GE Aerospace Stock: Latest News, Dividend, and 2025–2030 Forecast (Updated December 6, 2025)

As of the latest close on December 5, 2025, GE Aerospace (NYSE: GE) remains one of the most closely watched industrial and aerospace stocks on Wall Street. Here’s a detailed look at its price, fundamentals, latest news, and forward-looking forecasts as of December 6, 2025.

Quick snapshot

• Latest close: $283.94 on December 5, 2025, down 2.71% on the day. ^[1]
• 52-week range: $159.36 – $316.67, with the 52-week high set in late October 2025. ^[2]
• Market cap: roughly $300–308 billion, depending on the source and intraday price. ^[3]
• Valuation: trailing P/E in the high 30s and a PEG ratio just above 2, implying a growth stock valuation. ^[4]
• Rating: consensus ranges from Moderate Buy to Strong Buy, with most analysts bullish but a few skeptics. ^[5]
• Catalyst ahead: Q4 2025 earnings and 2026 outlook on January 22, 2026. ^[6]

From conglomerate to pure‑play: how GE became GE Aerospace

GE Aerospace is the aviation and aerospace successor to the old General Electric conglomerate. After spinning off GE HealthCare in 2023 and GE Vernova (energy) on April 2, 2024, GE was formally relaunched as GE Aerospace, trading under the legacy ticker “GE” as a standalone aerospace company. ^[7]

The business now focuses on:

• Commercial jet engines (CFM LEAP, GEnx, GE9X and others)
• Defense engines and propulsion systems
• Aftermarket services and MRO (maintenance, repair and overhaul)

The company has an installed base of roughly 49,000 commercial and 29,000 military aircraft engines, supported by a global team of about 53,000 employees. ^[8]

This background matters because the stock’s current valuation assumes that the “pure play” aerospace structure will unlock faster growth and higher margins than the old conglomerate model.

GE Aerospace stock today: price, performance and valuation

Share price and recent moves

GE Aerospace closed at $283.94 on Friday, December 5, 2025, down 2.71% from the prior close of $291.86. ^[9]

Over the last year:

• The stock is up roughly 60–65%, massively outpacing the broader S&P 500. ^[10]
• The 52-week range sits at $159.36 – $316.67, with the high reached in late October. ^[11]

On December 1, 2025, GE shares dropped 3.35% to $288.45 in a weak market session, leaving the stock about 9% below its 52-week high. ^[12]

Valuation metrics

Different data providers vary slightly, but the picture is consistent:

• P/E (trailing 12 months): ~38x–39x. ^[13]
• PEG ratio: around 2.2, implying investors are paying roughly twice the growth rate for earnings. ^[14]
• Market cap: around $300–308 billion at recent prices. ^[15]
• Leverage and liquidity: current ratio ~1.08–1.09, quick ratio ~0.76–0.81, and debt-to-equity close to 1.0. ^[16]
• Beta: ~1.4–1.5, so the stock is more volatile than the market. ^[17]

Compared with a peer like Honeywell (trading near 19x earnings and below the ~26x average for aerospace stocks), GE Aerospace commands a clear valuation premium. ^[18] That premium hinges on GE sustaining higher growth in engines and aftermarket services than most industrial peers.

Q3 2025 earnings: engines and services driving a guidance hike

GE Aerospace’s Q3 2025 results on October 21 were the main catalyst behind the stock’s push to record highs this autumn. ^[19]

Key numbers from the quarter:

• Orders: $12.8 billion, up 2% year-on-year. ^[20]
• GAAP revenue: $12.2 billion, up 24%; adjusted revenue $11.3 billion, up 26%. ^[21]
• GAAP profit: $2.5 billion, up 33%; operating profit $2.3 billion, up 26%. ^[22]
• GAAP profit margin: about 20.7%; operating margin: ~20.3%. ^[23]
• Adjusted EPS:$1.66, up roughly 44% from a year earlier and ahead of the $1.46 consensus. ^[24]
• Free cash flow: about $2.4 billion in the quarter, up roughly 30%, with management highlighting more than 130% free cash flow conversion. ^[25]

Segment trends:

• Commercial Engines & Services (CES) posted revenue growth of about 27%, with services up 28% and engine unit deliveries up 33%. LEAP engine deliveries were up about 40% year-on-year, a record level. ^[26]
• Defense & Propulsion Technologies (DPT) grew revenue by about 26%, with profit up 75% as volume and pricing offset cost inflation. ^[27]

