GE · News · 20261021N

Gross Margin and Margin Drivers

GENERAL ELECTRIC CO · 2026-10-21 · Importance 31 · Surprise 32

GE Aerospace's third-quarter 2026 operating margin declined to 17.9% from 19.7% in the year-ago quarter, a 180-basis-point contraction. Parts shortages and higher GE9X production costs were identified as execution and cost pressures affecting margins. Higher fuel costs also pressured airline customers, although strong services demand supported profitability.

Key facts

• GE Aerospace Q3 2026 adjusted EPS: $2.25 versus analyst estimates of $2.01 (12% beat). source
• GE Aerospace Q3 2026 operating margin: 17.9%, down from 19.7% in the same quarter last year. source