GE stock holds near 333 dollars after Q2 beat

GE stock (US3696041033) traded at 333.17 USD on September 4, 2026, with market capitalization at 345.68 billion USD and the share price about 14 percent below its 12-month high of 388.84 USD.

Q2 numbers still matter

MarketBeat said GE Aerospace reported second-quarter EPS of 2.02 USD, above the 1.86 USD consensus by 0.16 USD, while revenue reached 12.63 billion USD, up 21.1 percent year over year.

The same update puts FY 2026 guidance at 7.65 to 7.85 USD EPS, while the analyst consensus compiled there stands at 7.91 USD. That gap is small, but it is still a clear comparison for investors.

Defense orders add support

GE Aerospace also appears in market coverage on defense engine demand, including a U.S. Navy logistics contract worth up to 2.87 billion USD through 2031 and recent engine deliveries tied to the Tejas program in India.

Those items matter because GE's latest quarter already showed net margin of 17.72 percent and return on equity of 40.56 percent, so the market is now weighing whether new contracts can help sustain that earnings profile.

F404 engines stay relevant

The F404 turbofan engine is a representative product in GE Aerospace's portfolio, and it remains tied to military and export demand through programs such as Tejas. That keeps the product mix close to the revenue and margin story in the second quarter of 2026.

Price and valuation

GE stock closed the recent session at 333.17 USD on the New York Stock Exchange, with a market capitalization of 345.68 billion USD and an average analyst price target of 390.59 USD cited by MarketBeat. The stock also traded at about 39 times earnings.