GE · 8-K · 20261020PR000063

Order Backlog and Book-to-Bill

GENERAL ELECTRIC CO · 2026-10-20 · Importance 76 · Surprise 56 · In source text

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 58% to $15.3 billion, with services up 23% and equipment orders more than tripling. GE Aerospace cited an over $170 billion commercial services backlog as support for low-double-digit commercial-services growth in 2027. Defense & Propulsion Technologies orders increased 18% to $4.3 billion in the quarter and 33% year to date.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositivecommitted—CES orders in Third Quarter 2026: $15,265M, +58%
revenuepositivecommitted—Total orders in Third Quarter 2026: $19.0B, +49%
revenuepositivecommitted—GE Aerospace states it has over $170 billion commercial services backlog