GE Aerospace (GE) SEC Filings & Earnings Calls
EquiReason read 15 GE Aerospace SEC filings in the last 12 months. Latest: 8-K on 2026-10-20 — GE Aerospace raised full-year 2026 guidance across all metrics: adjusted EPS to $8.00-8.10 from $7.65-7.85; operating profit to $10.9-11.0B from $10.55-10.75B; FCF to $9.1-9.4B fro.
Source: SEC EDGAR filings · figures as of 2026-09-30 · read by EquiReason
- Market cap
- 295.2B
- P/E TTM
- 33.0
- Dividend yield
- 0.6%
- 52-week
- —
- Next earnings
- 20 Jan, in 88 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
20 Oct 20268-K · 2.02GE Aerospace raised full-year 2026 guidance across all metrics: adjusted EPS to $8.00-8.10 from $7.65-7.85; operating profit to $10.9-11.0B from $10.55-10.75B; FCF to $9.1-9.4B from $8.9-9.2B. Q3 orders +49%, revenue +18%.open
Figures in the filing · each found in the filing text
| Total orders · Q3-2026 | $19.00B | +49% y/y |
| Total revenue (GAAP) · Q3-2026 | $14.12B | +16% y/y |
| Adjusted revenue · Q3-2026 | $13.29B | +18% y/y |
| Profit (GAAP) · Q3-2026 | $2.81B | +12% y/y |
| Operating profit · Q3-2026 | $2.99B | +30% y/y |
| Operating profit margin · Q3-2026 | $22.50 | |
| Continuing EPS (GAAP) · Q3-2026 | $2.32 | +14% y/y |
| Adjusted EPS · Q3-2026 | $2.25 | +36% y/y |
| Cash from operating activities (GAAP) · Q3-2026 | $2.20B | -14% y/y |
| CES revenue · Commercial Engines & Services · Q3-2026 | $10.34B | +21% y/y |
Guidance
FY26 adjusted revenue growth ~19-20% (prior high-teens); FY26 operating profit $10.9-11.0B (prior $10.55-10.75B); FY26 adjusted EPS $8.00-8.10 (prior $7.65-7.85); FY26 FCF $9.1-9.4B (prior $8.9-9.2B); CES operating profit $10.5-10.6B (prior $10.25-10.35B); DPT operating profit $1.6-1.7B (unchanged)
Broad-based guidance raise across all key metrics driven by strong demand, record orders, and operating leverage
Risks flagged
Free cash flow decline in Q3 despite strong earnings
“Free cash flow $2.0B vs $2.4B -14%”
CES margin slight compression despite strong revenue growth
“CES operating profit margin 27.9% vs 28.0% -10bps”
20 Oct 202610-QGE Aerospace reported strong Q3 2026 results with revenue +16%, adjusted EPS +36%, and record backlog growth, while announcing a major acquisition (CPP for $11.75B) and significant new engine orders.earningsopen
Figures in the filing · each found in the filing text
| Total Revenue · Q3-2026 | $14.12B | +16% y/y |
| Equipment Revenue · Q3-2026 | $3.92B | +24% y/y |
| Services Revenue · Q3-2026 | $9.36B | +15% y/y |
| Net Income from Continuing Ops · Q3-2026 | $2.41B | +11% y/y |
| Continuing EPS (Diluted) · Q3-2026 | $2.32 | +14% y/y |
| Adjusted EPS · Q3-2026 | $2.25 | +36% y/y |
| CES Segment Revenue · Commercial Engines & Services · Q3-2026 | $10.34B | +21% y/y |
| CES Segment Profit · Commercial Engines & Services · Q3-2026 | $2.89B | +21% y/y |
| CES Segment Profit Margin · Commercial Engines & Services · Q3-2026 | 27.9% | |
| DPT Segment Revenue · Defense & Propulsion Technologies · Q3-2026 | $3.47B | +7% y/y |
Risks flagged
Supply Chain Constraints
“We expect the impact of supply chain constraints to continue to impact our production and delivery to customers and expect inflationary trends to persist.” · word for word
Tariff Cost Pressure
“Given our global business, tariffs result in additional cost for us and our suppliers.” · word for word
Geopolitical Risk (Middle East Conflict)
“We are monitoring recent developments related to the conflict in the Middle East and the potential impact on the global economy and commercial aerospace industry, including lower utilization and increased prices, which can result in adverse effects on our airline customers.” · word for word
Insurance Run-off Losses
“Our 2026 annual review of future policy benefit reserves cash flow assumptions resulted in an increase in net future policy benefit reserves, after reinsurance recoverables and a pre-tax charge to earnings of $328 million ($259 million, after-tax), primarily related to claims experience and long-term care cost of care inflation, partially offset by premium r”
8 Sep 20268-K · 7.01, 8.01GE Aerospace announces $11.75B acquisition of Consolidated Precision Products (CPP) to expand mission-critical castings capacity for commercial engines, aftermarket, and defense.acquisitionopen
Risks flagged
Integration risk; transaction expected to close in H2 2027 subject to regulatory approvals.
