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GE Aerospace Trades Above 50-Day and 200-Day SMA: Time to Buy?
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Key Takeaways
GE Aerospace shares gained 12.7% in a year, outperforming the S&P 500 and its industry.
Commercial Engines & Services revenues rose 21% in Q3 2026, while orders jumped 58% year over year.
GE plans major MRO and manufacturing investments as 2026 and 2027 earnings estimates rise 2.8%.
GE Aerospace (GE - Free Report) stock is currently trading above its 50-day and 200-day simple moving averages (SMAs), signaling a strong uptrend and positive momentum. Trading above both moving averages reflects strength in short-term price action and long-term investor sentiment.
These moving averages often act as support levels, helping the stock maintain its upward trajectory. The bullish technical setup indicates strong market confidence and suggests continued investor optimism about the company's growth prospects.
GE Stock’s 50-Day & 200-Day Moving Averages
Image Source: Zacks Investment Research
GE shares have gained 12.7% in the past year, outperforming the S&P 500 composite’s growth of 11.3%. The stock performed better than the industry as well, which declined 13.2% over the same period. The company’s peers like Howmet Aerospace Inc. (HWM - Free Report) and Textron Inc. (TXT - Free Report) have gained 11.3% and 5.6%, respectively, over the said time frame.
GE’s One-Year Price Performance
Image Source: Zacks Investment Research
So, is it the right time to stock up on shares, or should you book profits? Let’s delve deeper into the company’s fundamentals to better analyze how to play the stock.
Factors Acting as Tailwinds for GE Stock
GE Aerospace is gaining from an increasing installed base and higher utilization of engine platforms, driven by sustained demand across commercial & defense sectors. Demand for LEAP, GEnx & GE9X engines and services, supported by growth in air traffic, fleet renewal and expansion activities, is proving beneficial for the Commercial Engines & Services segment. In the first nine months of 2026, GE secured several major engine orders and service agreements. GE Aerospace secured GEnx engine orders from United Airlines and Delta Air Lines for their Boeing 787 Dreamliners, while it secured LEAP engine orders from American Airlines and Copa Airlines for their narrowbody fleet. The company also secured an order from Copa Airlines for up to 120 LEAP-1B engines to power the airline's expanding Boeing 737 MAX fleet.
GE Aerospace further signed a long-term materials agreement to support Ryanair's fleet of approximately 2,000 CFM56 and LEAP engines. The company also signed an agreement with Turkish Airlines for more than 300 LEAP-1B engines, along with a long-term services agreement covering its fleet of more than 600 LEAP-1B engines. Engine deliveries within the Commercial Engines & Services segment increased 8% year over year in the third quarter of 2026, including 5% growth in LEAP deliveries. The segment's services revenues increased 17%, driven by 12% growth in internal shop visit revenues and more than 20% growth in spare parts revenues. Its total revenues and orders jumped 21% and 58%, respectively, on a year-over-year basis in the third quarter.
Growing demand for the company’s propulsion & additive technologies, critical aircraft systems and aftermarket services in the defense sector is driving the Defense & Propulsion Technologies segment’s performance. In the first nine months of 2026, the company secured a contract from Naval Air Systems Command (NAVAIR) to supply T408-GE-400 engines for the U.S. Marine Corps’ Sikorsky CH-53K King Stallion helicopters. GE Aerospace secured a five-year contract worth up to $2.9 billion to provide ongoing support for F414 engines powering the U.S. Navy's F/A-18 and EA-18G aircraft fleet. It received a contract from Turkish Aerospace Industries (“TAI”) to continue integrating its F404 engine into Türkiye's Hurjet jet trainer.
Engine deliveries within the Defense & Systems business increased 4% year over year in the third quarter of 2026. In the same period, the Defense & Propulsion Technologies segment’s revenues increased 7% year over year and orders grew 18%. Rising U.S. & international defense budgets and heightened geopolitical tensions, along with growing demand for military propulsion systems and aftermarket services, will augur well for GE Aerospace in the quarters ahead.
