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GE Aerospace

GE · Industrials

Last earnings Oct 20, 2026

Key results

EPSquarter

20%

, said, GE Aerospace delivered a strong second quarter with revenue and EPS both up more than 20% driven by robust commercial services growth.

SEC original ↗GE Aerospace — Earnings release (8-K exhibit)EX-99Jul 16, 2026

Revenuequarter

32%

Recent highlights include Increased material input from priority suppliers double-digits sequentially and year-over-year, contributing to Commercial Engines Services (CES) services revenue up 32% in the first half of the year, including record internal shop visit output in the quarter.

SEC original ↗GE Aerospace — Earnings release (8-K exhibit)EX-99Jul 16, 2026

Revenue of $9.7 billion was up 27%.

SEC original ↗GE Aerospace — Earnings release (8-K exhibit)EX-99Jul 16, 2026

Services grew 26% with internal shop visit revenue up 25% and spare parts revenue up over 25%.

SEC original ↗GE Aerospace — Earnings release (8-K exhibit)EX-99Jul 16, 2026

Equipment revenuequarter

30%

Equipment revenue grew 30%, driven by unit volume up 26%, including LEAP up 24%.

SEC original ↗GE Aerospace — Earnings release (8-K exhibit)EX-99Jul 16, 2026

Growthquarter

up 26%

Equipment revenue grew 30%, driven by unit volume up 26%, including LEAP up 24%.

SEC original ↗GE Aerospace — Earnings release (8-K exhibit)EX-99Jul 16, 2026

Revenue of $3.4 billion grew 16%.

SEC original ↗GE Aerospace — Earnings release (8-K exhibit)EX-99Jul 16, 2026

Defense Systems revenuequarter

12%

Defense Systems revenue was up 12% with growth in both services and equipment, including deliveries up 7%.

SEC original ↗GE Aerospace — Earnings release (8-K exhibit)EX-99Jul 16, 2026

Propulsion Additive Technologies revenuequarter

23%

Propulsion Additive Technologies revenue increased 23% with strong growth driven by Avio Aero.

SEC original ↗GE Aerospace — Earnings release (8-K exhibit)EX-99Jul 16, 2026

AI analysis

Q2 2026 · reported Jul 16, 2026

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Headline figures

MetricQ2 2026Prior qtrYear ago
EPS20%——
Revenue32%——
Equipment revenue30%——
Growthup 26%——
Defense Systems revenue12%——
Propulsion Additive Technologies revenue23%——

EX-99 · Jul 16, 2026

Guidance · company-stated

Direction: Raised

Revenue$16.5B

“htm EX-99 Document GE AEROSPACE ANNOUNCES SECOND QUARTER 2026 RESULTS Robust services growth drives strong 2Q, raising full-year guidance across the board Second Quarter 2026 Total orders of $16.5B, +17% Total revenue (GAAP) of $13.3B, +21% adjusted revenue* $12.6B, +24% Profit (GAAP) of $2.8B, +17% operating profit* $2.7B, +18% Profit Margin (GAAP) of 21.0%, (70) bps operating profit margin* 21.7%, (130) bps Continuing EPS (GAAP) of $2.30, +23% adjusted EPS* $2.02, +22% Cash from operating activities (GAAP) of $3.3B, +39% free cash flow* $3.0B, +43% CINCINNATI July 16, 2026 GE Aerospace (NYSE GE) announced results today for the second quarter ending June 30, 2026.”

Company outlook — Raised

“Culp continued, Given our exceptional year-to-date performance and visibility for the remainder of the year, we are raising our full-year guidance across the board.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

2026 GUIDANCE 2026 FCF (NON-GAAP) We cannot provide a reconciliation of the differences between the non-GAAP expectations and corresponding GAAP measure for free cash flow* in 2026 without unreasonable effort due to the uncertainty of timing for capital expenditures and restructuring related cash expenditures.

