GE Aerospace Rose 17% in the Last 6 Months. Here’s How Much the Stock Could Rise in 2026

Key Stats for GE Aerospace Stock

• Past-6-Month Performance: 17%
• 52-Week Range: $159 to $333
• Valuation Model Target Price: $430
• Implied Upside: 36%

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What Happened?

GE Aerospace stock rose about 17% in the last 6 months, recently trading near $315 per share, as investors responded to accelerating earnings growth, expanding backlog, and improving services momentum following the company’s transformation from General Electric into a pure-play aerospace business now operating as GE Aerospace.

Shares have steadily climbed toward their 52 week high of $333, reflecting sustained institutional demand rather than a short-term spike.

The stock moved higher after GE Aerospace reported strong fourth quarter results and issued confident 2026 guidance, reinforcing visibility into future earnings growth.

Orders surged 74%, revenue increased 20%, EPS rose 19% to $1.57, and free cash flow climbed 15% to $1.8 billion.

CEO Larry Culp said “2025 was an outstanding year for GE Aerospace,” highlighting a roughly $190 billion backlog, up nearly $20 billion year over year, and guiding for 2026 operating profit of $9.85 billion to $10.25 billion and EPS of $7.10 to $7.40.

Institutional positioning also supported sentiment. Vanguard increased its stake to 92,032,177 shares, representing about 8.72% ownership valued near $27.7 billion.

PNC Financial, Aberdeen Group, Assetmark, Fifth Third Bancorp, and the State of New Jersey Common Pension Fund D also increased positions during the quarter.

Although Pelham Capital and Shell Asset Management trimmed exposure, institutional investors collectively own about 74.77% of the company.

With accelerating services revenue, rising shop visit output, and strong forward guidance, the stock’s 17% advance over the past 6 months reflects growing confidence in GE Aerospace’s earnings durability heading into 2026.

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Is GE Aerospace Undervalued?

Under valuation assumptions, the stock is modeled using:

• Revenue Growth (CAGR): 10.9%
• Operating Margins: 22.3%
• Exit P/E Multiple: 39.3x

The 10.9% revenue CAGR aligns with analyst projections showing revenue increasing from $42.3 billion in 2025 to $57.7 billion by 2028.

That trajectory reflects sustained commercial aerospace demand and strong services expansion.

Growth is supported by GE Aerospace’s installed base of roughly 80,000 engines, which generates recurring maintenance and spare parts revenue over multi-decade life cycles. Commercial services revenue rose 31% in Q4, highlighting the strength of aftermarket demand and pricing.

The LEAP engine installed base is expected to roughly triple between 2024 and 2030. As those engines mature into heavier maintenance cycles, internal shop visits and spare parts demand increase, driving higher-margin recurring revenue.

Improved turnaround times, expanded repair certifications, and supply chain normalization further support margin expansion toward the modeled 22.3%.

Based on these inputs, the valuation model estimates a target price of $430, implying about 36% total upside over roughly 2.9 years, or approximately 11.4% annualized.

With shares trading near $315, the stock appears undervalued if commercial aerospace demand and services growth remain intact.

At current levels, performance into 2026 will likely be driven by sustained global flight activity, continued LEAP shop visit growth, spare parts availability, margin stability in commercial services, and the company’s ability to convert its $190 billion backlog into durable profit and free cash flow growth.

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