Key Takeaways for GE Aerospace Stock as of July 2026
- GE Aerospace raised full year 2026 revenue guidance to high teens growth from a low double digit outlook set three months earlier, backed by 17% order growth and a $170 billion services backlog.
- At $354, GE stock trades just 6.59% below its high after climbing back from a 20.97% drawdown that bottomed on March 30.
- Analysts rate GE stock 16 buy, 3 outperform, 2 hold, 1 underperform, zero sell.
- TIKR’s mid case values GE stock at $551 by 2030, a 56% total return worth 10.5% annualized from the current price.
GE Aerospace Raises 2026 Guidance as Aftermarket Demand Holds Firm
GE Aerospace (GE) raised its full year 2026 guidance across the board on July 16, lifting revenue growth expectations to high teens from the low double digit outlook it held just three months prior. The move followed a second quarter in which orders climbed 17%, revenue grew 24%, and free cash flow jumped 43%, marking a fifth straight quarter of at least 20% revenue growth.
CEO Larry Culp opened the call by pointing to that momentum directly on Q2 earnings call: “Given the strength of our first half results and momentum for the remainder of the year, this morning, we’re raising our 2026 guidance across the board.” The raise pushed full year EPS guidance to $7.65 to $7.85, up $0.35 at the midpoint, and free cash flow guidance to $8.9 billion to $9.2 billion, up $650 million from the prior high end.
The guidance jump traces to a Commercial Services backlog that hit $170 billion, up almost $30 billion since the end of 2024, and a shop visit pipeline already 40% ahead of the full year guide entering the third quarter. Spare parts delinquency, the measure of shipments delayed by material shortages, grew 20% sequentially even as internal shop visit output hit a record in the quarter. That gap between demand and supply capacity is the clearest sign the market underestimated how much aftermarket work was already queued up.
GE Aerospace held its guidance flat 90 days ago specifically to avoid overreacting to tariff and geopolitical uncertainty, then delivered a raise once demand held. That decision to wait, and the size of the raise once resilience was confirmed, is what is repricing GE stock now.
GE Stock Sits 7% Below Its High After a 21% Drawdown
GE stock hit its steepest drawdown of the past year on March 30, 2026, falling 20.97% from its prior high as tariff and geopolitical uncertainty weighed on the shares.
The stock has since climbed back to within 6.59% of that high, recovering most of the ground lost before GE Aerospace confirmed the demand resilience behind its guidance raise.
Twenty one analysts cover GE stock, with 16 rating it a buy, 3 an outperform, 2 a hold, 1 an underperform, and none a sell. The mean target sits at $405, putting the Street 14% above the current $354 price.
TIKR Values GE Stock at $551, Pricing In Sustained Aerospace Demand
TIKR’s mid case model values GE stock at $551 by December 2030, implying a 56% total return from the current price of $354, or 11% annualized over the next 4.4 years.
That annualized pace beats what investors typically expect from a legacy industrial name, positioning GE Aerospace closer to a growth compounder than a mature conglomerate coasting on buybacks.
The model’s confidence traces straight back to the guidance raise: a $170 billion services backlog and a shop visit pipeline running 40% ahead of capacity give GE Aerospace more revenue visibility than most industrials produce in a single earnings call, and that visibility is what justifies pricing GE stock well above its current level.
TIKR’s model prices GE stock 56% higher by 2030. See the full breakdown on TIKR for free →
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
