GE Aerospace (GE) is a global powerhouse in aviation, specializing in the design and manufacture of jet and turboprop engines and systems for commercial, military, business, and general aircraft. Known for pioneering the first American jet engine, it powers hits like Boeing (BA) 737s and Airbus (EADSY) A320s via the CFM International (with Safran (SAFRF)) joint venture and leads aftermarket services for 49,000+ engines.
Born in 1892 as part of General Electric, it spun off independently in April 2024. The company is headquartered in Evendale, Ohio.
GE Aerospace has demonstrated remarkable strength over the past year, currently trading near its 52-week high of $348.48. While the stock has faced some short-term pressure with a five-day decline of approximately 2% due to broader market volatility, its longer-term momentum remains robust. Over the last month, the stock is up 4%, and its six-month gain of nearly 16% and a staggering 52-week surge of over 71% highlight significant investor confidence.
Compared to the S&P 500 Industrials sector ($SRIN), GE has outperformed in the long term. Over the past 12 months, GE’s 71% return has more than doubled the 30% gain seen in the broader industrials sector.
GE Aerospace delivered stellar Q4 2025 results on Jan. 22, 2026. The company posted adjusted earnings per share (EPS) of $1.57, which beat the analyst consensus estimate of $1.43 by approximately 10%. On the top line, adjusted revenue reached $11.9 billion, a 20% increase year-over-year (YoY), significantly outperforming the projected $11.27 billion.
This growth was primarily driven by a surge in commercial orders and robust demand for aftermarket services as airlines continue to expand their global fleets.
The company’s operational efficiency remained a key highlight, with operating profit rising 14% to $2.3 billion for the quarter. While the adjusted operating profit margin saw a slight contraction to 19.2% (down 90 basis points) due to a higher mix of engine deliveries and increased R&D spending, the full-year margin expanded to a healthy 21.4%.
GE Aerospace demonstrated exceptional cash generation, producing $1.8 billion in free cash flow (FCF) during the quarter, bringing the annual total to $7.7 billion. Additionally, the company maintained a strong balance sheet with a cash reserve of $12.4 billion, providing a solid cushion for future investments and shareholder returns.
