Skip to content
AnalystLens

GENERAL ELECTRIC CO 8-K Report, Financial Results (Jul 16, 2026)

Reports
Earnings & Results·Exhibits & Filings
Filing Date
Filed July 16, 2026
Period End
July 16, 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. Deal closed8-K · Apr ’20Apr ’20
  3. Leadership change8-K · Dec ’21Dec ’21
  4. Leadership change8-K · Oct ’25Oct ’25

01—Abstract

Summary

Summary of the 8-K filed July 16, 2026. Cited figures are marked; the original filing is the authoritative source.

GE Aerospace (NYSE: GE) reported second-quarter 2026 results on July 16, 2026, showing strong growth led by its Commercial Engines & Services (CES) segment.

Total orders were $16.5Ba (+17%), GAAP revenue was $13.3B (+21%), and adjusted revenue was $12.6B (+24%). GAAP profit rose 17% to $2.8B, while operating profit grew 18% to $2.7B, though operating margin contracted 130 bps to 21.7% due to engine growth including the GE9X, investments, and inflation. Continuing GAAP EPS was $2.30 (+23%) and adjusted EPS was $2.02 (+22%).

Free cash flow reached $3.0Bb (+43%), and first-half FCF of $4.7B (+31%) reflects strong cash generation. The headline for investors is the raised full-year 2026 guidance across all key metrics. Adjusted revenue growth is now expected to be high-teens (previously low-double-digits), operating profit is now $10.55-$10.75B (previously $9.85-$10.25B), adjusted EPS is now $7.65-$7.85 (previously $7.10-$7.40), and FCF is now $8.9-$9.2B (previously $8.0-$8.4B).

CES services revenue is now expected to grow in the low 20s percent, and management cites a backlog of over $210Bc and record internal shop visit output as drivers of visibility. While results are strong, investors should note that the operating margin decline, the continued reliance on services growth, and the non-GAAP nature of many headline metrics warrant attention.

The company also flagged ongoing risks including supply chain constraints, geopolitical and trade tensions, and capital needs tied to its run-off insurance operations and Bank BPH mortgage portfolio in Poland. The filing itself is a furnished Item 2.02 disclosure, so the earnings release is not deemed 'filed' under Section 18 of the Exchange Act.

02—Key points

Key Highlights

  1. Total orders of $16.5B (+17%) and GAAP revenue of $13.3B (+21%); adjusted revenue of $12.6B (+24%).
  2. GAAP continuing EPS of $2.30 (+23%) and adjusted EPS of $2.02 (+22%); operating profit of $2.7B (+18%).
  3. Operating profit margin contracted 130 bps to 21.7%, driven by GE9X install growth, investments, and inflation.
  4. Free cash flow of $3.0B in Q2 (+43%) and $4.7B year-to-date (+31%); FCF guidance raised to $8.9-$9.2B.
  5. Full-year 2026 guidance raised across the board: adjusted revenue growth now high-teens, operating profit $10.55-$10.75B, adjusted EPS $7.65-$7.85.
  6. CES services revenue up 32% in the first half; CES revenue growth now expected at ~20% for 2026, and DPT revenue growth at low double digits.
  7. Over $210B backlog, LEAP-1B durability kit certified (~2x time-on-wing improvement, full cutover expected early 2027), and new defense and commercial wins including Copa Airlines (up to 120 LEAP-1B engines).

03—Questions

Frequently Asked Questions

  1. How much did GE Aerospace's full-year 2026 guidance change?

    GE raised guidance across the board. Adjusted revenue growth moved from low-double-digits to high-teens, operating profit rose to $10.55-$10.75B from $9.85-$10.25B, adjusted EPS increased to $7.65-$7.85 from $7.10-$7.40, and FCF rose to $8.9-$9.2B from $8.0-$8.4B.

  2. What drove the strong second-quarter results?

    Growth was driven by commercial services. CES revenue rose 27% to $9.7B, with services up 26% and internal shop visit revenue up 25%. Equipment revenue grew 30%, with LEAP unit volume up 24%. DPT revenue also grew 16%, led by Avio Aero.

  3. Why did operating margin decline despite higher profit?

    Operating profit margin fell 130 bps to 21.7%. Management attributed the decline to install engine growth (including the GE9X), ongoing investments, and inflation, partially offset by volume and price gains in services.

  4. Are the headline metrics GAAP or non-GAAP?

    Several key metrics, including adjusted revenue, operating profit, adjusted EPS, and free cash flow, are non-GAAP. GAAP figures are also reported: GAAP revenue of $13.3B, GAAP profit of $2.8B, and GAAP continuing EPS of $2.30. Non-GAAP guidance cannot be reconciled to GAAP without unreasonable effort due to uncertainty around gains, losses, and restructuring timing.

  5. What risks does the company highlight?

    Key risks include macroeconomic and market volatility, supply chain constraints, shifts in defense budgets, tariffs and trade tensions, geopolitical events, product quality or safety issues, and capital needs tied to the run-off insurance business and the Bank BPH mortgage portfolio in Poland.

04—Continue

← View all 8-K filings