GE · Technology

GENERAL ELECTRIC CO

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window

News · 2026-08-08

• Supply Chain ConstraintsImportance 26 · Surprise 24
  Third-party reporting identifies ongoing aerospace supply-chain tightness as a significant operating constraint for GE Aerospace. Bottlenecks and inflation are cited as challenges despite strong demand, revenue growth…
• Competition and Market ShareImportance 17 · Surprise 24
  GE Aerospace is described as outperforming aerospace peers Honeywell Aerospace and RTX in aftermarket growth. Its strong commercial aftermarket position is attributed to aviation demand, services and spare-parts…

News · 2026-08-07

• Guidance / OutlookImportance 57 · Surprise 60
  Third-party reporting cites GE Aerospace adjusted EPS guidance of $7.65–$7.85 for full-year 2026. Commercial Engines & Services is described as the primary growth driver, supported by LEAP engine deliveries,…
• Commercial Engines & Services PerformanceImportance 53 · Surprise 48
  GE Aerospace’s Commercial Engines & Services revenue increased 27% year over year in Q2 2026. Growth was driven by services, spare parts, and LEAP engine deliveries. New long-term service agreements with major airlines…
• Market Demand TrendsImportance 47 · Surprise 48
  GE Aerospace’s Commercial Engines & Services business is benefiting from strong aviation demand, with revenue reported up 27% year over year in the second quarter of 2026. Growth was driven by services, spare parts and…

News · 2026-08-06

• Commercial Engines & Services PerformanceImportance 53 · Surprise 48
  GE Aerospace’s Commercial Engines & Services revenue increased 27% year over year in Q2 2026. Growth was driven by services, spare parts, and LEAP engine deliveries. New long-term service agreements with major airlines…
• Supply Chain ConstraintsImportance 26 · Surprise 24
  Third-party reporting identifies ongoing aerospace supply-chain tightness as a significant operating constraint for GE Aerospace. Bottlenecks and inflation are cited as challenges despite strong demand, revenue growth…

News · 2026-08-05

• Guidance / OutlookImportance 57 · Surprise 60
  Third-party reporting cites GE Aerospace adjusted EPS guidance of $7.65–$7.85 for full-year 2026. Commercial Engines & Services is described as the primary growth driver, supported by LEAP engine deliveries,…
• Commercial Engines & Services PerformanceImportance 53 · Surprise 48
  GE Aerospace’s Commercial Engines & Services revenue increased 27% year over year in Q2 2026. Growth was driven by services, spare parts, and LEAP engine deliveries. New long-term service agreements with major airlines…
• Market Demand TrendsImportance 47 · Surprise 48
  GE Aerospace’s Commercial Engines & Services business is benefiting from strong aviation demand, with revenue reported up 27% year over year in the second quarter of 2026. Growth was driven by services, spare parts and…

News · 2026-08-04

• Strategic Initiatives and PartnershipsImportance 31 · Surprise 42
  TVA is conducting fast-paced negotiations with GE Vernova Hitachi Nuclear Energy to potentially build small modular reactors at the dormant Bellefonte site in Alabama. TVA is also evaluating SMR deployment at the…
• Products and TechnologyImportance 26 · Surprise 24
  GE Aerospace’s commercial-engine growth includes continued LEAP engine deliveries alongside aftermarket services and spare-parts demand. The LEAP platform is a key product supporting both original-equipment deliveries…

