GE Aerospace (NYSE: $GE) is a leading designer and manufacturer of jet engines and integrated systems. It serves both commercial and military clients, while also pioneering technologies like hydrogen-based propulsion and hybrid electric engines.
GE Aerospace is one of the biggest players in the global aviation industry, renowned for engines like G9X and LEAP. On Thursday, January 22, 2026, before markets opened, GE Aerospace released its Q4 and full-year fiscal 2025 results. Here is a deep dive into those results.
GE Aerospace Q4 Results
The company reported a 20% YoY jump in revenue to $11.9 billion, beating forecasts of $11.2 billion. Earnings rose 19% YoY to $1.57, beating estimates of $1.43. It reported a 74% jump in total orders to $27 billion, while the backlog increased to around $190 billion.
Their main source of revenue remains commercial engines and services, where revenue rose 24% YoY to $9.46 billion, compared to forecasts of $8.86 billion. Meanwhile, the Defense and propulsion technology segment reported a 13% YoY increase in revenue to $2.84 billion, beating estimates of $2.57 billion.
Commenting on the results, CEO Lawrence Culp Jr. said that they “enter 2026 with solid momentum to build upon these results and are well positioned to create greater value for our customers.”
Despite the YoY growth in revenue, the commercial engines and services segment saw revenue decline around 26% QoQ, while the defense segment saw revenue growth decline 26% QoQ.
Fiscal 2026 Forecast
GE Aerospace expects low double-digit growth in revenue compared to the $42.3 billion recorded for fiscal 2025. It expects operating profit of $9.85 billion to $10.25 billion, a significant increase from the $9.1 billion reported in fiscal 2025.
The company expects an adjusted EPS of $7.10 to $7.40 for fiscal 2026, and free cash flow of $8 billion to $8.4 billion. This is above analysts’ forecast of an EPS of $7.14 and revenue of $46.5 billion. Analysts forecast $8.09 billion in free cash flow for fiscal 2026.
The company expects the commercial engines and services segment to grow revenue in the mid-teens, and mid-single digit growth in revenue for the defense and propulsion technology segment.
The company expects $9.6 billion to $9.9 billion in operating profit from the commercial engines and services segment, above analysts’ forecasts of $9.86 billion. For the defense and propulsion technology segment, it expects $1.55 billion to $1.65 billion in operating profit, above analysts’ forecast of $1.33 billion.
Market Performance
Following the QoQ dip in revenue growth, GE Aerospace shares fell 5.85% to $299.86 as of 12:05 PM in New York. Year to date, the stock price is down 2.68%, while over the past month, the price has dipped 4.76%.
The price of GE shares is up 15.74% in the past six months, after closing 20%+ high on January 21, 2026. Over the past 52 weeks, the price has risen 59.14%. The current price is below the 50- and 200-day moving averages of $305.29 and $269.70, respectively.
Analysts remain cautiously optimistic about the future of $GE shares, giving them a moderate buy rating. The analysts forecast an average price of $352.14, which is 12.74% upside based on the last closing price. They forecast a wide range of prices, with a high of $380 and a low of $275.
Is GE A Buy in 2026?
GE Aerospace, which was spun off in April 2024, had a successful first full year in 2025. Its share price gained 83.76% from the start of the year to the last trading day in 2025. This performance reflects investors’ confidence in the business’s ability to generate a steady stream of income from servicing commercial aviation engines.
The company holds a dominant position in the aviation engines sector, being the sole supplier for Boeing 737 MAX engines, and one of two options for Airbus A32neo aircraft. These two planes are the workhorses of the commercial airlines sector, and will likely hold onto that prestigious position for the near future.
The company also has a massive backlog of nearly $190 billion, with supply chain issues related to material part availability likely to ease up. GE Aerospace is headed for a massively successful year in 2026. As such, adding $GE shares to your portfolio could potentially be a great move.
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