GE Aerospace beat earnings estimates, raised 2026 guidance, and boosted stock on defense growth and AI partnerships.

GE Aerospace posted strong Q4 earnings on January 22, 2026, reporting $1.57 EPS—$0.14 above estimates—and $11.9 billion in revenue, up 17.6% year-over-year. The company raised its 2026 full-year EPS guidance to $7.10–7.40, citing defense contracts, a $1 billion U.S. manufacturing investment, and expanded AI use with Palantir for military readiness and supply chain efficiency. Despite a premium valuation and reliance on Chinese-sourced rare-earth materials, analysts remain positive, with a consensus "Moderate Buy" rating and a $331 target. The stock opened at $302.11 on March 18, 2026, with a market cap of $316.86 billion and a dividend set for April 27.