The combination of strong execution, improving supply chain dynamics, and robust aftermarket demand allowed management to raise full-year 2025 guidance again. GE now expects adjusted EPS of $6.00–$6.20, up from a prior range of $5.60–$5.80. ^[28]

That guidance is above Wall Street’s current consensus, which still hovers closer to ~$5.9 per share for 2025, leaving room for either Street upgrades or disappointment if execution slips. ^[29]

Fresh news as of December 6, 2025

1. New dividend and yield profile

On December 4, 2025, GE Aerospace’s board declared a $0.36 per share quarterly dividend on common stock. The dividend will be paid on January 26, 2026 to shareholders of record as of the close on December 29, 2025 (ex‑dividend date is also December 29). ^[30]

At the current share price, that equates to an annualized yield of roughly 0.5%, with a payout ratio near 19%. ^[31] Earlier in 2025, the company already lifted the dividend by about 28.6% to reach this level, signaling growing confidence in cash generation. ^[32]

While the yield is modest, dividend growth investors will note that GE has pivoted from its post-crisis austerity era to a more shareholder-friendly capital return stance.

2. Investments in MRO capacity and manufacturing

GE Aerospace is pouring capital into its global footprint, which matters directly for long-term service revenue and supply chain resilience.

Recent announcements include:

• Wales MRO hub: On December 1, 2025, GE committed £19 million over three years to modernize its Wales site, a key commercial engine maintenance, repair and overhaul center. Plans include upgrades to more than 70,000 square feet of roof space, improved insulation and cladding, and infrastructure designed to support renewable energy projects. It’s described as the site’s largest investment in more than two decades. ^[33]
• West Jefferson, North Carolina: On November 24, 2025, GE announced nearly $53 million to expand its West Jefferson facility by more than 35,000 square feet and add equipment to boost capacity for in-demand narrowbody engines, creating over 40 new jobs. ^[34]
• Pune, India: GE also detailed a $14 million investment to expand its manufacturing capability in Pune, India, supporting component supply into the engine network. ^[35]

Collectively, these projects dovetail with an earlier plan to invest more than $650 million in factories and supply chain in 2024, focused on ramping LEAP and GE9X output and strengthening U.S. and international facilities. ^[36]

3. Dubai Airshow 2025: mega-orders for GE engines

The Dubai Airshow 2025 turned into a showcase for GE Aerospace’s engine portfolio and long-term service model:

• Emirates – 130 additional GE9X engines: Emirates ordered 130 GE9X engines to power 65 Boeing 777‑9 aircraft, bringing its total GE9X engine commitment to more than 540 units, including spare engines and a long-term services agreement. ^[37]
• flydubai – 60 GEnx-1B engines: Dubai-based flydubai ordered 60 GEnx‑1B engines for its first widebody fleet of 30 Boeing 787‑9s, with spare engines and a long-term services deal to support its move into long-haul operations. ^[38]
• Saudia Group – GEnx-1B for new Dreamliners: Saudia Group selected GEnx‑1B engines to power new Boeing 787 Dreamliners under a multi‑year agreement that also supports localization efforts in Saudi Arabia’s aerospace sector. ^[39]
• Riyadh Air – CFM LEAP-1A engines (CFM JV with Safran): Riyadh Air placed a firm order for 120 CFM LEAP‑1A engines to power 60 Airbus A321neo aircraft. CFM International is a 50–50 joint venture between Safran Aircraft Engines and GE Aerospace, so GE participates through this JV. ^[40]
• Turkish Airlines – engines and services for 75 Boeing aircraft: Turkish Airlines finalized an agreement for engines, spares and maintenance services for 75 Boeing 787 aircraft, naming GE Aerospace as a key provider. ^[41]

These deals lock in multi-decade service revenue: engines are sold today, but the highest-margin cash flow typically arrives years later via maintenance, spare parts, and long-term service agreements.

4. Defense and government contracts

On December 1, 2025, the U.S. State Department approved a $455 million F‑16 sustainment sale to Bahrain, with GE Aerospace named as one of the principal contractors alongside Lockheed Martin. ^[42]

This reinforces GE’s embedded position in combat aircraft propulsion, on top of its existing portfolio across F-16, F/A‑18, helicopters, and other defense platforms.

