GE GE Aerospace

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GE Aerospace Beat Expectations, Raises Guidance

Tuesday, October 20, 2026 · 6:30 AM ET

GE Aerospace (GE) reported earnings of $2.25 per share on revenue of $14.12 billion for the third quarter ended September 2026. The consensus earnings estimate was $2.02 per share on revenue of $12.65 billion. The Earnings Whisper number was $2.14 per share. The company beat expectations by 5.14% while revenue grew 15.90% on a year-over-year basis.

The company said it expects 2026 earnings of $8.00 to $8.10 per share on revenue of $50.34 billion to $50.76 billion. The company's previous guidance was earnings of $7.65 to $7.85 per share on revenue of approximately $49.7 billion, and the current consensus earnings estimate is $7.91 per share on revenue of $50.56 billion for the year ending December 31, 2026.

GE Aerospace is a global aerospace propulsion, services, and systems leader with an installed base of approximately 45,000 commercial and 25,000 military aircraft engines.

Earnings Whisper Grade —
Power Rating—
Reported Earnings
$2.25
Earnings Whisper®
$2.14
Consensus Estimate
$2.02
Earnings Surprise
Earnings Growth35.5 %
Reported Revenue
$14.12B
Revenue Estimate
$12.65B
Revenue Surprise
Revenue Growth15.9 %

GE AEROSPACE ANNOUNCES THIRD QUARTER 2026 RESULTS

Tuesday, October 20, 2026 · 6:30 AM ET GE

Year-to-date orders, revenue and total engine deliveries up over 20%, raising full-year guidance

Third Quarter 2026:
  • Total orders of $19.0B, +49%;
  • Total revenue (GAAP) of $14.1B, +16%; adjusted revenue* $13.3B, +18%; • Profit (GAAP) of $2.8B, +12%; operating profit* $3.0B, +30%;
  • Profit Margin (GAAP) of 19.9%, (80) bps; operating profit margin* 22.5%, +220 bps;
  • Continuing EPS (GAAP) of $2.32, +14%; adjusted EPS* $2.25, +36%;
  • Cash from operating activities (GAAP) of $2.2B, (14)%; free cash flow* $2.0B, (14)%
CINCINNATI — Oct 20, 2026 — GE Aerospace (NYSE:GE) announced results today for the third quarter ending September 30, 2026.

GE Aerospace Chairman and CEO H. Lawrence Culp, Jr., said, “We delivered strong results this quarter as solid demand drove orders up 49%, with strength in commercial services up 23%, total revenue up 18% and EPS up 36%. We are raising our 2026 guidance across the board, and we now expect 2027 commercial services to grow low-double-digits supported by our over $170 billion commercial services backlog.”

Culp continued, “Thanks to the collaboration of the GE Aerospace team with our supplier partners we continue to build momentum. By leveraging FLIGHT DECK fundamentals, year-to-date commercial services revenue and total engine deliveries were both up over 20%, including another quarter of record internal shop visit output. All the while, we're continuing to invest in our customers' needs with our agreement to acquire CPP to expand capacity, and over $3 billion in annual R&D to advance current and future technologies."

For the full earnings release, please go here.