GE Aerospace Stock on December 1, 2025: Price, Fresh News, and 2026 Forecasts

As of late trading on December 1, 2025, GE Aerospace (NYSE: GE) is changing hands at about $290.58 per share, down roughly 2.6% on the day and around 8% below its all‑time high near $316.67. Even after today’s pullback, the stock remains one of 2025’s standout industrial names, having delivered roughly 70–80% gains over the past year and trading within a 52‑week range of about $159–$317. ^[1]

At today’s levels, GE Aerospace carries a market capitalization slightly above $300 billion, a price/earnings ratio near 39 on trailing earnings and a forward P/E above 40, plus a modest dividend yield of about 0.5%. ^[2]

What is GE Aerospace — and how did we get here?

GE Aerospace is the aviation-focused successor to the old General Electric conglomerate. After a multi‑year break‑up, GE Vernova (energy) was spun off in April 2024, leaving GE Aerospace as a pure‑play aerospace and defense company, still trading under the “GE” ticker. ^[3]

The business now operates primarily through two segments:

• Commercial Engines & Services (CES) – jet engines and long‑term service contracts for airlines.
• Defense & Propulsion Technologies (DPT) – engines and systems for military aircraft, marine and industrial applications.

According to recent industry analysis, GE Aerospace is a mega‑cap stock with a market cap just over $310 billion, employing around 52,000 people and supporting more than 44,000 commercial and over 26,000 military engines in service worldwide. ^[4]

That enormous installed base underpins a recurring, high‑margin service business — a key part of the bullish case for GE stock.

GE Aerospace stock price today: snapshot and performance

Key metrics (December 1, 2025, late session) ^[5]

• Last trade: ~$290.58
• Previous close: $298.45
• Daily move: –$7.88 (about –2.6%)
• Intraday range: roughly $289–$297
• 52‑week range:$159.36 – $316.67
• Market cap: ~$306–310 billion
• Trailing EPS (ttm): about $7.50, implying a P/E ~39
• Forward P/E: ~43
• Dividend:$1.44 per share annually (≈0.5% yield)
• Beta: ~1.4 (more volatile than the broader market)

Performance-wise, GE Aerospace has dramatically outpaced industrial benchmarks:

• Over roughly the last 12 months, the stock is up around 60–70%. ^[6]
• Barchart performance data shows year‑to‑date gains of more than 80% versus late‑2024 levels, and a similar lift versus its 52‑week low near $159. ^[7]
• A recent Barchart column notes that GE stock hit an all‑time high of $316.67 on October 28 and is currently about 7–8% below that peak, while still beating the Industrial Select Sector SPDR (XLI) over the past three months. ^[8]

In short, today’s weakness looks more like a pause in a very strong up‑trend than a breakdown — at least so far.

Fresh news on December 1, 2025: What’s moving GE Aerospace?

1. £19 million investment to modernise the Wales MRO hub

The standout company news today is a new capital investment in the UK:

• GE Aerospace announced a £19 million (≈$24m) investment over three years to refurbish its Nantgarw, Wales facility, a key maintenance, repair and overhaul (MRO) center for commercial engines. ^[9]
• The project covers more than 70,000 square feet of roof upgrades, improved cladding, insulation and glazing, and aims to cut energy use and support future renewable energy projects at the site.
• The company calls this the largest single investment at the Wales site in over two decades, intended to secure its role as a “gateway to the European aerospace market.”

From an equity perspective, this fits a broader pattern: GE Aerospace has been plowing cash back into manufacturing and services capacity as demand for travel and engine services rebounds.

Recent press releases highlight a string of similar moves: ^[10]

• $53 million to upgrade the West Jefferson facility in the U.S. to support engine production (Nov 24).
• $14 million to expand manufacturing capacity in Pune, India (Nov 20).
• New engine and services deals with Emirates, Saudia Group, flydubai, Gulf Helicopters and others throughout November, underpinning the backlog.

Taken together, these announcements reinforce the narrative of sustained long‑term demand rather than a one‑off recovery bump.

2. Institutional investors tweak their GE positions

Today also brought several new 13F‑related headlines summarizing institutional moves in GE Aerospace: ^[11]

• OMERS Administration Corp (a major Canadian pension fund) grew its stake by 2.3% in Q2, buying 1,100 additional shares and bringing its holdings to 48,339 shares valued at about $12.4 million.
• Virtus Advisers LLC opened a new position of 1,728 shares, worth roughly $445,000, making GE about 0.6% of its portfolio and its 25th‑largest holding.
• Okabena Investment Services trimmed its stake by 22.1%, selling 4,032 shares and leaving 14,195 shares worth about $3.7 million.

