GE Aerospace's third quarter 2026 earnings beat estimates as orders surged 49% with raised guidance

GE Aerospace reported third quarter 2026 adjusted revenue of $13.3 billion, an 18% increase year-over-year, while adjusted EPS rose 36% to $2.25. Total orders increased 49% to $19.0 billion, reflecting substantial demand across commercial and defense portfolios, which prompted management to raise full-year 2026 guidance across all key financial metrics.

Key Highlights

• Total orders surged 49% to $19.0 billion, driven primarily by a 58% increase in Commercial Engines & Services (CES) orders which reached $15.3 billion.
• Commercial Engines & Services revenue grew 21% to $10.3 billion, with equipment revenue up 38% on higher engine deliveries and services up 17%.
• Management raised full-year 2026 adjusted EPS guidance to a range of $8.00 to $8.10, up from the prior range of $7.65 to $7.85, and increased free cash flow expectations to $9.1–$9.4 billion.