GE Aerospace Q3 FY2026: revenue up 16%, guidance raised across the board
GE Aerospace closed FY2026 Q3 with $14.12 billion of revenue, up 16.0%, and raised full-year guidance on every line. The catch is the quality of the beat: adjusted EPS rose 36.0% while GAAP profit margin slipped and quarterly free cash flow fell 14.0%. Read the scorecard as demand-led growth with thinner conversion, not a clean sweep.
1 · Expected vs. Actual
Free preview belowAdjusted EPS came in at $2.25, up 36.0% from $1.66, on adjusted net income of $2.34 billion. The release reports GAAP continuing EPS of $2.32 and GAAP profit of $2.81 billion, up 12.0%, while the structured data feed carries $2.20 and net income of $2.29 billion — the two do not reconcile, so treat the GAAP per-share number with care. Most of the gap comes from insurance losses and equity gains that the adjusted figures strip out.
Total revenue rose 16.0% to $14.12 billion from $12.18 billion a year ago; after removing $0.83 billion of run-off insurance revenue, adjusted revenue grew 18.0% to $13.29 billion. Commercial Engines & Services supplied $10.34 billion of that, up 21.0%, while Defense & Propulsion Technologies added $3.47 billion, up 7.0%. Eliminations and other subtracted $0.53 billion, 13.0% more than last year.
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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 2026-10-20
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