GE Aerospace (GE)
NYSEIndustrialsAerospace & DefenseSnapshot 2026-10-29
$313.05+3.96%
Close 2026-10-29 · 1-day change
NYSEIndustrialsAerospace & DefenseSnapshot 2026-10-29
Research Workspace
Put GE beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Aerospace & Defense is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Operating margin at least 21.4%: Operating margin: 16.82%.
View ThesisRevenue growth is accelerating — up about 20% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery.
View ManagementExpectations look high — the market is pricing in about 24% growth a year, above the roughly 7% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskGE’s core case rests on aerospace growth, though revenue growth has slowed across recent quarters. Third-quarter revenue grew 16% year over year, and GE raised full-year guidance. GE trades at 39 times P/E versus a 29 times peer median. Expectations look full because the market prices more growth than our forecast. The next-quarter miss probability is 14%, and operating margin is below its stated 21.4% pillar. Peer multiples imply a price about 22% below where it trades. The thesis is on watch; this read is provisional.
Trailing returns as of 2026-10-29. GE is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 24 analysts currently covering GE (as of Oct 2026).
Based on 13 Wall Street analysts offering 12-month price targets for GE in the last 4 months.
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Compare GE with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| GE Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Aerospace & Defense — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put GE next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Raise full-year 2026 guidance across revenue, profit, EPS, and free cash flow
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $313.05
The last 12 months of price, then the range of analyst 12-month targets from today’s $313.05.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Raises revenue outlook and provides strong 2026 EPS guidance, advancing the stated full-year objectives.
Advances: Raise full-year 2026 guidance across revenue, profit, EPS, and free cash flow
Official earnings-call transcript can confirm guidance and operating progress against 2026 objectives.
Advances: Raise full-year 2026 guidance across revenue, profit, EPS, and free cash flow
Reported Q3 forecast beat and raised outlook support full-year guidance objectives; transcript details are not provided.
Advances: Raise full-year 2026 guidance across revenue, profit, EPS, and free cash flow
Q3 results beat estimates, supporting execution and the objective of raising 2026 guidance.
Advances: Raise full-year 2026 guidance across revenue, profit, EPS, and free cash flow
Estimate beat and raised guidance directly advance the key full-year objective.
Advances: Invest in next-generation engine technologies and manufacturing capabilities
Government-backed Prestwick expansion could support capacity and jobs, but details and scale are limited.
Advances: Invest in next-generation engine technologies and manufacturing capabilities
UK backing for Prestwick expansion supports manufacturing capability and employment.
Advances: Invest in next-generation engine technologies and manufacturing capabilities
Expansion supports investment in next-generation engine technologies.
