GE Aerospace Has Strong Quarter, But Shares Suffer

By the Editorial Team · Friday, July 17, 2026

GE Aerospace reported a 21 percent revenue increase to $13.35 billion and earnings per share of $2.30 for the second quarter, beating analyst expectations despite supply-chain disruptions and inflationary pressures. The company raised its full-year earnings and revenue growth guidance, signaling confidence in continued demand and investments to improve production capacity and delivery times.

GE Aerospace reported a strong second quarter with higher profit and revenue, but persistent supply-chain challenges and inflationary pressures continued to weigh on its operations. Despite the difficulties, the company raised its full-year financial outlook.

For the quarter ending June 30, GE Aerospace posted profit from continuing operations of $2.41 billion, or $2.30 per share, up from $2.01 billion, or $1.87 per share, in the same period last year. Adjusted earnings per share came in at $2.02, surpassing analysts’ expectations of $1.86, according to FactSet data. Revenue rose 21 percent to $13.35 billion, significantly ahead of the forecasted $11.87 billion.

Sales growth was broad-based, with the commercial engines and services segment increasing 27 percent and the defense and propulsion technologies unit up 16 percent. Total orders also rose 17 percent, reflecting strong demand across GE Aerospace’s portfolio.

Despite these positive results, the company reported ongoing supply-chain disruptions that have slowed production and delivery schedules. Deliveries of spare parts experienced a 20 percent sequential increase in delays during the quarter, driven primarily by difficulties in obtaining critical materials. Chief Executive Larry Culp noted the progress in delivery volumes was tempered by rising spare-parts delinquencies.

Inflation further pressured the business, prompting GE Aerospace to raise prices on its products and services in an effort to manage rising costs. The company expects supply constraints and inflationary factors to persist, but it is investing in facility improvements aimed at boosting production capacity and shortening delivery lead times.

Reflecting the improved performance and outlook, GE Aerospace raised its adjusted earnings per share guidance for 2026 to a range of $7.65 to $7.85, up from the prior range of $7.10 to $7.40. Analysts surveyed by FactSet had projected earnings of $7.56 per share. The company also increased its expected revenue growth to the high teens percentage range, ahead of the earlier forecast for low double-digit growth.

Shares of GE Aerospace declined about 4 percent on Thursday following the earnings report, despite the stock’s year-to-date gain of approximately 17 percent.

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