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 9/23/2026, 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 |
Investors with an interest in Aerospace - Defense stocks have likely encountered both General Dynamics (GD) and GE Aerospace (GE). But which of these two stocks is more attractive to value investors?
CINCINNATI, Sept. 21, 2026 /PRNewswire/ -- The Board of Directors of GE Aerospace (NYSE: GE) today declared a $0.47 per share dividend on the outstanding common stock of the Company.
SAN DIEGO, Sept. 21, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc., (NASDAQ: KTOS) a technology company in the defense, national security and global markets, and GE Aerospace (NYSE: GE) announced a key program milestone with the successful ignition of the GEK800 turbofan cruise missile propulsion system.
In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Tyler Crowe, Lou Whiteman, and Travis Hoium discuss:
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 |
|---|---|---|---|---|---|---|---|
| $319.22 | $331.21B | 39.12 | 18.48% | 18.98% | 45.26% | 0.43% | |
| $190.99 | $257.41B | 38.51 | 9.74% | 8.28% | 11.48% | — | |
| $225.36 | $90.17B | 60.74 | 11.06% | 20.52% | 34.41% | — | |
| $1112.42 | $62.22B | 34.68 | 11.22% | 21.28% | — | — | |
| $550.27 | $20.33B | 42.76 | 12.08% | 14.81% | 20.69% | — | |
| $197.72 | $156.27B | 79.73 | 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 0.43%. 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.