MarketBeat’s coverage around these filings emphasizes that institutional ownership in GE sits near 75%, with large long‑term holders like Vanguard, T. Rowe Price, Geode and Norges Bank all listed among the major investors. ^[12]

For stock watchers, this mix of modest buying and selective profit‑taking is consistent with a crowded but still broadly constructive institutional backdrop after a big run.

3. Defense spotlight: GE named among top defense stocks to watch

On December 1, MarketBeat highlighted GE Aerospace as one of five “Top Defense Stocks to Keep an Eye On,” alongside Boeing, Lockheed Martin, Rocket Lab and RTX. ^[13]

Key points from that piece:

• The screener picked names with high recent dollar trading volume in the defense group.
• The article stresses that defense revenues are often more resilient because they are supported by long‑term government contracts, though still exposed to political and budget risk.

For GE shareholders, this adds to a growing narrative of the company as a core aerospace/defense holding, not just a commercial aviation play.

4. Legal overhang resolved: AOG Technics director pleads guilty

In the legal arena, Reuters reported today that the director of UK aircraft parts supplier AOG Technics pled guilty to fraudulent trading for falsifying documentation about aircraft parts, particularly components for CFM56 engines. ^[14]

Why this matters for GE Aerospace:

• CFM56 engines are produced by CFM International, a joint venture co‑owned by GE Aerospace and Safran.
• CFM and its parents (including GE) previously sued AOG Technics after regulators discovered uncertified parts had entered global fleets.
• The guilty plea boosts regulatory and legal clarity around the scandal, but it also highlights ongoing quality‑assurance and supply‑chain risks for engine makers.

So far there’s no indication of material new financial liabilities for GE tied to this case, but investors will continue to watch how regulators respond and whether any new rules increase costs for engine OEMs and MRO operations.

5. Zacks and others keep GE on their radar

On the analyst commentary side:

• A fresh Zacks Analyst Blog (syndicated via Yahoo Finance) today flagged AMD, GE Aerospace and IBM as names gaining traction, citing a mix of AI demand, aviation strength and hybrid‑cloud tailwinds across the trio. ^[15]
• Separately, Zacks’ post‑earnings deep dive earlier in November rated GE Aerospace a Zacks Rank #3 (Hold), noting strong growth and momentum scores but a weaker value score (D) and warning that the risk‑reward may be more balanced after the big rally. ^[16]
• Investor’s Business Daily data stories highlight that within the Aerospace/Defense industry group, GE Aerospace currently holds the top spot by their composite rating, ahead of peers like Woodward and Karman Holdings. ^[17]

The common thread: almost every major research outlet acknowledges GE’s fundamental strength and stock momentum, even if they differ on how much upside is left from here.

Earnings momentum: how strong is GE Aerospace’s 2025 performance?

Q3 2025: A standout quarter

GE’s third‑quarter 2025 results, released on October 21, were one of the key catalysts behind the stock’s surge this autumn. Highlights: ^[18]

• Total orders:$12.8 billion, up 2% year‑on‑year.
• Total revenue (GAAP):$12.2 billion, up 24%; adjusted revenue$11.3 billion, up 26%.
• GAAP profit:$2.5 billion, up 33%.
• Operating profit (non‑GAAP):$2.3 billion, up 26%.
• GAAP profit margin:20.7%, up 150 bps; operating margin:20.3%, flat.
• Continuing EPS (GAAP):$2.04, up 31%.
• Adjusted EPS:$1.66, up 44% — and above Wall Street estimates around $1.46. ^[19]
• Free cash flow: about $2.4 billion, up 30%, with free‑cash‑flow conversion above 130% of net income.

Management credited its “FLIGHT DECK” lean operating system, improved supply‑chain throughput (material input from priority suppliers up more than 35% year‑on‑year) and record engine deliveries. ^[20]

Segment performance

Commercial Engines & Services (CES) in Q3 2025: ^[21]

• Orders: $10.3 billion, up 5%.
• Revenue: $8.9 billion, up 27%.
• Services revenue: up 28%, with internal shop visits up 33% and spare‑parts revenue up more than 25%.
• Equipment revenue: up 22%, with unit volume up 33% and record LEAP engine deliveries up 40%.
• Profit: $2.4 billion, up 35%, with margin expansion of 170 basis points.

