GE Aerospace Reports Q4 Earnings of $1.57 EPS on $11.87B Sales, Exceeding Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 22 2026
0mins
Source: CNBC
- Earnings Beat: GE Aerospace's Q4 adjusted EPS of $1.57 surpassed analyst expectations of $1.43, with sales reaching $11.87 billion, significantly exceeding the forecast of $11.2 billion, indicating robust performance in both commercial and defense sectors.
- Positive Outlook: The company projects adjusted EPS for 2023 between $7.10 and $7.40, with the current FactSet analyst consensus at $7.14, reflecting market optimism about future growth, especially as supply chain issues are resolved.
- Market Reaction: Procter & Gamble's revenue fell short of expectations, causing shares to drop over 1%, yet its EPS of $1.88 exceeded the consensus estimate of $1.86, demonstrating resilience in a challenging market environment.
- Analyst Rating Changes: Citi raised Johnson & Johnson's price target from $232 to $250 while maintaining a buy rating, indicating analysts' positive outlook on the company's
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Analyst Views on GE
Wall Street analysts forecast GE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GE is 345.67 USD with a low forecast of 275.00 USD and a high forecast of 386.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Analyst Rating
8 Buy
0 Hold
1 Sell
Strong Buy
Current: 306.370
Low
275.00
Averages
345.67
High
386.00
Current: 306.370
Low
275.00
Averages
345.67
High
386.00
About GE
General Electric Company, doing business as GE Aerospace, is a global aerospace propulsion, services, and systems company. The Company has an installed base of approximately 45,000 commercial and 25,000 military aircraft engines. The Company operates through two segments: Commercial Engines & Services and Defense & Propulsion Technologies. The Commercial Engines & Services segment designs, develops, manufactures and services jet engines for commercial airframes, as well as business aviation and aeroderivative applications. Its services include maintenance, repair and overhaul (MRO) of engines and the sale of spare parts and offers services under a variety of arrangements. The Defense & Propulsion Technologies segment provides defense engines and critical aircraft systems and consists of its Defense & Systems and Propulsion & Additive Technologies businesses. Its portfolio of brands includes Avio Aero, Unison, Dowty Propellers and Colibrium Additive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
GE Aerospace Declares $0.47 Per Share Dividend
- Dividend Declaration: GE Aerospace's Board of Directors has declared a dividend of $0.47 per share, payable on April 27, 2026, to shareholders of record as of March 9, 2026, reflecting the company's commitment to shareholder returns.
- Record Date: The ex-dividend date is set for March 9, 2026, meaning investors holding shares before this date will qualify for the dividend, thereby enhancing the attractiveness of the stock to investors.
- Company Overview: GE Aerospace is a global leader in aerospace propulsion, services, and systems, with an installed base of approximately 50,000 commercial and 30,000 military aircraft engines, showcasing its strong position in the aviation industry.
- Employee Count: With around 57,000 employees and over a century of innovation and learning, GE Aerospace is committed to inventing the future of flight, enhancing travel experiences, and ensuring safe returns home.
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GE Aerospace Declares $0.47 Per Share Dividend
- Dividend Declaration: GE Aerospace's Board of Directors has declared a $0.47 per share dividend, payable on April 27, 2026, to shareholders of record as of March 9, 2026, reflecting the company's commitment to returning value to its shareholders.
- Record Date: The ex-dividend date is set for March 9, 2026, meaning investors holding shares at the close of business on this date will qualify for the dividend, enhancing the attractiveness of the stock to potential investors.
- Company Overview: GE Aerospace is a global leader in aerospace propulsion, services, and systems, with an installed base of approximately 50,000 commercial and 30,000 military aircraft engines, showcasing its strong market position and capabilities in the aviation sector.
- Employee Strength: With around 57,000 employees and over a century of innovation and learning, GE Aerospace is dedicated to inventing the future of flight, enhancing travel experiences, and ensuring safe returns home.
