New York, Feb 6, 2026, 20:45 EST — The market is shut for the day.
- GE Aerospace rallied roughly 4.7% Friday, breaking a two-day losing streak.
- Jet-engine maker bumped its quarterly dividend up to $0.47 per share.
- Markets reopen Monday. Investors are eyeing delayed U.S. jobs numbers and inflation readings due out later in the week.
GE Aerospace NYSE:GE finished Friday up roughly 4.7%, closing at $321. The jet-engine manufacturer also bumped its quarterly dividend to 47 cents per share.
The dividend news comes as the stock hovers close to its highs from early January, capping off a solid rally over the last few months. U.S. markets are shut for the weekend; traders will be watching for any momentum when trading resumes Monday.
The real issue for investors: can aerospace suppliers actually meet demand? With aircraft and engine supplies still tight, airlines are hanging onto older jets longer. That bumps up demand for maintenance work, but also strains parts supplies, labor availability, and turnaround schedules.
GE’s board bumped up its quarterly dividend to $0.47 per share, marking a roughly 31% hike from the previous $0.36 payout. The dividend goes out April 27 to shareholders on record as of March 9—the same date as the ex-dividend, when shares trade without eligibility for that payment.
GE’s announcement landed during a rally that sent the Dow past 50,000 for the first time ever. The S&P 500 rose 1.97%, while the Nasdaq climbed 2.18%. “There’s real demand for AI products,” said Ross Mayfield, investment strategy analyst at Baird, referencing the outlook for increased AI infrastructure spending. Reuters
GE Aerospace edged past several industrial and defense names. Honeywell picked up 1.94% and RTX advanced 1.37% Friday, but GE’s volume jumped—roughly 5.7 million shares changed hands, topping its 50-day average, according to MarketWatch data. Shares closed about 4% shy of their Jan. 6, 52-week high.
GE has been riding the strength of its aftermarket segment — focusing on engine parts and repair as airlines keep older jets flying and deliveries stay sluggish. Back in late January, the company projected 2026 adjusted earnings per share in a range of $7.10 to $7.40, and called for revenue to climb at a low double-digit pace. CEO Larry Culp described the push into 2026 as carrying “solid momentum.” Reuters
The same supply crunch that lifts the services side can turn around and sting. Supply delays are just “the new norm” now, according to Jeffrey Lam, chief operating officer and president of commercial aerospace at ST Engineering. For airlines, that means more money out the door — IATA director general Willie Walsh called the added costs “very frustrating.” Reuters noted that global air passenger traffic in 2025 sat about 9.3% higher than 2019, with another 4.9% climb on deck this year. CFM International, the GE–Safran joint venture, responded by bumping output 25% in 2025, CEO Gael Meheust said, aiming for yearly growth of at least 10%. Reuters
With the brief government shutdown now in the rearview, attention turns to a packed macro calendar next week. The Labor Department’s January employment numbers land Feb. 11, while January CPI data follows on Feb. 13.
GE’s next key date is March 9, the day shares go ex-dividend. Eyes are also on the Singapore Airshow for any fresh headlines on orders or supply-chain updates, plus hints about whether production increases are going smoothly or running into fresh trouble.
