GE Aerospace stock holds firm as earnings and guidance stand out
Published on 08/24/2026 at 17:08 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
GE Aerospace (US3696043013) stock is trading against a $361.95 billion market cap, a 1-year high of $388.84 and a 1-year low of $266.37 as investors weigh a July 16, 2026 earnings beat and FY 2026 guidance of 7.650-7.850 EPS. The latest quarter brought $2.02 in EPS on $12.63 billion in revenue, while revenue rose 21.1% year over year and topped the $11.87 billion consensus estimate.
Earnings and guidance
The July 16, 2026 report also showed a 17.72% net margin and 40.56% return on equity, two figures that help explain why the stock continues to carry a premium valuation. On the same update, sell-side forecasts pointed to 7.91 EPS for the current year, only modestly above the company's own FY 2026 guidance band.
The comparison is tight: quarterly EPS beat consensus by $0.16, and revenue came in $760 million above expectations. That kind of gap matters more than a one-day headline move, because it shows the earnings base is still outrunning the street's near-term model.
Ownership and valuation
Institutional activity remains active, with Sanctuary Advisors LLC reporting a 3.6% increase in its GE Aerospace stake to 157,023 shares in the second quarter, worth $58.68 million, while Osmosis Investment Management UK Ltd cut its position by 64.5% to 24,749 shares valued at $9.249 million. The stock also carried a 41.09 trailing P/E and a 2.54 PEG ratio in the latest market snapshot.
Analyst targets are still clustered above the current quote, with a consensus target of $390.59 and a recent range that ran from $380 to $435 in the latest brokerage notes. That puts the market price below the average target and leaves room for the debate to stay centered on execution, not on a changed business story.
Go deeper
GE Aerospace's engine and aftermarket portfolio remains the core of the business, spanning commercial and military jet engines, spare parts and propulsion systems. That mix matters because aftermarket services often carry a steadier revenue profile than new-build engine deliveries.
Price and setup
Shares opened at $348.85, with a 50-day average of $361.10 and a 200-day average of $326.97. The current setup leaves the stock below its 1-year high but still well above the low set earlier in the year.
More on GE Aerospace stock
Company: GE Aerospace
ISIN: US3696043013
Ticker: GE
Exchange: NYSE
Price (as of August 24, 2026): $348.85 USD
Market cap: $361.95 billion
Sector / Industry: Industrials / Aerospace & Defense
Index membership: S&P 500
Next earnings date: November 2026
