NEW YORK, Jan 25, 2026, 11:44 (ET) — Market closed.
GE Aerospace shares dipped 0.4%, ending Friday at $293.87 after trading within a range of $290.07 to $299.11. With U.S. markets closed Sunday, the stock enters Monday still facing uncertainty following its earnings report.
The stock has fallen about 9.6% over the last five sessions as broker views begin to split. On Friday, UBS, Deutsche Bank, Goldman Sachs, and Citigroup all boosted their price targets. BNP Paribas Exane, meanwhile, cut its target and stuck with an underperform rating, per aggregated broker headlines. (MarketScreener)
GE is zeroing in on its 2026 outlook. On Thursday, it forecast adjusted EPS of $7.10 to $7.40, with adjusted revenue expected to see low-double-digit growth. That growth depends heavily on the aftermarket segment—parts and maintenance sold after the initial engine delivery—which makes up over 70% of commercial engine revenue. Meanwhile, CFM International, the joint venture between GE Aerospace and Safran, struck a renewed deal with global airlines to keep competition alive in engine maintenance and repairs. (Reuters)
The guide comes as aircraft supplies remain tight, benefiting engine makers but squeezing airlines by forcing maintenance costs to hit sooner and stretching repair capacity. In this environment, GE’s service outlook is dragging on the stock more than the headline beat.
GE saw total orders soar 74% to $27.0 billion in the fourth quarter, while adjusted revenue climbed 20% to $11.9 billion. Adjusted earnings stood at $1.57 per share, excluding select one-time charges. CEO H. Lawrence Culp Jr pointed to a backlog approaching $190 billion. (Geaerospace)
In a Form 8-K filed on Jan. 22, the company revealed its fourth-quarter and full-year results are now available on its investor relations site. (SEC)
Washington had a quieter lift on Friday. The Commerce Department’s International Trade Administration reported that U.S. firms landed $244 billion in foreign procurement contracts for 2025, nearly triple the amount for 2024. Boeing aircraft and GE Aerospace jet engines made up $215 billion of that haul. Boeing CEO Kelly Ortberg described the Commerce Department’s role as “a differentiator” in securing those record-breaking deals. (Reuters)
The same supply crunch driving up high-margin service work is also holding back new-engine deliveries, leaving airlines uneasy. Aircraft lessor Avolon says wide-body deliveries have fallen to about half their pre-pandemic levels and warns the shortage may last into the 2030s. Repair backlogs have grounded hundreds of planes, stuck in maintenance queues. Avolon’s Chief Risk Officer Jim Morrison noted the narrow-body market will stay “undersupplied through the end of the decade.” (Reuters)
Investors waiting for news on GE’s engines will probably have to look beyond the company itself. Boeing and RTX, the owner of Pratt & Whitney, are both scheduled to report quarterly earnings Tuesday, Jan. 27, with investor calls set for the morning. (Boeing Investors)
Airline remarks on capacity, repair turnaround, and pricing shifts could sway GE’s aftermarket margins, which traders are watching closely. A sharp jump in airframe production—or additional delays—would hit these margins twice over.
Next week, attention shifts to the Federal Reserve as investors hunt for clues about where interest rates might be headed. (Reuters)
GE shares are set to start trading again on Monday, Jan. 26. The big question is whether investors will dive back in after the recent slide or wait for Tuesday’s aerospace earnings to offer new signals.
