GE Aerospace Stock (GE) Today: Price, Dividend, Analyst Targets and 2025–2026 Outlook

Updated: December 6, 2025

GE Aerospace (NYSE: GE) enters the first weekend of December trading just under recent highs: around $283.94 per share, after a sharp pullback on Friday, even though the stock is still up roughly 60–70% over the past year. ^[1]

Behind that performance: a clean break from its old conglomerate structure, repeated earnings beats, raised 2025 guidance, a fresh quarterly dividend, and a deep commercial and defense order book that continues to grow. ^[2]

Below is a detailed, news-style look at GE Aerospace’s latest stock moves, corporate developments and forecasts as of December 6, 2025.

1. Where GE Aerospace Stock Stands on December 6, 2025

As of the latest quote early on December 6, GE Aerospace trades near $283.94, down about 2.8% from Friday’s close after a volatile week for industrials. ^[3]

Key trading metrics:

Latest price: ~$283.9
Friday’s session move: roughly -2.8%, with the stock closing near $283–284 after a prior close around $292. ^[4]
52‑week range: approximately $159.36 (low) to $316.67 (high), leaving shares about 10% below their late‑October peak. ^[5]
Volume: around 4.7–5.0 million shares traded Friday, slightly below the recent average. ^[6]

According to TickerNerd’s performance dashboard, GE Aerospace is down about 4.9% over the last week and 7.0% over the past month, but still up ~61.7% in the last 12 months and ~70.2% year‑to‑date, even after the recent pullback. ^[7]

On December 1, a MarketWatch recap noted that GE Aerospace fell 3.35% to $288.45, underperforming major U.S. indices and finishing the session nearly 9% below its 52‑week high. ^[8]

Valuation snapshot

Different data providers vary slightly, but they broadly agree on one thing: GE Aerospace is not cheap:

P/E ratio: roughly 38–39x trailing earnings. ^[9]
PEG ratio: ~2.0–2.2x, suggesting growth is strong but already priced in. ^[10]
Price/sales: about 7x trailing revenue. ^[11]
Net margin: around 18%, with operating margin near 20–21% and ROE above 40%, unusually high for an industrial business. ^[12]
Balance sheet: quick ratio ~0.76, current ratio ~1.08 and debt‑to‑equity around 0.99, indicating moderate leverage but not excessive. ^[13]

This mix of premium valuation and strong profitability is central to how analysts and commentators are framing the stock heading into 2026.

2. Fresh Corporate News in December 2025

2.1 New quarterly dividend

On December 4, 2025, GE Aerospace’s board declared a regular quarterly dividend of $0.36 per share, payable on January 26, 2026 to shareholders of record as of December 29, 2025 (ex‑dividend date also December 29). ^[14]

At today’s price around $284, that equates to a forward dividend yield of roughly 0.5% – modest in income terms, but symbolically important. The dividend underscores management’s confidence in cash generation after the spin‑off of GE HealthCare and GE Vernova, leaving GE Aerospace as a focused, high‑margin aviation and defense business. ^[15]

2.2 Workforce and education investment in Malaysia

On December 6, 2025, GE Aerospace announced a $125,000 commitment to Universiti Kuala Lumpur Malaysian Institute of Aviation Technology (UniKL MIAT) to support aviation education and workforce training programs in Malaysia. ^[16]

The initiative, branded FLYTE (Future Leaders in Youth Technical Empowerment), aims to reach more than 10,000 students and professionals over two years, focusing on technical skills, instructor development, and leadership training. ^[17]
The program ties into a broader $30 million multi‑year workforce skills effort by the GE Aerospace Foundation beginning in 2026. ^[18]

While not directly a revenue driver, investors often watch such initiatives as part of GE’s long‑term strategy to secure skilled labor and burnish its ESG profile in fast‑growing aviation markets.

