GE Aerospace stock holds near $329 after strong Q2

Published on 09/03/2026 at 21:23 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

GE Aerospace stock trades around $329.62 after second-quarter revenue of $12.63 billion and EPS of $2.02, both above estimates. A fresh defense and production run-rate backdrop keeps the name active for investors.

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GE Aerospace stock (ISIN US3696043013) opened at $329.62 on September 3, 2026, with a market capitalization of $342.00 billion. The latest second-quarter report showed revenue of $12.63 billion and earnings of $2.02 per share, both above analyst estimates.

Second-quarter numbers set the tone

According to MarketBeat, the quarter beat consensus by $0.16 per share, with EPS at $2.02 versus $1.86 expected. Revenue also came in $760 million above the $11.87 billion estimate, while net margin reached 17.72% and return on equity 40.56%.

The market setup is still demanding: the stock changed hands at $329.62, while the consensus price target in the same market snapshot stood at $390.59. That puts the shares below the target level even after a year-to-date run that keeps valuation in view.

Defense production stays busy

Fresh coverage from Breaking Defense said GE Aerospace will provide marine gas turbine engines for South Korea's KDDX destroyers, a reminder that defense propulsion remains a live contributor beside commercial aviation. Aviation Week also reported on September 3, 2026, that the company is ramping engine production at Lynn to overcome supply chain bottlenecks.

Zacks highlighted commercial engines and services as the main growth engine, with segment revenue up 27 percent year over year to $9.73 billion in the second quarter and segment orders up 18 percent to $12.93 billion. That mix matters because service revenue and backlog-linked orders typically carry more visibility than one-off deliveries.

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GE Aerospace results and order mix

The latest quarter combined a $12.63 billion revenue base, $2.02 EPS and a 27 percent rise in commercial engines and services revenue.

GE Aerospace coverage Investor Relations

Commercial engines drive volume

Commercial Engines and Services generated $9.73 billion in second-quarter revenue, and total segment orders reached $12.93 billion. Those figures show why the installed-base service model remains central: revenue is not only tied to shipments, but also to ongoing engine support.

Stock level and setup

GE Aerospace stock traded at $329.62 on September 3, 2026, with a market cap of $342.00 billion and a beta of 1.35 in the same market snapshot. For investors, the gap between the market price and the $390.59 consensus target is the clearest number to watch today.