GE Aerospace Raises FY26 Outlook, Q2 Earnings Top Estimates
GE Aerospace raised its full-year guidance, citing strong commercial services growth and higher-than-expected earnings. The company reported quarterly revenue and profit above estimates, driven by robust demand for its aviation services and engines. Despite ongoing supply chain constraints and inflation concerns, GE Aerospace remains optimistic about its prospects.
GE Aerospace posted second-quarter 2026 results on July 16 that topped estimates, with GAAP revenue of $13.3 billion, up 21% year over year, and adjusted EPS of $2.02, up 22%. Commercial engines and services led the quarter with a 27% sales gain, while total orders climbed 17% to $16.5 billion.
On the strength of that performance, GE Aerospace raised its full-year guidance across the board, lifting its 2026 adjusted EPS target to $7.65 to $7.85 from a prior $7.10 to $7.40 and pushing its adjusted revenue growth outlook to a high-teens rate. CEO Larry Culp framed supply, not demand, as the company's principal constraint heading into the second half.
The raise reinforces a multi-year re-rating for GE built on high-margin aftermarket services and a growing installed base of jet engines. The key watch items are whether supply-chain throughput can keep pace with orders and how durable the commercial services momentum proves as the aviation cycle matures.
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