We plan to fund the acquisition with approximately $7 billion in cash and the remainder in new debt.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

GE Aerospace — Earnings release (2026-07-16)

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Raised

Revenue: “htm EX-99 Document GE AEROSPACE ANNOUNCES SECOND QUARTER 2026 RESULTS Robust services growth drives strong 2Q, raising full-year guidance across the board Second Quarter 2026 Total orders of $16.5B, +17% Total revenue (GAAP) of $13.3B, +21% adjusted revenue* $12.6B, +24% Profit (GAAP) of $2.8B, +17% operating profit* $2.7B, +18% Profit Margin (GAAP) of 21.0%, (70) bps operating profit margin* 21.7%, (130) bps Continuing EPS (GAAP) of $2.30, +23% adjusted EPS* $2.02, +22% Cash from operating activities (GAAP) of $3.3B, +39% free cash flow* $3.0B, +43% CINCINNATI July 16, 2026 GE Aerospace (NYSE GE) announced results today for the second quarter ending June 30, 2026.”

Revenue — Raised (“raising”)
“htm EX-99 Document GE AEROSPACE ANNOUNCES SECOND QUARTER 2026 RESULTS Robust services growth drives strong 2Q, raising full-year guidance across the board Second Quarter 2026 Total orders of $16.5B, +17% Total revenue (GAAP) of $13.3B, +21% adjusted revenue* $12.6B, +24% Profit (GAAP) of $2.8B, +17% operating profit* $2.7B, +18% Profit Margin (GAAP) of 21.0%, (70) bps operating profit margin* 21.7%, (130) bps Continuing EPS (GAAP) of $2.30, +23% adjusted EPS* $2.02, +22% Cash from operating activities (GAAP) of $3.3B, +39% free cash flow* $3.0B, +43% CINCINNATI July 16, 2026 GE Aerospace (NYSE GE) announced results today for the second quarter ending June 30, 2026.”

Company outlook — Raised (“raising”)
“Culp continued, Given our exceptional year-to-date performance and visibility for the remainder of the year, we are raising our full-year guidance across the board.”

Revenue — Lowered (“reduce”)
“Forward-looking statements by their nature address matters that are, to different degrees, uncertain, such as statements about the impacts of macroeconomic and market conditions and volatility on our business operations, financial results and financial position conditions affecting the aerospace industry, including our customers and suppliers our expected financial performance, including cash flows, revenue, margins, net income and earnings per share planned and potential transactions our credit ratings and outlooks our funding and liquidity our cost structures and plans to reduce costs restructuring, impairment or other financial charges or tax rates.”

Classified from the release's primary full-year outlook statement.

Capital allocation

2026 GUIDANCE 2026 FCF (NON-GAAP) We cannot provide a reconciliation of the differences between the non-GAAP expectations and corresponding GAAP measure for free cash flow* in 2026 without unreasonable effort due to the uncertainty of timing for capital expenditures and restructuring related cash expenditures.

SEC original ↗GE Aerospace — Earnings release (8-K exhibit)EX-99Jul 16, 2026

We plan to fund the acquisition with approximately $7 billion in cash and the remainder in new debt.

SEC original ↗GE Aerospace — 10-Q Quarterly report10-QOct 20, 2026

The primary components of interest and other financial charges are interest on short-term and long-term borrowings and interest on tax deficiencies.

SEC original ↗GE Aerospace — 10-Q Quarterly report10-QOct 20, 2026

The Company will continue its commitment to investing and developing technologies that improve safety, durability, reliability and efficiency for our current engine products over their lifecycle and for the future of flight, and expanding our manufacturing and MRO capacity through research and development and capital expenditures.

SEC original ↗GE Aerospace — 10-Q Quarterly report10-QOct 20, 2026

We intend to return a portion of our free cash flow* to shareholders through dividends and share repurchases.

SEC original ↗GE Aerospace — 10-Q Quarterly report10-QOct 20, 2026

If needed, we can also draw from short-term borrowing facilities, including revolving credit facilities.

SEC original ↗GE Aerospace — 10-Q Quarterly report10-QOct 20, 2026

Strategy & priorities

As we look forward, we remain focused on advancing what matters most for our customers delivering on our over $210 billion backlog while investing in current and next-generation technology to improve time-on-wing and cost of ownership.

