GE Aerospace Q2 2026: 21.1% revenue growth, guidance raised
GE Aerospace grew revenue 21.1% to $13.35 billion and beat the $1.9151 EPS consensus with adjusted EPS of $2.02, while lifting full-year guidance on profit, EPS and cash. Read the quarter through two lenses: commercial services demand, which drove the upside, and margins, which still shrank on install-engine mix, investments and inflation. The pages below unpack both threads, plus the balance sheet and the risks.
1 · Expected vs. Actual
Free preview belowAdjusted EPS of $2.02 was up 21.7% from $1.66 and landed about 5.5% above the $1.92 consensus estimate. GAAP EPS was $2.26 on net income of $2.37 billion, and the release separately reports continuing EPS of $2.30 on GAAP profit of $2.8 billion. Either way, the beat came from volume and price in aftermarket services, not from financial engineering.
GAAP revenue rose 21.1% to $13.35 billion from $11.02 billion a year earlier, and adjusted revenue, which strips out run-off insurance, rose 24.5% to $12.63 billion. The gap is insurance revenue, $715 million this quarter versus $872 million a year ago. Commercial Engines & Services supplied $9.73 billion of the total and Defense & Propulsion Technologies $3.44 billion.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-09-17
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