GE Aerospace Stock (NYSE:GE) Holds $300 Into Earnings – What To Expect

GE Aerospace (NYSE:GE) prepares to unveil its latest earnings report this morning, off the back of an impressive run in the markets. GE's stock has delivered a 79.54% year-to-date return leading in, outpacing many of its industry peers and generating substantial investor excitement. But can the aerospace giant sustain this impressive trajectory?

Analysts are optimistic about the upcoming earnings report, with the consensus for EPS of $1.45, which would represent a 26.09% increase compared to the same quarter last year. The full-year EPS estimate for fiscal year 2025 stands at $5.87, reflecting an anticipated 27.61% year-over-year growth. 

Revenue is expected to come in at $10.41billion, for a 16.37% sales growth rate Y/Y.

GE Aerospace’s stellar performance in the second quarter of 2025 has undoubtedly contributed to the stock's upward momentum. The company reported earnings per share (EPS) of $1.66, a substantial beat compared to the consensus estimate of $1.43. This represented a robust 38% increase from the $1.20 EPS recorded in the same period last year.

Revenue also impressed, reaching $10.15 billion, exceeding expectations by 5.12% and demonstrating a 21% year-over-year growth. These figures prompted management to raise full-year guidance, further boosting investor confidence.

Technical analysis provides further support for a bullish outlook. GE Aerospace's current stock price comfortably sits above both its 50-day ($298.79) and 200-day ($295.62) simple moving averages (SMAs). This positioning is generally interpreted as a sign of positive momentum and suggests that the stock may have further room to run.

Looking further ahead, GE Aerospace has set ambitious targets. The company projects its operating profit to reach approximately $10 billion by 2028. Moreover, its commitment to returning capital to shareholders is evident through its initial dividend payout target of 30% of net income and the authorization of up to $15 billion in share repurchases.

This strategy aims to return a significant portion of cash to investors, further enhancing the stock's attractiveness.

The upcoming earnings report will be a crucial test of whether the company can sustain its momentum and justify its lofty valuation. While the bullish arguments are compelling, it pays to be mindful of the potential risks when considering a more balanced perspective. With the stock having held on to the psychologically important $300 level ahead of earnings the company's future may appear bright, but turbulence is always a possibility.