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olivLaw · US equity research

GE Aerospace GE

Electronic & Other Electrical Equipment (No Computer Equip) · SIC 3600

329.45USD+2.74% · 1 dayClose 04 Nov 2026

GE Aerospace reported total revenue of 45.855 billion USD in fiscal 2025, up 18%, with continuing EPS of 8.05 USD. In the third quarter of 2026 GAAP revenue reached 14.118 billion USD, and the company raised its 2026 guidance, with adjusted EPS now expected at 8.00-8.10 USD.

At the close of 04 Nov 2026, GE Aerospace (GE) stock was 329.45 USD (+2.74% on the day), with market capitalisation 340.4 bn USD, P/E 38.0 on diluted EPS of 8.67 USD over the last 12 months, dividend yield 0.54%, beta 1.17, 52-week range 273.25–381.22 USD. Latest reported quarter (Q3 2026): revenue of 14.1 bn USD (+15.9% YoY), net income of 2.3 bn USD (+6.1% YoY), diluted EPS 2.20 USD.

Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.

Market cap
340.4 bn USD
shares as of 30 Sept 2026
P/E (TTM)
38.0
Diluted EPS TTM 8.67 · TTM to 30 Sept 2026
E/P (TTM)
2.63%
TTM to 30 Sept 2026
Dividend yield
0.54%
DPS 12m 1.77
Beta (2y)
1.17
Volatility (1y) 34%
52-week range
273.25381.22

Price history

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Technical reading

RSI (14)
62.3
strong (55–70)
Bollinger (20, 2)
284.97 – 326.74
above the upper band · %B 1.06 · band width 13.7%
SMA 50 / 200
315.83 / 322.76
mixed trend
MACD (12, 26, 9)
-0.04 / -4.08
MACD above signal

Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).

Performance

CompanyS&P 500vs S&P 500Vertical median
1 month+7.5%−1.1%+8.6 pp—
3 months−13.6%−0.5%−13.1 pp—
6 months+7.7%+4.4%+3.3 pp—
Year to date+7.0%+12.3%−5.4 pp—
1 year+8.3%+13.5%−5.2 pp—
3 years+279.0%+76.4%+202.6 pp—
5 years+386.3%+63.7%+322.6 pp—
Max drawdown (1y)
−25.1%
05 Aug 2026 → 23 Oct 2026
Max drawdown (5y)
−45.1%
09 Nov 2021 → 14 Jul 2022
Compound annual growth (5y)
+37.2%
S&P 500 +10.4%

Price returns, dividends excluded.

Quarterly results

Latest quarter: Q3 2026 · 30 Sept 2026

Revenue
14.1 bn USD
+15.9% YoY
Net income
2.3 bn USD
+6.1% YoY
Diluted EPS
2.20
+8.9% YoY
net / operating
16.2% / unavailable

Quarterly margins

Quarterly statements · USD

Fiscal yearQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Revenue10.8 bn9.9 bn11.0 bn12.2 bn12.7 bn12.4 bn13.3 bn14.1 bn
Cost of revenue6.8 bn———————
Research & development385.0 m359.0 m359.0 m415.0 m448.0 m440.0 m460.0 m458.0 m
SG&A1.2 bn876.0 m1.0 bn1.2 bn997.0 m1.1 bn1.1 bn1.1 bn
Depreciation & amortisation209.0 m210.0 m219.0 m214.0 m220.0 m227.0 m224.0 m227.0 m
Pre-tax income2.3 bn2.2 bn2.4 bn2.5 bn2.9 bn2.2 bn2.8 bn2.8 bn
Income tax395.0 m283.0 m388.0 m344.0 m390.0 m252.0 m407.0 m385.0 m
Net income1.9 bn2.0 bn2.0 bn2.2 bn2.5 bn1.9 bn2.4 bn2.3 bn
Diluted EPS1.751.831.892.022.40 ≈1.812.262.20
Operating cash flow1.3 bn1.5 bn2.2 bn ≈2.5 bn ≈2.3 bn1.8 bn3.2 bn ≈2.2 bn ≈
Capex267.0 m208.0 m327.0 m ≈307.0 m ≈431.0 m331.0 m335.0 m ≈336.0 m ≈
Dividends paid306.0 m302.0 m386.0 m ≈383.0 m ≈381.0 m381.0 m492.0 m ≈489.0 m ≈
Share repurchases1.7 bn2.0 bn1.7 bn ≈1.8 bn ≈2.0 bn2.4 bn2.1 bn ≈2.0 bn ≈

≈ derived quarter (cumulative difference / share-days average)

E/P over time

E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.

