GE Aerospace (GE)
Builds aircraft engines and earns most revenue servicing them over decades.
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Designs, manufactures, and services commercial and military aircraft engines, avionics, power systems, and propellers. Most revenue comes from spare parts, maintenance, repair, overhaul, and long-term agreements tied to a large installed engine base.
Designs, manufactures, and services commercial and military aircraft engines through Commercial Engines & Services and Defense & Propulsion Technologies. The commercial portfolio spans LEAP and CFM56 narrowbody engines and GEnx and GE9X widebody platforms; defense offerings include F110, F414, and T700 engines, alongside avionics, power, propeller, and aircraft systems.
Earns most revenue from aftermarket work on an installed base of about 80,000 engines, selling spare parts, repairs, overhauls, and long-term service agreements alongside new equipment. CFM International, its joint venture with Safran, shares commercial-engine program economics.
Serves airframers, airlines, governments, and military customers worldwide. Results depend on flight activity, engine durability, regulatory certification, government programs, and a specialized global supply chain with some limited- or sole-source suppliers.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 14, 2026 | Melius Research | Target | Target: — | Target: $350 |
| Jul 27, 2026 | Deutsche Bank | Reiterate | Rating: —Target: $387 | Target: $450 |
| Jul 23, 2026 | Bernstein | Reiterate | Rating: —Target: $225 | Target: $421 |
| Jul 20, 2026 | Wells Fargo | Reiterate | Rating: —Target: $210 | Target: $390 |
| Jul 20, 2026 | Goldman Sachs | Reiterate | Rating: —Target: $190 | Target: $410 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $9.35B · Total debt $19.16B · Total assets $127.67B · Shareholders' equity $17.64B
- Revenue
- $13.35B
- Operating income
- $2.49B
- Net income
- $2.37B
HistoryDividendAnnual yield
| Institutions | 80.40% | 834.24M shares | |
|---|---|---|---|
| 3,539 holders · as of Jun 30, 2026 | |||
| Insiders | 0.06% | 652.2K shares | |
| 20 holders · as of Aug 12, 2026 | |||
| Other | 19.54% | 202.67M shares | |
| remainder | |||
1.04B company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 8.59% | 89.16M | as of Jun 30, 2026 |
T. Rowe Price Associates, Inc.Institution | 8.58% | 89.03M | filed Aug 10, 2022 |
Vanguard Capital Management LLCInstitution | 6.57% | 68.14M | as of Jun 30, 2026 |
FMR LLCInstitution | 4.72% | 49.02M | as of Jun 30, 2026 |
Tci Fund Management LtdInstitution | 4.57% | 47.43M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 11, 2026 | Robert M. Giglietti | officer: Vice President | −10,242 | $369.92 |
| Jul 24, 2026 | Mohamed Ali | officer: Senior Vice President | −8,096 | $353.71 |
| Jul 23, 2026 | Riccardo Procacci | officer: Senior Vice President | −1,517 | $347.92 |
| Feb 3, 2026 | Riccardo Procacci | officer: Senior Vice President | −800 | $310.11 |
| Jan 30, 2026 | Robert M. Giglietti | officer: Vice President | −3,035 | $305.51 |
- RTX
Most direct rival across narrowbody OE, military propulsion, and aftermarket.
- Honeywell Technologies
Largest APU producer; competes in small turbofan/turboprop engines and avionics.
- TransDigm Group
Proprietary PMA parts model directly competes with GE OEM aftermarket revenue.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| GE Aerospace | $318.76 | −0.08% | $330.99B | 37.7 | 37.8 | 6.5 | +14.6% |
| RTX | $192.55 | −0.92% | $261.92B | 34.2 | 26.2 | 2.8 | +14.5% |
| Honeywell Technologies | $207.64 | +0.56% | $65.44B | 8.0 | 22.5 | 1.8 | −49.9% |
| TransDigm Group | $1,106.88 | −0.25% | $62.07B | 33.7 | 23.8 | 6.2 | +22.6% |
| Median | 33.7 | 23.8 | 2.8 | +14.5% |