Earnings call analysis

General Electric (GE) Q3 2026 Earnings Call: Guidance and Outlook

The company raised its full-year 2026 guidance across the board, reflecting strong year-to-date performance and visibility into the fourth quarter.

About General Electric. Based in Evendale, Ohio, GE Aerospace is a prominent American aviation enterprise with roots tracing back to its 1878 founding by Thomas Alva Edison.

Call date

Oct 20, 2026

Sentiment score

+45 Positive

Management tone, -100 to +100

Sentiment change

vs Q2 2026 call

Sector

Industrials, Aerospace and Defense

Next report

Jan 21, 2027

View calendar

Quarterly guidance

Quarterly guidance: No specific quarterly guidance was given, though management noted they are entering the fourth quarter with over 95% of spare parts in backlog.

Annual guidance

Revenue growth: Raised to 19% to 20% from high teens.
Operating profit: Raised to $10.9 billion to $11 billion.
EPS: Raised to $8 to $8.10.
Free cash flow: Raised to $9.1 billion to $9.4 billion.

Outlook

Commercial Services 2027: Expects low double-digit growth in 2027.
CFM56 retirements: Trending below 2% for 2026, with a potential step up expected in 2027.
GE9X mid-seal: Aiming for FAA certification of the upgraded mid-seal by the end of 2026.
DPT growth: Expects high single-digit revenue growth for 2027.
LEAP installed base: Expected to more than double between 2025 and 2030.

Sources and method

Dombey's summary of the General Electric Q3 2026 earnings call held Oct 20, 2026, written from the call itself. Every figure on this page was checked against what was said on the call, and quoted lines are management's own words; we do not add estimates or prices. The tone score is our read of management's wording, guidance and answers. Check figures against the company's SEC filings before acting. This is research, not investment advice.

Updated Nov 8, 2026. All earnings call analyses

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