GE · 10-Q · 2026Q2 · Full report

Commercial Engines & Services Performance

GENERAL ELECTRIC CO · 2026-07-16 · Importance 65 · Surprise 48 · In source text

For Q2 2026, CES revenue was $9.731 billion, up $2.1 billion or 27% year-over-year, and segment profit was $2.657 billion, up $0.449 billion or 20%. For the six months ended June 30, 2026, CES revenue was $18.650 billion, up $4.341 billion or 30% year-over-year, with segment profit $5.012 billion, up $0.894 billion or 22%. Key drivers included a 30% increase in internal shop visit revenue in H1 2026, higher spare parts volume and pricing, and increased installed engine deliveries (LEAP engines in significant production ramp). Profit growth was partially offset by higher installed engine deliveries (lower margin on equipment), higher growth investment and inflationary cost pressure.

Key facts

• Commercial Engines & Services segment total revenue for the three months ended June 30, 2026: $9,731 million and segment profit: $2,657 million. source
• CES three months ended June 30, 2026 revenue was up $2.1 billion, or 27%, and profit was up $0.4 billion, or 20%, compared to the three months ended June 30, 2025. source
• CES segment profit margin for the three months ended June 30, 2026: 27.3%. source
• Commercial Engines & Services equipment revenue for the three months ended June 30, 2026: $2,297 million and services revenue: $7,434 million, total $9,731 million. source
• Commercial Engines & Services total expenses for the three months ended June 30, 2026: $7,074 million and total segment profit $2,657 million. source

Impact estimates