GE Aerospace
GE - Insider Information
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+ FollowMarket Cap$313.14B
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Earnings Call Q3 2026
October 20, 2026 - AI Summary
Strong Q3 performance across engines, services, and profit/cash
- Orders +49% YoY, led by CES (commercial engine & services) +58%; DPT +18%.
- Revenue +18% YoY: CES +21%, DPT +7%.
- Operating profit +30% YoY to $3B; margins 22.5% (+220 bps).
- EPS $2.25 (+36% YoY) (driven mostly by higher operating profit + lower share count).
- Free cash flow $2B in the quarter.
2026 guidance raised (not just “beat,” but upgraded outlook)
- Total company revenue growth expected: 19%–20% (up from high-teens prior).
- CES growth: low-20s (from ~20%).
- Commercial services revenue: now ~$5.5B YoY, ~$400M higher at midpoint.
- Commercial equipment growth: low-20s (vs ~20%).
- DPT growth: low double digits unchanged.
- Operating profit: $10.9B–$11.0B (midpoint +$300M).
- EPS now $8.00–$8.10 (+$0.30 at midpoint); tax rate ~16% (improving vs prior expectation).
- Full-year free cash flow: $9.1B–$9.4B (+$200M).
2027 outlook: low double-digit services growth supported by backlog + shop-readiness improvements
- Management expects low double-digit commercial services growth in 2027.
- Rationale: backlog >$170B plus improved service throughput and turnaround times.
- They emphasized “backlog and cycles already flown” as the main anchor for 2027—i.e., less dependent on new demand surprises.
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$52.12
84.2% downside
Current Fair Value
84.2% downsideOvervalued by 84.2% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $313.14 Billion |
|---|---|
| Enterprise Value | $342.24 Billion |
| Annual dividend | $1.66 |
| Dividend yield | 0.59% |
| Earnings per Share | $8.16 |
| Beta | 1.37 |
| Outstanding Shares | 1,035,000,000 |
Return
| Return on Equity | 52.13% |
|---|---|
| Return on Assets | 7.18% |
| Return on Invested Capital | 12.04% |
Valuation & Multiples
| P/E Ratio | 34.67 |
|---|---|
| PEG | 570.79 |
| Price to Sales | 6.59 |
| Price to Book Ratio | 19.39 |
| Enterprise Value to Revenue | 6.51 |
| Enterprise Value to EBIT | 33.53 |
| Enterprise Value to Net Income | 37 |
| Total Debt to Enterprise | 0.11 |
| Debt to Equity | 2.16 |
Revenue Sources
No data
Last Earnings Call
Report Date
October 20, 2026
EPS Estimate
$2.01
Consensus analyst estimateRevenue Estimate
$12.88 B
Consensus analyst estimateNext Earnings Call
Expected Date
January 21, 2027
EPS Estimate
$2.03
Consensus analyst estimateRevenue Estimate
$13.23 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.54, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.5430▼ 37.48% |
|---|---|
| Total Calls | 25,048▼ 99.72% |
| Total Puts | 13,600▼ 99.84% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 2.50%▼ 77.89% |
|---|---|
| Total Invested | $8.12B▼ 97.39% |
| Investors Holding | 1,452▼ 2092.00% |
About General Electric Co.
205,000 employees
CEO: H. Lawrence Culp
The General Electric Company (GE) is an American multinational company. For more than 125 years, GE has invented the future of industry. Today, GE is best known for its work in the Power, Renewable Energy, Aviation and Healthcare industries.