GE Aerospace continues to invest in expanding its manufacturing and MRO capabilities to support long-term growth and meet rising demand for its engines and services. The company plans to invest more than $1 billion in its global MRO facilities over the next five years, including approximately $500 million in a dedicated LEAP test cell to increase shop visit capacity. The investment program also covers expansions at several facilities, including Dallas, Malaysia and Celma, along with a new on-wing support site in Dubai.
In 2025, GE Aerospace invested $1 billion in U.S. manufacturing and technology to strengthen production capabilities. The company plans to invest another $1 billion in these areas in 2026, along with more than €110 million across its European manufacturing facilities. These investments are expected to enhance production capacity, improve service capabilities and position the company to capitalize on growing demand.
GE continues to return cash through dividends while adjusting repurchases to protect liquidity. During the first nine months of 2026, it repurchased $6.51 billion of shares and paid $1.36 billion in dividends, compared with $5.55 billion and $1.07 billion, respectively, in the year-earlier period. In 2025, it rewarded its shareholders with a dividend payment of $1.5 billion and repurchased shares for $7.6 billion.
GE’s Valuation
Image Source: Zacks Investment Research
GE Aerospace is trading at a forward 12-month price-to-earnings (P/E) ratio of 37.50X, higher than the industry average of 29.72X.
Meanwhile, its peers, Howmet Aerospace and Textron, are trading cheaper compared with GE. Notably, Howmet Aerospace and Textron are currently trading at 35.21X and 11.89X, respectively.
Earnings Estimate Revision
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for GE’s 2026 earnings has increased 2.8% to $8.13 per share over the past 60 days, indicating year-over-year growth of 27.6%. The consensus mark for 2027 earnings increased 2.8% to $9.29 per share, indicating a year-over-year increase of 14.3%.
Final Take
Persistent strength in the commercial and defense aerospace markets, supported by solid production rates and a robust defense budget, is expected to benefit GE Aerospace in the coming quarters. Despite its expensive valuation, GE is a great stock to have in one’s portfolio. Consistently rising estimates also reflect analysts’ optimistic outlook for the stock.
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GE Aerospace Trades Above 50-Day and 200-Day SMA: Time to Buy?
Key Takeaways
GE Aerospace (GE - Free Report) stock is currently trading above its 50-day and 200-day simple moving averages (SMAs), signaling a strong uptrend and positive momentum. Trading above both moving averages reflects strength in short-term price action and long-term investor sentiment.
These moving averages often act as support levels, helping the stock maintain its upward trajectory. The bullish technical setup indicates strong market confidence and suggests continued investor optimism about the company's growth prospects.
GE Stock’s 50-Day & 200-Day Moving Averages
Image Source: Zacks Investment Research
GE shares have gained 12.7% in the past year, outperforming the S&P 500 composite’s growth of 11.3%. The stock performed better than the industry as well, which declined 13.2% over the same period. The company’s peers like Howmet Aerospace Inc. (HWM - Free Report) and Textron Inc. (TXT - Free Report) have gained 11.3% and 5.6%, respectively, over the said time frame.
GE’s One-Year Price Performance
Image Source: Zacks Investment Research
So, is it the right time to stock up on shares, or should you book profits? Let’s delve deeper into the company’s fundamentals to better analyze how to play the stock.
Factors Acting as Tailwinds for GE Stock
GE Aerospace is gaining from an increasing installed base and higher utilization of engine platforms, driven by sustained demand across commercial & defense sectors. Demand for LEAP, GEnx & GE9X engines and services, supported by growth in air traffic, fleet renewal and expansion activities, is proving beneficial for the Commercial Engines & Services segment. In the first nine months of 2026, GE secured several major engine orders and service agreements. GE Aerospace secured GEnx engine orders from United Airlines and Delta Air Lines for their Boeing 787 Dreamliners, while it secured LEAP engine orders from American Airlines and Copa Airlines for their narrowbody fleet. The company also secured an order from Copa Airlines for up to 120 LEAP-1B engines to power the airline's expanding Boeing 737 MAX fleet.
