GE Aerospace raises full-year 2026 guidance on strong services growth
GE Aerospace raised full-year 2026 guidance across operating profit, adjusted EPS, and free cash flow on the strength of second-quarter results driven by commercial services growth. For the full year, the company now expects operating profit of $10.55–$10.75 billion (prior $9.85–$10.25 billion), adjusted EPS of $7.65–$7.85 (prior $7.10–$7.40), and free cash flow of $8.9–$9.2 billion (prior $8.0–$8.4 billion). Second-quarter revenue rose 21% to $13.3 billion, with GAAP profit up 17% to $2.8 billion.
Key facts
- Operating profit guidance raised to $10.55–$10.75 billion from prior $9.85–$10.25 billion
- Adjusted EPS guidance raised to $7.65–$7.85 from prior $7.10–$7.40
- Free cash flow guidance raised to $8.9–$9.2 billion from prior $8.0–$8.4 billion
- Second quarter 2026 revenue $13.3 billion, +21%
- Second quarter GAAP profit $2.8 billion, +17%
- Commercial Engines & Services revenue expected to grow ~20% in 2026, up from mid-teens
- Defense & Propulsion Technologies revenue expected to grow low double digits, up from mid- to high-single-digits
- Total orders second quarter $16.5 billion, +17%
- Cash from operating activities $3.3 billion, +39%
Why it matters
The raised guidance reflects accelerating momentum in the company's core services business and validates management's execution on production ramp-up and delivery commitments, which feeds forward visibility into cash generation and profitability for the remainder of 2026.
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Derived from 8-K filed 2026-07-16. Not investment advice. View the source filing on SEC.gov →