GE Aerospace
- Open
- 353.21
- Day high
- 354.27
- Day low
- 336.53
- Prev close
- 360.35
- Volume
- 6.6M
- Mkt cap
- $360.7B
- P/E (TTM)
- 42.4
- EPS (TTM)
- $8.15
- P/B
- 20.0
- P/S
- 7.5
- Yield
- 0.48%
- Per share
- $1.66
GE Aerospace (GE) is a Industrials company listed on NYSE. The stock is up 35% over the past year. Drillr has 3 published research articles covering GE.
GE Aerospace (GE) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 8 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
GE earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jul 16, 2026 | $1.86 | $2.02 | +8.6% | $13.3B | +9.8% |
| Apr 22, 2026 | $1.60 | $1.86 | +16.3% | $11.6B | +8.4% |
| Jan 22, 2026 | $1.43 | $1.57 | +9.8% | $12.7B | +13.1% |
| Oct 21, 2025 | $1.46 | $1.66 | +13.7% | $12.2B | +17.7% |
| Jul 17, 2025 | $1.43 | $1.66 | +16.1% | $11.0B | +15.4% |
| Jan 23, 2025 | $1.05 | $1.32 | +25.7% | $10.8B | +14.0% |
| Oct 22, 2024 | $1.13 | $1.15 | +1.8% | $9.8B | +9.1% |
| Jul 23, 2024 | $0.99 | $1.20 | +21.2% | $9.1B | +7.5% |
| Jan 23, 2024 | $0.91 | $1.03 | +13.2% | $19.4B | +11.7% |
| Jul 25, 2023 | $0.46 | $0.68 | +47.8% | $8.8B | -41.6% |
| Jan 24, 2023 | $1.13 | $1.24 | +9.7% | $21.8B | +2.7% |
| Jul 26, 2022 | $0.38 | $0.78 | +105.3% | $18.6B | +7.4% |
GE insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 2, 2026 | Bazin Sebastiendirector | Grant | 106 | — |
| Jul 2, 2026 | BUSH WESLEY Gdirector | Grant | 106 | — |
| Jun 25, 2026 | Althoff Judsondirector | Grant | 517 | — |
| May 7, 2026 | BUSH WESLEY Gdirector | Grant | 678 | — |
| May 7, 2026 | Billson Margaret Sdirector | Grant | 678 | — |
| May 7, 2026 | Goren Isabella Ddirector | Grant | 678 | — |
| May 7, 2026 | Bazin Sebastiendirector | Grant | 678 | — |
| May 7, 2026 | Enders Thomasdirector | Grant | 678 | — |
| May 7, 2026 | LESJAK CATHERINE Adirector | Grant | 678 | — |
| May 7, 2026 | McDew Darren Wdirector | Grant | 678 | — |
| May 7, 2026 | HORTON THOMAS Wdirector | Grant | 678 | — |
| May 5, 2026 | Ali Mohamedofficer: Senior Vice President | Option | 1,288 | — |
| May 5, 2026 | Procacci Riccardoofficer: Senior Vice President | Option | 966 | — |
| May 5, 2026 | Phillips John R, IIIofficer: Senior Vice President | Tax | 1,109 | $286.51 |
| May 5, 2026 | Giglietti Robert M.officer: Vice President | Tax | 1,120 | $286.51 |
Source: GE SEC Form 4 filings, latest Jul 2, 2026. For informational purposes only — not investment advice.
See the full GE insider & 13F page →GE research & analysis
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GE Aerospace company profile
Overview
General Electric Company (NYSE:GE) is a storied American industrial conglomerate founded in 1892 by Thomas Edison. Once one of the world's largest and most diversified companies, GE underwent a major transformation in recent years, spinning off its healthcare business in 2023 and its energy business (GE Vernova) in 2024. Today, GE operates as GE Aerospace, a focused aerospace and defense company headquartered in Evendale, Ohio. The company has emerged from its conglomerate past as a pure-play aerospace manufacturer and services provider, concentrating on commercial and military aircraft engines, aviation systems, and related aftermarket services.
Business
GE Aerospace operates in the global aerospace and defense industry, which encompasses the design, manufacturing, and servicing of aircraft engines and related systems for both commercial aviation and military applications. The company's core business revolves around jet engines - the propulsion systems that power commercial airliners, military aircraft, and business jets. The company operates through two primary business segments: 1. Commercial Engines & Services (CES) - approximately 85% of revenue: This division manufactures and services engines for commercial airlines worldwide. Their flagship products include the LEAP engine family (powering Boeing 737 MAX and Airbus A320neo aircraft), the GE9X engine (for Boeing 777X), and the legacy CFM56 engines (one of the most successful commercial engines ever produced). The LEAP engines represent next-generation fuel-efficient technology developed through CFM International, a 50-50 joint venture with France's Safran. Beyond manufacturing new engines, this segment provides critical aftermarket services including maintenance, repair, and overhaul (MRO) services, spare parts, and engine upgrades throughout the aircraft's operational life. 2. Defense & Propulsion Technologies (DPT) - approximately 15% of revenue: This division serves military and government customers with engines for fighter jets (like the F-16 and F-35), transport aircraft, helicopters, and naval vessels. Key products include the F110 engine for F-16 fighters, the T700 engine family for helicopters, and advanced development programs like the XA102 adaptive cycle engine for next-generation fighters. The segment also includes marine propulsion systems and additive manufacturing (3D printing) technologies for aerospace applications. The aerospace industry operates on long product cycles, where engines are developed over decades and remain in service for 20-30 years. Airlines typically lease or purchase aircraft with engines, then rely on the original equipment manufacturer (OEM) like GE for ongoing maintenance and parts throughout the engine's operational life.