5. Workforce and education initiatives

Beyond engines and factories, GE is investing in the talent pipeline:

• On December 6, 2025, the company announced a $125,000 commitment to Universiti Kuala Lumpur’s Malaysian Institute of Aviation Technology (UniKL MIAT). The grant aims to support aviation education and workforce training programs expected to reach more than 10,000 people over two years. ^[43]
• In October 2025, the GE Aerospace Foundation launched a multi-year, $30 million workforce skills training program, focused on advanced manufacturing, with $30 million earmarked over five years for equipment, instructors, curriculum, and financial support for trainees. ^[44]
• The Foundation has also funded programs such as a $125,000 grant to the University of the District of Columbia for aviation maintenance training at Ronald Reagan Washington National Airport. ^[45]

While these initiatives don’t move quarterly earnings, they matter for long-term labor availability, social license to operate, and ESG narratives, all of which institutional investors increasingly track.

6. Legal and regulatory backdrop: AOG parts case

In the UK, a director of AOG Technics was recently handed a suspended jail sentence after supplying fraudulent aircraft parts certificates, with CFM International (the GE–Safran JV) among the affected engine makers and also a plaintiff in related litigation. ^[46]

The case underscores the industry’s exposure to third-party parts risks. For GE, it’s more a reputational and compliance reminder than a directly material financial event, but regulators and airlines are likely to keep pressure high on OEMs and their supply chains.

Analyst ratings and GE Aerospace stock forecast (2025–2030)

Wall Street 12‑month price targets

Across the main data providers, the Street’s view is broadly aligned:

• MarketWatch / Barron’s / Yahoo Finance:
  • High target: $374
  • Median: $345
  • Low: $255
  • Average: about $338
  • Versus a recent price in the low-to-mid $280s, that implies mid‑teens to ~20% upside over 12 months. ^[47]
• Zacks and Investing.com:
  • Average 12‑month target around $338–340, with a range from $275 to $374. ^[48]
• TipRanks:
  • U.S.-listed GE: average target $337, high $374, low $275, implying roughly 17% upside from current levels. ^[49]

On the rating side:

• MarketBeat reports 16 Buy, 2 Hold and 2 Sell ratings, for a consensus of “Moderate Buy” and an average target in the low $300s. ^[50]
• Investing.com characterizes the consensus more aggressively as a “Strong Buy” based on the share of Buy versus Sell recommendations. ^[51]

Individual moves highlight how bullish many large houses have become:

• BofA Securities recently raised its target from $310 to $365, reiterating a Buy rating. ^[52]
• Other firms such as RBC and Susquehanna have lifted targets to $340 and $350, respectively, and Wolfe Research has moved to $330, all with positive ratings. ^[53]
• At the bearish end, BNP Paribas has a rare “strong sell” stance, illustrating that not everyone is comfortable with the valuation or cycle timing. ^[54]

Beyond 12 months: model-based forecasts

In addition to human analysts, there are algorithmic forecast models:

• StockScan, using technical and statistical indicators, currently categorizes GE as a “Strong Sell” in the short term, citing a cluster of Sell signals in moving averages. Its model suggests an average price of around $217 in 2026 and roughly $250 in 2027, below today’s level, before projecting a climb back toward the high $200s and low $300s by 2029–2030. ^[55]
• Over the very long term, the same model imagines GE potentially trading in the $700–900+ range by the 2040s, but these long-range figures are inherently speculative and depend heavily on assumptions about growth, margins, and discount rates. ^[56]

Model-driven forecasts can be useful to understand one set of assumptions, but they shouldn’t be treated as guarantees. Wall Street’s 12‑month targets, anchored in earnings and cash flow projections, remain the more widely referenced benchmarks.

Fundamentals: is the premium valuation justified?

GE Aerospace’s bullish case rests on three pillars: growth, profitability, and visibility.

