SuperworthGE Aerospace GE
Aerospace & Defense, Industrials
$303.62
−1.86%
- Market cap
- $315B
- PE
- 35.8×
- 10y median 33.5×
- Forward PE
- Price to sales
- 6.2×
- EV/EBIT
- 32.5×
- Revenue, 12 months
- $50.6B
- +22% on a year ago
- Net margin
- 17.7%
- Free cash flow yield
- 2.7%
GE Aerospace trades at 35.8× trailing earnings, near its ten-year median. Revenue was $50.6B over the last twelve months, up 22% on a year earlier with a 18% net margin.
Charts
Financials
| Income statement | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| $9.5B | $9B | $9.1B | $9.8B | $10.8B+14% | $9.9B+11% | $11B+21% | $12.2B+24% | $12.7B+18% | $12.4B+25% | $13.3B+21% | |
| Cost of revenue | $6.3B | $5.7B | $5.6B | $6.2B | $6.8B+8% | $6B+4% | $6.8B+23% | $7.8B+25% | $8.4B+24% | $7.9B+32% | $8.7B+27% |
| Gross profit | $3.2B | $3.2B | $3.5B | $3.6B | $4.1B+27% | $3.9B+23% | $4.2B+19% | $4.5B+23% | $4.4B+8% | $4.5B+14% | $4.7B+12% |
| R&D | $551M | $270M | $300M | $331M | $385M−30% | $359M+33% | $359M+20% | $415M+25% | $448M+16% | $440M+23% | $460M+28% |
| SG&A | $1.2B | $1B | $924M | $1.3B | $1.2B−4% | $876M−15% | $1B+10% | $1.2B−10% | $997M−14% | $1.1B+24% | $1.1B+11% |
| $1.2B | $1.3B | $1.6B | $1.2B | $2.6B+118% | $2B+56% | $2.1B+29% | $2.8B+125% | $2.4B−9% | $2.9B+44% | $2.5B+19% | |
| Interest expense | $296M | $263M | $248M | $251M | $224M−24% | $210M−20% | $158M−36% | $225M−10% | $250M+12% | $230M+10% | $215M+36% |
| Pre-tax income | $2B | $2B | $1.4B | $1.9B | $2.3B+14% | $2.2B+13% | $2.4B+65% | $2.5B+33% | $2.9B+24% | $2.2B−2% | $2.8B+17% |
| $421M | $244M | $125M | $198M | $395M−6% | $283M+16% | $388M+210% | $344M+74% | $390M−1% | $252M−11% | $407M+5% | |
| Net income | $1.6B | $1.5B | $1.3B | $1.9B | $1.9B+20% | $2B+29% | $2B+60% | $2.2B+17% | $2.5B+34% | $1.9B−4% | $2.4B+17% |
| $1.44 | $1.40 | $1.15 | $1.70 | $1.75+22% | $1.83+31% | $1.89+64% | $2.02+19% | $2.38+36% | $1.81−1% | $2.26+20% | |
| 1.1B | 1.1B | 1.1B | 1.1B | 1.1B−1% | 1.1B−2% | 1.1B−3% | 1.1B−3% | 1.1B−2% | 1.1B−2% | 1B−2% |
From each company's 10-Q and 10-K filings. Fiscal years are four fiscal quarters added up; balance sheet lines are as of the period's end. Growth is on the same period a year earlier.
Estimates
Next earnings report: .
Analyst consensus for the next eight quarters, with the range from the lowest to the highest estimate, is part of Superworth Pro.
Peers
Companies in Aerospace & Defense within ten times GE Aerospace's size, closest in size first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| GEGE Aerospace | $315B | 35.8× | 33.5× | 6.2× | +22% | 17.7% | |
| RTXRTX Corporation | $242.9B | 31.7× | 31.7× | 2.6× | +12% | 8.3% | |
| BAThe Boeing Company | $148.8B | 81.5× | 23.9× | 1.6× | +25% | 2.6% | |
| LMTLockheed Martin Corporation | $115.2B | 18.4× | 18.7× | 1.5× | +7% | 8.2% | |
| HWMHowmet Aerospace Inc. | $88.8B | 48.0× | 40.5× | 9.7× | +18% | 20.5% | |
| GDGeneral Dynamics Corporation | $88.4B | 19.9× | 19.4× | 1.6× | +9% | 8.2% | |
| NOCNorthrop Grumman Corporation | $67.3B | 15.0× | 19.4× | 1.6× | +6% | 10.5% | |
| TDGTransDigm Group Incorporated | $60.6B | 33.3× | 42.4× | 6.1× | +17% | 21.3% | |
| LHXL3Harris Technologies, Inc. | $43.5B | 23.6× | 30.1× | — | +83% | — | |
| HEIHEICO Corporation | $41.3B | 49.2× | 59.3× | 8.0× | +21% | 16.4% | |
| AXONAxon Enterprise, Inc. | $33B | 168× | 137× | 10.2× | +35% | 6.2% | |
| Peer median | $77.8B | 32.5× | 30.9× | 2.6× | +17% | 8.3% |
About
- Chief executive
- Larry Culp, since 2018Former Danaher CEO, GE CEO since October 2018.
- Industry
- Aerospace & Defense
- Sector
- Industrials
Valuation data, not investment advice. Prices as of .