Oct 20, 6:30 AM ET
GE Aerospace reported third-quarter 2026 results with GAAP revenue of $14.1 billion, up 16%, and GAAP profit of $2.8 billion, up 12%. Adjusted EPS rose 36% to $2.25, and the company raised its full-year 2026 adjusted EPS guidance to $8.00-$8.10 from $7.65-$7.85. Headline measures improved, though GAAP profit margin and quarterly operating cash flow declined.
- Q3 2026 total orders were $19.0 billion, up 49%; GAAP revenue $14.1 billion, up 16%
- GAAP continuing EPS $2.32, up 14%; adjusted EPS $2.25, up 36%
- 2026 adjusted EPS guidance raised to $8.00-$8.10 from $7.65-$7.85; adjusted revenue growth now ~19-20%
- Q3 cash from operating activities $2.2 billion, down 14%; GAAP profit margin 19.9%, down 80 basis points
Read the filing on SEC.gov ↗
Sep 22, 8:14 AM ET
GE Aerospace's independent directors appointed Wesley Bush as independent Lead Director effective September 21, 2026, succeeding Tom Horton, who remains on the Board. The Board also appointed director Judson Althoff to the Audit Committee effective the same date. The changes are governance updates with no financial figures disclosed.
- Wesley Bush appointed independent Lead Director effective September 21, 2026
- Tom Horton, Lead Director since 2018, remains a Board member
- Judson Althoff appointed to the Audit Committee effective September 21, 2026, after joining the Board effective June 24, 2026
Read the filing on SEC.gov ↗
Sep 8, 7:46 AM ET
GE Aerospace agreed to buy Consolidated Precision Products (CPP), a castings manufacturer, for a cash purchase price of $11.75 billion, subject to closing adjustments. The company plans to fund it with $7 billion in cash and new debt, and expects the deal to close in the second half of 2027 pending regulatory approvals. The company says the deal is expected to be accretive to adjusted EPS and free cash flow in the first year.
- Purchase price of $11.75 billion, financed with $7 billion in cash and the remainder in new debt
- Valued at about 18x 2027 EBITDA including expected net synergies, or about 26x without them
- Expected to close in the second half of 2027, subject to regulatory approvals and other customary closing conditions
- CPP has about 6,600 employees across more than 20 facilities and is seller-backed by Warburg Pincus and Berkshire Partners
Read the filing on SEC.gov ↗
Jul 16, 6:32 AM ET
GE Aerospace reported second-quarter 2026 GAAP revenue of $13.3 billion, up 21%, and GAAP continuing EPS of $2.30, up 23%, with profit up 17% to $2.8 billion. The company raised its full-year 2026 guidance across the board, including adjusted EPS to $7.65-$7.85 from $7.10-$7.40, which is a positive signal for shareholders even though GAAP profit margin fell 70 basis points.
- Q2 GAAP revenue $13.3 billion (+21%); adjusted revenue $12.6 billion (+24%)
- Q2 GAAP profit $2.8 billion (+17%); GAAP profit margin 21.0%, down 70 basis points
- Q2 adjusted EPS $2.02 (+22%); free cash flow $3.0 billion (+43%)
- 2026 adjusted EPS guidance raised to $7.65-$7.85 from $7.10-$7.40; operating profit guidance raised to $10.55-$10.75 billion
Read the filing on SEC.gov ↗
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