2.3 Manufacturing investments and global footprint

Recent announcements from GE Aerospace and third‑party research highlight an aggressive global investment program:

GE plans to invest £19 million to modernise a Wales manufacturing site, enhancing engine component capabilities. ^[19]
The company is investing $53 million in its West Jefferson facility in Ohio to expand production of engine components and add more than 40 jobs. ^[20]
A separate program will channel about $14 million into expanding manufacturing capacity in Pune, India, further localising its supply chain. ^[21]

From an investor’s perspective, these projects reinforce the message that GE Aerospace is building capacity for sustained higher output rather than treating the current up‑cycle as a temporary spike.

2.4 Defense momentum: TEJAS MK‑1A in India

A new report from Indian defense news outlet SSBCrack notes that GE Aerospace has delivered the fifth F404‑IN20 engine to Hindustan Aeronautics Limited (HAL) under a 2021 contract for 99 engines that power India’s TEJAS MK‑1A light combat aircraft. ^[22]

Key details:

GE expects to deliver 12 F404‑IN20 engines by the end of fiscal 2025. ^[23]
A separate November 2025 deal worth over $1 billion covers an additional 113 engines to power a planned 97 more TEJAS MK‑1A jets, with deliveries from 2027 to 2032. ^[24]

This deepens GE’s long‑running relationship with HAL and underscores the strategic importance of defense propulsion to GE Aerospace’s growth story.

3. Q3 2025 Earnings: Another Beat and Higher Guidance

The big fundamental driver behind the stock’s 2025 rally is GE Aerospace’s third‑quarter 2025 earnings, released on October 21, 2025. ^[25]

Headline numbers for Q3 2025:

Total orders: $12.8 billion, up 2% year‑over‑year. ^[26]
Reported revenue (GAAP): $12.2 billion, up 24%; adjusted revenue: $11.3 billion, up 26%. ^[27]
Operating profit (non‑GAAP): $2.3 billion, up 26%, with operating margin around 20%. ^[28]
GAAP EPS: $2.04, up 31%; adjusted EPS: $1.66, up 44%. ^[29]
Free cash flow: about $2.4 billion, up roughly 30%, with more than 130% free‑cash‑flow conversion on earnings. ^[30]

CEO H. Lawrence Culp Jr. described the quarter as “exceptional,” pointing to strong services growth, higher engine output, and the company’s FLIGHT DECK lean operating model as key drivers of margin and cash‑flow improvements. ^[31]

Segment performance

Commercial Engines & Services (CES):
- Orders of roughly $10.3 billion, up 5%.
- Revenue up 27%, with services revenue up 28% and internal shop visits rising more than 30%.
- Engine deliveries up 33%, including record LEAP deliveries up about 40% year‑over‑year. ^[32]
Defense & Propulsion Technologies (DPT):
- Revenue up 26%, with profit up 75% and margins expanding by nearly 4 percentage points. ^[33]

The company used the strong Q3 to raise full‑year 2025 guidance across the board, including:

2025 adjusted EPS guidance:$6.00–$6.20, versus prior expectations and a consensus that still sits closer to $5.40 per share. ^[34]

That guidance uplift is one of the main reasons analysts and investors have been willing to pay a premium multiple for the stock.

4. 2025 Revenue Surge and 2026 Outlook

A detailed research note from Visible Alpha, published via S&P Global Market Intelligence on November 27, 2025, estimates that GE Aerospace’s total revenue could reach about $44.4 billion in 2025, up roughly 15% year‑over‑year. ^[35]

Forecast highlights from that report:

Commercial engines and services revenue is expected to climb to around $32.8 billion, up 22%, driven by higher engine shipments and robust aftermarket demand. ^[36]
Total engine shipments are projected to rise 19% to 2,273 units in 2025, led by the LEAP engine, which powers workhorse narrowbody jets including the Airbus A320neo and Boeing 737 MAX. LEAP deliveries are projected to jump 26% to about 1,773 units. ^[37]
Other engines – including the GEnx (for Boeing 787s), GE9X (for Boeing 777X) and GE90 – also show shipment growth, supported by recent orders and service agreements with airlines such as Korean Air, Cathay Pacific, Qatar Airways and Saudia. ^[38]
The defense and propulsion segment is projected to grow about 9% to $10.3 billion in 2025, supported by programs like the F404 and new agreements with defense customers. ^[39]

In short, consensus data and independent research align around a narrative of double‑digit revenue growth, strong services momentum and rising defense contributions into 2025 and beyond.

