GE Aerospace stock hits fresh high as Wall Street sizes up the next earnings test

5 January 2026

New York, Jan 5, 2026, 14:02 EST — Regular session

GE Aerospace shares rose $6.05, or 1.9%, to $326.80 in afternoon trading on Monday. The stock touched $328.54 earlier after opening at $328.26, and has traded between $320.96 and $328.54 with about 2.7 million shares changing hands.

The move keeps GE stock near the top of a powerful run and puts the spotlight on the company’s next earnings update later this month. Investors want evidence that engine production is catching up and that service demand is still converting into cash at a time when airlines and manufacturers are leaning hard on the supply chain.

Analysts expect GE to earn $1.40 per share — earnings per share, a standard measure of profit — for the latest quarter, up from $1.32 a year earlier. They also see full-year 2025 EPS of $6.20 and $7.01 in 2026, after the stock climbed about 90% over the past 52 weeks and reached a market value of roughly $338 billion. Barchart

Investors also tracked fresh signs of aircraft output after Airbus delivered 793 jets in 2025, industry sources said, hitting a reduced target after production snags. Airbus is due to publish its official delivery tally on Jan. 12. Reuters

That matters for the engine makers because aircraft backlogs can lift demand for spares and shop visits even when new-plane production is uneven. Investors tend to prize the aftermarket — parts and repair work sold after an engine enters service — because it is recurring business and is often more profitable than selling a new engine.

Traders will be looking for any update on engine delivery schedules, spare-parts availability and free cash flow, the cash left after capital spending. They will also listen for hints on how management sees 2026 shaping up as airlines keep aircraft in service longer and planemakers try to raise production rates.

But the upside case still runs through a narrow set of execution risks: parts shortages, repair-capacity constraints and customer pushback on maintenance and spare-part pricing. In October, CEO Larry Culp told Reuters “We’re going to be busy,” as the company raised its 2025 profit forecast to $6.00 to $6.20 per share and pointed to improving deliveries; more than 70% of its commercial engine revenue comes from parts and services. Reuters

The next test comes with GE Aerospace’s fourth-quarter 2025 earnings webcast on Jan. 22 at 7:30 a.m. EST, before U.S. markets open. Geaerospace

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A dedicated markets reporter, she covers stocks, macroeconomics, and major business developments with a sharp eye for detail and accuracy.

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