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GE Aerospace (GE) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 16, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

1.87

Last Year’s EPS

1.66

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 12 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:Apr 21, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveyed strong operational and commercial momentum—very large order intake, double-digit revenue growth, significant backlog, improving shop outputs and targeted investments—while acknowledging near-term headwinds from geopolitical disruption, spare parts delinquencies, margin pressure from installed engine mix and supply constraints. Management maintained full-year guidance and expressed confidence in delivering toward the high end of the range, but flagged uncertainty for the second half and 2027 if the Middle East conflict and fuel disruptions persist.

Company Guidance

GE Aerospace said it is maintaining full‑year guidance but is trending toward the high end of its ranges, calling for total‑company revenue growth in the low double‑digits, profit of $9.85–$10.25 billion, EPS of $7.10–$7.40, and free cash flow of $8.0–$8.4 billion. The outlook is based on full‑year departures of flat to low single‑digit growth (including a low‑double‑digit decline in the Middle East), assumes Brent/jet fuel elevated through Q3 then easing by year‑end, and excludes a global recession. Management now expects services revenue to be up roughly $4.0 billion year‑over‑year (vs. ~$3.5B previously), with Q2 services growth in the high‑teens, 95% of spare‑parts for Q2 already in backlog, all Q2 shop visits already off‑wing, and the Q2–Q3 engine removal pipeline plus current off‑wing engines running about one‑third oversubscribed to the shop‑visit guide. Segment guidance for CES and DPT is maintained (DPT tracking to high‑teens revenue growth), CES deliveries are expected up ~15% for the year, and the company believes its backlog and operational actions position it to reach the high end of the guidance range.

Very Strong Order Growth

Total company orders up 87% YoY; Commercial Engines & Services (CES) orders up 93%; Defense, Power & Tech (DPT) orders up 67%, including record defense orders for the decade and DPT book-to-bill above 2.

Revenue and Profit Expansion

Revenue increased 29% YoY; operating profit grew 18% to $2.5 billion (approximately $380 million increase); CES profit $2.4 billion (up nearly $450 million).

EPS, Free Cash Flow and Capital Returns

EPS up 25% to $1.86; free cash flow up 14% to $1.7 billion; share count reduced by 24 million contributing to EPS improvement.

Services and Engine Delivery Momentum

Commercial services revenue up 39% YoY; total engine deliveries up 43%; LEAP internal shop visits up over 50%; spare parts orders up over 30% YoY since March; 95% of spare parts revenue in backlog entering Q2.

Large, Growing Backlog and Bookings

Commercial services backlog cited at over $170 billion (visibility into multiyear demand); overall backlog referenced above $210 billion; more than 650 commercial engine wins (>$1 billion) in Q1, including major deals with American, United, Delta and Ryanair.

Operational Improvements via Flight Deck and Tech

Flight Deck-driven supplier and shop improvements: supplier increased output by >40% at one site; McAllen HPT repair time reduced by >50%; AI-based material assistant deployed (predicts LEAP work scopes nine months out); wider external MRO network expansion (Delta TechOps and Iberia).

Targeted Investments to Support Ramp

Announced $1 billion U.S. manufacturing investment (second consecutive year), $100 million for external suppliers, and $300 million investment in Singapore repair facility to expand repair capability and reduce cost of ownership.

Defense and Systems Progress

Defense deliveries up 24% in the quarter; DPT revenue up 19% and profit up 17%; awarded $1.4 billion T408 contract for CH-53K; propulsion and additive technologies grew 29% led by Avio Aero.

GE Aerospace (GE) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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GE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 16, 2026	2026 (Q2)	1.87 / -	1.66	―	―	―
Apr 21, 2026	2026 (Q1)	1.60 / 1.86	1.49	24.83% (+0.37)
Jan 22, 2026	2025 (Q4)	1.43 / 1.57	1.32	18.94% (+0.25)
Oct 21, 2025	2025 (Q3)	1.46 / 1.66	1.15	44.35% (+0.51)
Jul 17, 2025	2025 (Q2)	1.43 / 1.66	1.2	38.33% (+0.46)
Apr 22, 2025	2025 (Q1)	1.27 / 1.49	0.82	81.71% (+0.67)
Jan 23, 2025	2024 (Q4)	1.04 / 1.32	0.821	60.78% (+0.50)
Oct 22, 2024	2024 (Q3)	1.14 / 1.15	0.654	75.84% (+0.50)
Jul 23, 2024	2024 (Q2)	0.99 / 1.20	0.542	121.40% (+0.66)
Apr 23, 2024	2024 (Q1)	0.71 / 0.82	0.215	281.40% (+0.60)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

GE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 21, 2026	$303.22	$286.37	-5.56%
Jan 22, 2026	$317.64	$294.20	-7.38%
Oct 21, 2025	$301.52	$305.45	+1.31%
Jul 17, 2025	$264.83	$258.96	-2.22%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.