General Electric raises full-year guidance after strong aerospace services growth drove a second quarter 2026 earnings beat.

GE Aerospace reported second quarter 2026 adjusted revenue of $12.6 billion, up 24% year-over-year, and adjusted EPS of $2.02, up 22% year-over-year, both exceeding analyst expectations. The company raised its full-year 2026 guidance for revenue, profit, and free cash flow.

Key Highlights

• Raised its full-year 2026 adjusted EPS guidance to a range of $7.65 to $7.85, up from $7.10 to $7.40, and increased its free cash flow outlook to a range of $8.9 billion to $9.2 billion.
• Commercial Engines & Services (CES) revenue grew 27% to $9.7 billion, with the high-margin services component increasing by 26%, surpassing the 20% growth estimate.
• Booked total orders of $16.5 billion, a 17% year-over-year increase, driven by an 18% rise in the core CES segment.