New York, Jan 5, 2026, 10:34 EST
- GE Aerospace is due to report fiscal fourth-quarter results on Jan. 22.
- Analysts expect modest profit growth, with shares up sharply over the past year.
- Investors will watch delivery momentum and guidance against a stretched valuation.
GE Aerospace will report fiscal fourth-quarter results on Jan. 22, with investors watching whether the jet-engine maker can extend its profit streak after a strong run in the stock.
The report matters now because expectations have reset higher across the aerospace supply chain, and GE’s shares have become a referendum on whether engine makers can keep turning heavy maintenance demand into steady cash.
Supply-chain constraints are easing, helping GE ramp deliveries of its LEAP engines and expand commercial engine and services orders, Nasdaq wrote. The same analysis noted that faster deliveries can pressure margins in the near term as output ramps. 1
GE said its leadership team will present results in a webcast starting at 7:30 a.m. EST on Jan. 22. 2
Ahead of the release, analysts expect GE Aerospace to post profit of $1.40 per share — earnings per share is net profit divided by the number of shares — up from $1.32 a year earlier, according to Barchart. The preview put GE’s market value at about $338 billion and said the stock is up about 90% over the past 52 weeks; it also pegged full-year earnings per share at $6.20 and forecast $7.01 in fiscal 2026, with analysts’ average price target at $343.83. 3
Investors will look for signs that the mix is holding up between new-engine deliveries and higher-margin services. Aftermarket services — the parts and maintenance work performed after an engine is sold — can be less cyclical than original equipment shipments.
The risk is that the valuation leaves little room for a soft patch in demand or execution. Trefis said GE was trading around $320 and valued at about 42 times earnings and roughly 53 times free cash flow — cash left after capital spending — versus lower multiples for the broader S&P 500, and pointed to steeper drawdowns than the market in past downturns. 4
GE’s CFM International venture with France’s Safran makes LEAP engines used on the best-selling narrowbody jets from Airbus and Boeing, putting it at the center of the industry’s production bottlenecks. It also faces competition from RTX’s Pratt & Whitney and Britain’s Rolls-Royce across key engine categories.
Airlines have kept older planes in service longer as new aircraft deliveries have been delayed, supporting maintenance spending that feeds the engine makers’ services business, Reuters has reported. GE Chief Executive Larry Culp told Reuters in October, “We’re going to be busy.” 5