Today's P/E sits at the 59 percentile of its own 27-quarter history (min 8.6, median 36.0, max 1,305.1; quarters with earnings only).

Fiscal years

Fiscal year20182019202020212022202320242025
Revenue97.0 bn90.2 bn75.8 bn56.5 bn29.1 bn35.3 bn38.7 bn45.9 bn
Revenue YoY−2.3%−7.0%−15.9%−25.5%−48.4%+21.3%+9.5%+18.5%
Net income-22.4 bn-5.0 bn5.7 bn-6.3 bn336.0 m9.5 bn6.6 bn8.7 bn
Net income YoYunavailableunavailableunavailable−211.1%unavailable+2,722.0%−30.9%+32.8%
Diluted EPS-2.62-4.994.63-6.000.058.365.998.14
Diluted EPS YoYunavailableunavailableunavailable−229.6%unavailable+16,620.0%−28.3%+35.9%
net %-23.0%-5.5%7.5%-11.2%1.2%26.8%16.9%19.0%
Free cash flow-1.6 bn6.5 bn2.0 bn2.2 bn4.5 bn4.3 bn3.7 bn7.3 bn

Reported results vs expectations

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Balance sheet & financial health

Fiscal year 2025 · 31 Dec 2025

Cash
12.4 bn USD
Financial debt
22.2 bn USD
Net debt
9.8 bn USD
Equity
18.9 bn USD
Total assets
130.2 bn USD
Debt / equity
1.17x
Current ratio
1.04x
ROE
45.3%
ROA
6.9%
FCF margin
15.8%

Financial statements (source on every figure)

Revenue and net income (USD)

