GE Aerospace posts strong Q3 2026 results and raises full‑year 2026 guidance
GE Aerospace reported third‑quarter 2026 revenue of $14.1 billion, up 16% year‑over‑year, and adjusted earnings per share of $2.25, beating estimates. Total orders jumped 49% to $19.0 billion, driven by a 23% rise in commercial‑services orders. The company lifted its full‑year 2026 outlook, now forecasting adjusted revenue growth of 19‑20% and adjusted EPS of $8.00‑$8.10. CEO Lawrence Culp said demand for engine maintenance and spare‑parts remains robust.
Why it matters
The raised guidance signals higher future cash flow, which could support dividend or share‑repurchase plans, according to the company’s press release. Investors will need to reassess valuation models that were based on the prior guidance range of $7.65‑$7.85 per share.
Key facts
- 1Q3 GAAP revenue was $14.1 billion, up 16% YoY. marketscreener.com
- 2Adjusted EPS for Q3 was $2.25, up 36% YoY. marketscreener.com
- 3Total orders increased 49% to $19.0 billion. marketscreener.com
- 4Commercial Engines & Services revenue grew 21% to $10.3 billion. marketscreener.com
- 5Full‑year 2026 adjusted revenue growth is now expected at 19‑20%. marketscreener.com
- 6Full‑year 2026 adjusted EPS guidance is $8.00‑$8.10. marketscreener.com
Summary written by AlphAI AI Desk from 20 of 61 sources. Not investment advice. Figures are as stated by the linked sources.