GE Aerospace (GE) Stock Price & How to Invest

GE Aerospace is the aviation business of the former General Electric conglomerate, which split into three independent companies, with GE Aerospace retaining the GE ticker. It is one of the world's largest makers of commercial and military jet engines. GE Aerospace designs, manufactures, and services engines that power a large share of the global airliner fleet, including through CFM International, its long-running joint venture with France's Safran that produces the best-selling engines for narrowbody aircraft like the Boeing 737 and Airbus A320 families. The company makes money from selling new engines and, more importantly, from a highly profitable aftermarket of spare parts, maintenance, repair, and long-term service agreements that generate recurring revenue over each engine's decades-long life. GE Aerospace also supplies military engines and avionics. Headquartered in Cincinnati, Ohio, it benefits from a massive installed base of engines, strong air-travel demand, and the lucrative razor-and-blades economics of jet engine servicing.

The operating numbers have been strong. The last four reported quarters add up to about $47.4 billion of revenue and roughly $9.0 billion of net income, up from $42.3 billion of revenue in 2025. Q2 2026 revenue was about $12.6 billion, up about 21% year over year, and EPS of $2.02 beat the $1.86 consensus, following a Q1 beat of $1.86 vs $1.60. Trailing operating margin is about 21% and free cash flow about $6.6 billion. Recent news has added to the order book: on October 16, 2026 CFM signed a memorandum of understanding with Turkish Airlines covering more than 600 LEAP-1B engines, according to CFM's release, and a government-backed expansion of the Prestwick, Scotland site was announced in October.

The stock has paused while results improved. At $317.17 on October 16, 2026, GE is down about 1% year to date and up about 6% over twelve months, below its 52-week high of $388.84, after aerospace and defense shares lost ground in early October. Q3 2026 results are scheduled for October 20, with consensus near $2.01 of EPS on about $12.9 billion of revenue.

GE Aerospace is exposed to the cyclical aviation industry, where downturns, pandemics, or shocks to air travel can sharply reduce flight hours and aftermarket revenue. It depends heavily on the health of Boeing and Airbus production rates, and supply chain constraints have limited engine deliveries. Engine programs are technically complex, and quality or durability issues can be costly. The CFM joint venture ties results partly to Safran. New engine programs require heavy upfront investment with long payback. Competition from Pratt and Whitney and Rolls-Royce is intense. The stock's valuation has risen significantly, leaving it sensitive to any slowdown in the aviation cycle or execution missteps. At about 37x trailing and 35x forward earnings and roughly 29x EV/EBITDA as of October 2026, the price assumes continued double-digit growth; the 7% three-month decline came as sentiment on the aerospace and defense group softened, even though Morgan Stanley described end demand as intact.

21 analysts publish price targets on GE, averaging $391.19 against a $313.83 price as of October 2026, or +24.7%. The published targets run from $305.00 to $435.00, a moderate spread, and the ratings split 19 buy, 3 hold, 1 sell. Over the last six months there have been 8 raises and 2 cuts among the published actions. A price target is what an analyst published on a date, not a prediction, and sell-side ratings skew positive across the whole market.

Read the full GE forecast and price target for the target table, the recent rating actions by firm, and how the consensus has shifted.

We give no verdict on GE Aerospace. Both cases are real, which is why the question is contested at all, so here is the strongest version of each.

The case for buying. Aftermarket services engine. GE Aerospace earns much of its profit from servicing its large installed base of engines through spare parts, maintenance, and long-term service agreements. The most optimistic published target, $435.00, assumes this works close to its best case.

The case against. GE Aerospace is exposed to the cyclical aviation industry, where downturns, pandemics, or shocks to air travel can sharply reduce flight hours and aftermarket revenue. The most pessimistic target, $305.00, is roughly what GE is worth if this bites instead.

Read the full bull and bear case on GE, including what would have to change to break either one. Walnut is not an investment adviser.

Yes. GE Aerospace (GE) has had 4 share splits in the last 10 years:

• 104:100 on February 26, 2019, so every share held became 1.04 shares.
• 1:8 on August 2, 2021, so every share held became 0.125 shares.
• 1281:1000 on January 4, 2023, so every share held became 1.281 shares.
• 1253:1000 on April 2, 2024, so every share held became 1.253 shares.

A split changes the share count and the price per share and leaves the value of a holding unchanged. Someone holding $1,000 of GE the day before the 1253:1000 split held $1,000 the day after, in more shares at a proportionally lower price. Historical prices from before the date are normally shown split-adjusted, which is why a long-run chart shows no cliff.

Splits matter mainly because they make older price figures confusing to compare by hand, and because a board choosing to split is usually signalling that the price has run up far enough to feel awkward for smaller buyers. Neither is a reason to buy or sell.

A simple financial snapshot. These are approximations and refresh quarterly; for current figures see GE Aerospace's investor relations page or your broker.

• Revenue (last four quarters): ~$47.4 billion
• Revenue growth (Q2 2026, YoY): ~21%
• Operating margin: ~21%
• Net income (TTM): ~$9.0 billion
• EPS (Q2 2026 vs estimate): $2.02 vs $1.86
• P/E (trailing / forward): ~37x / ~35x
• Dividend yield: ~0.6% ($1.88 a year)
• Market cap: ~$329 billion

GE Aerospace is valued as a high-quality aviation franchise, at roughly 37x trailing and 35x forward earnings and about 6.5x sales as of October 2026. That premium rests on aftermarket profits, narrowbody leadership and revenue growth near 21%, and it leaves the stock sensitive to aviation cyclicality and delivery execution. The 21-analyst mean target is about $391; Q3 results on October 20 are expected to show EPS near $2.01.

If you want GE exposure as part of a larger bundle rather than directly, these ETFs hold it meaningfully. Weights are approximate and refresh quarterly.

These are the investment theses GE naturally fits into. Each links to a full theme guide listing every other stock that belongs and the ETFs commonly used as a passive proxy.

Other names that sit close to GE: same theme, named as a direct competitor, or held beside it in the same funds. Each entry says which. Worth a look if you are thinking about diversification within a thesis rather than concentration on one ticker.

There are three common ways to get GE exposure. Buy shares (or fractional shares) directly at any major broker. Hold an ETF that includes it (PPA, ITA, XLI), which spreads the position across many companies. Or build it into a focused thematic portfolio, so GE sits alongside other stocks that express the same thesis.

Walnut takes the portfolio route. Describe a thesis where GE fits (for example “AI infrastructure” or “dividend-growth large-caps”) and the AI proposes 5 to 6 constituents with target weights. You review the plan and fund it through your own broker when you're ready.

New to this? Start with how to invest in stocks, see how to analyze a stock with AI, or compare the best AI stock analyzers.

GE Aerospace (GE) is a razor-and-blades engine business whose durable, recurring service revenue dominates its profit, leveraged to rising global flight hours. In a portfolio it behaves as a premium aerospace compounder tied to the aviation cycle, with an elevated valuation that leaves it sensitive to any travel slowdown or engine-delivery execution miss. Revenue grew about 21% in Q2 2026 and EPS beat estimates for a fourth straight quarter, yet at roughly 37x trailing earnings the stock has slipped about 7% over three months; Q3 results arrive October 20.

Whether GE is worth buying today depends more on your time horizon and what you already hold than on any single call. We walk through valuation, what would have to go right, and the risks in is GE a buy or a sell?, and where the stock could go from here in the GE stock forecast.

For income investors, whether GE pays a dividend and how the payout looks is covered in does GE pay a dividend? And to weigh GE against a peer, read the full side-by-side comparisons: GE vs AES and GE vs DUK.