GE Aerospace Reports Q3 2026 Earnings, Extending Nine-Quarter Beat Streak
GE Aerospace released its third-quarter 2026 results before the opening bell on October 20, with Wall Street expecting a ninth consecutive earnings beat — EPS of $2.01, up 21% year-on-year — as soaring aviation demand and defence spending continue to lift the industrial giant.
GE Aerospace, the US maker of jet engines and aerospace systems spun off from the former General Electric conglomerate, reported third-quarter 2026 results before market open on October 20, 2026. Analysts surveyed by Wall Street expected earnings per share of approximately $2.01 — a 21% increase from the $1.66 posted in Q3 2025 — on revenue of roughly $12.88 billion, representing 14% year-on-year growth from the $11.30 billion recorded in the same quarter a year earlier. The company had beaten consensus EPS estimates in each of its previous eight consecutive quarters, with an average surprise of 11.7%, making it one of the most consistent outperformers among major US industrials. In its second-quarter 2026 earnings report, GE Aerospace had already raised its full-year 2026 EPS guidance to $7.65–$7.85, projected operating profit of $10.55–$10.75 billion, and upgraded its revenue-growth outlook to the high-teens. Driving performance is record demand for commercial aviation — global air travel volumes have surpassed pre-2020 levels — combined with robust government defence procurement amid sustained geopolitical tensions in the Middle East and Eastern Europe. The October 20 report was watched alongside RTX (formerly Raytheon) as a bellwether for the wider aerospace and defence sector.