Defense & Propulsion Technologies (DPT) in Q3 2025: ^[22]

• Revenue: $2.8 billion, up 26%.
• Profit: $386 million, up 75%.
• Margins: expanded by about 380 bps, helped by higher engine volume and better customer mix.

Earlier in the year, Q2 2025 also showed robust growth, with total revenue up 21% year‑on‑year and adjusted revenue up 23%, as well as GAAP profit nearly 65% higher versus Q2 2024. ^[23]

For 2025 so far, GE Aerospace has demonstrated high‑teens to mid‑20s percentage growth in revenue, strong margins around 20%, and free cash flow that comfortably covers dividends and buybacks — a combination that supports the stock’s premium valuation.

Updated 2025 guidance from management

Following Q3, GE Aerospace raised guidance across the board. Current company and Zacks summaries indicate: ^[24]

• Adjusted revenue growth (2025): high‑teens vs 2024.
• Operating profit: now expected at $8.65–$8.85 billion, up from a prior range around $8.0–$8.2 billion.
• Adjusted EPS:$6.00–$6.20 for 2025 (raised from prior guidance and above earlier consensus near $5.40).
• Free cash flow: expected at $7.1–$7.3 billion, with >100% FCF conversion.

By segment:

• CES now targets low‑20s revenue growth in 2025, with operating profit raised to $8.45–$8.65 billion. ^[25]
• DPT expects high‑single‑digit revenue growth and operating profit of $1.2–$1.3 billion, slightly above earlier guidance. ^[26]

For equity investors, that guidance implies continued double‑digit EPS growth into 2026 if demand holds and margins remain around current levels.

Wall Street’s GE Aerospace stock forecasts

Analyst ratings and price targets

Different platforms show slightly different numbers, but they all point to a broadly bullish sell‑side consensus:

• MarketBeat tracks 19 analysts with a 12‑month average price target of about $301, a high of $374 and a notably low outlier near $38. The average implies roughly 3–4% upside from recent prices, and the consensus rating is “Moderate Buy” (15 Buy, 2 Hold, 2 Sell). ^[27]
• MarketWatch lists 21 ratings with an average target around $337 and an “Overweight” recommendation. ^[28]
• TipRanks shows 10 analysts over the last three months with an average target of $337, a range of $275–$374, and about 13–14% implied upside, classifying GE Aerospace as a “Strong Buy.” ^[29]
• StockAnalysis summarises the Street view as “Strong Buy”, with a consensus target near $298–$300, only a couple of percent above today’s price. ^[30]
• Stocksguide aggregates 26 analysts, of whom 22 rate GE as a Buy and 4 as a Hold, with an estimated average upside near 18% to 2026 levels. ^[31]
• TradingView’s forecast screener cites a max estimate around $374 and a min around $255, reflecting a fairly wide range of views on how much room is left after 2025’s rally. ^[32]

In plain language: most analysts like the business and expect more upside, but some see the stock as richly valued in the near term, especially after such a sharp move higher.

Third‑party analysis: momentum vs value

Several recent pieces of independent analysis underline the same tension:

• A Barchart feature on November 26 asked whether GE is “Outperforming the Industrial Sector”, noting that the stock has been 10% higher over the last three months, far ahead of the almost flat performance of the Industrial Select Sector ETF (XLI), and only a few percentage points off all‑time highs. ^[33]
• A Tickeron trading note from early November highlighted that GE Aerospace had rallied roughly 94% in 2025 from its April low near $159 to early November levels around $308, crediting strong earnings, expanding defense contracts and better supply‑chain execution. ^[34]
• Zacks’ post‑earnings review assigns GE a Growth Score of B and a Momentum Score of B, but only a Value Score of D, resulting in an overall VGM score of C and a Zacks Rank #3 (Hold) — a gentle reminder that great companies can still be expensive stocks. ^[35]

For traders and long‑term investors alike, the main question is how much of GE’s operational improvement and aerospace super‑cycle is already reflected in the share price.

