NEW YORK, December 31, 2025, 15:47 ET — Regular session
- GE Aerospace shares fell about 0.7% to $309.50 in late-afternoon trading.
- The broader aerospace-and-defense group eased with the market in low-volume, year-end conditions.
- Focus is shifting to GE’s fourth-quarter report on Jan. 22 and its 2026 outlook.
Shares of GE Aerospace fell on Wednesday, tracking a softer tape in the final U.S. trading session of 2025. The stock was down about 0.7% at $309.50 in late-afternoon trade.
The pullback matters because year-end trading can magnify moves as many investors step back ahead of the holiday. “I do not expect that the last few days will have so much bearing on the performance of the next year,” said Giuseppe Sette, co-founder and president of Reflexivity. Reuters
GE’s shares are still up about 86% so far in 2025, based on last year’s close, putting more attention on whether January results can extend the run.
The S&P 500 proxy SPY was down about 0.6%, while the iShares U.S. Aerospace & Defense ETF fell about 0.6% on the day.
Peers were mostly lower, with RTX down about 0.2% and Boeing off about 0.7%. Parts makers also softened, with Howmet down nearly 1% and Heico down more than 1%.
GE Aerospace has leaned on strong demand for engine maintenance and repairs — the “aftermarket,” a high-margin business that tends to hold up even when new aircraft deliveries wobble. In October, the company raised its 2025 profit forecast on robust aftermarket demand, Reuters reported. Reuters
The company also recently went ex-dividend on its quarterly payout, after its board declared a $0.36-per-share dividend payable on Jan. 26.
On the chart, the stock has eased from late-December highs. GE traded as high as $317.75 on Dec. 23, before slipping back toward the low-$310s area.
The next major checkpoint is Jan. 22, when GE Aerospace plans to host its fourth-quarter 2025 earnings webcast. Investors will be looking for 2026 guidance and updates on deliveries and service growth.
Supply-chain execution remains a key swing factor for the group because bottlenecks can delay engine deliveries and push revenue recognition. GE has previously said supply-chain fixes were helping it make progress on delayed deliveries.
Macro conditions are also in focus heading into 2026, with traders weighing the Federal Reserve’s rate path and how quickly market leadership broadens beyond megacap tech. U.S. markets are closed on Thursday for New Year’s Day.
For GE, that sets up a short runway into the January earnings report, with investors watching whether the company can keep translating strong air-travel demand into higher services profit and steady cash generation as the calendar turns.
