GE Aerospace · GE · Next earnings

GE Aerospace reports Tuesday, Oct 20, 2026

GE reports before market open with consensus EPS at $2.01 and revenue at $12.81B. Last quarter: GE Aerospace Beats on Q2, Raises Full-Year Guidance on Strong Aftermarket Demand

Reports Before market open30 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $2.01 Calendar consensus
Consensus revenue $12.81B Calendar consensus
Report date Oct 20, 2026 Tuesday, date estimated
Session Before market open 30 days away

Where GE left off: FY2026 Q2

Full report

GE Aerospace Beats on Q2, Raises Full-Year Guidance on Strong Aftermarket Demand

EPS surprise +8.6% Reported $2.02 vs $1.86
Revenue surprise +6.3% Reported $12.63B vs $11.88B
Stock move -4.1% Event window
Subsequent drift +4.6% Up to 20 sessions

Full-year guidance was raised across the board, a notable upgrade from the prior quarter when guidance was maintained. CES revenue growth is now expected at approximately 20%, DPT growth at low-double-digits, and full-year EPS guidance set at $7.65 to $7.85. Capex outlook remains increasing, with continued investments in MRO capacity expansion at Celma and the new MTU Fort Worth facility, LEAP durability kit industrialization for early 2027, and hybrid-electric EPFD demonstrator development. The raise signals management's growing confidence in aftermarket demand resilience and LEAP engine momentum despite lingering macro uncertainty.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Rising spare-parts delinquency (up 20% sequentially) and material availability constraints.
  • Inflationary cost pressures impacting margins, particularly on GE9X and early-stage LEAP services.
  • Geopolitical and macro-economic uncertainty affecting airline demand and departure growth.
  • Supply-side bottlenecks as shop-visit capacity approaches limits.
  • High cost of ownership for newer engine families may pressure aftermarket margins.

Questions analysts left open

  • Macro-economic uncertainty and its potential impact on future guidance sustainability.
  • Spare-parts delinquency trends and associated working-capital pressure.
  • Supply-side capacity constraints limiting shop-visit throughput.
  • Pricing strategy amid rising fuel prices and inflation.
  • Margin pressure from GE9X and early-stage LEAP services.

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Recent GE quarters

All GE earnings
-4.1%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.