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Financial Commitment: This decision reflects the company's ongoing commitment to returning value to its investors.
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GE Aerospace Announces Dividend of $0.47 Per Share
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- Financial Implications: This dividend declaration reflects the company's financial performance and commitment to returning value to shareholders.
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GE Aerospace Declares $0.47 Per Share Dividend
- Dividend Declaration: GE Aerospace's Board of Directors has declared a dividend of $0.47 per share, payable on April 27, 2026, to shareholders of record as of March 9, 2026, reflecting the company's commitment to shareholder returns.
- Record Date: The ex-dividend date is set for March 9, 2026, meaning investors holding shares before this date will qualify for the dividend, thereby enhancing the attractiveness of the stock to investors.
- Company Overview: GE Aerospace is a global leader in aerospace propulsion, services, and systems, with an installed base of approximately 50,000 commercial and 30,000 military aircraft engines, showcasing its strong position in the aviation industry.
- Employee Count: With around 57,000 employees and over a century of innovation and learning, GE Aerospace is committed to inventing the future of flight, enhancing travel experiences, and ensuring safe returns home.
See More
GE Aerospace Declares $0.47 Per Share Dividend
- Dividend Declaration: GE Aerospace's Board of Directors has declared a $0.47 per share dividend, payable on April 27, 2026, to shareholders of record as of March 9, 2026, reflecting the company's commitment to returning value to its shareholders.
- Record Date: The ex-dividend date is set for March 9, 2026, meaning investors holding shares at the close of business on this date will qualify for the dividend, enhancing the attractiveness of the stock to potential investors.
- Company Overview: GE Aerospace is a global leader in aerospace propulsion, services, and systems, with an installed base of approximately 50,000 commercial and 30,000 military aircraft engines, showcasing its strong market position and capabilities in the aviation sector.
- Employee Strength: With around 57,000 employees and over a century of innovation and learning, GE Aerospace is dedicated to inventing the future of flight, enhancing travel experiences, and ensuring safe returns home.
See More
GE Aerospace Board Approves Quarterly Dividend
Quarterly Dividend Authorized: The Board of Directors has approved a quarterly dividend for shareholders.
Financial Commitment: This decision reflects the company's ongoing commitment to returning value to its investors.
See More
GE Aerospace Announces Dividend of $0.47 Per Share
- Dividend Announcement: GEA Aerospace has declared a dividend of $0.47 per share.
- Financial Implications: This dividend declaration reflects the company's financial performance and commitment to returning value to shareholders.
See More
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High-Risk Stocks Outlook: There is a growing sentiment that high-risk stocks, particularly in the tech sector, may fall out of favor by 2026, prompting investors to be selective in their choices moving forward.
FTAI's Strong Performance: FTAI Aviation has seen significant stock growth due to strong demand for new aircraft and partnerships that enhance its market position, with a notable increase in stock value over the past year.
Kraton’s Revenue Gains: Kraton's defense and security solutions have shown solid year-over-year revenue growth, although investors are cautious due to a lack of corresponding growth in earnings per share.
Biotech Sector Caution: The biotech sector remains attractive, but investors must be wary of the risk-reward balance, with companies like Monte Rosa Therapeutics gaining favor due to their innovative approaches in drug discovery.
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- New Position Established: Sterling Investment Management disclosed a new position in the Vanguard 0-3 Month Treasury Bill ETF, acquiring 39,433 shares in the fourth quarter of 2025 for approximately $2.97 million, indicating a strategic interest in short-term government securities.
- Asset Allocation Shift: This transaction represents 1.69% of Sterling's reportable assets under management, highlighting a focus on low-risk investments within a diversified portfolio, particularly in anticipation of falling interest rates.
- Market Performance Analysis: As of February 2, 2026, the Vanguard ETF was priced at $75.43, with a one-year total return of 4.0%, underperforming the S&P 500 by 12.4 percentage points, reflecting relative weakness in the current market context.
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