GE · 8-K · 20261020PR000063
Segment Profitability
GENERAL ELECTRIC CO · 2026-10-20 · Importance 64 · Surprise 56 · No source text
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, while its margin contracted 10 basis points to 27.9% because of mix and inflation. Defense & Propulsion Technologies operating profit increased 8% to $475 million, and its margin expanded 20 basis points to 13.7% because of increased volume and price, partly offset by mix and inflation. Nine-month operating profit increased 22% to $8.262 billion, while total operating margin declined 30 basis points to 22.0%.
Key facts
- Operating profit (Non-GAAP) in Third Quarter 2026: $3.0B, +30% source
- Adjusted operating profit (Non-GAAP) for three months ended September 30, 2026: $2,988 million, +30% year-on-year source
- Profit (GAAP) in Third Quarter 2026: $2.8B, +12% source
- Total company GAAP profit for three months ended September 30, 2026: $2,805 million, +12% year-on-year source
- Adjusted net income (Non-GAAP) for three months ended September 30, 2026: $2,343 million, Adjusted EPS $2.25 source
- Adjusted EPS (Non-GAAP) in Third Quarter 2026: $2.25, +36% source
- Continuing EPS (GAAP) in Third Quarter 2026: $2.32, +14% source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| operating_income | positive | realized | +5.2% | Adjusted operating profit (Non-GAAP) for three months ended September 30, 2026: $2,988 million, +30% year-on-year |
| net_income | positive | realized | +2.3% | Total company GAAP profit for three months ended September 30, 2026: $2,805 million, +12% year-on-year |
| net_income | unclear | realized | — | Adjusted net income (Non-GAAP) for three months ended September 30, 2026: $2,343 million, Adjusted EPS $2.25 |