Margins

Income statement · USD

Revenue
2023
35.3 bn
2024
38.7 bn
2025
45.9 bn

SEC (XBRL)· 29 Jan 2026verified

Cost of revenue
2023
—
2024
—
2025
—

SEC (XBRL)· 12 Feb 2021verified

Gross profit
2023
—
2024
—
2025
—

SEC (XBRL)· 11 Feb 2022derived

Research & development
2023
1.0 bn
2024
1.3 bn
2025
1.6 bn

SEC (XBRL)· 29 Jan 2026verified

SG&A
2023
4.0 bn
2024
4.4 bn
2025
4.1 bn

SEC (XBRL)· 29 Jan 2026verified

Depreciation & amortisation
2023
797.0 m
2024
834.0 m
2025
863.0 m

SEC (XBRL)· 29 Jan 2026verified

Pre-tax income
2023
10.4 bn
2024
7.6 bn
2025
10.0 bn

SEC (XBRL)· 29 Jan 2026verified

Income tax
2023
994.0 m
2024
962.0 m
2025
1.4 bn

SEC (XBRL)· 29 Jan 2026verified

Net income
2023
9.5 bn
2024
6.6 bn
2025
8.7 bn

SEC (XBRL)· 29 Jan 2026verified

Diluted EPS
2023
8.36
2024
5.99
2025
8.14

SEC (XBRL)· 29 Jan 2026verified

Weighted average diluted shares
2023
1.1 bn
2024
1.1 bn
2025
1.1 bn

SEC (XBRL)· 29 Jan 2026verified

Dividend per share
2023
0.32
2024
1.12
2025
1.44

SEC (XBRL)· 29 Jan 2026verified

Balance sheet · USD

Cash
2023
15.2 bn
2024
13.6 bn
2025
12.4 bn

SEC (XBRL)· 29 Jan 2026verified

Receivables
2023
—
2024
—
2025
—

SEC (XBRL)· 12 Feb 2021verified

Inventories
2023
8.3 bn
2024
9.8 bn
2025
11.9 bn

SEC (XBRL)· 29 Jan 2026verified

Current assets
2023
42.6 bn
2024
37.6 bn
2025
40.6 bn

SEC (XBRL)· 29 Jan 2026verified

Property, plant & equipment, net
2023
—
2024
—
2025
—

SEC (XBRL)· 12 Feb 2021verified

Goodwill
2023
8.9 bn
2024
8.5 bn
2025
9.1 bn

SEC (XBRL)· 29 Jan 2026verified

Intangibles (excl. goodwill)
2023
4.6 bn
2024
4.3 bn
2025
4.2 bn

SEC (XBRL)· 29 Jan 2026verified

Total assets
2023
173.3 bn
2024
123.1 bn
2025
130.2 bn

SEC (XBRL)· 29 Jan 2026verified

Accounts payable
2023
7.5 bn
2024
7.9 bn
2025
10.1 bn

SEC (XBRL)· 29 Jan 2026verified

Short-term debt
2023
1.1 bn
2024
2.0 bn
2025
1.7 bn

SEC (XBRL)· 29 Jan 2026verified

Long-term debt
2023
20.9 bn
2024
19.3 bn
2025
20.5 bn

SEC (XBRL)· 29 Jan 2026verified

Current liabilities
2023
32.1 bn
2024
34.4 bn
2025
39.0 bn

SEC (XBRL)· 29 Jan 2026verified

Total liabilities
2023
144.7 bn
2024
103.6 bn
2025
111.3 bn

SEC (XBRL)· 29 Jan 2026verified

Equity
2023
28.6 bn
2024
19.6 bn
2025
18.9 bn

SEC (XBRL)· 29 Jan 2026verified

Shares outstanding at year end
2023
1.1 bn
2024
1.1 bn
2025
1.0 bn

SEC (XBRL)· 21 Oct 2025verified

Cash flow · USD

Operating cash flow
2023
5.2 bn
2024
4.7 bn
2025
8.5 bn

SEC (XBRL)· 29 Jan 2026verified

Capex
2023
862.0 m
2024
1.0 bn
2025
1.3 bn

SEC (XBRL)· 29 Jan 2026verified

Free cash flow
2023
4.3 bn ≈
2024
3.7 bn ≈
2025
7.3 bn ≈

SEC (XBRL)· 29 Jan 2026derived

Investing cash flow
2023
4.0 bn
2024
-1.7 bn
2025
-1.2 bn

SEC (XBRL)· 29 Jan 2026verified

Financing cash flow
2023
-8.6 bn
2024
-6.7 bn
2025
-8.7 bn

SEC (XBRL)· 29 Jan 2026verified

Dividends paid
2023
589.0 m
2024
1.0 bn
2025
1.5 bn

SEC (XBRL)· 29 Jan 2026verified

Share repurchases
2023
1.2 bn
2024
5.8 bn
2025
7.6 bn

SEC (XBRL)· 29 Jan 2026verified

Computed indicators

Growth

Revenue growth (YoY)
18.5%
computed by olivLawFY 2025
Revenue CAGR 3Y
16.3%
computed by olivLawFY 2022 → FY 2025
Revenue CAGR 5Y
-9.6%
computed by olivLawFY 2020 → FY 2025
EBIT growth (YoY)
unavailable
input data missing
Net income growth (YoY)
32.8%
computed by olivLawFY 2025
Net income CAGR 3Y
195.9%
computed by olivLawFY 2022 → FY 2025
Net income CAGR 5Y
8.8%
computed by olivLawFY 2020 → FY 2025
EPS growth (YoY)
35.9%
computed by olivLawFY 2025
EPS CAGR 3Y
446.0%
computed by olivLawFY 2022 → FY 2025
EPS CAGR 5Y
11.9%
computed by olivLawFY 2020 → FY 2025
FCF growth (YoY)
97.5%
computed by olivLawFY 2025

Profitability

Gross margin
unavailable
input data missing
EBITDA margin
unavailable
input data missing
EBIT margin
unavailable
input data missing
Net margin
17.3%
computed by olivLawTTM to 30 Sept 2026
FCF margin
15.3%
computed by olivLawTTM to 30 Sept 2026

Returns

ROE
50.1%
computed by olivLawTTM to 30 Sept 2026 · balance sheet at 30 Sept 2026
ROA
7.1%
computed by olivLawTTM to 30 Sept 2026 · balance sheet at 30 Sept 2026
ROIC
unavailable
input data missing
ROCE
unavailable
input data missing
Payout ratio (EPS)
20.4%
computed by olivLawTTM to 30 Sept 2026
Payout ratio (FCF)
21.7%
computed by olivLawTTM to 30 Sept 2026

Balance sheet

Net debt
-6.4 bn USD
computed by olivLawbalance sheet at 30 Sept 2026
Net debt / EBITDA
unavailable
input data missing
Debt / equity
0.1x
computed by olivLawbalance sheet at 30 Sept 2026
Interest coverage
unavailable
the reported interest expense is far older than the latest period (the filer changed its XBRL tag): a stale figure is not used

