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GE

GE Aerospace

NYSE: GE · INDUSTRIALS · AEROSPACE & DEFENSE

$289.93
+2.24% today

Updated 2026-04-29

Market cap
$297.36B
P/E ratio
35.35
P/S ratio
6.15x
EPS (TTM)
$8.05
Dividend yield
0.55%
52W range
$196 – $348
Volume
6.0M

GE Aerospace (GE) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$289.93
Consensus
$345.25
+19.08%
2030 Target
$199.22
-31.29%
DCF
12 analysts:
7 Buy1 Hold1 Sell

Management guidance

GE Aerospace management maintained full-year 2026 guidance despite Q1 beat, indicating cautious outlook on macroeconomic headwinds and oil price volatility. CEO has not provided specific multi-year revenue targets beyond 2026; guidance is being set conservatively amid geopolitical uncertainty and potential air travel slowdown affecting aftermarket services demand.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$313.06
$79.5B Rev × 4x P/S
Base case (2030)
$199.22
$79.5B Rev × 2.5x P/S
Bear case (2030)
$113.84
$79.5B Rev × 1.5x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$35.3B$38.7B$45.9B$49.7B$54.8B$61.2B$69.8B$79.5B
Revenue growth9.5%18.5%8.4%10.2%11.7%14.1%13.8%
EPS$2.80$4.49$6.38$7.70$8.87$10.15$11.78$13.45
P/S ratio2.5x2.5x2.5x2.5x2.5x
Implied price$113.84$142.30$142.30$170.76$199.22

Catalysts & risks

Growth catalysts
+ Strong commercial aerospace orders and backlog expansion driving multi-year revenue visibility
+ AI data center power demand driving electrification and grid modernization contracts for broader GE portfolio
+ Defense spending surge due to geopolitical tensions (Iran conflict) increasing government aerospace/defense budgets
+ LEAP engine aftermarket services revenue acceleration as global aircraft fleet utilization recovers
+ Supply chain normalization and production ramp enabling margin expansion through 2028-2030
Key risks
- Oil price volatility impacting fuel surcharges and customer profitability, reducing aftermarket demand
- Macroeconomic slowdown causing commercial air travel contraction and reduced aircraft orders
- Geopolitical escalation (Iran, China tensions) creating demand uncertainty and potential supply chain disruptions
- Competitive pressure from RTX, Lockheed Martin, Boeing in defense and aerospace segments
- ITAR compliance and regulatory penalties (recent civil penalty noted in Q1 2026)

Methodology

GE Aerospace's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 12 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 27, 2026.