GE · News · 20261021N
Guidance / Outlook
GENERAL ELECTRIC CO · 2026-10-21 · Importance 85 · Surprise 76 · No source text
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 $8.00–$8.10. Free-cash-flow guidance was raised to $9.1 billion–$9.4 billion, while management cited stronger services demand, higher profits, and improved cash conversion; it also indicated stronger commercial-services growth expectations for 2027.
Key facts
- GE raised operating profit guidance to $10.9-$11 billion. source
- GE raised free cash flow guidance to $9.1 billion-$9.4 billion. source
- Free cash flow rose 43% to $3.0 billion (quarter referenced as second-quarter). source
- Management raised its full-year Adjusted EPS guidance to $8.05 at the midpoint, a 3.9% increase. source
- GE now expects 2026 adjusted revenue growth of 19-20%, up from a high-teens forecast. source
- GE lifted adjusted EPS guidance to $8-$8.10. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| cash | positive | realized | +0.7% | Free cash flow rose 43% to $3.0 billion (quarter referenced as second-quarter). |
| operating_income | positive | committed | — | GE raised operating profit guidance to $10.9-$11 billion. |
| cash | positive | committed | — | GE raised free cash flow guidance to $9.1 billion-$9.4 billion. |
| revenue | positive | committed | — | GE now expects 2026 adjusted revenue growth of 19-20%, up from a high-teens forecast. |
| net_income | positive | committed | — | GE lifted adjusted EPS guidance to $8-$8.10. |