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GE Aerospace shares rise after quarterly earnings beat and guidance update

By Staff Correspondent |

GE Aerospace (NYSE: GE) shares closed at $318.50, up from the previous session as the aerospace manufacturer reported fourth-quarter results that exceeded expectations and outlined revenue and earnings prospects for 2026. The stock moved modestly on the day in response to earnings and broader market trading.

Market Capitalization


At the latest close, GE Aerospace’s market capitalization was approximately $347.7 billion reflecting the company’s listing on the New York Stock Exchange and investor valuation at the reported price level.

Latest Quarterly Results

For the fourth quarter ended Dec. 31, 2025, GE Aerospace reported consolidated revenue of $11.90 billion, compared with consensus forecasts near $11.27 billion. Adjusted earnings per share were $1.57, beating expectations of about $1.40 per share. Revenue was higher than prior-period and expectation data for Q4.

  • Q4 2025 revenue: $11.90 billion (above consensus)
  • Adjusted EPS: $1.57 (beat estimate)

Charts — Financial Trends

Chart 1: Quarterly Revenue Trend

This chart shows GE Aerospace’s revenue across four consecutive quarterly periods in 2025.

Chart 2: Stock Price Trend (Last Four Months)


Business & Operations Update

GE Aerospace continues to benefit from higher demand for aftermarket parts and maintenance services as global air traffic recovers. Management commentary highlighted strength in commercial engine servicing and propulsion systems. The company also continues investments in additive manufacturing and defense platform support.

M&A or Strategic Moves

No major acquisitions were reported in the current quarter. The business remains focused on existing partnerships, including the CFM International joint venture with Safran for narrow-body jet engines.

Equity Analyst Commentary

Institutional analysts noted that the quarter’s revenue and earnings beats reflected durable demand in key aerospace markets and robust aftermarket services activity. Commentary attributed earnings strength to volume growth and pricing actions in core commercial engine segments.

Guidance & Outlook

GE Aerospace projected 2026 adjusted earnings per share in a range of $7.10–$7.40 and revenue growth in the low-double-digit range, driven by aftermarket strength and continuing aircraft utilization trends. Management flagged aftermarket parts and maintenance services as key performance drivers in FY 2026.

Performance Summary

GE Aerospace shares ended the session higher following a quarterly beat and solid guidance range. Revenue continued its upward trend over multiple quarters with sequential expansion from Q1 through Q4 2025. Analysts highlighted strong aftermarket trends and continued demand in commercial and defense segments.

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