5. Why the Stock Is Up ~60% in a Year – and Why Some Say It’s Expensive

A new Trefis analysis published on December 5, 2025 breaks down GE Aerospace’s roughly 61% share‑price surge over the last 12 months. ^[40]

According to Trefis:

The stock climbed from about $181.50 (Dec 4, 2024) to $291.90 (Dec 4, 2025), a gain of 60.8%. ^[41]
That move was driven by:
- Roughly 18% growth in trailing‑twelve‑month revenue.
- An improvement in net margin from about 16.7% to 18.3%.
- An expansion in the P/E multiple from ~32x to ~38x. ^[42]

Trefis credits a string of four straight earnings beats (Q4 2024 through Q3 2025), each accompanied by guidance raises and strong commercial demand, as catalysts for the rally. ^[43]

However, that same analysis concludes GE Aerospace now looks “relatively expensive”, with a Trefis fair‑value estimate around $261 per share, implying downside of roughly 8% from recent trading levels. ^[44]

Trefis also reminds investors that historically, GE shares have been very volatile in downturns, citing large drawdowns during the dot‑com bust, the global financial crisis, the 2018 correction, the COVID crash, and the recent inflation shock – all of which illustrate that even high‑quality industrial franchises can suffer deep declines when cycles turn. ^[45]

6. Analyst Ratings, Price Targets and Stock Forecasts

6.1 Street consensus right now

Multiple data aggregators track GE Aerospace’s analyst coverage:

MarketBeat reports that 16 analysts rate the stock a Buy, 2 a Hold and 2 a Sell, for an overall “Moderate Buy” consensus and an average price target around $304.31. ^[46]
Several recent target increases include:
- Susquehanna: initiates coverage with a “positive” rating and a $350 target. ^[47]
- RBC Capital: “outperform” with a $340 target (up from earlier levels). ^[48]
- JPMorgan: “overweight,” target $325. ^[49]
- BofA Securities: “buy,” target roughly $365. ^[50]
- UBS: “buy” with a $366 target. ^[51]
Some dissenting voices remain: BNP Paribas has an “underperform” / “strong sell” call, and at least one independent service has downgraded the stock to Hold in recent weeks. ^[52]

At the current price, MarketBeat’s average target implies modest upside of ~7% over the next 12 months. ^[53]

6.2 Broader 2026 forecast range

TickerNerd, which compiles data from 35 Wall Street analysts, shows an even more bullish tilt: ^[54]

Median 12‑month price target:$345
Target range:$275–$374
Number of ratings:15 Buy, 2 Hold, 1 Sell
Implied upside: about 21.5% from ~$283.94.

StockAnalysis likewise categorises GE Aerospace’s rating as “Strong Buy” with a 12‑month target in the low‑$300s, similar to MarketBeat’s average. ^[55]

Put simply: most sell‑side analysts see some upside left, but they’re increasingly split on how much value is left after a 60%+ run.

7. Institutional Flows: Who’s Buying GE Aerospace Now?

Several new filings and news items dated December 6, 2025 highlight how institutional money is repositioning in GE Aerospace:

StoneX Group Inc. boosted its stake by 85.1% in Q2, bringing its holdings to 18,197 shares worth about $4.68 million, according to MarketBeat’s summary of SEC filings. ^[56]
GeoWealth Management LLC, by contrast, cut its position by 46% in Q2, trimming holdings to 5,526 shares valued at roughly $1.42 million. ^[57]
Other large holders – including Vanguard, Price T Rowe, Geode Capital, Norges Bank and Invesco – continue to own significant stakes and, in many cases, have modestly increased their positions. ^[58]

Across the shareholder base, MarketBeat estimates institutional investors and hedge funds own about 75% of GE Aerospace’s float, reflecting its status as a core holding in many large‑cap and industrial portfolios. ^[59]

Taken together, the recent filings suggest a mix of profit‑taking and renewed accumulation, rather than a coordinated exit or wholesale rotation out of the name.