“transaction is expected to close in the second half of 2027 and will be subject to regulatory approvals” · word for word
Significant debt issuance increases leverage.
“remainder in new debt” · word for word
Execution risk in achieving projected synergies and EBITDA multiples.
“Values CPP at ~18x 2027 EBITDA including expected net synergies” · word for word
16 Jul 202610-QGE Aerospace reported strong Q2 2026 results with revenue +21%, adjusted EPS +22%, and record backlog of $210.8B.earningsopen
Figures in the filing · each found in the filing text
| Adjusted EPS · Q2-2026 | $2.02 | +22% y/y |
| CES segment profit margin · Commercial Engines & Services · Q2-2026 | 27.3% | |
| DPT segment profit margin · Defense & Propulsion Technologies · Q2-2026 | 13.8% | |
| Commercial engine deliveries · Commercial Engines & Services · Q2-2026 | 659 | +26% y/y |
| LEAP engine deliveries · Commercial Engines & Services · Q2-2026 | 510 | +24% y/y |
| Internal shop visit revenue growth % · Commercial Engines & Services · Q2-2026 | 25.0% | |
| Defense & Systems engine deliveries · Defense & Propulsion Technologies · Q2-2026 | 199 | +7% y/y |
| Operating cash flow · H1-2026 | $5.10B | +31% y/y |
| Free cash flow · H1-2026 | $4.50B |
Risks flagged
Supply chain disruption
“Global material availability continues to cause disruptions and have impacted our production and delivery of equipment and services to our customers.” · word for word
Tariff cost pressure
“Given our global business, tariffs result in additional cost for us and our suppliers.” · word for word
Middle East conflict impact
“We are monitoring recent developments related to the conflict in the Middle East and the potential impact on the commercial aerospace industry, including lower utilization and increased prices.” · word for word
16 Jul 20268-K · 2.02GE Aerospace Q2 2026: total orders $16.5B (+17%), adjusted revenue $12.6B (+24%), adjusted EPS $2.02 (+22%), free cash flow $3.0B (+43%); raises full-year guidance across all metrics; strong commercial services growth.earningsopen
Figures in the filing · each found in the filing text
| Total Orders · Q2-2026 | $16.50B | +17% y/y |
| Adjusted Revenue · Q2-2026 | $12.63B | +24% y/y |
| Adjusted EPS · Q2-2026 | $2.02 | +22% y/y |
| Operating Profit · Q2-2026 | $2.75B | +18% y/y |
| CES Revenue · Commercial Engines & Services · Q2-2026 | $9.73B | +27% y/y |
| DPT Revenue · Defense & Propulsion Technologies · Q2-2026 | $3.44B | +16% y/y |
| CES Orders · Commercial Engines & Services · Q2-2026 | $12.93B | +18% y/y |
| DPT Orders · Defense & Propulsion Technologies · Q2-2026 | $4.14B | +12% y/y |
Guidance
FY2026 adjusted revenue growth raised to ~20% from LDD/high-teens; operating profit raised to $10.55-$10.75B from $9.85-$10.25B; adjusted EPS raised to $7.65-$7.85 from $7.10-$7.40; free cash flow raised to $8.9-$9.2B from $8.0-$8.4B
GE Aerospace raised full-year guidance across all key metrics, citing strong H1 performance and visibility for remainder of year.
