GE · Technology

GENERAL ELECTRIC CO

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window

News · 2026-11-06

• Order Backlog and Book-to-BillImportance 70 · Surprise 56
  GE Aerospace’s latest-quarter orders rose 49% to $19.0 billion as airlines kept older aircraft in service amid delayed new-jet deliveries. The resulting demand is concentrated in commercial aftermarket parts, engine…
• Customer DynamicsImportance 58 · Surprise 42
  GE Aerospace secured more than $12.9 billion in sales and service agreements in China at the country's annual import expo, its largest deal-signing total there. China Eastern Airlines plans to acquire 202 LEAP-1A…
• Strategic Initiatives and PartnershipsImportance 58 · Surprise 42
  GE Aerospace secured more than $12.9 billion in sales and service agreements in China, its largest deal-signing total at the country's annual import expo. China Eastern Airlines plans to acquire 202 LEAP-1A engines for…
• Guidance / OutlookImportance 34 · Surprise 42
  Investing.com reported that GE Aerospace raised its full-year earnings outlook for the fourth consecutive time. The article did not state the revised earnings range or quantify the increase. It linked the outlook…
• Market Demand TrendsImportance 18 · Surprise 14
  The global narrowbody aircraft market is projected to grow from $91.23 billion in 2025 to $97.28 billion in 2026, a 6.6% compound annual growth rate. The report attributes demand to airline fleet expansion and…

News · 2026-11-05

• Order Backlog and Book-to-BillImportance 85 · Surprise 92
  GE Aerospace orders rose 49% to $19.0 billion last quarter. The company raised its full-year outlook for the fourth consecutive quarter. The reported order strength was attributed to airlines keeping older aircraft in…
• Market Demand TrendsImportance 85 · Surprise 92
  GE Aerospace orders rose 49% to $19.0 billion in the quarter, while airlines continued flying older aircraft amid Boeing factory halts and quality audits. The resulting demand is focused on keeping existing aircraft in…
• Guidance / OutlookImportance 70 · Surprise 60
  Third-party reporting says GE Aerospace raised its full-year outlook for a fourth consecutive quarter. The report gives no revised outlook figures or timeframe beyond the full year. It links the outlook to airlines…
• Supply Chain ConstraintsImportance 32 · Surprise 24
  The report cites persistent material shortages and delivery delays for key turbofan programs at GE Aerospace. These bottlenecks are affecting production schedules while commercial aviation faces broader supply-chain…

News · 2026-11-04

• Products and TechnologyImportance 34 · Surprise 42
  GE Aerospace revised inspection guidance for GEnx-1B engines after a China-based study reported premature cracks in certain turbine blades. The engines are installed on Boeing 787 Dreamliners, and the revised guidance…
• Supply Chain DiversificationImportance 31 · Surprise 42
  GE Appliances, a Haier company, plans to use U.S.-made Texas Instruments microcontrollers, Wi-Fi connectivity solutions, and analog components in its next generation of connected appliances. The components are expected…

News · 2026-11-03

• Commercial Engines & Services PerformanceImportance 40 · Surprise 42
  GE Aerospace is seeing robust orders for LEAP, GEnx and GE9X engines and services, supported by air-traffic growth, fleet renewal and expansion. CFM International secured agreements for more than 1,000 LEAP-1A engines…

News · 2026-10-31

• Guidance / OutlookImportance 47 · Surprise 60
  GE Aerospace raised its full-year 2026 guidance, but the report does not provide the revised guidance figures. It attributes the outlook to demand for engine repairs, spare parts and services. The report also says an…
• Capital Return ProgramImportance 40 · Surprise 42
  General Electric completed a US$3,995.48 million share repurchase. The repurchase covered 1.14% of outstanding shares. The report does not specify the timing of the purchases or the remaining authorization.
• Commercial Engines & Services PerformanceImportance 29 · Surprise 24
  GE Aerospace is seeing strong demand for engine repairs, spare parts and services. The report links this demand to the segment’s raised full-year guidance but provides no order, backlog or growth figures. It also…
• Revenue Performance and MixImportance 13 · Surprise 6
  General Electric reported third-quarter 2026 revenue of US$14,118 million. Net income for the quarter was US$2,288 million. The report says basic and diluted earnings per share from continuing operations were higher…

