GE Aerospace

GE Aerospace

GE

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Market Cap$373.6B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
GE AerospaceGE Aerospace42.30.46%51%7.52.1

Earnings Call Q2 2026

July 16, 2026 - AI Summary

Strong Q2 momentum + big first-half finish (core upside) - Q2 orders +17%, revenue +24% (CES +27%, DPT +16%), operating profit +18%, EPS +22%, free cash flow +43% to ~$3B (conversion >140%). - First half recap: orders +49%, revenue +27%, EPS +24%, FCF +31% (conversion 115%). - “Good surprise” element: continued aftermarket strength with strong shop-visit output and deliveries (not just equipment growth).
Guidance raised materially across the board (forecast/upside) - 2026 revenue now high-teens growth (was low double digits). - CES growth now ~20% (was mid-teens); commercial services growth low-20s (was mid-teens). - Operating profit raised to $10.55B–$10.75B (implies both segments improving). - EPS raised to $7.65–$7.85 (+$0.35 midpoint vs prior high end); tax rate expected <16.5% for the year. - Free cash flow raised to $8.9B–$9.2B (+$650M from prior high end), still expecting better working capital.
Aftermarket/services outlook: resilient demand but spare-parts delinquency is a watch item (good + bad) - Management expects a gradual return to modest departures growth in 2H as comparisons toughen; customer behavior not seen as changing. - Services backlog remains very large: commercial services backlog ~ $170B (up ~$30B since end of 2024). - Visibility supports demand fulfillment: ~95% of spare parts revenue in backlog for Q3; planned removals exceed full-year shop visit guide by >40%. - Negative/surprising signal: spare parts delinquencies increased +20% sequentially in Q2 due to material availability constraints (spare parts shipments delayed). This is a key near-term operational risk to monitor.

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$407.82

Target Price by Analysts

13.3% upsideGE Aerospace Target Price DetailsTarget Price
$54.69

Current Fair Value

84.8% downside

Overvalued by 84.8% based on the discounted cash flow analysis.

Share Statistics

Market cap$373.60 Billion
Enterprise Value$401.50 Billion
Dividend Yield$1.66 (0.46%)
Earnings per Share$8.16
Beta1.35
Outstanding Shares1,039,473,684

Return

Return on Equity51.04%ROE
Return on Assets7.05%
Return on Invested Capital11.39%

Valuation & Multiples

P/E Ratio42.26P/E Ratio
PEG250.6PEG
Price to Sales7.5Price to Sales
Price to Book Ratio21.18Price to Book Ratio
Enterprise Value to Revenue7.92
Enterprise Value to EBIT40.4
Enterprise Value to Net Income44
Total Debt to Enterprise0.09
Debt to Equity2.11Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
July 16, 2026
EPS Estimate
$1.86
Average shareholder expectation
Revenue Estimate
$11.88 B
Average shareholder expectation

Next Earnings Call

Expected Date
October 20, 2026
EPS Estimate
$1.99
Average shareholder expectation
Revenue Estimate
$12.83 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.2500 74.43%
Total Calls10,800 99.88%
Total Puts2,700 99.97%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %2.92% 75.60%
Total Invested$11.20B 95.15%
Investors Holding1,643 1646.00%

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.