General Electric Company’s aerospace division, GE Aerospace, reported third-quarter 2026 financial results on October 20, 2026. The company announced that total orders for the quarter reached $19.0 billion, representing a 49% increase compared to the same period in 2025. Total revenue was reported at $14.1 billion, a 16% rise year-over-year, while adjusted revenue was $13.3 billion, up 18%. Operating profit for the quarter was $3.0 billion, a 30% increase, and adjusted earnings per share (EPS) reached $2.25, a 36% rise.
Year-to-date through September 30, 2026, GE Aerospace reported total revenue of $39.9 billion, a 20% increase, and adjusted revenue of $37.5 billion, a 23% increase. Operating profit for the nine months was $8.3 billion, a 22% increase. The company also stated that year-to-date orders, revenue, and total engine deliveries were all up over 20%.
GE Aerospace raised its full-year 2026 guidance across all metrics. The company now expects adjusted revenue growth of 21%, up from the previous high-teens guidance. Operating profit is expected to be between $10.9 billion and $11.0 billion, with an operating profit margin of 21.4%. Adjusted EPS is expected to be between $8.00 and $8.10, up from the previous range of $7.65 to $7.85. Free cash flow is expected to be between $9.1 billion and $9.4 billion, with a conversion rate greater than 100%.
Commercial Engines & Services (CES) segment results showed total orders of $15.3 billion, a 58% increase, and revenue of $10.3 billion, a 21% increase. Defense & Propulsion Technologies (DPT) segment orders were $4.3 billion, up 18%, and revenue was $3.5 billion, up 7%. The company highlighted recent business developments, including commitments for more than 1,800 engines at the Farnborough International Airshow, a $2.9 billion contract for F414 engine support, and an agreement to acquire Consolidated Precision Products (CPP) to expand mission-critical casting capacity.
