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GENERAL ELECTRIC CO 8-K Report, Financial Results (Jan 22, 2026)

Reports
Earnings & Results·Exhibits & Filings
Filing Date
Filed January 22, 2026
Period End
January 22, 2026
Security
GE
In the record · 2016–202610-K1110-Q348-K179

GE filed 11 annual reports (10-K), 34 quarterly reports (10-Q) and 179 current reports (8-K) between 2016 and 2026.

  1. Material agreement8-K · Nov ’16Nov ’16
  2. Auditor change8-K · Jun ’20Jun ’20
  3. Leadership change8-K · Jun ’22Jun ’22
  4. Leadership change8-K · Jul ’24Jul ’24

01—Abstract

Summary

Summary of the 8-K filed January 22, 2026. Cited figures are marked; the original filing is the authoritative source.

GE Aerospace (NYSE: GE) closed 2025 with a strong fourth quarter and full year, reporting total orders of $66.2Ba for the year (+32%) and GAAP revenue of $45.9B (+18%).

Adjusted revenue, which excludes run-off insurance, rose 21% to $42.3Bb. Full-year GAAP profit grew 31% to $10.0B, operating profit rose 25% to $9.1B, and adjusted EPS increased 38% to $6.37. Free cash flow reached $7.7B (+24%), with FCF conversion of 113%.

The company cited a backlog of roughly $190 billionc and attributed growth to higher services volumes, record LEAP deliveries (+28%), and improved material availability from priority suppliers. For 2026, management guided to low-double-digit adjusted revenue growth, operating profit of $9.85B to $10.25B, adjusted EPS of $7.10 to $7.40, and FCF of $8.0B to $8.4B with conversion above 100%. The company also reorganized its segments: the Aeroderivative business moved from Commercial Engines & Services to Defense & Propulsion Technologies, and Technology & Operations was folded into CES.

Segment guidance calls for CES operating profit of $9.6B to $9.9Bd and DPT operating profit of $1.55B to $1.65B, with corporate costs of $(1.2)B to $(1.3)B. Investors should note that Q4 CES margins contracted 420 basis points to 24.0%, driven by lower spare engine ratio, higher install deliveries including GE9X, and higher R&D. Total Q4 operating margin also fell 90 basis points.

Adjusted EPS and FCF rely on non-GAAP adjustments, and the filing states that GAAP reconciliations for 2026 guidance cannot be provided without unreasonable effort due to uncertain gains, mark-to-market effects on BETA Technologies, and restructuring timing. This is a Form 8-K furnishing the earnings release under Item 2.02; the information is not deemed filed under the Exchange Act.

02—Key points

Key Highlights

  1. Full-year 2025 orders of $66.2B, up 32%, and backlog of roughly $190B supporting future revenue visibility
  2. Full-year adjusted EPS of $6.37, up 38%, with GAAP continuing EPS of $8.05, up 32%
  3. Free cash flow of $7.7B, up 24%, with FCF conversion of 113%
  4. 2026 guidance: adjusted revenue growth of low-double-digits, operating profit of $9.85B to $10.25B, and adjusted EPS of $7.10 to $7.40
  5. 2026 FCF guidance of $8.0B to $8.4B, with conversion above 100%
  6. Q4 CES margin contracted 420 bps to 24.0% due to lower spare engine ratio, install deliveries, and higher R&D
  7. Segment reorganization moves Aeroderivative to DPT and folds T&O into CES, so prior-period comparisons are affected

03—Questions

Frequently Asked Questions

  1. What drove the strong 2025 performance?

    Growth came from CES services revenue up 26% for the year, engine deliveries up 25% including record LEAP deliveries up 28%, and Defense deliveries up 30%. Management attributes this to a more than 40% increase in material input from priority suppliers, which improved material availability and output.

  2. What does the 2026 guidance imply for earnings growth?

    Guidance calls for adjusted EPS of $7.10 to $7.40, versus $6.37 in 2025, implying roughly 11% to 16% growth. Operating profit guidance of $9.85B to $10.25B compares with $9.1B in 2025, and FCF guidance of $8.0B to $8.4B compares with $7.7B.

  3. Why did Q4 CES margins decline?

    CES Q4 operating margin fell 420 bps to 24.0%. The company cited a lower spare engine ratio, higher install deliveries including GE9X, and an increase in R&D, partly offset by Services volume and price gains.

  4. Why are the segment figures different from prior reporting?

    GE reorganized its segments. The Aeroderivative business moved from CES to DPT, and remaining Technology & Operations site revenue and costs moved from Corporate to their respective businesses. The 2025 segment figures shown are revised for these changes.

  5. Are the non-GAAP measures reliable for comparison with GAAP?

    Adjusted revenue excludes run-off insurance revenue, and adjusted EPS excludes items such as insurance results, non-operating pension income, restructuring, and separation costs. The company provides reconciliations for 2025, but for 2026 guidance it states that GAAP reconciliations cannot be provided without unreasonable effort due to uncertain timing of gains, BETA Technologies mark-to-market effects, and restructuring charges.

04—Continue

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