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GE

GE Aerospace

GE

NYSE·Industrials·Aerospace & Defense·Mkt cap $349.8B

$337.12

+1.09%

P/E

39.71

Mkt Cap

$349.8B

52-Wk Range

$268.91–$388.84

52-Week Range

$268.91 - $388.84

P/E

39.71

Fwd P/E

42.57

Beta

1.37

Div Yield

0.49%

Avg Vol

4.5M

Shares Out

1.0B

Mkt Cap

$349.8B

Price action

Price chart

Up 22.1% over the trailing year

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

  • Proprietary jet and turboprop engine technology with decades of R&D investment
  • Dominant market position with high switching costs and long-term OEM contracts
  • Integrated aftermarket services and spare parts business providing recurring revenue
  • Advanced manufacturing capabilities including additive manufacturing through GE Additive
  • Diversified customer base across commercial, military, business, and general aviation

Bear Case

2 risks

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

Growth

Stable outlook

Commercial aviation recovery and increased aircraft orders post-pandemic

Value

Premium valuation to Defense Prime Contractors peers

Momentum

Stable

+4.7% over 3m

Quality

Stable

Strong fundamentals

Dividend

Token

0.49% yield

Earnings track record

Latest print - beat on both lines

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

Next: Oct 20, 2026

Q3 26 RECAP

JUL 16, 2026

Reported EPS of $2.02 vs $1.86 consensus (+8.6% surprise). Revenue of $12.6B vs $11.9B expected (+6.3%). Beat on both top and bottom lines.

EPS beat +8.6%
Rev beat +6.3%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+8.6%

Revenue trend · last 8Q

-44%

+11%

+21%

+24%

+18%

+25%

+21%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$9.8B

$10.8B

$9.9B

$11.0B

$12.2B

$12.7B

$12.4B

$13.3B

Margins · last 8Q

Gross

35.0%

Operating

17.8%

Profit

17.8%

Wall Street consensus

11 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

11

100%

Hold

0%

Sell

0%

Median Price Target

Latest: Deutsche Bank · Jul 27, 2026

vs Industry

How GE stacks vs Aerospace & Defense

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

Industry comparison data unavailable for this stock.