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GE

GE Aerospace

GE

NYSE·Industrials·Aerospace & Defense·Mkt cap $391.7B

$377.52

+0.69%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$243.34 - $382.97

P/E

46.61

Fwd P/E

43.88

Beta

1.38

Div Yield

0.41%

Avg Vol

5.9M

Shares Out

1.0B

Mkt Cap

$391.7B

Price action

Price chart

Up 53.2% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • 145+ year heritage and technological expertise in jet engine design and manufacturing
  • Long-term OEM contracts with major commercial and military aircraft manufacturers
  • Diversified portfolio across commercial, military, business, and general aviation markets
  • Proprietary brands including Avio Aero, Dowty Propellers, and GE Additive leadership
  • Integrated aftermarket services and maintenance revenue streams

Bear Case

2 risks

  • Average volatility.
  • Premium valuation to Defense Prime Contractors peers

Growth

Moderate growth ahead

Commercial aviation recovery and fleet modernization driving engine demand

Value

Premium valuation to Defense Prime Contractors peers

Momentum

Hot

+33.4% over 3m

Quality

Stable

Exceptional business - top-tier fundamentals

Dividend

Token

0.41% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Jul 16, 2026

Q2 26 RECAP

APR 21, 2026

Reported EPS of $1.86 vs $1.60 consensus (+16.3% surprise). Revenue of $11.6B vs $10.7B expected (+8.4%). Beat on both top and bottom lines.

EPS beat +16.3%
Rev beat +8.4%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+16.3%

Next: Jul 16, 2026

Revenue trend · last 8Q

-44%

+11%

+21%

+24%

+18%

+25%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$9.1B

$9.8B

$10.8B

$9.9B

$11.0B

$12.2B

$12.7B

$12.4B

Margins · last 8Q

Gross

31.0%

Operating

13.7%

Profit

15.6%

Wall Street consensus

6 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

6

100%

Hold

0%

Sell

0%

Median Price Target

$365.00

-3.3% vs $377.52

Low $355.00
Median $365.00
High $375.00

Latest: Jefferies · Jul 2, 2026

3 analysts covering

vs Industry

How GE stacks vs Aerospace & Defense

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.