News · 2026-10-21

• Guidance / OutlookImportance 85 · Surprise 76
  GE Aerospace raised its 2026 adjusted revenue-growth outlook to 19%–20%, up from a prior high-teens forecast. Management increased operating-profit guidance to $10.9 billion–$11.0 billion and adjusted EPS guidance to…
• Revenue Performance and MixImportance 60 · Surprise 40
  GE Aerospace reported third-quarter 2026 revenue of $13.29 billion, up 17.5% year over year and 3.3% above the $12.86 billion analyst estimate. Strong commercial engine demand and aftermarket services drove…
• Commercial Engines & Services PerformanceImportance 48 · Surprise 40
  GE Aerospace reported strong commercial engine demand and robust aftermarket services, supported by a substantial maintenance backlog. Commercial services growth expectations for 2027 were strengthened, while higher…
• Supply Chain ConstraintsImportance 34 · Surprise 42
  GE Aerospace executives cited parts shortages as an ongoing execution issue affecting the aerospace business. The company also discussed engine retirements and production-cost challenges for the GE9X engine. These…
• Gross Margin and Margin DriversImportance 31 · Surprise 32
  GE Aerospace's third-quarter 2026 operating margin declined to 17.9% from 19.7% in the year-ago quarter, a 180-basis-point contraction. Parts shortages and higher GE9X production costs were identified as execution and…

