GE Aerospace delivers solid Q3 results with revenue at $14.12 billion

• GE Aerospace reported third-quarter 2026 adjusted earnings of $2.25 per share, up 36% year over year and exceeding analysts' estimates of approximately $2–$2.01.
• GAAP revenue rose 16% to $14.12 billion, while adjusted revenue increased 18% to approximately $13.29 billion and total orders surged 49% to $19 billion.
• GE Aerospace increased its full-year adjusted EPS outlook to $8–$8.10, operating profit guidance to $10.9 billion–$11 billion and free cash flow forecast to $9.1 billion–$9.4 billion.

GE Aerospace (NYSE:GE) reported third-quarter 2026 GAAP revenue of $14.12 billion, up 16% year over year, as demand for aircraft engines and maintenance remained strong.

Adjusted earnings increased 36% to $2.25 per share, exceeding analysts' approximately $2.01 consensus, while adjusted revenue rose 18% to $13.29 billion.

Total orders increased 49% to $19 billion, while Commercial Engines & Services revenue grew 21% to $10.3 billion and Defense & Propulsion Technologies revenue increased approximately 7%.

GE Aerospace raised its 2026 adjusted EPS outlook to $8–$8.10 and expects adjusted revenue growth of 19%–20%, supported by higher commercial engine demand.

The company increased adjusted operating profit guidance to $10.9 billion–$11 billion and free cash flow expectations to $9.1 billion–$9.4 billion.

GE Aerospace's commercial services backlog exceeded $170 billion, supporting management's expectation of low-double-digit commercial services growth in 2027.