GE · 8-K · 20261020PR000063

Commercial Engines & Services Performance

GENERAL ELECTRIC CO · 2026-10-20 · Importance 45 · Surprise 64 · From source text

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 revenue up 12%, LEAP shop visit revenue up more than 40%, and spare-parts revenue up more than 20%. Equipment revenue increased 38%, supported by 8% higher engine deliveries and 5% higher LEAP deliveries. GE Aerospace raised its 2026 CES revenue-growth expectation to the low 20s and operating-profit expectation to $10.5 billion-$10.6 billion.

Key facts

• CES operating profit in Third Quarter 2026: $2,887M, +21% source
• CES revenue in Third Quarter 2026: $10,342M, +21% source
• For the quarter CES services increased 23% and equipment more than tripled (equipment YoY growth >200% implied by 'more than tripling') source
• CES equipment revenue grew 38% in the quarter, driven by engine deliveries up 8%, including LEAP up 5%, and GEnx growth source
• CES services revenue grew 17% with internal shop visit revenue up 12% and LEAP internal shop visit revenue up over 40% source
• CES spare parts revenue grew over 20% year-on-year in the quarter source
• CES operating profit margin in Third Quarter 2026: 27.9%, (10) bps year-on-year source

Impact estimates