GE Aerospace earnings overview

GE FY2026 Q2 · Calendar Q3 2026

GE Aerospace

GE Aerospace's Q2 2026 results reinforce its position as a pure-play aerospace engine maker with a growing services franchise. Revenue grew 24% YoY with orders up 17%, and management raised full-year guidance across both segments. The LEAP engine backlog and a $170B services backlog provide multi-year revenue visibility. However, rising spare-parts delinquency (up 20% sequentially) and supply-chain capacity constraints temper near-term enthusiasm, as evidenced by the stock's 3.5% abnormal decline on the report despite the beat and raise. The subsequent 4.6% drift higher suggests the initial sell-off was an overreaction to supply-chain concerns rather than a signal of fundamental weakness.