GE Aerospace Sees 17% Upside After EPS Beat, Plans $300M Singapore Expansion
GE Aerospace carries a Strong Buy rating with an average share price target of $358.33, implying 17% upside. Q4 adjusted EPS of $1.57 beat estimates by $0.14 as revenue rose 20% to $11.87B, and the company plans to invest $300M in Singapore engine repair over five years.
1. Strong Buy Rating and Price Target
GE Aerospace holds a Strong Buy rating with a one-year average price target of $358.33, representing 16.96% upside. JPMorgan lifted its target to $335 after the company delivered a better-than-expected fourth-quarter performance.
2. Q4 Earnings Outperform
In Q4 2025, GE Aerospace reported adjusted EPS of $1.57, surpassing consensus by $0.14 and rising 19% year over year. Adjusted revenue jumped 20% to $11.87 billion, reflecting strong commercial and military engine sales.
3. Bullish 2026 Forecast
The company’s 2026 profit forecast topped analyst expectations as airlines faced aircraft supply constraints that elevated spending on maintenance, parts and aftermarket services. Management cited robust order backlogs and higher utilization of its global service network.
4. Singapore Expansion Plan
GE Aerospace will invest up to $300 million over the next five years to expand engine repair capabilities in Singapore, aiming to capture growing Asia Pacific maintenance demand and reduce turnaround times for regional carriers.