GE Aerospace beats Q2 estimates, stock dips

GE Aerospace beat Q2 estimates, raised 2026 guidance, and saw strong order growth, but shares fell up to 4.2% post-earnings, likely due to profit-taking.

GE Aerospace delivered strong second-quarter results, surpassing analyst expectations across key financial metrics. Adjusted earnings per share reached $2.02, beating estimates of $1.86. Revenue climbed to a range of $12.6–$13.35 billion, marking a year-over-year increase of 24% to 31.5%. The company reported a 17% rise in orders to $16.5 billion and raised its full-year 2026 adjusted EPS guidance to $7.65–$7.85, above previous forecasts. Free cash flow margin improved to 22.7%, reflecting operational efficiency. Despite these robust results and a positive outlook, GE Aerospace stock declined between 2% and 4.2% in pre-market and immediate post-earnings trading. This drop was attributed by some sources to profit-taking after a recent rally. Management highlighted ongoing operational improvements, strong commercial services growth, and a significant backlog, projecting high double-digit sales growth for 2026.