GE Aerospace

• GE Stock Price 24h change: -7.41%. From 318.50 USD to 294.91 USD.
• The sharp decline occurred despite a fourth-quarter earnings beat ($1.57 EPS vs. $1.43 expected), as investors reacted negatively to a perceived slowing growth trajectory and slightly conservative 2026 margin guidance compared to high prior expectations.
• From a technical perspective, the stock is currently in a "short-term bearish correction within a long-term bullish trend." The price has dropped below its 50-day moving average (~$305), turning the short-term outlook neutral-to-bearish, while the RSI has fallen to 49, indicating balanced momentum but high volatility. Key support sits near the 200-day moving average ($291), and a sustained break below $290 could signal further weakness.
• GE Aerospace reported a 20% surge in Q4 revenue to $11.9 billion and issued a 2026 profit forecast of $9.85 billion to $10.25 billion, reaching its $10 billion milestone two years ahead of previous internal projections.
• CEO Larry Culp defended the company's pricing power against airline complaints of rising maintenance costs, emphasizing that 70% of commercial revenue now stems from high-margin aftermarket services.
• Major investment banks, including Goldman Sachs and RBC Capital, maintained "Buy" ratings following the earnings report, viewing the post-earnings sell-off as an attractive entry point given the $190 billion order backlog.
• The U.S. Space Force was allocated $26 billion in the 2026 defense appropriations bill, reaffirming strong government backing for aerospace and defense infrastructure amid rising global geopolitical tensions.
• Rolls-Royce launched a significant new maintenance joint venture in Beijing to expand its global engine aftermarket capacity, highlighting the industry-wide focus on capturing high-margin repair and overhaul demand.

• GE Stock Price 24h change: -6.20%. From 318.50 USD to 298.71 USD.
• GE Aerospace shares fell significantly on January 22, 2026, despite beating Q4 earnings and revenue estimates. The decline was primarily driven by investor concerns over a projected growth slowdown, with 2026 revenue growth expected in the "low double digits" compared to over 20% in 2025.
• From a technical perspective, the stock is showing a "bearish breakdown from a rising wedge." Key indicators like the RSI (25.58) suggest an oversold condition, while the price has fallen below its 50-day moving average (305.49). Support is now being watched at the 200-day moving average near 270-291 USD.
• GE Aerospace reported Q4 2025 adjusted EPS of $1.57 (beating the $1.44 estimate) and revenue of $11.9 billion, bolstered by strong demand for engine services and an order backlog reaching $190 billion.
• CEO Larry Culp announced an organizational restructuring for 2026 to integrate engineering and supply chain functions more closely to improve engine lifecycle management and responsiveness to the MRO (Maintenance, Repair, and Overhaul) network.
• The company issued 2026 guidance forecasting adjusted EPS of $7.10–$7.40 and free cash flow of $8B–$8.4B, which generally exceeded Wall Street's profit expectations despite the moderated revenue growth outlook.
• The U.S. government approved a $2.3 billion sale of P-8A Poseidon maritime patrol aircraft to Singapore, signaling continued robust demand for advanced aerospace defense platforms in the Indo-Pacific region.
• Major defense players Boeing and Lockheed Martin are seeing increased contract activity as U.S. defense spending for fiscal 2026 is set at $838.7 billion, with additional funding proposed for next-generation programs like the F/A-XX.