GE Aerospace Stock on December 2, 2025: Price, Outlook, and Key News Driving NYSE: GE

Date: December 2, 2025 – This article is for informational purposes only and is not investment advice.

GE Aerospace stock today: price, performance, and valuation

GE Aerospace (NYSE: GE) continues to be one of 2025’s standout large-cap winners in the industrial and defense space.

Share price: Around $290 as of December 2, 2025’s session, after closing at $288.45 on Monday, December 1, down 3.35% on the day. ^[1]
52‑week range: About $159.36–$316.67, with the all‑time high near $316.67 set on October 28, 2025. ^[2]
Market cap: Roughly $300–310 billion, putting GE firmly in mega‑cap territory. ^[3]
Valuation:
- Trailing P/E ~38–39. ^[4]
- Forward P/E ~48, versus about 27 for its industry group, according to Zacks, underscoring a sizeable premium. ^[5]
- Price‑to‑earnings‑growth (PEG) ratio around 3.0. ^[6]

Performance-wise, GE Aerospace has been a rocket:

Year‑to‑date 2025: Up roughly 75–80%, depending on the data provider. ^[7]
Past 12 months: Around 60–65% total return. ^[8]
Last month: A modest pullback in the mid‑single digits, even as the long‑term trend remains firmly higher. ^[9]

Barchart notes that GE shares are still about 7–9% below their October peak but have outpaced the Industrial Select Sector SPDR (XLI) by a wide margin over the past three months. ^[10]

In short: GE Aerospace stock is expensive, but it has earned that premium with growth and execution that look more like a tech company than a traditional industrial.

Company snapshot: a pure‑play aerospace and defense giant

GE Aerospace became a standalone, investment‑grade public company in April 2024, following the spin‑off of GE Vernova. ^[11] Today it is a focused aerospace propulsion, services, and systems leader with:

Installed base of ~49,000 commercial and ~29,000 military aircraft engines. ^[12]
Roughly 53,000 employees worldwide. ^[13]
Two primary segments:
- Commercial Engines & Services (CES)
- Defense & Propulsion Technologies (DPT) ^[14]

At its 2025 Investor Update in July, GE highlighted:

>16,000 engines in its commercial and defense backlog. ^[15]
Around $3 billion per year in R&D spending and more than 2.3 billion flight hours on its fleet. ^[16]
A long‑term plan targeting double‑digit revenue growth, adjusted EPS of about $8.40 and operating profit of roughly $11.5 billion by 2028, with free cash flow (FCF) around $8.5 billion and FCF conversion near 100%. ^[17]

This backdrop is crucial for understanding why Wall Street is willing to pay up for the stock.

Fresh news as of December 1–2, 2025: what’s moving GE Aerospace?

1. Wales MRO hub gets a £19 million upgrade

On December 1, GE Aerospace announced a £19 million (~$24 million) investment over three years to modernise its Nantgarw, Wales maintenance, repair, and overhaul (MRO) facility. ^[18]

Key points:

Largest single investment at that site in more than 20 years. ^[19]
Funds will upgrade 70,000+ square feet of roofs, cladding, insulation, and glazing to cut energy use and support future renewable projects. ^[20]
The site is a major gateway for GE Aerospace’s European commercial engine MRO work and employs around 1,350 people. ^[21]

For investors, this is a classic “capacity plus efficiency” spend: it supports future services growth while lowering unit costs and improving sustainability credentials.

2. Manufacturing expansion in the U.S. and India

GE Aerospace is clearly building for a multi‑year up‑cycle in engines and services:

West Jefferson, North Carolina:
A $53 million investment will expand the plant by 35,000 sq ft, add about 40 jobs, and boost output of rotating parts for narrowbody engines like LEAP. ^[22]
Pune, India:
On November 20, GE announced a $14 million expansion at its Pune manufacturing facility, on top of $30 million committed last year. The money will upgrade machining lines, add automation, and enhance production of advanced engine components, bringing announced investments in the facility to about $44 million in two years. ^[23]

Reuters separately reported that partner Safran expects its Indian revenue to more than triple to €3+ billion by 2030, supported by a new LEAP MRO shop in Hyderabad—important for GE because LEAP engines are built via their CFM International joint venture. ^[24]

Together, these moves strengthen GE’s global supply chain and entrenched position in high‑growth aviation markets, especially India.

