GE · 10-Q · 2026Q2 · Full report

Defense & Propulsion Technologies Performance

GENERAL ELECTRIC CO · 2026-07-16 · Importance 60 · Surprise 40 · In source text

For Q2 2026, DPT total revenue was $3.443 billion, up $0.465 billion or 16% year-over-year, driven by Defense & Systems (D&S) and Propulsion & Additive Technologies (P&AT) volume and price improvements. For the six months ended June 30, 2026, DPT revenue rose to $6.657 billion, up $0.981 billion or 17% year-over-year, with equipment revenue increasing to $3.350 billion and services to $3.307 billion. Profit increased modestly (profit up ~18% in Q2) driven by higher engine deliveries in D&S and price; inflation, product mix and investments for next-gen products partially offset profit. Notable awards in H1 2026 included a NAVAIR contract for T408-GE-400 engines for the U.S. Marine Corps and a contract from Turkish Aerospace Industries for continued F404 integration.

Key facts

• Defense & Systems and Propulsion & Additive Technologies combined segment revenue for the three months ended June 30, 2026: $3,443 million, up $0.5 billion or 16% versus prior year. source
• Defense & Propulsion Technologies equipment revenue for the three months ended June 30, 2026: $1,744 million and services revenue: $1,699 million, total $3,443 million. source
• Defense & Propulsion Technologies total expenses for the three months ended June 30, 2026: $2,968 million and total segment profit $3,132 million. source

Impact estimates