GE Aero (NYSE:GE) is set to give its latest quarterly earnings report on Thursday, 2026-01-22. Here's what investors need to know before the announcement.

Analysts estimate that GE Aero will report an earnings per share (EPS) of $1.43.

The announcement from GE Aero is eagerly anticipated, with investors seeking news of surpassing estimates and favorable guidance for the next quarter.

It's worth noting for new investors that guidance can be a key determinant of stock price movements.

Earnings Track Record

In the previous earnings release, the company beat EPS by $0.19, leading to a 2.85% drop in the share price the following trading session.

Here's a look at GE Aero's past performance and the resulting price change:

Quarter	Q3 2025	Q2 2025	Q1 2025	Q4 2024
EPS Estimate	1.47	1.41	1.26	1.04
EPS Actual	1.66	1.66	1.49	1.32
Price Change %	-3.00	1.00	2.00	-2.00

Tracking GE Aero's Stock Performance

Shares of GE Aero were trading at $312.34 as of January 20. Over the last 52-week period, shares are up 55.55%. Given that these returns are generally positive, long-term shareholders are likely bullish going into this earnings release.

Analyst Views on GE Aero

For investors, staying informed about market sentiments and expectations in the industry is paramount. This analysis provides an exploration of the latest insights on GE Aero.

The consensus rating for GE Aero is Buy, based on 6 analyst ratings. With an average one-year price target of $362.0, there's a potential 11.34% upside.

Comparing Ratings Among Industry Peers

The following analysis focuses on the analyst ratings and average 1-year price targets of RTX, Lockheed Martin and General Dynamics, three prominent industry players, providing insights into their relative performance expectations and market positioning.

• Analysts currently favor an Buy trajectory for RTX, with an average 1-year price target of $210.4, suggesting a potential 35.29% downside.
• Analysts currently favor an Neutral trajectory for Lockheed Martin, with an average 1-year price target of $554.29, suggesting a potential 70.49% upside.
• Analysts currently favor an Neutral trajectory for General Dynamics, with an average 1-year price target of $389.5, suggesting a potential 19.8% upside.

Insights: Peer Analysis

In the peer analysis summary, key metrics for RTX, Lockheed Martin and General Dynamics are highlighted, providing an understanding of their respective standings within the industry and offering insights into their market positions and comparative performance.

Company	Consensus	Revenue Growth	Gross Profit	Return on Equity
GE Aerospace	Buy	23.77%	$4.42B	11.37%
RTX	Buy	11.89%	$4.58B	3.02%
Lockheed Martin	Neutral	8.80%	$2.24B	28.12%
General Dynamics	Neutral	10.59%	$1.97B	4.41%

Key Takeaway:

GE Aerospace has the highest revenue growth among its peers. In terms of gross profit, it ranks second. However, its return on equity is the lowest compared to its peers. Overall, GE Aerospace is positioned in the middle when compared to its peers in the aerospace industry.

All You Need to Know About GE Aero

GE Aerospace is the global leader in designing, manufacturing, and servicing commercial aircraft engines, along with partner Safran in their CFM joint venture. With its massive global installed base of nearly 70,000 commercial and military engines, GE Aerospace earns most of its profits on recurring service revenue of that equipment, which operates for decades. GE Aerospace is the remaining core business of the company formed in 1892 with historical ties to American inventor Thomas Edison; that company became a storied conglomerate with peak revenue of $130 billion in 2000 until GE spun off its appliance, finance, healthcare, and wind and power businesses between 2016 and 2024.

GE Aero: Delving into Financials

Market Capitalization: Boasting an elevated market capitalization, the company surpasses industry averages. This signals substantial size and strong market recognition.

Revenue Growth: GE Aero's remarkable performance in 3 months is evident. As of 30 September, 2025, the company achieved an impressive revenue growth rate of 23.77%. This signifies a substantial increase in the company's top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Industrials sector.

Net Margin: GE Aero's net margin is impressive, surpassing industry averages. With a net margin of 17.71%, the company demonstrates strong profitability and effective cost management.

Return on Equity (ROE): GE Aero's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 11.37%, the company showcases efficient use of equity capital and strong financial health.

Return on Assets (ROA): GE Aero's ROA excels beyond industry benchmarks, reaching 1.7%. This signifies efficient management of assets and strong financial health.

Debt Management: With a high debt-to-equity ratio of 1.11, GE Aero faces challenges in effectively managing its debt levels, indicating potential financial strain.

To track all earnings releases for GE Aero visit their earnings calendar on our site.

This article was generated by Benzinga's automated content engine and reviewed by an editor.