GE Aerospace Q1 Earnings Review - Taking Stock After The Plunge

GE Aerospace delivered a strong Q1, with revenue up 24.7% and earnings beating expectations, yet shares fell on cautious forward guidance. Despite robust growth in Commercial Engines & Services and a $211.3B backlog, GE remains expensive relative to peers, justifying a continued 'Hold' rating. Management forecasts low double-digit revenue growth and $7.10–7.40 EPS for 2026, below analyst consensus, fueling market disappointment.