Risks flagged
Operating profit margin contraction of 130 bps (GAAP) and 160 bps (CES) due to equipment mix and investments.
“Profit Margin (GAAP) of 21.0%, (70) bps; operating profit margin* 21.7%, (130) bps” · word for word
21 Apr 202610-QTotal revenue $12.39B (+25% y/y); CES segment revenue $8.92B (+34% y/y); CES segment profit $2.36B (+23% y/y); Guidance: $20B new buyback authorization; $1B U.S. manufacturing investment; Moody's upgrade to A2/P-1open
Figures in the filing · each found in the filing text
| Total revenue · Q1-2026 | $12.39B | +25% y/y |
| CES segment revenue · Commercial Engines & Services · Q1-2026 | $8.92B | +34% y/y |
| CES segment profit · Commercial Engines & Services · Q1-2026 | $2.36B | +23% y/y |
| DPT segment revenue · Defense & Propulsion Technologies · Q1-2026 | $3.21B | +19% y/y |
| DPT segment profit · Defense & Propulsion Technologies · Q1-2026 | $379M | +17% y/y |
| Total RPO · 2026-03-31 | $211.30B | |
| Free cash flow · Q1-2026 | $1.66B | +14% y/y |
| Adjusted EPS · Q1-2026 | $1.86 | +25% y/y |
| Commercial engine deliveries · Commercial Engines & Services · Q1-2026 | 640 | +50% y/y |
| LEAP engine deliveries · Commercial Engines & Services · Q1-2026 | 520 | +63% y/y |
Guidance
$20B new buyback authorization; $1B U.S. manufacturing investment; Moody's upgrade to A2/P-1
Strong demand signals: record RPO, rising deliveries, increased capex and buyback authorization. Margin pressure from mix and investments but offset by pricing and volume.
Risks flagged
Supply chain disruption
“Global material availability and supplier delivery performance continue to cause disruptions and have impacted our production and delivery of equipment and services to our customers.” · word for word
Tariff uncertainty
“Given our global business, tariffs result in additional cost for us and our suppliers.” · word for word
Inflation pressure
“We expect the impact of supply chain constraints and inflation will continue.” · word for word
Middle East conflict impact
“We are monitoring recent developments related to the conflict in the Middle East and the potential impact on the commercial aerospace industry.” · word for word
21 Apr 20268-K · 2.02Total orders $23.00B (+87% y/y); Adjusted revenue $11.61B (+29% y/y); Adjusted EPS $1.86 (+25% y/y); Guidance: Trending to high-end of $7.10-$7.40 adjusted EPS, $8.0B-$8.4B FCFearningsopen
Figures in the filing · each found in the filing text
| Total orders · Q1-2026 | $23.00B | +87% y/y |
| Adjusted revenue · Q1-2026 | $11.61B | +29% y/y |
| Adjusted EPS · Q1-2026 | $1.86 | +25% y/y |
| Commercial services backlog · Commercial Engines & Services · Q1-2026 | $170.00B | |
| Engine deliveries growth · Q1-2026 | 43.0% |
Guidance
Trending to high-end of $7.10-$7.40 adjusted EPS, $8.0B-$8.4B FCF
Maintained full-year 2026 guidance, trending to high-end. Strong Q1 performance supports confidence. $1B US manufacturing investment announced.
Risks flagged
Guidance assumes elevated oil prices and fuel availability impact, which could affect airline profitability and demand.
“full-year 2026 guidance now assumes several macro factors including the price of brent crude oil remaining elevated through 3Q and decreasing by year-end, a near-term impact from fuel availability” · word for word
Geopolitical landscape dynamic, but company maintains guidance.
