GE Aerospace Stock Soars to Near-Record High Ahead of Earnings Release

GE Aerospace stock is trading near record highs ahead of its Q3 earnings report. Analysts expect a solid quarter from the aerospace giant, with increasing sentiment around aircraft OEM production and buoyed aftermarket demand trends. The company's stock has been performing well, with bullish sentiment from analysts.

GE Aerospace stock is trading near record highs ahead of its Q3 earnings report, reflecting strong investor sentiment and optimism surrounding the aerospace giant's performance. Analysts expect a solid quarter from GE Aerospace, with increasing sentiment around aircraft original equipment manufacturer (OEM) production and buoyed aftermarket demand trends.

Recent Performance and Expectations

As of October 17, 2025, GE Aerospace's stock price stood at approximately $300, up by around 78% year-to-date and nearing its all-time high of $307. This robust performance is attributed to several factors, including the extension of CEO Larry Culp's contract through 2027, a $5 billion U.S. Air Force F110 engine contract, and a 7-year AerCap maintenance partnership for its new GE9X engine, according to a TS2 analysis.

Analysts are expecting GE Aerospace's Q3 earnings to be around $1.45–$1.46 per share on $10.3 billion–$10.34 billion in revenue, representing a 27% increase in earnings and a 15–16% year-over-year (YoY) sales growth, as noted in the same TS2 analysis. This outlook is supported by the company's strong Q2 results, where it delivered $1.66 EPS on $10.15 billion in revenue, exceeding the $1.43 consensus by 16%, a point also highlighted in the TS2 coverage.

Investor Sentiment and Price Targets

Investor sentiment is largely bullish, with 17 analysts rating GE stock a Moderate Buy, including 15 Buy, 1 Hold, and 1 Sell ratings. Price targets range widely, with an average of around $264, but some analysts have set high outliers, such as Goldman Sachs at $305 and UBS at $321, according to the TS2 piece. Bullish models project long-term upside, with some forecasts suggesting GE could reach $666 by 2030 under a best-case scenario, as the TS2 coverage outlines.

Market Context and Risks

The strong performance of GE Aerospace is driven by robust global travel and defense demand, with passenger traffic surging by around 12% in 2024 compared to 2023 and defense budgets topping $2.4 trillion in 2024, points made in the TS2 analysis. Boeing and Airbus are ramping jet production, directly driving orders for GE's LEAP and GE9X engines. However, the stock's high valuation and rich forward earnings multiple (around 36–40x) present potential risks, and any supply-chain or tariff issues could impact performance, a caution also mentioned in the TS2 coverage.

Conclusion

GE Aerospace stock is trading near record highs ahead of its Q3 earnings report, driven by strong recent performance and bullish analyst sentiment. The company's robust Q2 results and expectations for a solid Q3 quarter support the optimistic outlook. However, investors should remain cognizant of the stock's high valuation and potential risks, such as supply-chain issues or weaker airline spending.

References

- According to a TradingView preview, market expectations and Q3 outlooks are summarized in detail.

- TS2 coverage: https://ts2.tech/en/ge-aerospace-ge-stock-rockets-past-300-bullish-or-overheated/