I am surprised that GE Aerospace can outperform analyst expectations. It is one of or the one issue most heavily analyzed. For most to miss the trend in aerospace orders and build speaks volumes for how little true analysis is being done.
GE Aerospace Non-GAAP EPS of $2.25 beats by $0.24, revenue of $13.29B beats by $410M
Oct 20, 2026, 6:33 AM ET, Seeking Alpha
- GE Aerospace press release (GE): Q3 Non-GAAP EPS of $2.25 beats by $0.24.
- Revenue of $13.29B (+17.6% Y/Y) beats by $410M.
- Total revenue (GAAP) of $14.1B, +16%; adjusted revenue* $13.3B, +18%;
- Total orders of $19.0B, +49%;
- FY26 Guiadnce: Revenue expected consensus of 19.07%. Adj EPS of consensus of $7.93
- Based on GE Aerospace’s year-to-date performance and outlook for the fourth quarter, the company is raising total company guidance across the board and now expects:
| 2025 | 2026 Guide Prior | 2026 Guide Current | |
|---|---|---|---|
| Adjusted Revenue* Growth / Adjusted Revenue* | +21% / $42.3B | High-teens | ~19-20% |
| Operating Profit* / Operating profit margin* | $9.1B / 21.4% | $10.55 – $10.75B | $10.9 – $11.0B |
| Adjusted EPS* | $6.37 | $7.65 – $7.85 | $8.00 – $8.10 |
| Free Cash Flow* / FCF* conversion | $7.7B / 113% | $8.9 – $9.2B / >100% | $9.1 – $9.4B / >100% |
- Shares +1.9% PM.