What Is Happening With GE Aerospace Stock?
GE Aerospace (GE)’s stock surged 68%, fueled by booming commercial services and strategic bets that boosted revenue and margins alike. Behind the jump, major engine orders and glowing analyst ratings hint at a powerful growth story—let’s unpack what’s really driving this momentum.
Below is an analytical breakdown of stock movement into key contributing metrics.
| 11182024 | 11182025 | Change | |
|---|---|---|---|
| Stock Price ($) | 176.4 | 296.0 | 67.8% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 37,346.0 | 43,948.0 | 17.7% |
| Net Income Margin (%) | 16.7% | 18.3% | 9.7% |
| P/E Multiple | 30.9 | 38.8 | 25.8% |
| Shares Outstanding (Mil) | 1,093.0 | 1,058.0 | 3.2% |
| Cumulative Contribution | 67.6% |
So what is happening here? The stock price jumped 68%, driven by an 18% rise in revenue, a 9.7% boost in net margin, and a 26% lift in the P/E multiple. Let’s see what’s behind these shifts.
Here Is Why GE Aerospace Stock Moved
- Strong Earnings & Outlook: GE Aerospace consistently beat earnings estimates and repeatedly raised its 2025 guidance throughout the year.
- Commercial Services Boom: Robust demand for commercial aviation services, including spare parts and shop visits, drove significant revenue and profit growth.
- Major Engine Orders: Secured significant engine contracts, notably 130 GE9X engines for Emirates and 60 GEnx-1B for flydubai at Dubai Airshow 2025.
- Strategic Investments: Announced plans to invest nearly $1 billion in U.S. manufacturing and technology, plus a $50M On Wing Support facility in Dubai.
- Positive Analyst Ratings: Analysts frequently reiterated Buy ratings and raised price targets, reflecting strong confidence in GE Aerospace’s performance.
Our Current Assesment Of GE Stock
Opinion: We currently find GE stock relatively expensive. Why so? Have a look at the full story. Read Buy or Sell GE Stock to see what drives our current opinion.
Risk: To get a sense of risk with GE stock, check its dips in past market crises. It fell about 49% during the Dot-Com bubble, dropped 83% in the Global Financial Crisis, and slid 78% in the 2018 correction. Even the Covid pandemic caused a 58% pullback, while the recent inflation shock led to a 47% decline. These numbers show that no matter the positives, GE can still take heavy hits when markets turn. Quality is useful, but it doesn’t guarantee you won’t get bruised in major sell-offs.
GE stock may have seen strong gains recently, but investing in a single stock without detailed, thorough analysis can be risky. The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 — the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.