3. Big engine and services deals at the Dubai Airshow

November was also deal‑heavy:

Emirates: Agreed to buy 130 additional GE9X engines plus long‑term services for its Boeing 777‑9 fleet, cementing GE9X as the powerplant behind the airline’s flagship widebody expansion. ^[25]
Saudia Group: Signed a multi‑year agreement for GEnx‑1B engines and a full MRO program to support an order of 39 Boeing 787‑9/787‑10 aircraft, along with training initiatives that localise engine expertise in Saudi Arabia. ^[26]
flydubai (engines + services): Ordered 60 GEnx‑1B engines for its first widebody fleet of 30 Boeing 787‑9s, plus spare engines and a long‑term services deal, supporting the low‑cost carrier’s move into long‑haul flying. ^[27]
flydubai (digital solutions): Chose GE’s Safety Insight and FlightPulse SaaS tools across its fleet to improve safety, efficiency, and pilot decision‑making, underscoring GE’s growing software and analytics footprint. ^[28]

These orders feed directly into GE’s high‑margin services backlog and support the company’s confidence in raising 2025 and longer‑term guidance.

4. Pune and digital operations: lean and data‑driven

Beyond spending money, GE is also emphasising its FLIGHT DECK / lean operating system and digital analytics to squeeze more throughput out of its factories and airline customers. At the 2025 Investor Update, management highlighted:

Shop‑visit revenue up more than 25% year‑on‑year.
Internal CFM56 fan module lead times reduced, hitting turn‑around times of <80 days at its Celma, Brazil facility. ^[29]

This combination of capacity expansion + process optimisation is a big part of how GE is driving margins near 20% while still ramping volumes.

5. Legal overhang: AOG Technics guilty plea

On December 1, Reuters reported that the director of UK parts supplier AOG Technics pled guilty to fraudulent trading, after regulators found falsified documentation for components installed in CFM56 engines, which are produced by CFM International (GE Aerospace + Safran). ^[30]

CFM and its parents, including GE, had already sued AOG over unapproved parts in 2023. ^[31]
The guilty plea reduces legal uncertainty but highlights continuing quality‑assurance and regulatory risk in engine supply chains.

There is currently no sign of material new liabilities for GE Aerospace related to this case, but investors will keep a close eye on whether new regulations increase costs for engine OEMs and MRO providers.

Q3 2025 results: why the fundamentals look so strong

GE’s Q3 2025 earnings on October 21 were a major driver of the stock’s 2025 rally.

Headline numbers

From GE’s own release and subsequent coverage: ^[32]

Orders: $12.8 billion, +2% year‑over‑year.
GAAP revenue: $12.2 billion, +24%.
Adjusted revenue: $11.3 billion, +26%.
GAAP net income: ~$2.2–2.5 billion, up roughly 30–35%.
Adjusted operating profit: $2.3 billion, +26%.
Adjusted EPS:$1.66, up 44%, beating consensus (~$1.46) by roughly 14%.
Free cash flow: About $2.4 billion, up 30%, with FCF conversion above 130%.

CEO H. Lawrence Culp Jr. called it an “exceptional quarter,” noting that services volume, mix, and pricing more than offset higher investments and original‑equipment growth. ^[33]

Segment performance

Commercial Engines & Services (CES): TS2 Tech+1

Revenue: $8.9 billion, +27%.
Services revenue: +28%; internal shop visits +33%, spare‑parts revenue up 25%+.
Equipment revenue: +22%, with total unit volume up 33% and LEAP shipments +40%.
Profit: $2.4 billion, +35%, with ~170 bps margin expansion.

Defense & Propulsion Technologies (DPT): TS2 Tech+1

Revenue: $2.8 billion, +26%.
Profit: $386 million, +75%, with margins expanding by roughly 380 bps.

This kind of growth—mid‑20s revenue and profit expansion with ~20% margins—is what underpins GE’s premium valuation.

Raised 2025 guidance

After Q3, GE raised 2025 guidance again. Company materials and analyst summaries indicate: ^[34]

Adjusted revenue growth: high‑teens vs. 2024.
Operating profit:$8.65–$8.85 billion (up from roughly $8.0–$8.2 billion).
Adjusted EPS:$6.00–$6.20, higher than earlier ranges and well above early‑year consensus.
Free cash flow:$7.1–$7.3 billion, with FCF conversion above 100%.

By 2028, GE aims to add >$3 billion to operating profit vs. 2025 and lift EPS into the mid‑$8s, still with very strong cash conversion. ^[35]

Wall Street view: GE Aerospace stock forecasts and ratings

Short‑ to medium‑term price targets

Different data providers show slightly different numbers, but they all point in the same direction: broadly bullish on the business, more cautious on valuation.