“With the dynamic geopolitical landscape, we're holding our full-year guidance” · word for word
12 Mar 2026DEF 14AAnnual proxy statement filed, seeking shareholder approval for amended LTIP, new ESPP, and director elections.open
Figures in the filing · each found in the filing text
| Free cash flow (AEIP target basis) · FY2025 | $346M |
29 Jan 202610-KTotal Revenue $45.85B (+18% y/y); Net Income from Continuing Operations $8.60B (+29% y/y); Adjusted EPS $6.37 (+38% y/y)open
Figures in the filing · each found in the filing text
| Total Revenue · FY2025 | $45.85B | +18% y/y |
| Net Income from Continuing Operations · FY2025 | $8.60B | +29% y/y |
| Adjusted EPS · FY2025 | $6.37 | +38% y/y |
| Total RPO · 2025-12-31 | $190.56B | +11% y/y |
| CES Revenue · Commercial Engines & Services · FY2025 | $33.31B | +24% y/y |
| CES Segment Profit · Commercial Engines & Services · FY2025 | $8.86B | +26% y/y |
| CES Segment Profit Margin · Commercial Engines & Services · FY2025 | 26.6% | |
| DPT Revenue · Defense & Propulsion Technologies · FY2025 | $10.55B | +11% y/y |
| DPT Segment Profit · Defense & Propulsion Technologies · FY2025 | $1.30B | +22% y/y |
| LEAP Engine Deliveries · Commercial Engines & Services · FY2025 | 1,802 | +28% y/y |
Guidance
The company expects continued demand growth, with a significant ramp in engine units and services. Supply chain constraints and inflation are expected to continue but are being mitigated. Tariffs are a new headwind, but pricing actions and cost control are being implemented. The company is investing $1B in MRO capacity
Risks flagged
Supply Chain Disruption
“Global material availability and supplier delivery performance continue to cause disruptions and have impacted our production and delivery of equipment and services to our customers.” · word for word
Tariff Cost Pressure
“Given our global business, tariffs will result in additional cost for us and our suppliers.” · word for word
Inflationary Pressure
“We expect the impact of supply chain constraints and inflation will continue, and we are continuing to take action to mitigate the impacts.” · word for word
Program Execution Risk
“We also expect a significant ramp in our delivery of engine units and services for newer product platforms in the years ahead to meet this demand.” · word for word
22 Jan 20268-K · 2.02Total orders $27.00B (+74% y/y); Total revenue (GAAP) $12.72B (+18% y/y); Adjusted revenue $11.87B (+20% y/y); Guidance: 2026 adjusted EPS $7.10-$7.40 (vs $6.37 in 2025); FCF $8.0-$8.4B (vs $7.7B in 2025)earningsopen
Figures in the filing · each found in the filing text
| Total orders · Q4-2025 | $27.00B | +74% y/y |
| Total revenue (GAAP) · Q4-2025 | $12.72B | +18% y/y |
| Adjusted revenue · Q4-2025 | $11.87B | +20% y/y |
| Adjusted EPS · Q4-2025 | $1.57 | +19% y/y |
| Backlog · FY2025 | $190.00B |
Guidance
2026 adjusted EPS $7.10-$7.40 (vs $6.37 in 2025); FCF $8.0-$8.4B (vs $7.7B in 2025)
2026 guidance raised with mid-teens revenue growth, operating profit $9.85-$10.25B, and FCF >100% conversion.
Risks flagged
Supply chain constraints and material availability could impact production.
“Increased material input from priority suppliers more than 40% year-over-year in 2025.” · word for word
15 Jan 20268-K · 5.02Reported the departure of a director or principal officer (CEO/CFO change); filed financial statements and exhibits with this reportopen
Risks flagged
Transition risk from retirement of long-tenured executive; potential disruption in CES segment leadership.
“Russell Stokes retiring after 29 years; advisory role to assist transition.”
Government contract awards
federal awards · contract value, often multi-year| Date | Agency | Value | What for |
|---|---|---|---|
| 2026-07-30 | DoD | $118M | General Electric (GE) Aerospace, East Hartford, Connecticut, is awarded a $117,852,737 firm-fixed-price indefinite-delivery/indefinite-quantity contract (N0001926D1004). This contr |
GE Aerospace — questions
- What did GE Aerospace file recently?
- 15 SEC filings in the last 12 months. Latest: 8-K on 2026-10-20 — GE Aerospace raised full-year 2026 guidance across all metrics: adjusted EPS to $8.00-8.10 from $7.65-7.85; operating profit to $10.9-11.0B from $10.55-10.75B; FCF to $9.1-9.4B from $8.9-9.2B. Q3 orders +49%, revenue +18%.
Every figure on this page comes from GE Aerospace's own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.