Growth

• Over the past year, the stock has gained around 60–65%, versus low-teens percentage gains for the S&P 500. ^[57]
• Q3 2025 saw mid‑20s revenue growth and mid‑40s adjusted EPS growth, driven by commercial engine deliveries and services. ^[58]
• MarketWatch and others note that GE’s earnings outlook for 2025—$6.00–$6.20 per share—is its strongest expected profit level in about a decade. ^[59]

Profitability and cash flow

• Trailing GAAP operating margin is a little over 21%, placing GE among the more profitable names in the aerospace/defense group. ^[60]
• Return on equity is reported around 40%+, boosted by asset-light services and the spin-off-driven transformation of the balance sheet. ^[61]
• Q3 free cash flow of roughly $2.4 billion and high conversion from profit to cash support both ongoing capital expenditures and the rising dividend. ^[62]

Revenue visibility

Engine programs like LEAP, GEnx, and GE9X typically generate revenue over decades via MRO contracts. The Dubai Airshow orders—with hundreds of engines and long-term service agreements for Emirates, flydubai, Saudia, and others—essentially extend GE’s future cash flow runway into the 2030s and beyond. ^[63]

At the same time, continued strength in engine services and spare parts, which grew in the mid‑20% range year-on-year in Q3, supports the thesis that GE benefits not just from aircraft deliveries but from the rebound in global flight hours. ^[64]

Key risks for GE Aerospace stock

No aerospace stock flies risk‑free. The main watchpoints for investors include:

1. Supply chain constraints
   GE and Safran have been working to catch up on engine deliveries to Airbus and Boeing. Safran’s CEO recently said the company is on a “good path” to reduce engine delivery bottlenecks, and GE has dispatched engineers to key suppliers and invested heavily in capacity expansions, including West Jefferson and other sites. ^[65]
   Progress is visible, but a re‑tightening of the supply chain—especially in castings, forgings, and advanced materials—could cap how quickly GE can convert backlog into revenue.
2. Program and certification risk
   GE9X, the engine for Boeing’s long-delayed 777X, is central to GE’s long-term widebody strategy. Company commentary acknowledges that GE9X losses are expected to more than double in 2026 before being offset by services growth. ^[66]
   Any further slippage in 777X timelines or unexpected durability issues could dent profitability.
3. Cyclical exposure to air traffic and macro conditions
   If global air travel weakens—for example due to a recession or geopolitical shock—airlines may defer new aircraft and engine purchases, and flight hours (and thus maintenance revenue) could slow. The stock’s beta above 1.4 means it tends to amplify market moves. ^[67]
4. Regulatory and safety pressures
   Fraudulent parts scandals like the AOG Technics case highlight vulnerabilities in the supply chain. While GE is a victim and plaintiff rather than a perpetrator, regulators could require tighter oversight and documentation, adding cost and complexity. ^[68]
5. Valuation risk
   Trading at nearly 40x trailing earnings and a PEG above 2, GE is priced as a premium growth stock. ^[69]
   If earnings growth normalizes, if guidance for 2026 comes in below expectations, or if the broader market re‑rates growth stocks downward, the multiple could compress even if the business remains fundamentally sound.
6. Balance sheet and interest rates
   While leverage is moderate, debt-to-equity is close to 1, and the company remains sensitive to interest rates when refinancing or funding large capital programs. ^[70]

What to watch next

For anyone tracking GE Aerospace stock into 2026, the following milestones will be critical:

• Q4 2025 earnings and 2026 guidance:
  Scheduled webcast on January 22, 2026, where management will update on free cash flow, capital spending, and demand trends across commercial and defense. ^[71]
• Progress on engine deliveries and backlog conversion:
  Watch for updates on LEAP and GE9X production, as well as the ramp in services tied to Emirates, flydubai, Saudia, Turkish Airlines, and Riyadh Air deals. ^[72]
• Dividend trajectory:
  After the latest $0.36 declaration, any continued dividend growth or share repurchase announcements would reinforce confidence in sustained cash generation. ^[73]
• Macro and sector sentiment:
  Aerospace valuations are sensitive not just to GE-specific news but also to sector-wide commentary on traffic forecasts, defense budgets, and competitive moves from RTX, Rolls‑Royce, Safran, and others. ^[74]

Bottom line

As of December 6, 2025, GE Aerospace is a high‑quality, high‑expectation stock:

• The company is delivering strong growth in engines and services, with robust margins and rising free cash flow. ^[75]
• It is deepening its footprint via multi‑billion-dollar engine orders and targeted factory and MRO investments around the world. ^[76]
• Wall Street’s 12‑month price targets generally point to mid‑teens upside, but the stock already discounts a lot of good news. ^[77]

For investors, the key judgment is whether GE can keep growing earnings fast enough, for long enough, to justify a valuation multiple that sits well above both the market and many peers.

References

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