MarketBeat:
- Tracks 19 analysts with a consensus rating of “Moderate Buy.”
- Average 12‑month price target around $301, with a high near $374 and one extreme low outlier. ^[36]
Barchart:
- Cites a consensus target around $337, implying roughly 15% upside from recent prices. ^[37]
TradingView:
- Lists an average target of about $337–338, with a range roughly $255–$374. ^[38]
WallStreetZen:
- Based on 6 analysts, shows an average target of $333.33, with a $295–$366 range. That implies about 15–16% upside from a reference price of ~$288. ^[39]

Across platforms, the average 12‑month target clusters in the low‑to‑mid $300s, implying:

Low‑single‑digit upside if you use the more conservative $300–305 average. ^[40]
Mid‑teens upside if you focus on the more aggressive $330–340 consensus. ^[41]

Earnings and revenue forecasts

WallStreetZen and Zacks aggregate multi‑year analyst estimates that show continued but moderating growth: ^[42]

EPS:
- 2025 average forecast around $6.4 (close to GE’s own $6.00–$6.20 guidance after adjusting for methodology).
- 2026 average near $7.4.
- 2027 around $8.6.
Revenue:
- 2025: around $43–45 billion.
- 2026: ~$48–51 billion.
- 2027: ~$52–55 billion.

That implies mid‑single‑digit to high‑single‑digit annual revenue growth, with EPS growing somewhat faster thanks to operating leverage and buybacks.

Ratings and style factors

Analyst ratings:
- Many aggregators classify GE as “Strong Buy” to “Moderate Buy.” ^[43]
Zacks:
- Currently assigns a Rank #3 (Hold), with strong Growth and Momentum scores (Bs) but a weak Value score (D), reflecting the high multiple. ^[44]
Investor’s Business Daily:
- Places GE at the top of its Aerospace/Defense industry group by composite rating, ahead of names like Karman Holdings and Woodward. ^[45]

Put simply: professionals love the business; they’re debating how much of the super‑cycle is already priced in.

Institutional activity: who’s buying and selling GE Aerospace?

13F‑related news out on December 2 shows active but not panicky repositioning among institutional investors:

Portfolio Design Labs LLC
- Cut its stake by 38.2% in Q2 (selling 3,490 shares), leaving 5,651 shares worth about $1.46 million. ^[46]
Granite Investment Partners LLC
- Trimmed its GE holding by 2.9%, to 133,904 shares valued around $34.5 million. ^[47]
Pinkerton Wealth LLC
- Opened a new position of 11,303 shares, worth roughly $2.9 million. ^[48]

MarketBeat notes that overall institutional ownership is ~74–75%, with heavyweights such as Vanguard, T. Rowe Price, Geode, Invesco and Norges Bank among the biggest holders, and many smaller wealth managers steadily adding. ^[49]

This mix—some profit‑taking after a big run, but continued buying from other funds—is consistent with a popular long‑term core holding that has simply become more expensive.

Is GE Aerospace stock overvalued – or just richly priced?

From a pure valuation standpoint, the concerns are real:

A trailing P/E near 38–39 and forward P/E over 40 are well above the averages for industrial and defense peers. ^[50]
The PEG ratio above 2–3 suggests investors are paying a premium not only for current growth but also for perceived quality and durability of earnings. ^[51]

Zacks, for example, explicitly cites valuation risk as the main reason GE is only a Rank #3 (Hold), despite its strong growth and momentum factors. ^[52]

The bull case is that GE Aerospace is not a typical cyclical industrial anymore:

It earns over 70% of commercial engine revenue from parts and services, which are inherently higher‑margin and more recurring. ^[53]
It has a huge installed base and multi‑decade service tail on engines like CFM56, LEAP, GEnx, and in the future GE9X and CFM RISE. ^[54]
Its backlog (>16k engines), multi‑year defense programs, and long‑term airline contracts create visibility that many industrials lack. ^[55]

Whether that justifies the current multiple is precisely what the market is trying to decide.

