TORVANTA
Industrials · S&P 500 · data as of 2026-10-05

GE stock analysis: GE Aerospace

GE Aerospace (GE) is an S&P 500 company in Aerospace & Defense. It grades weakest on momentum and value.

The model's view of GE · subscribers

Where GE ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with GE · updated 2026-10-05 · from prices and SEC filings

GE price performance

GE against the S&P 500, one year
+0%+20%S&P 500 +18%GE +5%2025-09-292026-10-05
Year to date-0.1%S&P 500 +14.5% · behind by 14.6 pts
1 year+3.7%S&P 500 +17.0% · behind by 13.3 pts
3 years+259.2%S&P 500 +89.3% · ahead by 169.9 pts
5 years+380.5%S&P 500 +91.3% · ahead by 289.2 pts

Total returns with dividends reinvested.

GE factor grades

Each grade compares GE with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

D+ValueP/E 36.1x (industry 32.8x)FCF yield 2.6% (industry 3.9%)
B+GrowthRevenue growth +22% (industry +13%)EPS growth +18% (industry +18%)
B+Profitability
C-Momentum12-month change +4%From 52-wk high -20%

GE in plain numbers

GE key statistics

SectorIndustrials
IndustryAerospace & Defense
IndexS&P 500
Market value$317.8B
Revenue growth (y/y)+22%
Free-cash-flow yield2.6%
Dividend yield0.6%
Next earnings (expected)2026-10-20
Valuation measures
Market value$317.8B
Enterprise value$310.5B
P/E (trailing)36.1x
Forward P/E (Torvanta estimate)34.1x
PEG (Torvanta estimate)5.64
Price / sales6.3x
Price / book18.0x
EV / revenue6.1x
Financial highlights
Revenue, last 12 months$50.6B
Net income, last 12 months$9.0B
EPS, last 12 months (GAAP)$8.48
Net margin17.7%
Return on equity48.8%
Cash$9.3B
Total debt$2.0B
Debt / equity0.11x
Free cash flow, last 12 months$8.4B
Current ratio0.98x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

GE earnings trends

Revenue vs earnings
$0$3.3B$6.7B$10.0B$13.3BSep 2024 Revenue: $9.8BDec 2024 Revenue: $10.8BMar 2025 Revenue: $9.9BJun 2025 Revenue: $11.0BSep 2025 Revenue: $12.2BDec 2025 Revenue: $12.7BMar 2026 Revenue: $12.4BJun 2026 Revenue: $13.3BSep 2024 Net income: $1.9BDec 2024 Net income: $1.9BMar 2025 Net income: $2.0BJun 2025 Net income: $2.0BSep 2025 Net income: $2.2BDec 2025 Net income: $2.5BMar 2026 Net income: $1.9BJun 2026 Net income: $2.4BSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 18.8%Net margin: 17.6%Net margin: 19.9%Net margin: 18.4%Net margin: 17.7%Net margin: 20.0%Net margin: 15.4%Net margin: 17.8%0%10%20%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$0.6$1.2$1.8$2.4Sep 2024 EPS (GAAP, diluted): $1.7Dec 2024 EPS (GAAP, diluted): $1.8Mar 2025 EPS (GAAP, diluted): $1.8Jun 2025 EPS (GAAP, diluted): $1.9Sep 2025 EPS (GAAP, diluted): $2.0Dec 2025 EPS (GAAP, diluted): $2.4Mar 2026 EPS (GAAP, diluted): $1.8Jun 2026 EPS (GAAP, diluted): $2.3Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 +19% · Dec 2025 +37% · Mar 2026 -1% · Jun 2026 +20%

From the company's 10-Q and 10-K filings with the SEC.

GE Aerospace financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$74.1B$76.6B$68.0B$45.8B$45.9B
Net income-$6.5B$225.0M$9.5B$6.6B$8.7B
EPS (GAAP)$-2.94$-0.05$8.37$5.99$8.13
Free cash flow$2.1B$4.5B$3.6B$3.7B$7.3B

GE earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-07-16$2.26+20%+21%-1.7%
2026-04-21$1.81-1%+25%-9.3%
2026-01-22$2.39+37%+18%-8.3%
2025-10-21$2.02+19%+24%-1.1%
2025-07-17$1.89+64%+21%-1.6%
2025-04-22$1.83+32%-38%+4.4%

About GE Aerospace

HeadquartersEvendale, OH
Industry (SEC code)Electronic & Other Electrical Equipment (No Computer Equip)
Fiscal year endsDecember 31
Incorporated inNY
Listed onNYSE

From the company's SEC registration record.

Companies similar to GE

CompanyMarket valueP/ERevenue growthOperating margin12-month change
GE GE Aerospace$317.8B36.1x+22%n/a+4%
RTX RTX Corp$248.4B32.5x+12%11.2%+12%compare
BA Boeing$152.3B68.6x+25%4.9%-11%compare
LMT Lockheed Martin$116.9B18.7x+7%11.9%+3%compare
HWM Howmet Aerospace$91.6B49.5x+18%27.4%+22%
GD General Dynamics$89.7Bn/a+9%10.2%-2%
NOC Northrop Grumman$67.6B15.1x+6%10.7%-21%

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Frequently asked questions

Is GE stock a buy?

Torvanta does not tell individuals what to buy. Its grades for GE are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is GE's P/E ratio?

GE trades at about 36.1 times its last 12 months of GAAP earnings reported to the SEC, and about 34.1 times Torvanta's own estimate of the next 12 months.

When does GE report earnings next?

Based on its filing history, Torvanta expects GE Aerospace to report around 2026-10-20.

Does GE pay a dividend?

Yes. Its dividend yield is about 0.6%, and it has raised its dividend 3 years in a row.

How has GE performed against the S&P 500?

Over the past year GE returned +3.7%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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