GE Aerospace

GE Aerospace raises 2026 guidance on 49% order growth and 18% revenue acceleration; CPP acquisition unlocks next-gen casting capacity.

GE Aerospace delivered Q3 2026 revenue growth of 18% and order growth of 49%, driven by Commercial Engines & Services orders up 58% and sustained commercial services momentum. The company raised full-year guidance across revenue (19%-20%), operating profit ($10.9B-$11B), and EPS ($8.00-$8.10), citing backlog strength of over $170 billion and visibility through decade-end airframer order books. The strategic acquisition of Consolidated Precision Products (CPP) positions the company to expand mission-critical casting capacity and accelerate next-generation engine cooling and durability technologies, with management targeting regulatory approvals by summer 2027.

GE Aerospace is a global aerospace propulsion and services company operating through two primary segments: Commercial Engines & Services and Defense & Propulsion Technologies. The company designs, manufactures, and services jet engines and related systems for commercial airlines and defense customers worldwide. Its services-heavy business model generates the majority of revenue from aftermarket engine services rather than new equipment sales.

Primary products

• Commercial jet engines
• Military propulsion systems
• Engine services