Key tailwinds for GE Aerospace stock

Here are the main drivers supporting the bullish narrative:

Aviation recovery and services boom
Global air traffic has not only recovered to pre‑pandemic levels but continues to grow in regions like Asia‑Pacific, the Middle East and India, driving higher utilisation and more engine shop visits—perfect for GE’s services‑heavy business model. ^[56]
Defense and geopolitics
GE is deeply embedded in military platforms (T700, F110, XA100 adaptive cycle engine, etc.), and its Investor Day materials point to scaling global defense budgets and modernization initiatives, including next‑generation fighters and unmanned systems. ^[57]
Massive backlog and new deals
Emirates, Saudia Group, flydubai and others are expanding long‑haul fleets with GE engines and signing long‑term services agreements, effectively locking in future high‑margin revenue. ^[58]
Manufacturing & MRO expansion in strategic locations
Investments in Wales, West Jefferson and Pune will help GE keep up with engine demand and capture more service work closer to customers, often with government support or “Make in India”‑type policy tailwinds. ^[59]
Position in fast‑growing markets via CFM and partners
Safran’s plan to triple India revenue partly through a LEAP MRO facility in Hyderabad, in partnership with GE, gives GE leveraged exposure to one of the world’s fastest‑growing aviation markets. ^[60]
Technology leadership and next‑gen platforms
From CFM RISE (targeting 20%+ better fuel burn) to GE9X (Boeing 777X) and advanced defense engines, GE is positioning itself for the next wave of fleet renewal, not just the current one. ^[61]
Strong cash generation and capital deployment
With FCF conversion often above 100% of net income and 2025 FCF guided to $7.1–$7.3 billion, GE has ample firepower for dividends, buybacks and reinvestment, which can support EPS growth even if revenue growth slows. ^[62]

Key risks and what could go wrong

Despite the strong story, GE Aerospace stock is not risk‑free:

Valuation compression
If growth moderates or macro conditions worsen, a P/E in the high‑30s to 40s could compress quickly, even without any fundamental blow‑up. That’s the risk Zacks and other cautious voices are flagging. ^[63]
Cyclical and macro exposure
Airlines are cyclical businesses, and while services revenue is more stable than OEM sales, a global slowdown or spike in fuel prices can still dent flight hours, shop visits, and spare‑parts demand.
Supply chain, quality and regulatory risk
The AOG Technics scandal shows how counterfeit or uncertified parts can create operational and reputational headaches for engine OEMs. While the guilty plea is a legal win for GE and Safran, tighter regulations and more stringent inspections could add costs over time. ^[64]
Execution risk on capacity expansions
Multiyear investments in facilities like Pune, Wales, West Jefferson and new MRO partnerships must deliver on throughput and cost targets. Delays, cost overruns, or productivity issues could weigh on margins. ^[65]
Competition
GE faces strong rivals in both commercial (Pratt & Whitney, Rolls‑Royce) and defense engines, plus system suppliers. While its current position is strong, losing key platform wins or share in narrowbodies or widebodies would change the long‑term math.

What to watch next for GE Aerospace investors

If you’re following GE Aerospace stock into 2026, here are the main milestones to monitor:

Q4 2025 results and 2026 guidance
- Does management keep raising the bar, or does guidance converge toward Street estimates?
- Any update to FCF and margin outlook will be crucial for sustaining the valuation. ^[66]
Order activity and services mix
- More widebody deals (787, 777X) or LEAP wins on A320neo / 737 MAX.
- Continued growth in services revenue and shop visits, which are the real drivers of profitability. ^[67]
Progress on CFM RISE and other next‑gen programs
- Airlines and lessors will increasingly focus on fuel burn and emissions; GE’s ability to meet that demand cost‑effectively will shape its 2030s franchise value. ^[68]
Regulatory and quality developments post‑AOG
- Look for any new global rules on parts traceability and certification that might impact costs or operations across the industry. ^[69]
Macro and defense budgets
- Changes in travel demand, interest rates, or defense spending plans could drive sentiment on aerospace broadly.

Bottom line

As of December 2, 2025, GE Aerospace stock sits near $290, slightly below recent highs but massively higher than where it began the year. The company is firing on almost all cylinders: double‑digit revenue growth, 20%‑ish margins, robust free cash flow, and a backlog and technology roadmap that extend well into the next decade. ^[70]

At the same time, the stock’s rich valuation means expectations are high. Most analysts still see upside into the low‑ or mid‑$300s over the next 12–18 months, but with a growing chorus warning that much of the good news might already be priced in.

For now, GE Aerospace looks like a high‑quality, growth‑tilted aerospace and defense franchise where the main debate is how much investors should pay for that quality, not whether the underlying business is strong.

Important disclaimer

This article is for informational and educational purposes only and does not constitute financial advice, investment recommendation, or an offer to buy or sell any security. Always do your own research and consider consulting a licensed financial advisor before making investment decisions.

References