GE Aerospace

GE Aerospace

GE

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Market Cap$373.67B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
GE AerospaceGE Aerospace43.90.43%48%7.72.1

Earnings Call Q1 2026

April 21, 2026 - AI Summary

Strong First Quarter Performance: GE Aerospace reported an impressive first quarter of 2026, with orders increasing by 87% year-over-year (YOY), driven by a doubling in Commercial Engine Services (CES) and a 67% rise in Defense Propulsion Technologies (DPT). Revenue surged by 29%, EPS rose by 25% to $1.86, and free cash flow increased by 14% to $1.7 billion, signaling robust operational efficiency and demand resurgence.
Revised Departure Growth Outlook: Due to the ongoing geopolitical tensions in the Middle East, full-year global departures forecast has been reduced from mid-single-digit growth to flat to low single-digit growth. This adjustment, including a low double-digit decline in the Middle East, raises concerns about future aftermarket service growth, which typically lags changes in air traffic demand.
High Visibility and Backlog Resilience: GE Aerospace holds an extensive backlog valued at over $170 billion, which is expected to support growth despite the regional challenges. Approximately 95% of spare parts revenue is already in backlog, indicating a robust demand pipeline for the upcoming quarters, with services growth forecast in the high teens for Q2.

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$365.00

Target Price by Analysts

2.8% upsideGE Aerospace Target Price DetailsTarget Price
$55.57

Current Fair Value

84.4% downside

Overvalued by 84.4% based on the discounted cash flow analysis.

Share Statistics

Market cap$373.67 Billion
Enterprise Value$400.89 Billion
Dividend Yield$1.55 (0.43%)
Earnings per Share$8.16
Beta1.38
Outstanding Shares1,037,837,837

Return

Return on Equity47.96%ROE
Return on Assets6.74%
Return on Invested Capital9.95%

Valuation & Multiples

P/E Ratio43.88P/E Ratio
PEG-2066.64PEG
Price to Sales7.72Price to Sales
Price to Book Ratio20.89Price to Book Ratio
Enterprise Value to Revenue8.29
Enterprise Value to EBIT45.57
Enterprise Value to Net Income46
Total Debt to Enterprise0.1
Debt to Equity2.12Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 28, 2026
EPS Estimate
$1.63
Average shareholder expectation
Revenue Estimate
-
Average shareholder expectation

Next Earnings Call

Expected Date
July 16, 2026
EPS Estimate
$1.86
Average shareholder expectation
Revenue Estimate
$11.77 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.9943 24.14%
Total Calls8,689,816 38.07%
Total Puts8,640,504 11.10%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %76.35% 7.91%
Total Invested$230.77B 28.41%
Investors Holding3,279 4.00%

ESG Score

No data

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.

Relevant Senate Committees

Joint Committee on Taxation

This non-partisan committee provides crucial analysis and official 'revenue estimates' (scoring) for all tax legislation. Its technical expertise and reports directly influence the development and viability of tax policies, which in turn shape corporate tax structures and the overall tax burden for multinational companies like GE Aerospace.

Finance

This committee controls taxation, trade, and entitlement spending. Its decisions on corporate tax policy, international trade agreements, and tariffs directly impact GE Aerospace's profitability, global supply chain costs, and international market competitiveness, making it highly relevant for corporate valuations.

Appropriations

This committee directly allocates discretionary federal spending. Its subcommittees determine the precise funding for defense programs, scientific research, and infrastructure projects, which directly translates into contracts and revenue for GE Aerospace in its defense and advanced technology sectors.

Armed Services

GE Aerospace is a major defense contractor, manufacturing engines for military aircraft. This committee oversees the Department of Defense and authorizes the annual National Defense Authorization Act (NDAA), which directly determines funding, programs, and R&D for military technologies, providing direct, material insight into GE Aerospace's defense segment.

Select Committee on Intelligence

GE Aerospace supplies engines for military aircraft. Members of this committee receive classified briefings on global threats, defense strategies, and intelligence community needs. Such information could directly impact future defense spending, specific military aviation programs, and geopolitical risks, offering non-public material insights for GE Aerospace's defense segment.

Commerce, Science, and Transportation

This committee has direct oversight of the Federal Aviation Administration (FAA), which is the primary regulatory body for the civil aerospace industry, including aircraft engines and parts. Members would possess non-public information regarding aviation safety standards, certification processes, and future regulations critical to GE Aerospace.