10-Q · 2026-07-16

• Bank BPH Litigation and Related ProvisionImportance 86 · Surprise 84
  Bank BPH (Poland) remains subject to ongoing borrower litigation related to foreign-currency indexed/denominated residential mortgage loans; the Company estimates total losses of $1,814 million as of June 30, 2026…
• Operating Cash Flow TrendsImportance 76 · Surprise 56
  Cash from operating activities was $5.1 billion for the six months ended June 30, 2026, an increase of $1.2 billion versus the six months ended June 30, 2025, primarily due to higher net income, increased sales…
• Capital Return ProgramImportance 75 · Surprise 60
  In December 2025 the Board authorized up to $20 billion for common share repurchases via open market or privately negotiated transactions, including accelerated share repurchases. Under that authorization the Company…
• Sales Discounts and AllowancesImportance 72 · Surprise 66
  Sales discounts and allowances increased materially (balance rose to $4,993 million from $4,037 million at December 31, 2025, an increase of $956 million) during the six months ended June 30, 2026. The company…
• Strategic Initiatives and PartnershipsImportance 71 · Surprise 74
  To support strong aftermarket and engine demand, GE Aerospace is investing in manufacturing and overhaul facilities, expanding its external MRO network (adding Iberia as the seventh Premier MRO) and expanding Delta…
• Commercial Engines & Services PerformanceImportance 65 · Surprise 48
  For Q2 2026, CES revenue was $9.731 billion, up $2.1 billion or 27% year-over-year, and segment profit was $2.657 billion, up $0.449 billion or 20%. For the six months ended June 30, 2026, CES revenue was $18.650…
• Market Demand TrendsImportance 65 · Surprise 48
  GE Aerospace reported material year-over-year growth in both equipment and services: sales of equipment rose to $3,602 million (Q2 2026) from $2,842 million (Q2 2025) and sales of services rose to $9,031 million from…
• Supply Chain ConstraintsImportance 65 · Surprise 48
  GE facilitates voluntary supply chain finance programs that materially scale supplier payment options; supplier invoices paid through third-party programs were $1,927 million for the six months ended June 30, 2026 (up…
• Guidance / OutlookImportance 64 · Surprise 42
  Management expects a significant ramp in delivery of engine units and services for newer product platforms in the years ahead to meet demand tied to commercial air travel and defense modernization. The company…
• Manufacturing, Capacity Expansion and CapEx PlansImportance 64 · Surprise 42
  GE continues to carry material nonrecurring engineering (NRE) and contract fulfillment costs related to equipment production, primarily in the Defense & Propulsion Technologies (DPT) segment, with nonrecurring…
• Commitments, Guarantees and Credit SupportImportance 64 · Surprise 42
  Following the separation of GE Vernova, GE retains performance and bank guarantees on behalf of GE Vernova and estimates GE Vernova RPO and other obligations related to GE Aerospace credit support to be approximately…
• Gross Margin and Margin DriversImportance 61 · Surprise 32
  Profit was $2.8 billion in Q2 2026, an increase of $0.4 billion year-over-year, but profit margin declined to 21.0%, down 70 basis points versus prior-year quarter. Operating profit (Non-GAAP) was $2.7 billion in Q2…
• Remaining Performance Obligation (RPO)Importance 61 · Surprise 32
  Contract assets/liabilities and deferred items moved materially: long-term service agreement liabilities decreased to $9,813 million from $10,016 million, and total contract liabilities and deferred income are $11,229…
• Outstanding Indebtedness and Credit FacilitiesImportance 61 · Surprise 32
  The filing discloses borrowings (not carried at fair value) with a carrying amount of $19,157 million and an estimated fair value of $18,979 million as of June 30, 2026 (compared with carrying amount $20,494 million…
• Investment Securities Unrealized LossesImportance 61 · Surprise 32
  Non‑current investment securities had an estimated fair value of $37,910 million at June 30, 2026, down from $38,788 million at December 31, 2025, primarily due to higher market yields and mark‑to‑market effects. Total…
• Contract Liabilities and Long-term Service AgreementsImportance 61 · Surprise 32
  Long‑term service agreement liabilities were $9,813 million at June 30, 2026 versus $10,016 million at December 31, 2025, and contract and other deferred assets totaled $8,449 million at June 30, 2026. For the six…
• Interest Rate and Refinancing ExposureImportance 61 · Surprise 32
  Substantially all non‑current investment securities ($37,910 million estimated fair value at June 30, 2026) are held within the Company's run‑off insurance operations and support long‑duration insurance liabilities.…
• Variable Interest Entities (VIE) and Investment CommitmentsImportance 61 · Surprise 32
  GE reports investments in unconsolidated variable interest entities (VIEs) of $8,966 million as of June 30, 2026 (compared with $8,976 million at December 31, 2025), with $1,129 million in a U.S. tax equity portfolio…
• Defense & Propulsion Technologies PerformanceImportance 60 · Surprise 40
  For Q2 2026, DPT total revenue was $3.443 billion, up $0.465 billion or 16% year-over-year, driven by Defense & Systems (D&S) and Propulsion & Additive Technologies (P&AT) volume and price improvements. For the six…
• Revenue Performance and MixImportance 59 · Surprise 48
  For the three months ended June 30, 2026, total revenue increased $2.3 billion, or 21%, to $13.349 billion versus the prior-year quarter, driven by higher equipment and services sales. For the six months ended June 30,…
