GE Aerospace Crushes Q2 Estimates, Raises Full-Year Guidance Across the Board
GE sits 43% above its 52-week low of $254.66.
Summary
GE Aerospace reported Q2 adjusted EPS of $2.02, beating estimates by $0.16, and raised full-year guidance for revenue, operating profit, and free cash flow.
Key Events · Earnings and Guidance · GE
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Q2 Earnings Beat
Adjusted EPS of $2.02 exceeded the $1.86 consensus, driven by 24% adjusted revenue growth to $12.6 billion.
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Full-Year Guidance Raised
Management lifted 2026 adjusted EPS guidance to $7.65-$7.85 from $7.10-$7.40, with revenue growth now expected in the high-teens percent range.
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Free Cash Flow Surge
Free cash flow jumped 43% to $3.0 billion in Q2, and full-year FCF guidance was raised to $8.9-$9.2 billion.
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Commercial Services Strength
Commercial Engines & Services revenue grew 27%, with services up 26% on record internal shop visit output and strong spare parts demand.
Analysis · GE · Manufacturing
GE Aerospace delivered a standout second quarter, with adjusted EPS of $2.02 handily beating the $1.86 consensus. Revenue surged 24% on robust commercial services growth, and management raised full-year guidance for revenue, profit, and free cash flow — signaling confidence in sustained momentum. The stock is trading near its 52-week high, and this beat reinforces the bull case for the aerospace cycle.
At the time of this filing, GE was trading at $364.00 on NYSE in the Manufacturing sector, with a market capitalization of approximately $376B. The 52-week trading range was $254.66 to $382.97. This filing was assessed with positive market sentiment and an importance score of 9 out of 10.