Liquidity

Current ratio
1.0x
computed by olivLawbalance sheet at 30 Sept 2026
Cash ratio
0.2x
computed by olivLawbalance sheet at 30 Sept 2026

Cash

Operating cash flow
9.5 bn USD
computed by olivLawTTM to 30 Sept 2026
Capital expenditure
1.4 bn USD
computed by olivLawTTM to 30 Sept 2026
Free cash flow
8.0 bn USD
computed by olivLawTTM to 30 Sept 2026
FCF conversion
88.1%
computed by olivLawTTM to 30 Sept 2026
Cash conversion
unavailable
input data missing

Efficiency

Days sales outstanding
unavailable
input data missing
Days payables outstanding
unavailable
input data missing

Market and valuation

Market capitalisation
340.4 bn USD
computed by olivLawbalance sheet at 30 Sept 2026
Enterprise value
334.0 bn USD
computed by olivLawbalance sheet at 30 Sept 2026
Market cap / net income TTM
37.4x
computed by olivLawTTM to 30 Sept 2026
P/E (TTM)
38.0x
computed by olivLawTTM to 30 Sept 2026
Earnings yield
2.6%
computed by olivLawTTM to 30 Sept 2026
P/B
19.4x
computed by olivLawbalance sheet at 30 Sept 2026
P/S
6.5x
computed by olivLawTTM to 30 Sept 2026 · balance sheet at 30 Sept 2026
EV/EBITDA
unavailable
input data missing
EV/EBIT
unavailable
input data missing
EV/Sales
6.4x
computed by olivLawTTM to 30 Sept 2026 · balance sheet at 30 Sept 2026
P/FCF
42.5x
computed by olivLawTTM to 30 Sept 2026 · balance sheet at 30 Sept 2026
FCF yield
2.4%
computed by olivLawTTM to 30 Sept 2026 · balance sheet at 30 Sept 2026
Dividend yield
0.5%
computed by olivLawTTM to 30 Sept 2026
Shareholder yield (distributions)
3.0%
computed by olivLawTTM to 30 Sept 2026 · balance sheet at 30 Sept 2026

4 indicators that do not apply to the sector.

Valuation

olivLaw classification

Insufficient data
What is missing
  • valuation methods computed: 0 of at least 1

A scoring methodology on indicators and valuation, not investment advice.

Closing price

329.45 USD

04 Nov 2026Source: olivLaw, closing series

Market cap: 340.4 bn USD

Key indicators

Market capitalisation
340.4 bn USD
computed by olivLawbalance sheet at 30 Sept 2026
P/E (TTM)
38.0x
computed by olivLawTTM to 30 Sept 2026
P/B
19.4x
computed by olivLawbalance sheet at 30 Sept 2026
EV/EBITDA
unavailable
input data missing
ROE
50.1%
computed by olivLawTTM to 30 Sept 2026 · balance sheet at 30 Sept 2026
Net margin
17.3%
computed by olivLawTTM to 30 Sept 2026
Revenue growth (YoY)
18.5%
computed by olivLawFY 2025
Dividend yield
0.5%
computed by olivLawTTM to 30 Sept 2026

Coverage and freshness

34/37 reporting lines present
Latest full fiscal year: 2025
Latest reported period: 30 Sept 2026
Latest balance sheet date: 30 Sept 2026
Share count (cover of the latest filing), as of: 30 Sept 2026
Source: SEC (XBRL)published 20 Oct 2026
verified 2836derived 188

Score by group

74% · Insufficient data

Estimated value range

unavailable — no valuation method could be computed

Valuation assumptions are editorial choices, not measured; beta is not measured.

Valuation methods

  • DCF (discounted cash flow)unavailable · the reported interest expense is far older than the latest period (the filer changed its XBRL tag): a stale figure is not used
  • Peers: EV/Salesunavailable · not enough peers
  • Peers: EV/EBITDAunavailable · input data missing

no valuation method could be computed

Multiple comparisons use the SIC vertical

Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.

Assumptions (illustrative, editorial)

Risk-free rate
4.3%
Equity risk premium
5.0%
Beta (default)
1.00
Cost of equity
9.3%
Terminal growth
2.5%

Factor scorecard

Insufficient data

Minimum-evidence gate: valuation methods computed: 0 of at least 1

FactorValueScoreWeight used
Gross margin · Qualityunavailableunavailable—
EBIT margin · Qualityunavailableunavailable—
FCF margin · Quality15.3%61 (on a fixed band)11%
Revenue CAGR 3Y · Growth16.3%65 (on a fixed band)23%
Revenue growth (YoY) · Growth18.5%74 (on a fixed band)11%
Net debt / EBITDA · Balance sheetunavailableunavailable—
Current ratio · Balance sheet1.0x11 (on a fixed band)9%
EV/Sales · Valuation6.4x56 (on a fixed band)23%
FCF yield · Valuation2.4%47 (on a fixed band)17%
Shareholder yield (distributions) · Returns3.0%83 (on a fixed band)6%

Factors without a value were dropped; the remaining weights were renormalised.

