GE Aerospace, US3696043013

GE Aerospace stock holds firm after a $2.02 EPS beat

Published on 08/22/2026 at 14:42 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

GE Aerospace stock is holding near record territory after a July 16, 2026 quarter that delivered $2.02 EPS and $12.63 billion in revenue.

Fotorealistisches Turbofan-Triebwerk unter Flugzeugflügel, Rollfeld, GE Aerospace US3696043013
GE Aerospace US3696043013 fotorealistisches Turbofan Triebwerk hängt unter Flugzeugflügel auf sonnigem betoniertem Rollfeld, Illustration mit AI erstellt.

GE Aerospace (US3696043013) opened at $348.85 on August 22, 2026, with a market cap of $361.95 billion, a 52-week range of $266.37 to $388.84, and a price that remains well above its August 7 close of $370.08.

July results still set the tone

The company reported $2.02 in earnings per share for the quarter ended July 16, 2026, beating the $1.86 consensus by $0.16, while revenue reached $12.63 billion versus $11.87 billion expected. Revenue rose 21.1% from the same quarter last year, when EPS was $1.66.

That combination keeps the valuation debate alive. The stock trades at 41.09 times earnings, while analysts tracked by market data platforms still point to a consensus target of $390.59 and a current-year EPS view of $7.91.

Guidance stays intact

GE Aerospace has kept its FY 2026 EPS guidance at $7.65 to $7.85, a range that sits just below the $7.91 current-year estimate compiled by market data providers. The company also posted a 17.72% net margin and 40.56% return on equity in the latest quarter.

The spread between guidance and consensus is modest, but it matters. It leaves investors focused on execution in the second half rather than on a fresh reset to the full-year outlook.

Products and exposure

GE Aerospace's commercial and defense engine portfolio spans jet engines, propulsion systems, spare parts, and aftermarket services for airlines, airframers, business aviation, and military customers.

For shareholders, the key question is whether that mix can keep translating into above-trend revenue growth and margin strength after a 21.1% year-over-year quarterly sales gain.

Price and market view

As of August 22, 2026, the stock is trading in a band that leaves it below the August 6 intraday high of $388.84 but still far above the August 7 close of $370.08. That keeps the setup tied to earnings delivery, guidance discipline, and the next leg of order and service demand.

Fact box

Company: GE Aerospace

ISIN: US3696043013

Ticker: GE

Exchange: NYSE

Price (as of August 22, 2026): $348.85 USD

Market cap: $361.95 billion

Sector / Industry: Industrials / Aerospace & Defense

Index membership: Dow Jones Industrial Average

Next earnings date: September 17, 2026

More on GE Aerospace

Its core business centers on commercial aircraft engines, defense propulsion, and aftermarket services that can extend revenue well beyond the initial sale.

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