Key statistics
Previous close$345.73
Open$345.74
Day high$357.06
Day low$343.03
52-week high$382.97
52-week low$254.66
Market cap364.47B
Volume4.76M
Average volume5.58M
P/E ratio51.68
Forward P/E34.03
EPS6.75
Dividend yield+0.48%
Market context
Why it moved
Despite beating Q2 2026 earnings and revenue estimates and raising full-year guidance, GE Aerospace shares fell victim to a classic "sell the news" reaction, as the strong results failed to surpass the already lofty investor expectations baked into the stock's elevated valuation following a multi-year rally, while concerns over slowing order growth and margin compression added further pressure.
What is happening
Recent company-specific developments and publisher coverage.
July 18, 2026GE Aerospace edged higher on July 17, partially recovering from a sharp post-earnings selloff the prior session, as analysts raised price targets following a strong Q2 beat-and-raise. The company posted adjusted EPS of $2.02 (vs. $1.86 expected), revenue of $12.6B (+24% YoY), and free cash flow of $3.0B (+43%), while lifting full-year EPS guidance to $7.65–$7.85 and FCF guidance to $8.9–$9.2B. Despite the outperformance, shares initially dropped ~6% on July 16 as margin compression in Commercial Engines & Services (down 130 bps to 21.7%) and elevated investor expectations triggered profit-taking. By July 17, UBS raised its target to $435, Wells Fargo lifted its target to $390, and RBC reiterated Outperform with a $400 target, helping the stock recover. CEO Larry Culp emphasized the challenge is now on the supply side—keeping up with demand—rather than generating it.0.8967
July 17, 2026GE Aerospace fell despite delivering a near-perfect Q2 report, as investors sold the news after the stock's strong run-up into earnings. The company posted adjusted EPS of $2.02, beating estimates by $0.16, with revenue of $13.35B crushing the $11.87B consensus — a 12.7% upside surprise — while raising full-year 2026 adjusted EPS guidance to $7.65–$7.85 (above the $7.56 estimate). Yet shares declined roughly 4%, a classic 'sell the news' reaction, with management flagging supply constraints as the primary growth limiter and adjusted operating margins contracting 130 basis points, giving investors a reason to take profits near recent highs.-4.0572
July 16, 2026GE Aerospace shares gained nearly 2% on the final session before its Q2 2026 earnings release, as investor enthusiasm built around strong pre-earnings analyst activity. RBC Capital raised its price target to $400 from $355 (maintaining Outperform), projecting a ~$500M guidance raise driven by 19% services growth, while TD Cowen boosted its target to $380. The company enters earnings with powerful momentum — Q1 orders surged 87%, EPS beat by $0.26, and a $210B+ backlog provides multi-year visibility. Morgan Stanley also stayed constructive on the aerospace sector broadly, citing durable aftermarket demand. Some analysts caution that strong results may already be priced into the elevated ~44x forward P/E.1.8715
July 15, 2026GE Aerospace closed essentially flat ahead of its closely watched Q2 earnings report due July 16, as investors balanced strong fundamental expectations against valuation concerns. The company enters earnings with extraordinary momentum — a $210B+ backlog, Q1 orders up 87%, and full-year EPS guidance of $7.10–$7.40 — while Wall Street expects Q2 EPS of $1.86 on $11.85B in revenue. Multiple institutional investors have raised their stakes, and Susquehanna recently lifted its price target to $430, though some analysts caution the stock's forward P/E near 48x may already price in the good news.0.0877
