GE Aerospace is executing a robust commercial aerospace upcycle, with revenue growth accelerating to 21.1% YoY in 2026Q2 and operating margins expanding to 18.6%, driven by strong services demand and operating leverage. The company's asset-light model and defe...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 21.1% YoY in 2026Q2, with operating margin expanding to 18.6%, though gross margin contracted 470 bps from 39.7% in 2025Q1 to 35.0%.
GE Aerospace has a massive order backlog, estimated to be around $190 billion to $210 billion, providing significant revenue visibility for years to come.
The aerospace industry is experiencing a super-cycle, with increasing demand for new aircraft and maintenance on aging fleets, benefiting GE's dominant position in jet engines.
GE has a substantial share repurchase program of $15 billion and a 25% dividend hike, which can provide price support and return value to shareholders.
GE's stock may be trading at a premium valuation, with some analysts arguing that it's 'priced for perfection'.
GE is heavily reliant on Boeing, particularly for the 737 MAX and 777X aircraft, making it vulnerable to production delays.
Rising fuel prices, geopolitical tensions, and supply chain disruptions could affect airline orders and aftermarket demand, leading to margin compression.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 16, 2026 | $2.02+8.6% vs $1.86 | $12.6B+6.3% vs $11.9B |
Q2 2026 Apr 21, 2026 | $1.86+16.3% vs $1.60 | $11.6B+8.4% vs $10.7B |
Q1 2026 Jan 22, 2026 | $1.57+9.8% vs $1.43 | $11.9B+5.5% vs $11.2B |
Q4 2025 Oct 21, 2025 | $1.66+13.7% vs $1.46 | $12.2B+17.7% vs $10.4B |
GE Aerospace commands a massive footprint in aviation with over 70,000 aircraft engines currently in service. Space Exploration Technologies dominates the private space market with its reusable rockets and rapidly expanding Starlink satellite network.
Here is how GE Aerospace (GE) and Rolls-Royce Holdings PLC (RYCEY) have performed compared to their sector so far this year.
Recently, Zacks.com users have been paying close attention to GE (GE). This makes it worthwhile to examine what the stock has in store.
GE Aerospace is a pure-play aerospace company focused on high-margin propulsion and services after splitting from old GE in 2024. Lockheed Martin continues to dominate the defense market with massive long-term contracts like the F-35 program.
Benchmark GE against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for GE Aerospace (GE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $309.56 | $321.19B | 37.94 | 18.48% | 18.98% | 45.26% | 0.44% | |
| $184.68 | $248.9B | 37.23 | 9.74% | 8.28% | 11.48% | — | |
| $231.27 | $92.53B | 62.34 | 11.06% | 20.52% | 34.41% | — | |
| $1090.38 | $60.99B | 33.99 | 11.22% | 21.28% | — | — | |
| $545.64 | $20.16B | 42.40 | 12.08% | 14.81% | 20.69% | — | |
| $193.56 | $152.98B | 78.05 | 34.5% | 2.59% | 104.66% | — |
GE Aerospace (GE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
GE Aerospace (GE) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 16, 2026·SEC
Jun 25, 2026·SEC
Jun 11, 2026·SEC
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GE Aerospace (GE) stock FAQ — growth, dividends, profitability & financials explained
GE Aerospace (GE) reported $50.68B in revenue for fiscal year 2025. This represents a 35% decrease from $78.54B in 1996.
GE Aerospace (GE) grew revenue by 18.5% over the past year. This is strong growth.
Yes, GE Aerospace (GE) is profitable, generating $8.97B in net income for fiscal year 2025 (19.0% net margin).
Yes, GE Aerospace (GE) pays a dividend with a yield of 0.44%. This makes it attractive for income-focused investors.
GE Aerospace (GE) has a return on equity (ROE) of 45.3%. This is excellent, indicating efficient use of shareholder capital.
GE Aerospace (GE) generated $3.59B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
