GE·GE Aerospace

GE Aerospace, a division of General Electric, designs, manufactures, and services aircraft engines for commercial and defense customers worldwide, positioning it within the industrials sector and the aerospace & defense industry. In the most recent quarter, GE reported an EPS of $1.66, beating the $1.46885 estimate, and revenue of $11.305 billion, up from $11.865 billion in Q4 2025, reflecting a 5.4 % YoY increase; the following quarter, Q1 2026, saw EPS rise to $1.86 versus the $1.80579 estimate and revenue of $11.614 billion, slightly below the $11.6345 billion estimate, while Q2 2026 delivered EPS of $2.02 against the $1.94328 estimate and revenue of $12.634 billion, up 3.8 % YoY. Across the last four quarters, GE consistently beat analyst EPS estimates, with revenue growth maintained each period despite modest EPS volatility. Historically, the company has shown a steady YoY revenue trajectory, with EPS increasing from $1.32 in Q4 2024 to $2.02 in Q2 2026, and a pattern of revenue expansion even when EPS margins fluctuate. Recent news highlights a record 11.3 GW of new gas turbine orders in Q2, a 29 % YoY jump and 71 % from Q1, and a $176 billion backlog that supports long‑term upside; cost inflation of 49 % and extended lead times signal higher capex needs, while analysts have raised the price target to $407.20, reflecting renewed confidence. Investors should watch for guidance on backlog conversion rates, cost‑inflation mitigation, and supply‑chain constraints in the next earnings release, as these factors will shape short‑term cash‑flow dynamics and valuation sentiment.