Key Stats for GE Aerospace Stock
- Past-Week Performance: -7.3%
- 52-Week Range: $159.4 to $348.5
- Current Price: $304
What Happened?
GE Aerospace’s commercial engine services business generated $8.9B in profit in 2025, up 26%, as the company hit a $10B total operating profit milestone two years ahead of its original spin-off schedule.
Bernstein raised its price target on March 3 to $405 from $374, reiterating “Outperform,” citing stronger GEnx and GE90 workscope and pricing, and projecting CFM56 shop visits above 2,300 through at least 2030.
The operational proof sits in the aftermarket: LEAP internal shop visits grew 27% in 2025, spare parts revenue climbed 25%-plus, and commercial engine deliveries hit a record 1,800-plus LEAP units, outpacing rival Rolls-Royce, whose widebody engine profit grew 40% but operates a narrower installed base of roughly 5,500 engines versus GE’s 80,000.
Chairman and CEO Larry Culp stated on the Q4 2025 earnings call that “we expect our engine and shop visit output to grow substantially here in the first quarter,” tying directly to the company’s projection of high-teens revenue growth in Q1 2026 with both segments tracking above their full-year guides.
GE Aerospace’s $190B backlog, a $1B U.S. manufacturing investment announced March 9 targeting 5,000 new hires across 17 states, a $300M Singapore repair expansion through 2029, and a LEAP installed base expected to triple by 2030 collectively position the company to reach $11.5B in operating profit by 2028 while converting cash at above 100% for the third consecutive year.
Wall Street’s Take on GE Stock
Record LEAP deliveries surpassing 1,800 units and 26% CES profit growth in 2025 directly underpin the consensus estimate of $7.43 in normalized EPS for 2026, a 16.7% increase that management’s own guidance range of $7.10 to $7.40 effectively confirms.
TIKR projects normalized EPS compounding from $6.37 in 2025 to $9.74 by 2028 at a 13% annual rate, a trajectory grounded in LEAP internal shop visits growing 25% in 2026 and CFM56 shop visits holding at 2,300 to 2,400 through 2028, well above prior expectations.
Meanwhile, GE’s EBIT margin of 21.4% in 2025 runs 4 percentage points above Rolls-Royce’s 17.3%, and TIKR projects GE expanding further to 22.5% by 2028 while Rolls reaches only 19.4%, a gap that reflects GE’s deeper installed base of 80,000 engines and more mature services mix.
Fourteen buys and three outperforms among 18 analysts, a mean price target of $362.83 implying 19.4% upside from $304, and Bernstein’s March 3 raise to $405 collectively reflect conviction that $10B-plus in 2026 operating profit and sustained 100%-plus free cash flow conversion justify a premium multiple.
The $290 low target prices in GE9X program losses doubling in 2026 and spare engine ratio compression; the $425 high, set by Bernstein on March 3, prices in widebody services acceleration and CFM56 shop visits running stronger for longer than the 2% fleet retirement rate implies.
What Does the Valuation Model Say?
TIKR’s mid-case target of $531.29 implies 74.8% total return through December 2030, built on 9.1% revenue CAGR and net income margins expanding to 18.1%, assumptions the $1B March 9 U.S. manufacturing investment and $300M Singapore repair expansion directly validate.
The market assigns GE Aerospace a cyclical industrial multiple, yet $7.7B in 2025 free cash flow at an 18.2% FCF margin and a $190B backlog concentrated in decade-long services contracts argue for a far more durable earnings floor.
The $500M LEAP MRO capacity expansion targeting doubled internal shop visit throughput, combined with 20% growth in certified LEAP repair parts in 2025, directly supports TIKR’s 9.1% revenue CAGR assumption; TIKR’s mid-case target stands at $531.29.
Spare parts delinquency ended 2025 up 50% over the prior year-end, confirming that demand is running materially ahead of what GE Aerospace has yet converted into recognized revenue.
GE9X losses doubling in 2026 and a gradually declining spare engine ratio compress near-term CES margins; if LEAP delivery growth falls below the 15% full-year guide, the $9.6B to $9.9B CES profit range breaks.
Q1 2026 earnings will be the first live test of the high-teens revenue growth guide; LEAP internal shop visit volume against the 25% full-year target is the specific number to watch.
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