GE Aerospace revenue up 21% on engine deliveries; tariff refunds & segment reorganization

Filed July 16, 2026 · Period ending June 30, 2026 · Compared to 10-Q Jul 21, 2025 · ~2 min read

Key Changes

• high

  Total revenue grew 21.1% year-over-year to $13.3B, driven by 41% increase in LEAP engine deliveries (1,030 units vs 729) and 30% growth in internal shop visit revenue as material availability improved and MRO capacity expanded.

  MD&A: Revenue Growth & LEAP Deliveries verify on EDGAR →
• high

  CES segment profit margin compressed 190 basis points to 26.9% despite 30% revenue growth, as higher install engine deliveries and growth investment offset volume and price gains.

  MD&A: Segment Profit Margin verify on EDGAR →
• high

  Supreme Court ruled against IEEPA tariffs in 2026; GE received partial refunds in Q2 and reversed $0.1B of prior-year tariff charges on long-term service agreements. Zero-for-zero tariff agreement with EU, UK, Japan, and Korea established in 2025.

  MD&A: Tariff Policy Developments verify on EDGAR →