earnings
confidence high
sentiment positive
materiality 0.85
GE Aerospace Q3 orders +49%, adjusted EPS +36%; raises 2026 guidance across the board
GENERAL ELECTRIC CO
2026-Q3 EPS reported
$6.27
revenue$39,859,000,000
- Total orders $19.0B, +49%; total revenue $14.1B, +16% GAAP; adjusted revenue $13.3B, +18%.
- GAAP profit $2.8B, +12%; operating profit $3.0B, +30%; GAAP EPS $2.32, +14%; adjusted EPS $2.25, +36%.
- CES orders $15.3B, +58%; services +23%; equipment more than tripled; CES revenue $10.3B, +21%; operating profit $2.9B, +21%.
- DPT orders $4.3B, +18%; revenue $3.5B, +7%; operating profit $475M, +8%; signed F414 support contract worth up to $2.9B for U.S. Navy.
- Raises 2026 adjusted EPS guide to $8.00-$8.10 from $7.65-$7.85; FCF to $9.1-$9.4B; adjusted revenue growth ~19-20%.