GE Aerospace (GE) Releases Q4 2025 Earnings: Revenue and EPS Beat Estimates

GE Aerospace (GE) reported Q4 2025 revenue of $12.7 billion, up 17.6% year-over-year and above the consensus estimate of $11.5 billion.

Gross profit: $4.35 billion (up 20.0% YoY).

Operating profit: $2.31 billion (up 15.2% YoY).

Net income attributable to common shareholders: $2.54 billion (up 33.8% YoY).

Diluted earnings per share: $2.40 (up 37.1% YoY) versus an estimate of $1.47.

Cash flow and balance sheet movements were notable as the company generated stronger operating cash and continued to invest in property and equipment.

Cash from operating activities: $2.56 billion (up 93.9% YoY).

Purchases of property, plant and equipment: $307 million (up 15.0% YoY).

Cash and cash equivalents: $12.4 billion (down 9.0% YoY).

Total liabilities: $111.3 billion (up 7.4% YoY).

Cost of sales rose to $8.36 billion, up 16.4% year-over-year, reflecting the revenue and volume growth across the business.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

GE Aerospace Insider Trading Activity

GE Aerospace insiders have traded $GE stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.

Here’s a breakdown of recent trading of $GE stock by insiders over the last 6 months:

RUSSELL STOKES (Senior Vice President) sold 8,000 shares for an estimated $2,381,680
MOHAMED ALI (Senior Vice President) has made 0 purchases and 2 sales selling 1,517 shares for an estimated $407,754.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

GE Aerospace Hedge Fund Activity

We have seen 1,469 institutional investors add shares of GE Aerospace stock to their portfolio, and 1,041 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

JPMORGAN CHASE & CO added 7,730,407 shares (+215.3%) to their portfolio in Q3 2025, for an estimated $2,325,461,033
FMR LLC removed 5,518,302 shares (-9.1%) from their portfolio in Q3 2025, for an estimated $1,660,015,607
BLACKROCK, INC. added 4,453,996 shares (+5.3%) to their portfolio in Q3 2025, for an estimated $1,339,851,076
CAPITAL RESEARCH GLOBAL INVESTORS removed 3,828,971 shares (-12.7%) from their portfolio in Q3 2025, for an estimated $1,151,831,056
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 3,108,563 shares (+31.6%) to their portfolio in Q3 2025, for an estimated $935,117,921
CAPITAL WORLD INVESTORS added 2,995,054 shares (+16.2%) to their portfolio in Q3 2025, for an estimated $900,972,144
DODGE & COX removed 2,794,189 shares (-30.8%) from their portfolio in Q3 2025, for an estimated $840,547,934

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

GE Aerospace Government Contracts

We have seen $1,439,898,184 of award payments to $GE over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

DO3 - ENGINE BUILD, TEST, MATURATION AND INTEGRATION: $113,919,005
PACER PHANTOM: $102,166,520
ROYAL JORDANIAN AIR FORCE (FOREIGN MILITARY SALES) F110 ENGINES: $97,939,711
T700 TURBINE ENGINE PRODUCTION: $92,454,676
DELIVERY ORDER 6 IS DERIVED FROM THE ORIGINAL BASIC IDIQ CONTRACT FA8626-22-D-0010. THUS, ALL RELEVANT CLAU...: $82,336,138

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

GE Aerospace Congressional Stock Trading

Members of Congress have traded $GE stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $GE stock by members of Congress over the last 6 months:

REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
SENATOR JOHN BOOZMAN purchased up to $15,000 on 07/31.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

GE Aerospace Analyst Ratings

Wall Street analysts have issued reports on $GE in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Citigroup issued a "Buy" rating on 01/13/2026
JP Morgan issued a "Overweight" rating on 10/27/2025
B of A Securities issued a "Buy" rating on 10/27/2025
UBS issued a "Buy" rating on 10/22/2025
RBC Capital issued a "Outperform" rating on 10/22/2025

To track analyst ratings and price targets for GE Aerospace, check out Quiver Quantitative's $GE forecast page.

GE Aerospace Price Targets

Multiple analysts have issued price targets for $GE recently. We have seen 6 analysts offer price targets for $GE in the last 6 months, with a median target of $357.5.

Here are some recent targets:

Gavin Parsons from UBS set a target price of $368.0 on 01/15/2026
John Godyn from Citigroup set a target price of $378.0 on 01/13/2026
Charles Minervino from Susquehanna set a target price of $350.0 on 12/04/2025
Seth Seifman from JP Morgan set a target price of $325.0 on 10/27/2025
Ronald Epstein from B of A Securities set a target price of $365.0 on 10/27/2025
Ken Herbert from RBC Capital set a target price of $340.0 on 10/22/2025