Revenue model
GE Aerospace generates revenue through multiple complementary streams within its aerospace focus. The primary business model combines equipment sales with high-margin aftermarket services, creating a recurring revenue stream that extends decades beyond the initial engine sale. For new engine sales, GE sells directly to aircraft manufacturers like Boeing and Airbus, who integrate the engines into new aircraft sold to airlines and other operators. However, the more profitable and predictable revenue comes from services, where GE provides maintenance, repair, and overhaul services, spare parts, and performance upgrades to airlines and operators throughout the engine's 20-30 year operational life. This services business typically generates margins of 25-30%, significantly higher than the initial equipment sales. The company's customers include commercial airlines (like United, Delta, and international carriers), aircraft leasing companies, military organizations worldwide, and business jet operators. Payment structures vary from outright purchases to long-term service agreements where airlines pay per flight hour or engine cycle. Several factors influence GE's profitability margins. Positive margin drivers include increasing aircraft utilization rates (more flying hours means more service revenue), growing global air travel demand, aging aircraft fleets requiring more maintenance, and GE's ability to implement price increases on parts and services. The company also benefits from operational improvements through its "FLIGHT DECK" lean manufacturing system and economies of scale as production volumes increase. Negative margin pressures include supply chain constraints and commodity price inflation affecting manufacturing costs, intense competition from rivals like Pratt & Whitney and Rolls-Royce, potential trade tariffs on imported components, and the cyclical nature of aircraft orders during economic downturns. New engine programs also require substantial upfront investment and typically operate at losses initially before achieving profitability as volumes scale and service revenue develops.
Competitive moat
GE Aerospace possesses a strong economic moat built on several defensive characteristics inherent to the aerospace industry. The company's primary moat stems from the installed base lock-in effect - once an airline purchases aircraft with GE engines, they become captive customers for parts and services over the engine's 20-30 year operational life. Airlines cannot easily switch engine providers due to the massive costs and operational complexity involved. The aerospace industry also presents extremely high barriers to entry. Developing a new commercial jet engine requires decades of engineering expertise, billions in R&D investment, extensive regulatory certification processes, and proven operational track records that take years to establish. Only a handful of companies globally (GE, Pratt & Whitney, Rolls-Royce, and through joint ventures) possess the technical capabilities and financial resources to compete in large commercial engines. GE's technological expertise and intellectual property portfolio, built over more than a century, create additional competitive advantages. The company's joint venture CFM International has produced some of the world's most successful engine families, and their ongoing RISE program for next-generation sustainable aviation technology positions them for future market leadership. However, the moat faces potential challenges. Competition remains intense, particularly from Pratt & Whitney's geared turbofan technology and potential new entrants from countries like China developing indigenous aerospace capabilities. Cyclical demand can pressure pricing power during industry downturns. Additionally, the long development cycles mean that technological advantages can erode over time if competitors develop superior products. The company's heavy dependence on Boeing aircraft programs also creates concentration risk, as demonstrated by the 737 MAX crisis and ongoing 777X delays. Overall, GE Aerospace maintains a solid competitive position with durable customer relationships and high switching costs, though the moat strength varies by market segment and faces ongoing competitive pressures.
Risks & safety
GE Aerospace demonstrates a moderate margin of safety with solid financial fundamentals but some leverage concerns. • Liquidity and Solvency: Strong cash position of $12.4 billion with current ratio of 1.08, indicating adequate short-term liquidity. Free cash flow generation of $1.3 billion in Q1 2025 provides operational cash generation capability. • Debt Levels: Debt-to-equity ratio of 1.02 indicates moderate leverage. While not excessive, this represents meaningful financial leverage that could constrain flexibility during downturns. • Valuation Metrics: Trading at 27x P/E ratio and 20x EV/EBITDA, suggesting full valuation relative to current earnings. Price-to-book ratio of 11.1x indicates premium valuation relative to tangible assets. • Profitability: Strong return on equity of 10.3% and healthy EBITDA margins demonstrate operational efficiency and profitability. • Other Considerations: Large order backlog of $170+ billion provides revenue visibility, though execution risks remain. Cyclical industry exposure and supply chain constraints present operational challenges.
Recent development
Over the past few years, GE Aerospace has undergone a dramatic strategic transformation from industrial conglomerate to focused aerospace pure-play. The most significant development was completing the spin-off of GE Healthcare in early 2023 and GE Vernova (energy business) in 2024, allowing management to concentrate exclusively on aerospace operations. The company launched its "FLIGHT DECK" lean operating model in 2024, implementing systematic operational improvements across manufacturing and supply chain management. This initiative aims to address persistent supply chain constraints that have limited engine production and delivery capabilities. Management deployed over 550 engineering and supply chain resources directly to supplier facilities, resulting in improved material flow and production output. On the technology front, GE continues advancing its RISE program for next-generation sustainable aviation, including open-fan engine architecture and hybrid electric propulsion systems. The company completed over 250 tests on the open-fan design and successfully demonstrated a 1-megawatt hybrid electric propulsion system. These investments position GE for the industry's transition toward more fuel-efficient and sustainable aviation technologies. The company has also focused on expanding its services capabilities, announcing $1 billion in investments over five years to enhance maintenance, repair, and overhaul (MRO) facilities globally. This expansion supports the growing installed base of LEAP engines entering service intervals and strengthens GE's highest-margin business segment. Financially, GE has improved its capital allocation, increasing share repurchases to $7 billion and raising dividends by 30%, reflecting confidence in cash generation capabilities and the focused business model's prospects.
GE company profile · for informational purposes only — not investment advice.
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