratings. BNP Paribas Exane cut its target to $280 and assigned an underperform rating, highlighting divided views on GE’s risk-reward profile. Benzinga analyst ratings article
• Negative Sentiment: Investors are concerned about margin and cash-flow pressure. GE expects roughly $300 million of profit drag in 2027 as the GE9X engine production ramp continues. Higher engine-related costs, supply-chain constraints, spare-parts backlogs and weaker operating cash flow overshadowed the earnings beat.
• Negative Sentiment: Valuation remains demanding. With GE trading at a premium earnings multiple after a strong multiyear run, investors appear to be demanding continued execution. The stock’s post-earnings decline reflects profit-taking and concern that much of the commercial aerospace recovery is already priced in. Insider Monkey valuation article

About GE Aerospace

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.