TLDR
- GE Aerospace reported Q4 earnings of $1.57 per share, beating the $1.44 consensus by 9%, with revenue of $11.9 billion topping the $11.2 billion estimate.
- Shares fell 0.2% to $318 after spiking 5% premarket, as the beat margin disappointed investors accustomed to GE’s 28% average beat over 12 prior quarters.
- Orders jumped 74% to $27 billion year-over-year, with operating margins improving 1.2 percentage points to 22.4% in the fourth quarter.
- The company guided 2026 operating profit to $9.85-$10.25 billion and EPS to $7.10-$7.40, both ahead of Wall Street’s $10.1 billion and $7.14 projections.
- GE Aerospace stock trades at 44 times forward earnings after rising 69% in 12 months, up from 36 times earnings valuation a year ago.
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GE Aerospace keeps winning, but investors are getting picky about the margins. Thursday’s fourth-quarter results marked the company’s 13th consecutive earnings beat, yet shares ended lower.
GE Aerospace, $GE, Q4-25. Results:
📊 Adj. EPS: $1.57 🟢
💰 Revenue: $11.87B 🟢
📈 Net Income: $1.67B
🔎 Record LEAP engine deliveries and a $190B backlog signal continued growth momentum into 2026. pic.twitter.com/YTUNWHa1td— EarningsTime (@Earnings_Time) January 22, 2026
The numbers themselves looked good. Earnings came in at $1.57 per share against expectations of $1.44. Revenue hit $11.9 billion, crushing the $11.2 billion forecast.
Last year’s comparable quarter showed $1.32 per share on adjusted sales of $9.9 billion. The growth trajectory is clear.
GE Aerospace, GE
Still, shares dropped 0.2% to close just below $318. An early morning spike of more than 5% faded throughout the trading session.
The issue isn’t performance. It’s precedent. GE has beaten earnings by an average of 28% over its past 12 reports. Thursday’s 9% beat, while solid, represents a significant step down from that standard.
When you consistently exceed expectations by wide margins, meeting them by smaller amounts feels like underperformance. That’s the trap GE finds itself in.
Order Book and Margins Paint Positive Picture
The operational metrics support continued growth. Fourth-quarter orders totaled $27 billion, up 74% compared to the prior year period.
That’s real demand showing up in GE’s pipeline. Orders today translate into revenue and profits tomorrow.
Operating margins expanded to 22.4% from 21.2% a year earlier. The company is squeezing more profit from its revenue base, a sign of p