Score groups

  • Balance sheet· partial11/100 · 1/2 factors with a value
  • Growth68/100 · 2/2 factors with a value
  • Quality· partial61/100 · 1/3 factors with a value
  • Returns83/100 · 1/1 factors with a value
  • Valuation52/100 · 2/2 factors with a value

A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.

Memo

GENERAL ELECTRIC COMPANY (GE). Latest full fiscal year: 2025; data up to 2026-09-30.

Figures computed from the financial statements: revenue 45.9 bn USD in 2025; YoY growth 18.5%; net margin 17.3%; ROE 50.1%.

Valuation cannot be computed from the available data.

Insufficient data for a verdict (valuation methods computed: 0 of at least 1).

Text generated deterministically from the figures shown; no language model. Not investment advice.

What supports the thesis

  • Revenue growth (YoY): 18.5%
  • Shareholder yield (distributions): 3.0%

What contradicts it

  • Current ratio: 1.0x

Not assessed (insufficient data or a ratio without meaning): Gross margin, EBIT margin, Net debt / EBITDA.

Versus the vertical median

Not enough comparable companies with data for an average.

olivLaw engine forecast

The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.

Valuation scenarios (editable assumptions)

Illustrative scenarios

Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.

Bear
Allowed range: -50 … 50%
Allowed range: -100 … 100%
Allowed range: 0 … 100
Allowed range: -10 … 20%
Allowed range: 0 … 100%
Base
Allowed range: -50 … 50%
Allowed range: -100 … 100%
Allowed range: 0 … 100
Allowed range: -10 … 20%
Allowed range: 0 … 100%
Bull
Allowed range: -50 … 50%
Allowed range: -100 … 100%
Allowed range: 0 … 100
Allowed range: -10 … 20%
Allowed range: 0 … 100%
Nothing is saved.

Estimated price (USD)

Estimated priceBearBaseBull
1 years
218.76
Total return -33% · Per year -33%
384.99
Total return 17% · Per year 17%
577.48
Total return 76% · Per year 76%
3 years
259.48
Total return -20% · Per year -7%
509.14
Total return 57% · Per year 16%
831.57
Total return 155% · Per year 37%
5 years
307.79
Total return -4% · Per year -1%
673.34
Total return 109% · Per year 16%
1,197.46
Total return 269% · Per year 30%
What moves the 3-year price the most
  • Exit P/E± 127.29
  • Net margin± 89.10
  • Annual revenue growth± 66.45
  • Annual dilution± 7.49

AI analysis

AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.

In brief

GE Aerospace reported total revenue of 45.855 billion USD in fiscal 2025, up 18% 1, with continuing EPS of 8.05 USD 1. In the third quarter of 2026 GAAP revenue reached 14.118 billion USD 2, and the company raised its 2026 guidance, with adjusted EPS now expected at 8.00-8.10 USD 2.

SWOT

Strengths

  • The company has a large installed base and long-term service contracts, providing recurring revenue and visibility.
  • The order backlog and RPO are very solid, supported by commitments from major airlines.
  • Credit ratings were upgraded by Moody's and S&P, supporting access to financing.

Weaknesses

  • The company depends on external suppliers and material availability, which can delay deliveries.
  • Defense segment margins are lower than commercial segment margins, limiting how much revenue growth lifts profitability.
  • Estimates for long-term service contracts involve significant judgment, and revisions can affect reported profit.

Opportunities

  • Rising air travel and fleet renewal could support demand for new engines and related services.
  • Expanded MRO capacity and the proposed castings acquisition could accelerate services growth.
  • Modernized defense budgets could generate new orders for engines and military systems.

Threats

  • Tariffs and shifts in trade policy could raise costs and pressure margins.
  • Inflation and pressure on labor and material costs could reduce profitability.
  • A slowdown in air traffic or delays in engine programs could reduce services revenue.

Risks

  • Supply chain constraintshigh

    Supplier delays could limit production and deliveries, affecting revenue and customer relationships.

