GE · Earnings call · 2026Q3T · Full report

Revenue Performance and Mix

GENERAL ELECTRIC CO · 2026-10-20 · Importance 64 · Surprise 56 · No source text

Third-quarter total company revenue increased 18% year over year, with Commercial Engines and Services (CES) up 21% and Defense and Propulsion Technologies (DPT) up 7%. CES services revenue increased 17%, including internal shop visit revenue up 12% and spare-parts revenue up more than 20%. CES equipment revenue grew 38%, while engine deliveries increased 8%, including LEAP deliveries up 5% and wide-body deliveries up more than 50%. Year-to-date revenue increased 23%, with CES revenue up 27% and DPT revenue up 13%.

Key facts

• GENERAL ELECTRIC CO reported year-to-date CES revenue up 27% and services up 26%.
• GENERAL ELECTRIC CO said year-to-date DPT delivered 33% orders growth, 13% revenue growth, and $1.3 billion of profit, up 14%.
• In the third quarter, GENERAL ELECTRIC CO total company revenue increased 18%.
• In the third quarter, GENERAL ELECTRIC CO CES revenue increased 21%.
• GENERAL ELECTRIC CO said year-to-date commercial services revenue is up 26% and total engine deliveries up 21% (stated earlier in prepared remarks as over 20%).
• In the third quarter, GENERAL ELECTRIC CO DPT revenue increased 7%.

Impact estimates