Zacks Investment Research·Jun 26, 2026
Is GE Aerospace (GE) Stock Outpacing Its Aerospace Peers This Year?Here is how GE Aerospace (GE) and Woodward (WWD) have performed compared to their sector so far this year.
GE Aerospace(GE)Earnings, Financials & Key Ratios
GE•NYSE
$366.98
45.0× P/E·Price updated Jul 7, 2026
AboutGE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the Commercial Engines & Services and Defense & Propulsion Technologies segments. The Commercial Engines & Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense & Propulsion Technologies segment offers defense engines and critical aircraft systems. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.Show more
- Revenue$45.85B+18.5%
- EBITDA$9.99B+25.7%
- Net Income$8.7B+32.8%
- EPS (Diluted)8.16+36.2%
- Gross Margin36.83%-1.0%
- EBITDA Margin21.79%+6.1%
- Operating Margin19.13%+9.5%
- Net Margin18.98%+12.1%
- ROE45.26%+66.3%
GE Price & Volume
GE Aerospace (GE) stock price & volume — 10-year historical chart
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Pure Play Aerospace Transition Faces Margin Headwinds
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Strong
Financial:Healthy
Cash Flow:Mixed
Primary Risk:Supply chain delivery constraints
Key Thesis Takeaways
- GE Aerospace has successfully pivoted to a pure-play model, leveraging a massive 44,000-engine installed base to drive long-term service revenue, as evidenced by a surge in deferred revenue to $19.0 billion in 2026Q1.
- However, investors should remain cautious as gross margins have compressed to 31.0% from a 39.7% peak in 2025Q1, signaling potential inflationary pressures on the company's specialized manufacturing operations.
- While aggressive capital allocation, including $2.4 billion in share repurchases during 2026Q1, supports shareholder value, the reliance on complex contract accounting may obscure the true timing of cash conversion and operational risk.
Verdict Logic
while the $19.0 billion in deferred revenue provides significant long-term visibility, the current P/E of 45.22 and declining gross margins to 31.0% suggest that the stock may be fully valued relative to its near-term operational risks.
GE Growth Metrics
GE Aerospace (GE) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-8.8%
5 Years-9.57%
3 Years16.32%
TTM21.85%
Profit CAGR
10 Years-
5 Years8.82%
3 Years195.89%
TTM23.82%
EPS CAGR
10 Years-
5 Years11.81%
3 Years474.66%
TTM26.17%
Return on Capital
10 Years2.98%
5 Years4.36%
3 Years6.23%
Last Year9.61%
GE Recent Earnings
GE Aerospace (GE) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 12/12 qtrs (100%)●Beat Revenue 11/12 qtrs (92%)
Q2 2026Latest
Apr 21, 2026Metric
Actual
Est
EPS
$1.86+16.3%
$1.60
Rev
$11.6B+8.4%
$10.7B
Q1 2026
Jan 22, 2026Metric
Actual
Est
EPS
$1.57+9.8%
$1.43
Rev
$11.9B+5.5%
$11.2B
Q4 2025
Oct 21, 2025Metric
Actual
Est
EPS
$1.66+13.7%
$1.46
Rev
$12.2B+17.7%
$10.4B
Q3 2025
Jul 17, 2025Metric
Actual
Est
EPS
$1.66+16.1%
$1.43
Rev
$11.0B+15.4%
$9.5B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 21, 2026 | $1.86vs $1.60+16.3% | $11.6Bvs $10.7B+8.4% |
| Q1 2026 | Jan 22, 2026 | $1.57vs $1.43+9.8% | $11.9Bvs $11.2B+5.5% |
| Q4 2025 | Oct 21, 2025 | $1.66vs $1.46+13.7% | $12.2Bvs $10.4B+17.7% |
| Q3 2025 | Jul 17, 2025 | $1.66vs $1.43+16.1% | $11.0Bvs $9.5B+15.4% |
Based on last 12 quarters of dataView full earnings history →
Latest GE News
Recent stock market news and headlines for GE Aerospace (GE)
Zacks Investment Research·Jun 26, 2026
Wall Street Analysts Think GE (GE) Is a Good Investment: Is It?The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Fool - Investing News·Jun 25, 2026
iShares vs. Invesco: Which Aerospace ETF Is Best for Your Portfolio in 2026?These two funds take different approaches to capturing growth in U.S. aerospace and defense.
PRNewsWire·Jun 25, 2026
GE Aerospace Board of Directors Authorizes Quarterly DividendCINCINNATI , June 25, 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. The dividend is payable July 27, 2026, to shareholders of record at the close of business on July 6, 2026.
Zacks Investment Research·Jun 24, 2026
GE Aerospace (GE) Advances While Market Declines: Some Information for InvestorsThe latest trading day saw GE Aerospace (GE) settling at $365.88, representing a +2.64% change from its previous close.
Peers Comparison
Key metrics vs top competitors for GE Aerospace (GE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $366.98 | $383.43B | 44.97 | 18.48% | 18.98% | 45.26% | 0.37% | |
| $200.85 | $270.48B | 40.49 | 9.74% | 8.03% | 10.92% | — | |
| $275.43 | $110.2B | 74.24 | 11.06% | 20.23% | 33.12% | — | |
| $1309.18 | $73.23B | 40.81 | 11.22% | 21.29% | — | — | |
| $766.54 | $28.29B | 59.56 | 12.08% | 14.17% | 19.64% | — | |
| $231.68 | $182.63B | 93.42 | 34.49% | 2.46% | — | — |
Compare GE vs Peers
GE Aerospace (GE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
GE SEC Filings & Documents
GE Aerospace (GE) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Jun 25, 2026·SEC
Material company update
Jun 11, 2026·SEC
Material company update
May 7, 2026·SEC
10-K Annual Reports
210-Q Quarterly Reports
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GE Frequently Asked Questions
GE Aerospace (GE) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is GE Aerospace's revenue?
GE Aerospace (GE) reported $48.35B in revenue for fiscal year 2025. This represents a 38% decrease from $78.54B in 1996.
How fast is GE Aerospace growing?
GE Aerospace (GE) grew revenue by 18.5% over the past year. This is strong growth.
Is GE profitable?
Yes, GE Aerospace (GE) is profitable, generating $8.66B in net income for fiscal year 2025 (19.0% net margin).
Dividend & Returns
Does GE pay dividends?
Yes, GE Aerospace (GE) pays a dividend with a yield of 0.37%. This makes it attractive for income-focused investors.
What is GE's return on equity?
GE Aerospace (GE) has a return on equity (ROE) of 45.3%. This is excellent, indicating efficient use of shareholder capital.
What is GE Aerospace's free cash flow?
GE Aerospace (GE) generated $7.46B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.