Every material Form 8-K GE Aerospace has filed with the SEC since January 15, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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
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
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
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.
GE Aerospace's board elected Judson Althoff, CEO of Microsoft's Commercial Business, as a director, effective June 24, 2026, and said it will increase its size to seat him. The board found him independent under NYSE standards, and he has not yet been named to any committee.
Board elected Judson Althoff on June 8, 2026; his seat takes effect June 24, 2026.
Board will increase its size to accommodate his election.
Althoff is an independent director under NYSE listing standards, and the board has not yet appointed him to a committee.
Althoff will join the director compensation program described in the proxy filed March 12, 2026.
At its annual meeting on May 5, 2026, GE Aerospace shareholders elected all nine director nominees and approved the advisory say-on-pay vote, the Amended LTIP, the employee stock purchase plan, and the ratification of Deloitte & Touche LLP as 2026 auditor. A shareholder proposal requesting a report on defense-related products was not approved, with 712,594,807 votes against and 64,780,529 for. The Amended LTIP reduces the shares reserved for issuance to 50 million and extends its term to May 5, 2036, which affects future equity compensation for shareholders.
All nine director nominees were elected at the May 5, 2026 Annual Meeting, including Sébastien Bazin and H. Lawrence Culp, Jr.
The Amended LTIP reduces shares reserved for issuance to 50 million, plus shares under outstanding awards, and extends its term to May 5, 2036.
The defense-related products report proposal received 64,780,529 votes for and 712,594,807 against, so it was not approved.
Deloitte & Touche LLP was ratified as independent auditor for 2026 with 890,062,125 votes for.
GE Aerospace reported first-quarter 2026 results on April 21, 2026. GAAP revenue rose 25% to $12.4 billion and total orders reached $23.0 billion, up 87%, while GAAP profit fell 2% to $2.2 billion and GAAP continuing EPS was flat at $1.83. The company kept its full-year 2026 guidance and said it is trending toward the high end of the range.
Total orders were $23.0 billion, up 87%, and GAAP revenue was $12.4 billion, up 25%.
GAAP profit was $2.2 billion, down 2%; adjusted EPS was $1.86, up 25%, versus $1.49 a year earlier.
Full-year 2026 guidance was maintained, including adjusted EPS of $7.10 to $7.40, with the company trending toward the high end.
GE Aerospace reported fourth-quarter and full-year 2025 results and initiated 2026 guidance, with fourth-quarter GAAP revenue of $12.7 billion, up 18%, and GAAP continuing EPS of $2.31, up 32%. The company expects 2026 adjusted EPS of $7.10 to $7.40, compared with $6.37 in 2025, along with operating profit of $9.85 billion to $10.25 billion and free cash flow of $8.0 billion to $8.4 billion.
Q4 2025 GAAP total revenue $12.7 billion, up 18%; GAAP profit $2.9 billion, up 24%; adjusted EPS $1.57, up 19%.
Q4 2025 GAAP continuing EPS $2.31, up 32%, versus $1.75 a year earlier.
2026 guidance: adjusted EPS $7.10 to $7.40 (2025: $6.37); operating profit $9.85 billion to $10.25 billion; free cash flow $8.0 billion to $8.4 billion.
Full-year 2025 adjusted revenue $42.3 billion, up 21%; company cites a backlog of roughly $190 billion.
GE Aerospace said Mohamed Ali will become President and CEO of Commercial Engines and Services (CES) effective February 1, 2026, leading an expanded team that will manage the entire commercial engine lifecycle. Russell Stokes, current CES head, will serve in an advisory role and plans to retire effective July 31, 2026, with departure compensation that includes accelerated vesting of part of his 2024 equity grants.
Mohamed Ali, Chief Technology and Operations Officer since January 2025, becomes President and CEO of CES effective February 1, 2026.
Russell Stokes plans to retire effective July 31, 2026, and will serve as Special Advisor to the Chairman & CEO during the transition.
Stokes's time-based 2024 equity grants scheduled to vest in May 2027 will be accelerated upon departure; other unvested grants will be forfeited.
Jason Tonich was named Chief Commercial Sales & Customer Officer, reporting directly to H. Lawrence Culp, Jr. GE Aerospace will report 4Q and FY 25 earnings on January 22.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every GE Aerospace filing is on SEC EDGAR ↗. 8-K briefs of other companies →