GE Aerospace Q3 2026: Beat, Raise, and a $170 Billion Services Backlog

Podcast: Exponential Learning · The Team

Opublikowano: 2026-10-20

GE Aerospace beat Q3 2026 expectations and raised full-year guidance on every line: adjusted EPS of $2.25 (up 36%), adjusted revenue up 18%, orders up 49% to $19B, and FY adjusted EPS guidance lifted to $8.00-$8.10 — above where the Street already sat. Alex and Jordan walk the segment detail (commercial services +17%, equipment +38%, defense +7%), the 2027 low-double-digit services outlook backed by a $170B+ backlog, the $11.75B CPP castings acquisition, the LEAP ramp and the GE9X seal fix — plus the watch items: cash conversion, supplier throughput, and a premium multiple. For informational and educational purposes only — not financial advice.