Industry and macro context: tailwinds and headwinds

Tailwinds

1. Aviation recovery & engine services boom
   Global air traffic has recovered to (and in some regions surpassed) pre‑pandemic levels, driving higher engine utilization and more shop visits — a sweet spot for GE’s high‑margin services business.
2. Defense spending & geopolitical tensions
   Heightened geopolitical risks are supporting steady or rising defense budgets in the U.S. and allied countries, benefitting GE’s military engines and systems portfolio. MarketBeat’s defense‑stock screener and IBD’s rankings both reinforce GE’s strong positioning in this space. ^[36]
3. Strategic manufacturing investments and global footprint
   Today’s Wales modernization plan, November’s West Jefferson and Pune investments, and big engine deals with Emirates, Saudia and flydubai all support the view that GE is building capacity for multi‑year growth, not just chasing short‑term demand spikes. ^[37]
4. CFM joint venture and India growth
   Safran recently outlined plans to triple its India revenue by 2030, partly driven by a new LEAP engine MRO facility in Hyderabad, built with GE via CFM International. That deepens GE’s presence in a fast‑growing aviation market and should support long‑run service revenues. ^[38]

Headwinds and risks

1. Valuation risk
   With P/E near 39 and forward P/E above 40, GE Aerospace trades at a premium to many industrial and defense peers, leaving less margin for error if growth slows or macro conditions deteriorate. ^[39]
2. Regulatory and quality scrutiny
   The AOG Technics scandal shows how third‑party component fraud can threaten trust in engine fleets and spark calls for tighter regulation. Even when GE is a victim rather than a perpetrator, extra compliance and inspection requirements can raise costs and add operational complexity. ^[40]
3. Cyclical exposure
   Despite defense contracts, GE Aerospace remains exposed to airline capex cycles, fuel prices, and macro slowdowns that could delay aircraft orders or reduce flight hours.
4. Execution load
   GE is simultaneously ramping LEAP and GE9X production, investing in new technologies (like advanced silicon‑carbide power devices for aviation and AI data centers), and pursuing hybrid‑electric and next‑generation engine programs. All of that creates execution and cost‑overrun risk, even if the long‑term payoff is attractive. ^[41]

Is GE Aerospace stock a buy, hold, or wait‑and‑see?

Only you can decide what to do with your money, but you can think about GE Aerospace in terms of bull vs. bear considerations:

Bullish arguments

• Dominant franchise in both commercial and military engines, with a huge installed base and high‑visibility services revenue. ^[42]
• Excellent 2025 execution so far: double‑digit revenue and EPS growth, strong margins, and powerful free‑cash‑flow generation. ^[43]
• Raised 2025 guidance for revenue, operating profit, EPS and free cash flow, signaling confidence from management. ^[44]
• Broadly bullish analyst consensus, with many targets still above the current share price and few outright Sells. ^[45]
• Exposure to structural themes such as rising global air travel, defense modernization, and electrification / advanced power electronics in aviation.

Cautious / bearish arguments

• Valuation is no longer cheap, especially versus historical levels and peer averages. A lot of good news is already priced in. ^[46]
• The stock has had a huge run (80–90%+ off 2025 lows); any disappointment in earnings, margins or guidance could trigger sharp pullbacks. ^[47]
• Regulatory, safety and legal risks in aviation are real, as highlighted by the AOG Technics case. Supplied‑part issues, accidents or new rules can rapidly change sentiment. ^[48]
• Macro or political shocks (e.g., airline distress, defense budget cuts, rate spikes) could weigh on orders and valuations.

How different investors might look at it

• Growth‑oriented investors may still find GE attractive as a long‑term compounder in aerospace and defense, especially if they believe management can sustain high‑teens revenue growth and 20%‑plus margins.
• Value‑focused or more conservative investors may decide to wait for a bigger pullback or clearer signs that earnings are catching up with the share price.
• Short‑term traders will likely focus on earnings beats/misses, guidance updates, and macro data, given the stock’s elevated beta and sensitivity to sentiment.

Bottom line

On December 1, 2025, GE Aerospace stock is trading off its recent highs but still sits among the year’s top industrial performers. Today’s news — from the £19 million Wales MRO upgrade and continued institutional activity, to renewed defense‑stock attention and legal clarity on the AOG Technics saga — generally supports the view of a financially strong, strategically investing aerospace leader. ^[49]

Whether that justifies paying nearly 40 times trailing earnings after an 80%+ run is ultimately a question of risk tolerance and time horizon. For now, the consensus is that GE Aerospace remains a high‑quality, high‑expectation stock — one that could continue to reward investors if the aviation up‑cycle and defense demand stay intact, but that also leaves limited room for error.

Disclaimer: This article is for information and news analysis only and does not constitute investment advice, stock recommendations, or an offer to buy or sell any security. Always do your own research and consider speaking to a licensed financial adviser before making investment decisions.

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