GE Aerospace $GE ( ▼ 0.38% ) just reminded markets why it was one of the cleanest “quality industrial winners” of 2025.
The jet engine maker posted a better-than-expected Q4, then followed it up with full-year 2026 profit guidance that came in stronger than Wall Street was positioned for.
Q4 results came in hotter than expected
GE reported a strong quarter across the board:
Adjusted revenue: $11.87B vs. $11.19B expected
Adjusted EPS: $1.57 vs. $1.43 expected
That’s the kind of beat that usually forces analysts to start rewriting their models, not just tweaking them.
2026 guidance is the bigger headline
GE guided to full-year 2026 adjusted EPS of $7.10 to $7.40, which clears consensus expectations of $7.14.
And because this is guidance (not just backward-looking Q4 performance), it’s what matters most for the stock.
GE has already been a monster winner
This adds fuel to what was already one of the strongest large-cap industrial runs in the market:
GE Aerospace was up roughly +85% in 2025, crushing:
The S&P 500 $SPY ( ▲ 0.04% ) (+16.4%)
Aerospace & defense benchmark $ITA ( ▼ 0.32% ) (+48%)
Bottom line: GE didn’t just beat Q4 expectations, it basically told the market the earnings power into 2026 is stronger than most people were assuming.