GE Aerospace (GE)

In the past six months, GE Aerospace's stock has experienced notable events. In February 2025, the company increased its quarterly dividend by 28.6% to 36 cents per share. As of October 2025, GE Aerospace shares were trading around $299, significantly higher than their 52-week average. In March 2026, GE Aerospace experienced a "14% monthly dip" despite a record $190 billion order backlog. On April 22, 2026, the stock dropped 5.56% due to "persistent downside pressure" and "week-long reversal and volatility". As of April 21, 2026, GE Aerospace was on track to hit the high end of its 2026 profit outlook. Analysts have a consensus rating of "Moderate Buy" for GE Aerospace, with an average twelve-month price target of approximately $349.89 as of May 9, 2026.

Demand for GE Aerospace's products and services is influenced by long-term aircraft cycles, global travel trends, defense requirements, and fleet modernization programs. The company's business model, with a significant portion of revenue derived from recurring service contracts, provides stability. GE Aerospace experienced strong earnings growth in the fourth quarter of 2025, with quarterly revenue increasing 18% and orders surging 74% to $27 billion. The company's 2026 guidance anticipates continued expansion, including mid-teens growth in Commercial Engines & Services, supported by a substantial backlog of approximately $190-$200 billion.

GE Aerospace is an American aircraft engine supplier headquartered in Evendale, Ohio, and the legal successor to the original General Electric Company. The company focuses on designing, manufacturing, and servicing jet and turboprop engines, as well as integrated systems for various aviation sectors. Its major products include advanced propulsion systems like the CFM LEAP and GE9X engines, along with engines for military applications. A significant portion of its business operates on a "razor-and-blade" model, complemented by long-term service agreements for maintenance, repair, and overhaul (MRO).

GE Aerospace has a substantial global presence, with operations in 22 countries, including over 60 manufacturing locations, more than 15 overhaul and component locations, and 8 engineering centers. Europe represents its largest global presence outside the United States, with operations in 18 countries. In fiscal year 2025, the United States accounted for 39.7% of its net sales, with other significant regions including Asia (23.6%), Europe (18.8%), and the Americas (8%). The company's revenue distribution in fiscal year 2025 also shows the United States as the biggest region, representing 44.8% of its total revenue, followed by Asia (excluding China Region) at 14.72%, Europe at 11.7%, and the Middle East and Africa at 6.22%.

In the past year, GE Aerospace's brand reputation has been impacted by a contentious shareholder proposal and changes in its corporate policies. In March 2026, a shareholder Proposal 7 was introduced for a vote at the annual meeting on May 5, 2026, critiquing GE Aerospace's defense operations related to Israel. In 2025, GE Aerospace removed Diversity, Equity, and Inclusion (DEI) language, its DEI page, and ESG language from its 2025 Sustainability Report, as well as unconscious bias training from its 2025 Annual Report.

GE Aerospace's ownership is primarily institutional, with 80.14% held by institutional shareholders, 2.80% by GE Aerospace insiders, and 17.06% by retail investors. The Vanguard Group Inc. is the largest individual GE Aerospace shareholder, owning 92.73 million shares, representing 8.89% of the company. Other major institutional shareholders include State Street Corp., TCI Fund Management Ltd., and T. Rowe Price International Ltd.