AI brief of an SEC Form 8-K · GE Aerospace (GE)

GE Aerospace Q3 2026 orders up 49%, revenue up 16%, full-year guidance raised

Positive Impact 4 of 5 guidance

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.

Key points

  • 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

The filing

CompanyGE Aerospace (GE)
Form8-K, current report
Filed with the SECOct 20, 2026, 6:30 AM ET
Accession number0000040545-26-000063

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 7, 2026, 11:17 PM ET, from this filing only.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.