GE Aerospace (GE) AI Stock Analysis

GE Aerospace is a global supplier of jet and turboprop engines, components, and integrated systems for commercial, military, business, and general aviation aircraft. It operates through two primary segments: Commercial Engines & Services, which supplies engines, spare parts, and maintenance, repair, and overhaul services, and Defense & Propulsion Technologies, which provides engines, avionics, and power systems for military applications. Its engines, including those produced through the CFM International joint venture with Safran, power a major share of the global commercial airline fleet. The company is the successor to General Electric Company, originally founded in 1892.

Following corporate reorganizations, GE Aerospace generated revenue of $35.35B in FY2023, expanding 9.5% to $38.70B in FY2024 and 18.5% to $45.85B in FY2025. Operating margin broadened significantly from 1.9% in FY2021 to 13.3% in FY2023, 17.5% in FY2024, and 19.1% in FY2025. Net income stood at $8.70B in FY2025 with an EPS of $6.38, rebounding from -$6.34B in FY2021. In the latest quarter ended June 30, 2026, quarterly revenue grew 21.1% year-over-year, while quarterly earnings increased 19.4%. Trailing twelve months revenue totaled $50.64B with a profit margin of 17.7%.

As of June 30, 2026, GE Aerospace held $9.35B in cash and short-term investments against total debt of $19.16B, resulting in net debt of $9.81B. Total assets stood at $127.67B and shareholders' equity was $17.64B, corresponding to a current ratio of 0.98 and a debt-to-equity ratio of 1.09. In FY2025, operating cash flow reached $8.54B and free cash flow was $7.26B. Cash utilization during FY2025 included $1.27B in capital expenditures, $7.55B in share buybacks, and $1.45B in dividend distributions.

GE Aerospace trades at an enterprise value of $341.02B and a market capitalization of $325.62B. The stock carries a trailing P/E of 37.0x and a forward P/E of 35.3x, both above the median of its S&P 500 Industrials peers of 28.4x and 20.1x, respectively. Its EV/EBITDA stands at 27.2x compared to the peer median of 17.2x. Over the past year, GE shares gained 5.2%, trailing the S&P 500 return of 16.8%, though its 5-year return of 394.5% outperformed the index return of 83.0%.

GE Aerospace pays a quarterly dividend with an annualized forward rate of $1.88 per share, representing a dividend yield of 0.60%. The company maintains a payout ratio of 24.9% and has distributed dividends for 57 consecutive years. Over the past 5 years, the dividend grew at an annualized rate of 48.5%, with the most recent ex-dividend date occurring on October 5, 2026.

Consensus analyst coverage consists of 16 Strong Buy, 3 Buy, 3 Hold, and 1 Sell ratings. The mean price target is $391.19, representing a 24.7% premium over the last close of $313.83. GE beat consensus EPS estimates in each of the last 4 quarters. For the current fiscal year ending December 31, 2026, consensus estimates project an EPS of $7.93 on revenue of $50.36B, with the next earnings release scheduled for October 20, 2026.

This page is an AI-written research summary of GE Aerospace (GE). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: GE income statement, GE balance sheet, GE key metrics, GE analyst forecast, GE chart. See the GE stock overview for the latest quote and news.