Earnings call · 2026-10-20

• Guidance / OutlookImportance 85 · Surprise 76
  GE Aerospace raised its 2026 revenue-growth outlook to 19%–20%, compared with high teens previously, and increased operating-profit guidance to $10.9 billion–$11.0 billion. The company raised free-cash-flow guidance to…
• Order Backlog and Book-to-BillImportance 76 · Surprise 56
  Third-quarter orders increased 49%, led by Commercial Engines and Services (CES), where orders rose 58% and commercial services orders increased 23%; year-to-date services orders were up 30%. GE Aerospace’s backlog…
• Revenue Performance and MixImportance 64 · Surprise 56
  Third-quarter total company revenue increased 18% year over year, with Commercial Engines and Services (CES) up 21% and Defense and Propulsion Technologies (DPT) up 7%. CES services revenue increased 17%, including…
• Gross Margin DriversImportance 64 · Surprise 56
  Third-quarter operating profit increased 30% to $3 billion, while operating margin expanded 220 basis points year over year to 22.5%. Management attributed the margin improvement to services volume, productivity, and…
• Commercial Engines & Services PerformanceImportance 59 · Surprise 48
  CES revenue increased 21% in the quarter, including 17% growth in services, while internal shop visit revenue rose 12% and spare-parts revenue increased more than 20%. Wide-body shop visit demand remained particularly…
• Operating Expense TrendsImportance 58 · Surprise 24
  Corporate cost was approximately $160 million lower year over year in the quarter because of accrual timing and cost-management initiatives. The corporate-cost benefit was partly offset by a slight increase in…
• Operating Cash Flow TrendsImportance 54 · Surprise 40
  Third-quarter free cash flow exceeded $2 billion, while year-to-date free cash flow increased 13% to $6.7 billion. Year-to-date free cash flow conversion was 105%, supported by higher earnings and a meaningful…
• Manufacturing Capacity ExpansionImportance 47 · Surprise 60
  GE Aerospace agreed to acquire long-term supplier Consolidated Precision Products (CPP) to expand capacity for mission-critical castings. Management said the acquisition is intended to support delivery growth for GE…
• Acquisition / Partnership / DivestitureImportance 47 · Surprise 60
  GE Aerospace announced an agreement to acquire Consolidated Precision Products (CPP), a long-term supplier, to expand capacity for mission-critical aerospace castings. Management said the transaction is intended to…
• Capital AllocationImportance 43 · Surprise 66
  Third-quarter EPS increased 36% to $2.25, with more than 90% of the improvement, or $0.55 per share, generated by higher operating profit. The remaining EPS improvement primarily reflected a lower share count from…
• Customer DynamicsImportance 40 · Surprise 42
  GE announced major commercial-aircraft engine commitments, including more than 1,000 LEAP-1A engines for IndiGo’s A320neo aircraft and more than 300 LEAP-1B engines for Turkish Airlines’ 737 MAX fleet. The Turkish…
• Defense Acquisition ReformImportance 40 · Surprise 42
  GE Aerospace said its GEK800 propulsion system, now designated the F143, was selected as a second-source propulsion system for the JASSM missile and moved from development into a funded U.S. Air Force program. The…
• Income Tax Rate ChangesImportance 36 · Surprise 24
  The third-quarter tax rate was roughly flat at approximately 15%, so tax-rate changes did not materially drive the quarter's EPS growth. For full-year 2026, management lowered its tax-rate outlook to approximately 16%…
• Regulatory RiskImportance 36 · Surprise 42
  GE Aerospace is seeking FAA certification for the upgraded mid-seal used in GE9X engines supplied to Boeing for the 777X program. The company has delivered engines with the upgraded mid-seal since August and is…
• Supply Chain ConstraintsImportance 32 · Surprise 24
  Material availability improved, with priority supplier material input increasing double digits year-over-year for the tenth consecutive quarter, but strong demand still caused spare-parts delinquency to rise…
• Inflationary Cost PressuresImportance 32 · Surprise 24
  Inflation partially offset the benefits of higher volume, productivity, and pricing in third-quarter operating margins. Management said inflation was a partial offset to both Commercial Engines and Services and Defense…
• Products and TechnologyImportance 31 · Surprise 42
  GE and Beta Technologies completed the first high-altitude hybrid-electric flight under NASA’s Electrified Powertrain Flight Demonstration program, demonstrating hybrid-electric technology for commercial aviation. With…
• Macroeconomic Factors ImpactImportance 22 · Surprise 32
  Management described the operating environment as dynamic and acknowledged pressure from elevated fuel prices and airline profitability concerns. GE Aerospace expects airline departures to grow in 2027 despite some…