• Segment ProfitabilityImportance 59 · Surprise 48
  In the three months ended June 30, 2026, CES reported total expenses of $7,074 million and segment profit of $2,657 million, versus CES expenses of $5,438 million and profit of $2,208 million in the prior-year quarter, an increase in CES segment profit of $449 million (~20%).,DPT recorded total expenses of $2,968 million and segment profit of $3,132 million for the quarter, compared with expenses of $2,575 million and profit of $2,611 million in the prior-year quarter, increasing DPT segment profit by $521 million (~20%).,Combined total segment profit for the quarter rose materially to $5,789 million (sum of reported CES and DPT profit), supporting the company’s increase in net income from continuing operations to $2,408 million for the quarter and $4,338 million for the six months ended June 30, 2026.,The company excludes certain higher-cost restructuring programs (primarily related to separations) from segment operating performance and reports those excluded amounts in Restructuring and other charges in Corporate & Other, which affects comparability of segment margins.
• Liquidity and Cash PositionImportance 56 · Surprise 24
  As of June 30, 2026, the company's available liquidity totaled $10.3 billion, consisting of $9.3 billion of cash, cash equivalents and restricted cash and $1.0 billion of time deposits with maturities greater than…
• Operating Expense TrendsImportance 54 · Surprise 40
  Selling, general and administrative (SG&A) expenses were $1,131 million and $1,020 million in the three months ended June 30, 2026 and 2025, respectively, and totaled $2,215 million for the six months ended June 30,…
• Competition and Market ShareImportance 50 · Surprise 24
  GE Aerospace emphasizes its leadership position, describing the company as having the industry's largest and growing commercial propulsion fleet. The firm reports an installed base of approximately 50,000 commercial…
• Insurance Liabilities and Run‑off / Long‑duration InsuranceImportance 50 · Surprise 32
  Insurance liabilities and annuity benefits totaled $36,195 million at June 30, 2026 (down from $36,894 million at December 31, 2025) and include future policy benefit reserves of $34,819 million. The run‑off insurance…
• Income Tax Rate ChangesImportance 45 · Surprise 50
  The Company's effective income tax rate was 13.2% for the six months ended June 30, 2026 versus 14.5% in the six months ended June 30, 2025; the decrease was primarily driven by increased tax benefits on global…
• Customer DynamicsImportance 44 · Surprise 24
  GE reports material revenue-sharing arrangements with program partners: revenue sharing and other partner receivables totaled $1,554 million and partner payables totaled $2,578 million at June 30, 2026. These partners…
• New Accounting StandardsImportance 41 · Surprise 42
  The company discloses two recent FASB Accounting Standards Updates that will affect disclosures and accounting: ASU 2024-03 on expense disaggregation (effective fiscal years beginning after December 15, 2026) and ASU…
• Supply Chain Tariff ImpactImportance 40 · Surprise 42
  The filing explains tariffs add cost to GE Aerospace and its suppliers and highlights two recent policy developments: a 2025 U.S. zero-for-zero tariff agreement on aerospace equipment with the EU, UK, Japan and Korea,…
• Product Launch and TransitionImportance 38 · Surprise 60
  On January 15, 2026 GE announced that its CES segment will expand to include the entire commercial engine lifecycle — covering safety and quality, product management, engineering, supply chain, manufacturing and…
• Credit Ratings and ConditionsImportance 37 · Surprise 42
  Moody's upgraded GE Aerospace's long-term rating from A3 to A2 and short-term rating from P-2 to P-1 with a positive outlook on February 2, 2026. S&P revised its outlook from stable to positive and affirmed the…
• Derivatives, Hedging and FX ExposureImportance 37 · Surprise 6
  GE uses foreign currency forwards and cross-currency interest rate swaps designated as cash flow hedges and net investment hedges to manage foreign exchange exposure and reduce the effects of currency movements on…
• Products and TechnologyImportance 31 · Surprise 42
  GE Aerospace continued product and future-of-flight investments, increasing total engineering investments year-over-year for both company and partner-funded programs. The company completed certification of the LEAP 1-B…
• Distribution Channels and MRO NetworkImportance 31 · Surprise 42
  To support strong LEAP aftermarket demand, GE Aerospace is expanding its external global MRO network and internal overhaul capabilities, naming Iberia as the seventh Premier MRO and expanding Delta TechOps capabilities…
• Geographic Market CommentaryImportance 28 · Surprise 42
  GE Aerospace is monitoring geopolitical developments, noting potential commercial aviation impacts from the conflict in the Middle East such as lower utilization and higher prices that could reduce shop visits, spare…
• Operating Expense Trends (Corporate & Other)Importance 25 · Surprise 32
  Adjusted Corporate & Other operating costs (Non-GAAP) increased by $0.1 billion in Q2 2026 versus Q2 2025, and by $0.2 billion for the six months ended June 30, 2026 versus prior year. Management cites higher…
• Environmental Remediation / ReservesImportance 17 · Surprise 24
  GE discloses ongoing environmental remediation and worker exposure liabilities tied to past operations, including Housatonic River cleanup activities and potential natural resource damages related to the Hudson River…