General Electric Posts Q4 Beat, Announces In-Line 2026 Guidance

GE Aerospace -3.94%

GE Aerospace

GE

281.16

-3.94%

General Electric Co (NYSE:GE) delivered strong fourth-quarter results, with revenues, margins, and earnings ahead of expectations, while announcing a broadly in-line 2026 guidance, according to Goldman Sachs.

The General Electric Analyst: Analyst Noah Poponak reiterated a Buy rating and a $338 price target.

The General Electric Thesis: The company reported adjusted earnings of $1.57 per share, ahead of consensus of $1.43, Poponak said in the note.

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General Electric's revenues grew 20% year-on-year to $11.9 billion, with Commercial Engines & Services revenues up 24% and Defense & Propulsion Technologies revenue up 13%.

Management guided to 2026 guidance revenue growth of a low-double-digit percentage, compared to consensus of 11.7% growth, the analyst stated.

The company's operating profit and adjusted earnings projections came in at $9.85-10.25 billion and $7.10-$7.40 per share, compared to consensus of $10.2 billion and $7.14 per share, respectively.

GE Price Action: Shares of General Electric had risen by 0.79% to $219.73 at the time of publication on Thursday.

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