8-K · 2026-10-20

• Guidance / OutlookImportance 85 · Surprise 76
  GE Aerospace raised its full-year 2026 guidance across revenue, operating profit, adjusted EPS, and free cash flow. Current guidance calls for adjusted revenue growth of approximately 19–20%, operating profit of…
• Order Backlog and Book-to-BillImportance 76 · Surprise 56
  Total orders increased 49% year over year to $19.0 billion in the third quarter, while year-to-date orders, revenue, and total engine deliveries each increased more than 20%. Commercial Engines & Services orders rose…
• Defense Contract AwardsImportance 65 · Surprise 60
  GE Aerospace signed a U.S. defense contract valued at up to $2.9 billion. The contract provides ongoing support for F414 engines powering the U.S. Navy’s F/A-18 and EA-18G fleets. GE Aerospace also advanced the GEK800…
• Segment ProfitabilityImportance 64 · Surprise 56
  Third-quarter operating profit increased 30% year over year to $2.988 billion, and operating profit margin expanded 220 basis points to 22.5%. Commercial Engines & Services operating profit rose 21% to $2.887 billion,…
• Gross Margin DriversImportance 64 · Surprise 56
  GAAP profit margin declined 80 basis points year over year to 19.9% in the third quarter. Non-GAAP operating profit margin expanded 220 basis points to 22.5%, reflecting a 30% increase in operating profit to $2.988…
• Defense Acquisition ReformImportance 64 · Surprise 42
  Defense & Propulsion Technologies revenue increased 7% year over year in the third quarter, with Defense & Systems revenue up 5% on growth in both services and equipment. Defense engine deliveries increased 4%, while…
• Research and Development ExpenseImportance 58 · Surprise 42
  GE Aerospace stated that it is investing more than $3 billion annually in research and development. The investment is directed toward current and future aerospace technologies. The company linked this spending to…
• Products and TechnologyImportance 58 · Surprise 42
  GE Aerospace, NASA, BETA Technologies, and Boeing completed the world’s first high-altitude hybrid-electric flight above 30,000 feet. The demonstration was intended to validate more-electric aircraft engine systems for…
• Research and Development InvestmentImportance 58 · Surprise 42
  GE Aerospace said it is investing more than $3 billion annually in research and development. The spending is intended to advance current and future aerospace technologies and support customer requirements. The company…
• Revenue Performance and MixImportance 54 · Surprise 40
  Third-quarter 2026 GAAP revenue increased 16% year over year to $14.118 billion, while adjusted revenue rose 18% to $13.285 billion. Commercial Engines & Services revenue grew 21% to $10.342 billion, driven by 17%…
• Operating Cash Flow TrendsImportance 54 · Surprise 40
  Third-quarter cash from operating activities declined 14% year over year to $2.203 billion. Third-quarter free cash flow also declined 14% to $2.042 billion after $337 million of gross additions to property, plant,…
• Defense & Propulsion Technologies PerformanceImportance 49 · Surprise 32
  Defense & Propulsion Technologies third-quarter orders rose 18% to $4.269 billion, while revenue increased 7% to $3.469 billion. Defense & Systems revenue grew 5%, supported by services and equipment growth, including…
• Commercial Engines & Services PerformanceImportance 45 · Surprise 64
  Commercial Engines & Services third-quarter orders increased 58% to $15.265 billion, including 23% services growth and equipment orders that more than tripled. Services revenue increased 17%, with internal shop visit…
• Acquisition / Partnership / DivestitureImportance 44 · Surprise 60
  GE Aerospace signed an agreement to acquire Consolidated Precision Products (CPP), although the release did not disclose a purchase price. CPP is intended to expand mission-critical castings capacity for commercial…
• Operating Expense Trends (Corporate & Other)Importance 41 · Surprise 48
  Adjusted Corporate & Other operating costs were $373 million in the third quarter, improving 29% from $525 million in the prior-year quarter. Nine-month adjusted Corporate & Other operating costs increased 9% to $966…
• Customer DynamicsImportance 34 · Surprise 42
  At the Farnborough International Airshow, GE Aerospace announced commitments for more than 1,800 engines. IndiGo signed the largest LEAP agreement ever, covering more than 1,000 LEAP-1A engines. Turkish Airlines agreed…
• Manufacturing Capacity ExpansionImportance 31 · Surprise 42
  GE Aerospace stated that it is expanding mission-critical aerospace castings capacity to meet demand across commercial engines, aftermarket services, and defense programs. The capacity need spans current…
• Supply Chain ConstraintsImportance 27 · Surprise 40
  GE Aerospace reported increased material input from priority suppliers at double-digit year-over-year rates. The higher supplier output contributed to strong year-to-date Commercial Engines & Services services revenue…

News · 2026-10-20

• Defense & Propulsion Technologies PerformanceImportance 30 · Surprise 40
  Defense & Propulsion Technologies orders increased 18% year over year to $4.27 billion in Q3 2026. The segment was identified as a contributor to the company’s quarterly revenue and earnings growth alongside Commercial…
• Revenue Performance and MixImportance 26 · Surprise 40
  Q3 2026 total revenue increased 16% year over year to $14.12 billion, while adjusted revenue rose 18% to $13.29 billion. Commercial Engines & Services and Defense & Propulsion Technologies both contributed to growth,…
• Inflationary Cost PressuresImportance 25 · Surprise 32
  Third-party reporting identified inflation and company-specific engine-related costs as continuing pressures on GE Aerospace’s profitability. Engine-related sales discounts, allowances, and durability reserves were…