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Get filing alertsGE Aerospace reports Q2 revenue up 21% to $13.3B, raises full-year guidance across all metrics
Filed July 16, 2026 · Period ending July 16, 2026 · ~1 min read
Key Changes
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Q2 revenue rose 21% to $13.3B with EPS up 23% to $2.30; free cash flow jumped 43% to $3.0B driven by robust commercial services growth and record shop visit output.
Item 2.02 — Results of Operations and Financial Condition verify on EDGAR → -
high
Full-year guidance raised: operating profit to $10.55-$10.75B (from $9.85-$10.25B), adjusted EPS to $7.65-$7.85 (from $7.10-$7.40), and free cash flow to $8.9-$9.2B (from $8.0-$8.4B).
Exhibit 99 view on EDGAR → -
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Commercial services revenue grew 26% with internal shop visits up 25% and spare parts up over 25%; LEAP deliveries increased 41% in first half with material input from priority suppliers up double-digits.
Exhibit 99 view on EDGAR → -
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Completed certification for LEAP-1B durability kit with upgraded HPT blade expected to deliver ~2x improvement in time-on-wing; full implementation beginning 2027.
Exhibit 99 view on EDGAR → -
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Secured contracts including up to 120 LEAP-1B engines for Copa Airlines, F404 engines for Turkish Aerospace's HÜRJET program, and CT7 engines for UK Ministry of Defence's New Medium Helicopter program.
Exhibit 99 view on EDGAR →
Summary
GE Aerospace delivered a strong second quarter with revenue climbing 21% to $13.3 billion and earnings per share rising 23% to $2.30, driven by robust commercial services growth. The company generated $3.0 billion in free cash flow, up 43% year-over-year, reflecting operational improvements from its FLIGHT DECK initiative.
Commercial services revenue grew 26%, with internal shop visit revenue up 25% and spare parts revenue up over 25%. The company achieved record internal shop visit output and increased LEAP engine deliveries by 41% in the first half. Based on exceptional year-to-date performance and visibility for the remainder of the year, GE Aerospace raised full-year 2026 guidance across all metrics.
Operating profit guidance increased to $10.55-$10.75 billion, adjusted EPS guidance rose to $7.65-$7.85, and free cash flow guidance increased to $8.9-$9.2 billion. The company also completed certification for the LEAP-1B durability kit, which is expected to deliver approximately 2x improvement in time-on-wing beginning in 2027, a meaningful enhancement for customer economics and engine reliability. The combination of strong current performance, raised guidance, and product improvements supports the company's position in the aerospace recovery cycle.
Section-by-Section Diff
Event · Item 2.02 — Results of Operations and Financial Condition
GE Aerospace released Q2 2026 financial results on its investor relations website.
Added in current filing · verify on EDGAR →
On July 16, 2026, General Electric Company, operating as GE Aerospace (the "Company"), released its second-quarter 2026 financial results on its investor relations website at www.geaerospace.com/investor-relations.
GE Aerospace announced the release of its second-quarter 2026 financial results. The actual financial metrics and performance details are contained in the attached exhibit, which is furnished rather than filed with the SEC.
Event · Exhibit 99
Added in current filing · view on EDGAR → · paraphrased
Total revenue (GAAP) of $13.3B, +21%; adjusted revenue* $12.6B, +24%; Profit (GAAP) of $2.8B, +17%; operating profit* $2.7B, +18%; Profit Margin (GAAP) of 21.0%, (70) bps; operating profit margin* 21.7%, (130) bps; Continuing EPS (GAAP) of $2.30, +23%; adjusted EPS* $2.02, +22%; Cash from operating activities (GAAP) of $3.3B, +39%; free cash flow* $3.0B, +43%
GE Aerospace delivered strong second-quarter results with total revenue of $13.3 billion, up 21% year-over-year, and continuing earnings per share of $2.30, up 23%. The company generated $3.3 billion in cash from operating activities, up 39%, and $3.0 billion in free cash flow, up 43%. Operating profit margin contracted 130 basis points to 21.7% due to install engine growth, investments, and inflation.
Added in current filing · view on EDGAR →
Recorded several wins across commercial and defense, including agreements with Copa Airlines for up to 120 LEAP-1B engines, with Turkish Aerospace for F404 engines to power its HÜRJET advanced jet trainer program, and with Leonardo Helicopters for CT7 engines to power the UK Ministry of Defence’s New Medium Helicopter program.
GE Aerospace secured multiple new contracts in the quarter. Copa Airlines ordered up to 120 LEAP-1B engines. Turkish Aerospace selected F404 engines for its HÜRJET advanced jet trainer program. Leonardo Helicopters chose CT7 engines for the UK Ministry of Defence's New Medium Helicopter program. These wins support the company's over $210 billion backlog.
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Figures/quotes linked to EDGAR · Narrative written by AI · Jul 17, 2026 · How we verify