Reading the tape
NYSE: GE
GE Aerospace
Industrials · Aerospace & Defense
Market Cap
$293.10B
52w High
$348.48
52w Low
$205.92
P/E
33.61
Volume
6.12M
Outstanding Shares
1.04B
Price vs Fundamentals
Why The Stock Is Moving
Optimism is getting priced inHigh confidence
1Y Price: 34.26%Revenue (TTM): 21.85%FCF (TTM): 69.42%P/FCF: 75th pct
What changed
The stock rose 34.26% over the last year. Revenue grew 21.85% over the trailing twelve months. Operating margin moved from 18.84% to 18.51%. Free cash flow grew 69.42% over the trailing twelve months.
What the market seems to be pricing
The stock is trading toward the richer end of its historical P/FCF range (75th percentile) while business metrics are improving. More of the upside is already embedded in the multiple now.
What would invalidate this read
Operating margin is at 18.51% — continued expansion would be needed to justify the premium. Revenue growth of 21.85% is encouraging, but any deceleration puts the stretched multiple at risk. This read changes if revenue, margins, and cash flow continue to improve faster than expected — in that case the richer multiple could still prove conservative.
Company profile
GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft.
CEOH. Lawrence Culp Jr.
SectorIndustrials
IndustryAerospace & Defense
Employees53,000
IPO dateJan 2, 1962
Valuation
Forward P/E—
EV/EBITDA27.92
Enterprise value$336.77B
Stock splits
Apr 2, 2024↑ Forward
Every 1000 shares became 1253
Jan 4, 2023↑ Forward
Every 1000 shares became 1281
Aug 2, 2021↓ Reverse
Every 8 shares became 1
Feb 26, 2019↑ Forward
Every 25 shares became 26
May 8, 2000↑ Forward
Every 1 shares became 3
May 12, 1997↑ Forward
Every 1 shares became 2
May 16, 1994↑ Forward
Every 1 shares became 2
May 26, 1987↑ Forward
Every 1 shares became 2
Profitability & growth
Revenue growth24.74%
Gross margin34.82%▼0.98%vs FY2024
Operating margin18.51%▲9.48%vs FY2024
ROE46.6%▲37.49%vs FY2024
Analyst consensus
RatingBuy
Target price$386.20▲37.67%
23
Buy
11
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Jul 16, 2026
Q3 FY26 · EPS est $1.87 · Revenue est $11.77B
View
Dividends
$1.55/shareQuarterly6yr growth streakSafeGE pays a dividend with a 0.55% dividend yield, 6 consecutive years of growth, growing at 50.74% annually, covered 5.0× by free cash flow.
Dividend Yield
0.55%
Annual Div / Share
$1.55
5yr CAGR
+50.74%
Doubles every ~1.7yr
Payout Ratio
17.68%
Safe
Dividend Growth Rate
3yr CAGR
+93.73%
5yr CAGR
+50.74%
10yr CAGR
-9.91%
Dividend Safety
10/10Safe
Dividend History
Annualized dividend cycles per share
YearAnnual DivYoY
2025$1.55+29.2%
2024$1.20+154.6%
2023$0.47+121.1%
2022$0.21+7.0%
2021$0.20+0.0%
2020$0.20+0.0%
2019$0.20-84.0%
Income Projection
Invest
$
Growth rate:
Reinvest dividends
Today
$6/yr
$0/mo
In 5 yrs
$10/yr+76%
$1/mo
In 10 yrs
$17/yr+211%
$1/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$6/yr $0/mo | $10/yr+76% $1/mo | $17/yr+211% $1/mo |
Long-range projections use a capped 12% annual growth assumption.
Yield-on-cost grows from 0.55% → 1.72% over 10yr
Analysis
Dividend Strengths
Well-covered by free cash flow
The dividend is covered 5.0× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Strong dividend growth rate
The 5-year CAGR of 50.74% meaningfully outpaces inflation, compounding real income growth for long-term holders.
Risks to Watch
No strong risk signal stands out from the latest period pair.
Congressional Activity
Congress Trades in GE
STOCK Act disclosures from senators and representatives.
Jared Moskowitz
FLhouseDemocratPurchase2026-03-31$1,001 - $15,000+31d to disclose
Maria Elvira Salazar
FLhouseRepublicanPurchase2026-03-24$1,001 - $15,000+29d to discloseJared Moskowitz
FLhouseDemocratPurchase2026-03-23$1,001 - $15,000+39d to disclose
Austin Scott
GAhouseRepublicanSaleSpouse2026-02-17$1,001 - $15,000+24d to disclose