GE Aerospace Q3 Orders Jump 49%, 2026 Guidance Raised Across the Board
GE sits 16% above its 52-week low of $268.91.
Summary
GE Aerospace posted Q3 orders up 49% and adjusted EPS up 36%, then raised 2026 guidance across revenue, profit, EPS and free cash flow while pointing to low-double-digit 2027 commercial services growth.
Key Events · Earnings and Guidance · GE
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Q3 Orders Surge 49% to $19.0B
Total orders rose 49% to $19.0B, with commercial services up 23% and CES segment orders up 58% to $15.3B on equipment more than tripling.
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Adjusted EPS Up 36%, Margin +220 bps
Adjusted revenue grew 18% to $13.3B and operating profit 30% to $3.0B; adjusted EPS of $2.25 rose 36% and operating margin expanded 220 bps to 22.5%.
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2026 Guidance Raised Across the Board
Adjusted EPS guide lifted to $8.00-8.10 from $7.65-7.85, operating profit to $10.9-11.0B from $10.55-10.75B, and FCF to $9.1-9.4B from $8.9-9.2B.
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First 2027 Outlook: Services Low-Double-Digit Growth
Management said it expects 2027 commercial services to grow low-double-digits, supported by a commercial services backlog above $170B.
Analysis · GE · Manufacturing
GE Aerospace beat on the metrics that matter and lifted every line of its 2026 outlook. Orders of $19.0B rose 49%, with commercial services up 23%; adjusted revenue grew 18% to $13.3B, and adjusted EPS jumped 36% to $2.25 as operating margin expanded 220 bps to 22.5%. Management now guides 2026 adjusted EPS to $8.00-8.10 (from $7.65-7.85), operating profit to $10.9-11.0B, and free cash flow to $9.1-9.4B. For the first time, it also framed 2027 commercial services growth as low-double-digits off a >$170B services backlog. The one soft spot is cash: Q3 free cash flow fell 14% to $2.0B, though the full-year FCF guide still went up. This is the quarterly print that anchors the thesis, and it came in stronger than the prior guide implied.
How filings like this one have moved
In the 30 days to Oct 22, 2026, 36.8% of the 1026 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.78%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, GE was trading at $312.90 on NYSE in the Manufacturing sector, with a market capitalization of approximately $323B. The 52-week trading range was $268.91 to $388.84. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.