GEGE Aerospace
GE Aerospace sells jet engines, gas turbines, and related services to airlines, defense, and industrial customers. The next catalyst is Oct 20, 2026 — Q3 2026 Earnings & Supply Chain Update, which will test the company’s ability to deliver on its supply chain commitments and earnings guidance.
- Revenue hit $9.88B in 2026, with net margin of 85.6% (TTM).
- Debt-to-equity ratio of 1.10x, with strong equity base of $18.68B.
- Earnings power is anchored in high-margin engine sales and long-term service contracts.
The schedule
- Tue20Oct
GE Aerospace releases Q3 2026 earnings, heavily scrutinized for commercial engine delivery volumes and aftermarket service margins.
- Tue15Dec
End-of-year defense spending clarity under President Trump's administration and late-year commercial fleet order updates.
- Tue26Jan
Q4 results and crucial initial full-year 2027 guidance for revenue, operating profit, and free cash flow.
- Wed10Mar
Spring investor briefing detailing time-on-wing performance, pricing power in aftermarket services, and next-gen engine R&D.
- Tue20Apr
First-quarter 2027 results assessing early delivery cadence and sequential margin progression.
- Tue15Jun
Key industry event serving as a major catalyst for commercial widebody and narrowbody engine orders.
- Thu22Jul
Second-quarter 2027 earnings print, focusing on mid-year margin health and defense budget authorizations.
Past
- Sun15Feb
Actual outcome: Bull · $345.74 at outcome
During its post-Q4 Analyst Day, GE provided highly optimistic forward guidance and outlined a clear path for sustained margin expansion in its aerospace operations. The market reacted positively to the strong visibility into aftermarket services demand and enhanced capital return plans, driving a significant rerating that pushed the stock well past the $320 bull target.
During its post-Q4 Analyst Day, GE provided highly optimistic forward guidance and outlined a clear path for sustained margin expansion in its aerospace operations. The market reacted positively to the strong visibility into aftermarket services demand and enhanced capital return plans, driving a significant rerating that pushed the stock well past the $320 bull target.
- Fri23Jan
Actual outcome: Bear · $292.48 at outcome
Price reached or fell below bear floor ($295.00) at outcome date.
Price reached or fell below bear floor ($295.00) at outcome date.
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