GE Aerospace EPS Estimates Rise, Q4 Revenue Surges 20% on Analyst Upgrades
Analysts have raised GE Aerospace’s current-quarter EPS estimate by 1.2% to $1.64, implying 10.1% year-over-year growth, while full-year consensus estimates climbed 6% to $7.45 and next-year estimates rose 6.4% to $8.55. In the last quarter, GE posted revenues of $11.87 billion (+20.1%) and EPS of $1.57 (+19%), beating sales by 5.4% and EPS by 9.0%, earning a Zacks Rank #1 (Strong Buy) despite an F valuation grade.
1. Earnings Estimate Revisions
GE Aerospace’s consensus EPS estimate for the current quarter increased by 1.2% over the past month to $1.64, reflecting a projected 10.1% year-over-year gain. Full-year estimates rose 6% to $7.45, and next fiscal year’s estimate climbed 6.4% to $8.55, indicating robust analyst confidence in ongoing earnings momentum.
2. Recent Quarterly Results
In the most recent quarter, GE reported revenue of $11.87 billion, up 20.1% year-over-year, and EPS of $1.57, a 19% increase from $1.32 a year ago. These results exceeded consensus by 5.4% on sales and 9.0% on earnings, marking four consecutive quarters of positive surprises in both metrics.
3. Zacks Rank and Valuation
Driven by the magnitude of earnings estimate upgrades and consistent surprise history, GE holds a Zacks Rank #1 (Strong Buy). However, its Zacks Value Style Score of F suggests the stock currently trades at a premium relative to historical and peer valuation multiples.