GE Aerospace further signed a long-term materials agreement to support Ryanair's fleet of approximately 2,000 CFM56 and LEAP engines. The company also signed an agreement with Turkish Airlines for more than 300 LEAP-1B engines, along with a long-term services agreement covering its fleet of more than 600 LEAP-1B engines. Engine deliveries within the Commercial Engines & Services segment increased 8% year over year in the third quarter of 2026, including 5% growth in LEAP deliveries. The segment's services revenues increased 17%, driven by 12% growth in internal shop visit revenues and more than 20% growth in spare parts revenues. Its total revenues and orders jumped 21% and 58%, respectively, on a year-over-year basis in the third quarter.
Growing demand for the company’s propulsion & additive technologies, critical aircraft systems and aftermarket services in the defense sector is driving the Defense & Propulsion Technologies segment’s performance. In the first nine months of 2026, the company secured a contract from Naval Air Systems Command (NAVAIR) to supply T408-GE-400 engines for the U.S. Marine Corps’ Sikorsky CH-53K King Stallion helicopters. GE Aerospace secured a five-year contract worth up to $2.9 billion to provide ongoing support for F414 engines powering the U.S. Navy's F/A-18 and EA-18G aircraft fleet. It received a contract from Turkish Aerospace Industries (“TAI”) to continue integrating its F404 engine into Türkiye's Hurjet jet trainer.
Engine deliveries within the Defense & Systems business increased 4% year over year in the third quarter of 2026. In the same period, the Defense & Propulsion Technologies segment’s revenues increased 7% year over year and orders grew 18%. Rising U.S. & international defense budgets and heightened geopolitical tensions, along with growing demand for military propulsion systems and aftermarket services, will augur well for GE Aerospace in the quarters ahead.
GE Aerospace continues to invest in expanding its manufacturing and MRO capabilities to support long-term growth and meet rising demand for its engines and services. The company plans to invest more than $1 billion in its global MRO facilities over the next five years, including approximately $500 million in a dedicated LEAP test cell to increase shop visit capacity. The investment program also covers expansions at several facilities, including Dallas, Malaysia and Celma, along with a new on-wing support site in Dubai.
In 2025, GE Aerospace invested $1 billion in U.S. manufacturing and technology to strengthen production capabilities. The company plans to invest another $1 billion in these areas in 2026, along with more than €110 million across its European manufacturing facilities. These investments are expected to enhance production capacity, improve service capabilities and position the company to capitalize on growing demand.
GE continues to return cash through dividends while adjusting repurchases to protect liquidity. During the first nine months of 2026, it repurchased $6.51 billion of shares and paid $1.36 billion in dividends, compared with $5.55 billion and $1.07 billion, respectively, in the year-earlier period. In 2025, it rewarded its shareholders with a dividend payment of $1.5 billion and repurchased shares for $7.6 billion.
GE’s Valuation
Image Source: Zacks Investment Research
GE Aerospace is trading at a forward 12-month price-to-earnings (P/E) ratio of 37.50X, higher than the industry average of 29.72X.
Meanwhile, its peers, Howmet Aerospace and Textron, are trading cheaper compared with GE. Notably, Howmet Aerospace and Textron are currently trading at 35.21X and 11.89X, respectively.
Earnings Estimate Revision
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for GE’s 2026 earnings has increased 2.8% to $8.13 per share over the past 60 days, indicating year-over-year growth of 27.6%. The consensus mark for 2027 earnings increased 2.8% to $9.29 per share, indicating a year-over-year increase of 14.3%.
Final Take
Persistent strength in the commercial and defense aerospace markets, supported by solid production rates and a robust defense budget, is expected to benefit GE Aerospace in the coming quarters. Despite its expensive valuation, GE is a great stock to have in one’s portfolio. Consistently rising estimates also reflect analysts’ optimistic outlook for the stock.
GE Aerospace currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.