GENERAL ELECTRIC CO (GE) Form 8-K — Oct 20, 2026
GE Aerospace reported a strong Q3 2026, with orders up 49% to $19.0B, adjusted revenue up 18% to $13.3B, and adjusted EPS up 36% to $2.25. Operating profit rose 30% to $3.0B with margin expanding 220 bps to 22.5%, while free cash flow of $2.0B declined 14%. The company raised full-year 2026 guidance across the board, now expecting adjusted EPS of $8.00-$8.10 (up from $7.65-$7.85), operating profit of $10.9-$11.0B, and free cash flow of $9.1-$9.4B. Management highlighted a $170B+ commercial services backlog and 2027 commercial services growth of low double digits.
Key figures
- Eps
- 2.32
- Revenue
- 14118000000
- Guidance
- Raised FY2026 guidance: adjusted revenue growth ~19-20%, operating profit $10.9-$11.0B, adjusted EPS $8.00-$8.10, FCF $9.1-$9.4B
- Net Income
- 2805000000
- Revenue Yoy
- 16% (GAAP), 18% adjusted
- Ces orders q3
- $15.3B (+58%)
- Adjusted eps q3
- 2.25
- Total orders q3
- $19.0B (+49%)
- Adjusted eps yoy
- +36%
- Free cash flow q3
- $2.0B (-14%)
- Operating margin q3
- 22.5% (+220 bps)
- Operating profit q3
- $3.0B (+30%)
- Defense f414 contract
- up to $2.9B
- Commercial services backlog
- over $170 billion
AI analysis
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