8. Risk Profile: Premium Quality, Cyclical Exposure

Even bullish commentators highlight several key risks around the stock:

Valuation risk
- With a P/E near 38–39x and a P/S around 7x, GE Aerospace trades at a premium to many industrial and aerospace peers. ^[60]
- If growth or margins disappoint, the stock could see multiple compression, which Trefis argues is already warranted based on their $261 fair‑value estimate. ^[61]
Cyclicality and past drawdowns
- Trefis notes that during major market shocks, GE historically suffered very large declines, sometimes exceeding 50–70%, underscoring the risk of owning a single cyclical stock through downturns. ^[62]
Execution and supply‑chain constraints
- The S&P Global/Visible Alpha note frames 2025 as a “rebound year” after 2024’s supply‑chain bottlenecks pulled commercial engine shipments down nearly 8%. The 2025 forecast assumes those issues ease and shipments rise nearly 19% – an assumption that still needs to be proven in practice. ^[63]
Defense and regulatory risk
- Defense programs (like India’s TEJAS and other export programs) are subject to government approvals, geopolitical shifts and budget cycles, which can affect timing and volume of orders. ^[64]

For investors, the key question is whether strong growth plus high margins will be enough to justify current multiples – especially if global growth or air‑traffic trends slow.

9. What to Watch Next

Looking ahead into late 2025 and early 2026, the main catalysts and datapoints to monitor for GE Aerospace stock include:

Q4 2025 earnings and 2026 guidance
Will management re‑affirm or further raise its EPS and free‑cash‑flow outlook, or will growth expectations be tempered after such a strong year? ^[65]
Commercial engine and services trends
The pace of LEAP, GEnx and GE9X deliveries, plus high‑margin aftermarket services, will be central to sustaining mid‑teens revenue growth. ^[66]
Defense pipeline
Progress on contracts like India’s TEJAS MK‑1A and other fighter and helicopter programs will help determine how much of GE’s growth comes from more resilient defense spending. ^[67]
Capital allocation
Beyond the new $0.36 quarterly dividend, investors will be watching for potential share buybacks or further dividend increases, especially if cash generation remains strong. ^[68]

10. Bottom Line

As of December 6, 2025, GE Aerospace stock sits at the intersection of strong fundamentals and rich expectations:

The company is posting double‑digit revenue growth, expanding margins and excellent free‑cash‑flow conversion, and it has just raised 2025 guidance again. ^[69]
Independent research expects mid‑teens revenue growth in 2025, powered by a rebound in engine shipments and resilient aftermarket demand, while defense remains a solid second pillar. ^[70]
Analysts overall rate the stock between “Moderate Buy” and “Strong Buy”, with most targets clustered in the low‑ to mid‑$300s, implying anything from single‑digit to low‑20s percent upside from current levels. ^[71]
At the same time, valuation is full, and at least one major research house (Trefis) now views the stock as overvalued after its 60%+ run, flagging the potential for downside if growth or sentiment cools. ^[72]

For anyone following GE Aerospace stock, GE stock forecasts for 2025–2026, or GE’s new dividend policy, the story right now is clear:

This is a high‑quality, high‑expectations aerospace powerhouse, trading at a premium price that assumes its current growth trajectory continues.

As always, this article is for informational purposes only and does not constitute investment advice. Anyone considering an investment in GE Aerospace should evaluate their own objectives, risk tolerance and financial situation, and consider consulting a qualified financial professional before making trading decisions.