GE Aerospace (GE) Earnings: Q3 2026 Results and Next Report Date

The quarter ended September 30, 2026 and GE Aerospace published the results on October 20, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. GE Aerospace reports EPS two ways: GAAP, under the accounting rules every US filer follows, and adjusted, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• GAAP EPS on this page is diluted EPS from continuing operations, the figure GE Aerospace's release reports. Net diluted EPS including discontinued operations was $2.20, against $2.02 a year earlier.
• GAAP revenue includes GE Aerospace's run-off insurance operations ($833 million in the quarter). Its adjusted revenue of $13,285 million excludes them.

Source: GE Aerospace third quarter 2026 results, October 20, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How GE Aerospace splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• GE Aerospace's Commercial Engines & Services revenue was $10.3 billion in Q3 2026, up 21% from $8.5 billion in Q3 2025, 73% of total revenue.
• GE Aerospace's Defense & Propulsion Technologies revenue was $3.5 billion in Q3 2026, up 7% from $3.3 billion in Q3 2025, 25% of total revenue.
• GE Aerospace's Insurance revenue (run-off operations) revenue was $833 million in Q3 2026, down 5% from $875 million in Q3 2025, 6% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

GE Aerospace gives full-year guidance, not a quarterly outlook. Its total company ranges (adjusted revenue growth, operating profit, adjusted EPS and free cash flow) are in a table in the release and are summarised below; the sentences quoted here are its segment guidance and the CEO's statement.

In its Q3 2026 release, GE Aerospace said:

“We are raising our 2026 guidance across the board, and we now expect 2027 commercial services to grow low-double-digits supported by our over $170 billion commercial services backlog.”

“In 2026, CES now expects revenue growth of low 20s, up from our prior guide of ~20%, driven by higher services revenue, which we now expect to grow at the higher end of our prior guide of low 20s, and equipment revenue growth of low 20s, up from ~20%.”

“Operating profit is expected to be in the range of $10.5-$10.6 billion, up from our prior guide of $10.25-$10.35 billion, driven by higher services growth and reduced GE9X impact.”

“In 2026, DPT continues to expect revenue growth of low double digits and operating profit of $1.6-$1.7 billion.”

Source: GE Aerospace Q3 2026 release, Oct 20, 2026.

This is the company's own guidance as of Oct 20, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the GE forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP total revenue and diluted EPS from continuing operations, each as first reported in that quarter's release.

GE Aerospace's next report is expected around January 21, 2027, a date estimated from its reporting history that the company has not yet confirmed. This page will show Q3 2026 until those results are out and have been checked against the release.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 20, 2026

GE Aerospace reports two segments. In Q3 2026 Commercial Engines & Services (CES) brought in $10,342 million and Defense & Propulsion Technologies (DPT) $3,469 million; after $(526) million of eliminations and other, adjusted revenue was $13,285 million. GAAP total revenue of $14,118 million also includes $833 million from run-off insurance operations, which GE Aerospace leaves out of adjusted revenue. (GE Aerospace Q3 2026 release, Oct 20, 2026)

Most of GE Aerospace's revenue comes from servicing engines already flying. Across the two segments, services revenue was $9,450 million in the quarter and equipment revenue $4,361 million. The 10-K puts aftermarket services at approximately 70% of revenue, supported by an installed base of approximately 50,000 commercial and 30,000 military engines. (GE Aerospace Form 10-Q, Q3 2026, Oct 20, 2026; GE Aerospace Form 10-K, 2025, Jan 29, 2026)

CES services revenue grew 17%, with internal shop visit revenue up 12% (LEAP up over 40%) and spare parts revenue up over 20%. CES equipment revenue grew 38% on engine deliveries up 8%, including LEAP up 5%. GE Aerospace delivered GE9X engines in the quarter but will recognize that revenue only after midseal certification. (GE Aerospace Q3 2026 release, Oct 20, 2026)

CES customers are mainly airframers, including Boeing and Airbus, airlines and third-party repair shops. Many of its commercial engines are sold through CFM International, a 50-50 non-consolidated joint venture with Safran Aircraft Engines. In 2025 CES was approximately 73% of GE Aerospace revenue, with services 75% of CES revenue. (GE Aerospace Form 10-K, 2025, Jan 29, 2026)

DPT revenue grew 7% to $3.5 billion: Defense & Systems rose 5% with engine deliveries up 4%, and Propulsion & Additive Technologies rose 10% on growth at Avio Aero and Unison. Total orders were $19.0 billion, up 49%, including CES orders of $15.3 billion, up 58%. (GE Aerospace Q3 2026 release, Oct 20, 2026)

GE Aerospace's GAAP diluted EPS from continuing operations was $2.32 in Q3 2026, against $2.04, and its adjusted EPS was $2.25, against $1.66. Adjusted EPS removes run-off insurance results (an after-tax loss of $202 million in the quarter, $0.19 per share), non-operating benefit income ($0.13 per share), gains on retained and sold ownership interests and other equity securities ($0.09 per share), and restructuring, separation and U.S. tax equity items. (GE Aerospace Q3 2026 release, Oct 20, 2026)

Net diluted EPS, which also counts discontinued operations, was $2.20, against $2.02. GE Aerospace's effective income tax rate was 13.7% in both quarters, and its adjusted effective tax rate was 15.2%, against 15.0%. (GE Aerospace Form 10-Q, Q3 2026, Oct 20, 2026)

GE Aerospace repurchased 11.9 million shares for $4.0 billion in 2026 through the third quarter, including 5.9 million shares for $2.1 billion through accelerated share repurchases. In the quarter it agreed to acquire Consolidated Precision Products (CPP) for $11.75 billion, to be funded with approximately $7 billion of cash and new debt for the rest, with closing expected in the second half of 2027. (GE Aerospace Form 10-Q, Q3 2026, Oct 20, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

GE Aerospace gives full-year guidance in its release and raised it in Q3 2026. It now expects adjusted revenue growth of about 19-20% (previously high-teens), operating profit of $10.9 - $11.0B (previously $10.55 - $10.75B), adjusted EPS of $8.00 - $8.10 (previously $7.65 - $7.85) and free cash flow of $9.1 - $9.4B. (GE Aerospace Q3 2026 release, Oct 20, 2026)

By segment, GE Aerospace expects CES revenue growth in the low 20s and CES operating profit of $10.5-$10.6 billion, and DPT revenue growth of low double digits with operating profit of $1.6-$1.7 billion. Its CEO said GE Aerospace expects 2027 commercial services to grow low-double-digits, supported by a commercial services backlog of over $170 billion. (GE Aerospace Q3 2026 release, Oct 20, 2026)

A consensus figure is the average of the models published by the analysts who cover GE Aerospace, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones GE Aerospace's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning GE is on is GE a buy or a sell?, what analysts expect next is on the GE forecast, and what the company does is on the GE Aerospace (GE) stock page.

Every number on this page can be traced to a document GE Aerospace published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.