  • Tariffs and trade policyhigh

    Tariffs could raise direct and indirect costs, and offsetting measures may not be sufficient.

  • Dependence on defense budgetsmedium

    Defense revenue depends on government funding, and budget changes could affect orders.

  • Estimates for long-term contractsmedium

    Revisions to utilization and maintenance cost estimates could change reported profit.

  • Cost of capital and debtlow

    Consolidated debt and financing conditions could become more costly if credit ratings change.

Investment thesis

What would need to be true (bull case)

  • Strong growth in orders and commercial services, combined with multi-year contracts, could sustain revenue and profit growth in the coming years.
  • The improved 2026 guidance suggests operational execution could exceed expectations if deliveries keep rising.
  • Solid free cash flow gives the company flexibility for investment and for returning capital to shareholders.

What would break the thesis

  • Tariffs and supply constraints could pressure margins and delay delivery of the stated guidance.
  • Reliance on services and long-term contracts could expose the company to estimate revisions and profit volatility.
  • Lower margins in the defense segment could limit the benefit of growth in that area.

What to watch

  • Evolution of supply constraints and LEAP engine deliveriesQ4 2026
  • Final guidance for adjusted revenue and adjusted EPS2026
  • Completion of the Consolidated Precision Products acquisition2027

Products, market & competition

AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.

The business

Reporting includes the Commercial Engines & Services and Defense & Propulsion Technologies segments; from 2026 the commercial segment expands to cover the full commercial engine lifecycle, while aeroderivative engines move to the defense segment 1.

Market context

Commercial air travel demand grew in 2025, with departures up 3% 1, and the company secured engine commitments from several global airlines 1. Defense demand is tied to government budgets, with most Defense & Systems revenue derived from funding through the U.S. Department of War or equivalent international budgets 1.

Trends

  • Supply chain constraintsmixed

    Material availability and supplier performance have disrupted production and deliveries, and the company is investing in capacity to improve yield 1. Higher material input from priority suppliers supported engine deliveries in 2026 2, but constraints could return if suppliers fall behind.

  • Tariffs and inflationheadwind

    Tariffs add costs for the company and its suppliers, which it is offsetting through optimization and pricing actions 1. The zero-for-zero aerospace tariff agreements with the EU, UK, Japan and Korea could ease pressure if they remain in force 1.

  • Growing services demandtailwind

    Services revenue increased in 2025 on higher internal shop visit volume and spare parts volume 1, and the company expects commercial services to grow low double digits in 2027 2.

  • Investment in capacity and technologymixed

    The company is investing in factories, MRO capacity and research, including over 3 billion USD of annual R&D 2, although these investments could pressure near-term margins if extra costs arise.

Competitive position

The market for commercial and military aircraft engines is competitive, and the company positions itself through technology and long-term airline contracts 1. Results for 2026 show demand remains solid, though competitors can influence pricing and market share 2.

The company differentiates itself through its installed base, long-term service contracts and next-generation engine programs, which provide multi-year visibility 1.

  • RTX (Pratt & Whitney)RTX

    Competitor in commercial aircraft engines and related services, cited as a comparison leader in the segment.

  • Safran

    European competitor in engines and aerospace equipment, with joint programs in some areas.

  • Rolls-Royce

    British engine maker for commercial and military aircraft, a direct competitor in high-thrust engines.

  • HoneywellHON

    Supplier of aerospace systems and components, competing in some equipment and service segments.

News & filings

In the press

SEC filings

  • Quarterly report20 Oct 2026
  • Current report20 Oct 2026
    Results of operations · Financial statements and exhibits
  • Current report22 Sept 2026
    Departure or appointment of officers · Other events · Financial statements and exhibits
  • Current report08 Sept 2026
    Regulation FD disclosure · Other events · Financial statements and exhibits
  • Quarterly report16 Jul 2026
  • Current report16 Jul 2026
    Results of operations · Financial statements and exhibits
  • Current report25 Jun 2026
    Amendments to articles or bylaws · Financial statements and exhibits
  • Current report11 Jun 2026
    Departure or appointment of officers · Financial statements and exhibits
  • Current report07 May 2026
    Departure or appointment of officers · Shareholder vote
  • Quarterly report21 Apr 2026

Sources

  1. [1] Form 10-K, fiscal year ended 2025-12-31 · SEC / GE Aerospace · 29 Jan 2026
  2. [2] Form 8-K, results release (exhibit 99.1) · SEC / GE Aerospace · 20 Oct 2026

Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.