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.
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 11/7/2026, 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) |
|---|---|---|
Q4 2026Latest Oct 20, 2026 | $2.25+11.9% vs $2.01 | $14.1B+9.6% vs $12.9B |
Q3 2026 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 |
Consensus EPS estimates for 2026 and 2027 revised upward by an average of 6.0% and 4.3%, respectively, during the third quarter. Microsoft Corporation had one of its strongest quarterly stock performances since 1998. Snowflake's strong stock performance was driven by a third consecutive quarter of product revenue growth acceleration.
Microsoft was the largest contributor, with its shares up 37.8% for the quarter. KLA and Applied Materials were the largest detractors, falling 35.3% and 29.2%. On a relative basis, three of the largest detractors were companies we did not own: NVIDIA, Apple, and Meta, which rose 14.3%, 15.2%, and 28.8%. We made one change to the portfolio during the quarter, purchasing Garmin and selling Verisk, and rebalanced outliers back to approximately equal weights during the same trade window.
GE Aerospace (GE) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, GE crossed above the 200-day moving average, suggesting a long-term bullish trend.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
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 |
|---|---|---|---|---|---|---|---|
| $323.24 | $335.38B | 39.61 | 18.48% | 18.98% | 45.26% | 0.42% | |
| $189.53 | $255.44B | 38.21 | 9.74% | 8.88% | 12.44% | 1.39% | |
| $205.76 | $82.33B | 55.46 | 11.06% | 21.1% | 36.71% | 0.22% | |
| $1197.01 | $66.95B | 37.31 | 11.22% | 21.28% | — | 13.82% | |
| $463.47 | $17.12B | 36.01 | 12.08% | 14.81% | 20.69% | 0.2% | |
| $173.40 | $137.05B | 69.92 | 34.5% | 8.07% | 126.96% | 0.25% |
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)
Oct 20, 2026·SEC
Sep 22, 2026·SEC
Jul 16, 2026·SEC
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GE Aerospace (GE) stock FAQ — growth, dividends, profitability & financials explained
GE Aerospace (GE) reported $52.58B in revenue over the trailing twelve months. Revenue was $45.85B in fiscal year 2025. That is 42% less than the $78.54B of fiscal year 1996.
GE Aerospace (GE) grew revenue by 18.5% in fiscal year 2025, compared with the prior fiscal year.
Yes. GE Aerospace (GE) earned $9.10B in net income over the trailing twelve months (a 17.3% net margin).
Yes. GE Aerospace (GE) pays a dividend that yields 0.42% at the current price, a small yield.
GE Aerospace (GE) had a return on equity (ROE) of 45.3% in fiscal year 2025. That is well above the market's typical 10-15%.
GE Aerospace (GE) generated $3.16B in free cash flow over the trailing twelve months.
