The across-the-board guidance raise, combined with record orders and strong commercial services growth, signals accelerating momentum. Watch for Q4 CES margin trajectory as GE9X revenue recognition post-midseal certification and the CPP acquisition close provide additional catalysts.
Price Chart
Executive Summary
GE Aerospace reported Q3 2026 adjusted EPS of $2.25, a 36% YoY increase, on adjusted revenue of $13.3B (+18% YoY). The company raised full-year 2026 guidance across all metrics: adjusted EPS now $8.00-$8.10 (from $7.65-$7.85), operating profit $10.9-$11.0B (from $10.55-$10.75B), and free cash flow $9.1-$9.4B (from $8.9-$9.2B). Commercial services revenue grew 17% in the quarter, and total orders surged 49% to $19.0B, driven by a record Farnborough airshow and large defense contracts.
Key Financial Metrics
Key Facts
- Q3 2026 adjusted EPS $2.25 vs $1.66 YoY (+36%)
- Q3 2026 adjusted revenue $13.3B vs $11.3B YoY (+18%)
- Total orders $19.0B, +49% YoY
- Full-year 2026 adjusted EPS guidance raised to $8.00-$8.10 (prior $7.65-$7.85)
- Full-year 2026 operating profit guidance raised to $10.9-$11.0B (prior $10.55-$10.75B)
- Full-year 2026 FCF guidance raised to $9.1-$9.4B (prior $8.9-$9.2B)
- Commercial Engines Services (CES) revenue $10.3B, +21% YoY; operating profit $2.9B, +21%
- Defense Propulsion Technologies (DPT) revenue $3.5B, +7% YoY; operating profit $475M, +8%
- Signed agreement to acquire Consolidated Precision Products (CPP) to expand castings capacity
- Signed $2.9B defense contract for F414 engine support for U.S. Navy F/A-18 and EA-18G fleets
Financial Impact
Raised FY2026 adjusted EPS guidance by ~$0.25 to $8.00-$8.10 midpoint, operating profit guidance raised by ~$0.3B to $10.95B midpoint, FCF guidance raised by ~$0.2B to $9.25B midpoint
Risk Factors
- GE9X revenue recognition delayed pending midseal certification
- Supply chain constraints could limit engine delivery growth
- Inflation and mix headwinds pressuring CES margins (down 10bps YoY)
- FCF declined 14% YoY in Q3 due to timing of collections and capex
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000040545-26-000063 |
| Document: ge-20261020.htm | 0000040545-26-000063 |
| Document: 0000040545-26-000063-index-headers.html | 0000040545-26-000063 |
| Document: 0000040545-26-000063-index.html | 0000040545-26-000063 |
| Document: 0000040545-26-000063.txt | 0000040545-26-000063 |
| 8-K Data (Synthetic) | 0000040545-26-000063 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | Institutional Cluster | $295.88 | awaiting T+20 | — | $288.43 (−2.52%) |
Oct 20, 2026 6d ago | 8-K | $299.87 | awaiting T+20 | — | $288.43 (−3.81%) |
Oct 12, 2026 14d ago | Institutional Cluster | $308.64 | awaiting T+20 | — | $288.43 (−6.55%) |
Sep 22, 2026 4w ago | 8-K | $319.09 $298.75 | ▼ −6.37% | ▼ −5.81% | $288.43 (−9.61%) |
Sep 21, 2026 5w ago | Press Release | $319.22 $299.87 | ▼ −6.06% | ▼ −5.50% | $288.43 (−9.65%) |
Jul 28, 2026 12w ago | Insider Cluster | $350.63 $354.39 | ▲ +1.07% | ▼ −3.95% | $288.43 (−17.74%) |
Jul 24, 2026 13w ago | Press Release | $353.73 $348.38 | ▼ −1.51% | ▼ −5.14% | $288.43 (−18.46%) |
Jul 20, 2026 14w ago | Press Release | $341.30 $369.43 | ▲ +8.24% | ▲ +4.12% | $288.43 (−15.49%) |
Jul 19, 2026 14w ago | Press Release | $341.30 $369.43 | ▲ +8.24% | ▲ +4.12% | $288.43 (−15.49%) |
Jul 16, 2026 14w ago | 8-K | $345.73 $360.64 | ▲ +4.31% | ▲ +0.69% | $288.43 (−16.57%) |
US Market Status
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