SEC original ↗GE Aerospace — Earnings release (8-K exhibit)EX-99Jul 16, 2026

Recent highlights include Increased material input from priority suppliers double-digits sequentially and year-over-year, contributing to Commercial Engines Services (CES) services revenue up 32% in the first half of the year, including record internal shop visit output in the quarter.

SEC original ↗GE Aerospace — Earnings release (8-K exhibit)EX-99Jul 16, 2026

Through FLIGHT DECK, the Company's proprietary lean operating model, GE Aerospace is accelerating its lean progress, prioritizing safety, quality, delivery and cost, to drive focused execution and bridge strategy to results.

SEC original ↗GE Aerospace — 10-Q Quarterly report10-QOct 20, 2026

We are focused on delivering against our strategic priorities of today (ramping services and equipment), tomorrow (expanding capacity and capabilities) and the future (inventing the future of flight).

SEC original ↗GE Aerospace — 10-Q Quarterly report10-QOct 20, 2026

We are investing in our manufacturing facilities, overhaul facilities and our supply chain, both internally and through business acquisitions, to increase production and strengthen yield in order to improve delivery to our customers.

SEC original ↗GE Aerospace — 10-Q Quarterly report10-QOct 20, 2026

Risks & headwinds

2026 GUIDANCE 2026 OPERATING PROFIT (NON-GAAP) We cannot provide a reconciliation of the differences between the non-GAAP expectations and corresponding GAAP measure for Operating profit* in 2026 without unreasonable effort due to the uncertainty of timing of any gains or losses related to acquisitions dispositions, the timing and magnitude of the financial impact related to the mark-to-market of our investment in BETA Technologies, Inc.

SEC original ↗GE Aerospace — Earnings release (8-K exhibit)EX-99Jul 16, 2026

2026 GUIDANCE 2026 ADJUSTED EPS (NON-GAAP) We cannot provide a reconciliation of the differences between the non-GAAP expectations and corresponding GAAP measure for Adjusted EPS* in 2026 without unreasonable effort due to the uncertainty of timing of any gains or losses related to acquisitions dispositions, the timing and magnitude of the financial impact related to the mark-to-market of our investment in BETA Technologies, Inc.

SEC original ↗GE Aerospace — Earnings release (8-K exhibit)EX-99Jul 16, 2026

2026 GUIDANCE 2026 FCF (NON-GAAP) We cannot provide a reconciliation of the differences between the non-GAAP expectations and corresponding GAAP measure for free cash flow* in 2026 without unreasonable effort due to the uncertainty of timing for capital expenditures and restructuring related cash expenditures.

SEC original ↗GE Aerospace — Earnings release (8-K exhibit)EX-99Jul 16, 2026

These or other uncertainties may cause our actual future results to be materially different than those expressed in our forward-looking statements.

SEC original ↗GE Aerospace — Earnings release (8-K exhibit)EX-99Jul 16, 2026

As we operate in a highly dynamic tariff environment, we remain focused on delivering our products and services to our customers.

SEC original ↗GE Aerospace — 10-Q Quarterly report10-QOct 20, 2026

Given our global business, tariffs result in additional cost for us and our suppliers.

SEC original ↗GE Aerospace — 10-Q Quarterly report10-QOct 20, 2026

Documents

Earnings deck slides

1 deck with slide view

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

RELX (RELX) IndustrialsThomson Reuters (TRI) IndustrialsFedEx (FDX) IndustrialsVertiv (VRT) IndustrialsCanadian National Railway (CNI) IndustrialsAerCap Holdings (AER) IndustrialsCanadian Pacific Kansas City (CP) IndustrialsGeneral Dynamics (GD) Industrials

Filings

64 documents

Earnings releases

25 documents

Presentations

1 document

Transcripts

0 documents

No transcripts for GE Aerospace are held in this edition of the library.

Mentioned by

4 companies

Other tracked companies whose held documents mention GE Aerospace by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.