July 14, 2026GE Aerospace shares declined modestly, underperforming the broader industrials sector (XLI), as a broad market selloff driven by renewed U.S.-Iran military tensions and surging oil prices weighed on equities. Investors are in a classic 'buy the rumor, sell the news' setup ahead of the company's highly anticipated Q2 2026 earnings on July 16, with some analysts warning that GE's premium valuation — trading at roughly 43x forward earnings — may already reflect much of the upside. That said, bullish sentiment remains strong: Goldman Sachs raised its price target to $395 and TD Cowen lifted its target to $380, both maintaining Buy ratings, while the FactSet mean target stands at $374.-1.6283
July 11, 2026GE Aerospace closed essentially flat as investors weigh a valuation debate against strong underlying fundamentals. A Seeking Alpha downgrade to Sell citing a stretched ~40x PE and a Zacks industry outlook featuring GE alongside RTX and General Dynamics captured attention, while Susquehanna raised its price target to $430 with a Positive rating—reflecting the divided Wall Street view. The White House's move to review aircraft and jet engine import policy adds a potential policy tailwind, and the defense segment continues to benefit from surging military demand and rising global defense budgets.0.0641
July 10, 2026GE Aerospace edged higher, recovering from recent weakness as investors weighed a bullish pre-earnings setup against a complex macro backdrop. With Q2 earnings due July 16, analysts at Jefferies, Citigroup, and Susquehanna have recently raised price targets to $455, $431, and $430 respectively, reflecting confidence in continued aftermarket momentum after Q1's 39% commercial services growth and 43% engine delivery surge. The gains came despite renewed U.S.-Iran military exchanges threatening the Strait of Hormuz ceasefire, which pressured commercial aviation peers on jet fuel cost concerns, while a Seeking Alpha downgrade citing a stretched 40x PE added to the mixed sentiment ahead of earnings.0.8454
July 9, 2026GE Aerospace shares fell nearly 3% as a broad market risk-off selloff was triggered by President Trump declaring the U.S.-Iran ceasefire 'over,' sending oil prices surging over 5% and rattling industrials and travel-exposed stocks. The decline came despite the company's strong fundamental backdrop — Q1 EPS of $1.86 beat estimates of $1.60, revenue grew 24.6% YoY, and the company reaffirmed FY2026 EPS guidance of $7.10–$7.40. Adding to near-term caution, a Seeking Alpha analyst downgraded the stock to Sell on valuation grounds, and unusual options activity flagged a large $242.5K put position at a $320 strike expiring July 24, suggesting some hedging activity ahead of the geopolitical turbulence.-2.9838
GE Aerospace · July 17, 2026GE Aerospace Releases Its 2Q’26 Results↗Aviation Week · July 17, 2026GE Aerospace Says CFM Leap-1B Durability Kit Approved↗Leeham News and Analysis · July 16, 2026Q2 2026 earnings: GE Aerospace keeps the beat despite a few missed notes↗Reuters · July 16, 2026GE Aerospace says it is supporting Boeing's 787 production ramp-up↗Quartz · July 16, 2026GE Aerospace Q2 2026 earnings beat, raises full-year outlook↗WSJ · July 16, 2026GE Aerospace Raises Outlook Despite Delivery Delays↗Bloomberg.com · July 16, 2026GE Aerospace Boosts Outlook With Aviation Holding Strong↗GE Aerospace · March 9, 2026GE Aerospace to Invest Another $1B in U.S. Manufacturing↗ Mt Newswire · July 17, 2026Wells Fargo Raises Price Target on GE Aerospace to $390 From $325Benzinga · July 17, 2026GE Aerospace Has a Record Quarter. Larry Culp Says 'No Victory Laps'Mt Newswire · July 17, 2026GE Aerospace Lifts Guidance With Aftermarket Cycle Still a Constraint, RBC SaysBenzinga · July 17, 2026Here's How Much $1000 Invested In GE Aerospace 5 Years Ago Would Be Worth TodayMt Newswire · July 17, 2026UBS Raises Price Target on GE Aerospace to $435 From $426, Maintains Buy RatingBenzinga · July 17, 2026RBC Capital Reiterates Outperform on GE Aerospace, Maintains $400 Price TargetBenzinga · July 17, 2026UBS Maintains Buy on GE Aerospace, Raises Price Target to $435Mt Newswire · July 17, 2026BNP Paribas Adjusts Price Target on GE Aerospace to $350 From $270, Maintains Underperform Rating
