The split worked. The dust has settled. And if the latest GE Aerospace earnings are any indication, the new standalone company is printing money!
On Thursday, the aviation giant reported Q4 results that shattered Wall Street’s expectations. For months, analysts wondered if supply chain snarls would drag the company down. Instead, GE delivered a double beat and raised its guidance for 2026.
The market reaction was immediate. GE stock jumped nearly 2% in pre-market trading, pushing the shares into what technical analysts call a “buy zone.”
The Numbers
Wall Street expected decent numbers. But the GE Aerospace earnings gave them great ones.
- EPS: Adjusted earnings came in at $1.57 per share, easily beating the consensus estimate of $1.43.
- Revenue: Sales climbed 17.6% to $12.72 billion, smashing the $11.2 billion forecast.
The company reported that total orders skyrocketed 74% to $27 billion. They are locking in revenue for the next decade. The total backlog now sits near a staggering $190 billion.
The “Aftermarket”
The secret to this quarter wasn’t just building new jets but fixing old ones. See there’s a way the GE Aerospace earnings shot up.
Commercial aircraft engine aftermarket services are profitable, but the real margin magic happens in aftermarket services. Airlines are flying older planes longer because they can’t get new ones fast enough from Boeing or Airbus. That means they need parts, maintenance, and overhauls.
GE dominates this space. Service revenue is the engine behind the engine. It provides a steady, high-margin stream of cash that insulates the company from the volatile manufacturing cycle. As CEO Larry Culp noted, the company’s proprietary “FLIGHT DECK” operating model is helping them churn out services faster than ever to meet this backlog.
The Technical Breakout
For investors, the fundamental payoff of the GE Aerospace earnings is backed by charts.
According to Investor’s Business Daily, the post-earnings pop has placed GE stock squarely in a buy zone. The stock has been consolidating, building energy for a move higher. The strong volume on the earnings news confirms that big institutions are buying the story.
When a stock breaks out on a massive earnings beat, it usually signals a sustained trend, not a one-day wonder.
2026 Looks Even Better
Usually, companies beat earnings and then temper expectations for the next year to play it safe. GE did the opposite with the GE Aerospace earnings.
The company issued full year adjusted earnings guidance that came in hotter than expected. They are projecting earnings per share between $7.10 and $7.40. The midpoint of that range ($7.25) is well above the $7.12 analysts had penciled in.
They also expect revenue to grow in the low double digits. In a world where many industrial companies are warning about slowdowns, GE is accelerating, specifically ramping up their next generation LEAP engine production to meet the insatiable demand from Airbus and Boeing.
The Bottom Line
The skepticism is gone. The GE Aerospace earnings report proves that breaking up the old General Electric conglomerate was the right move. By focusing purely on aviation, Larry Culp has unleashed a focused, lean, and highly profitable machine.
The supply chain and manufacturing challenges are still there, but they are manageable.But right now, GE Aerospace has the orders, the cash flow, and the momentum to ignore the turbulence. If you were waiting for a signal that the turnaround is real, this is it.
