General Electric Co., now operating as GE Aerospace, reported strong second-quarter and first-half 2026 results for the period ended June 30, 2026, driven by higher commercial engine deliveries, growth in aftermarket services, improved pricing and a larger services backlog. The quarterly report does not describe an insider purchase or sale, securities issuance, or other transaction with share prices or transaction codes; instead, it reports GE Aerospace’s operating performance, business developments and financial condition. For the second quarter of 2026, GE Aerospace reported total revenue of $13.35 billion, up 21% from $11.02 billion in the same quarter of 2025. Equipment revenue rose to $3.60 billion from $2.84 billion, while services revenue increased to $9.03 billion from $7.31 billion. Insurance revenue declined to $715 million from $872 million. Net income from continuing operations attributable to common shareholders was $2.41 billion, compared with $2.01 billion a year earlier. Diluted continuing earnings per share were $2.30, up from $1.87, while adjusted EPS, a non-GAAP measure, was $2.02, up 22%. For the first six months of 2026, total revenue increased 23% to $25.74 billion from $20.96 billion in the prior-year period. Equipment revenue rose to $6.87 billion from $5.50 billion, and services revenue climbed to $17.38 billion from $13.66 billion. Net income from continuing operations attributable to common shareholders was $4.34 billion, compared with $3.98 billion in the first half of 2025. Diluted continuing EPS was $4.13, up from $3.70, and adjusted EPS was $3.88, up 24%. GE Aerospace said demand remained strong across its commercial engine and services business. In the first half of 2026, United Airlines and Delta Air Lines selected GE’s GEnx engines for Boeing 787 Dreamliner widebody aircraft orders. American Airlines and Copa Airlines selected LEAP engines for narrowbody aircraft orders. Ryanair also signed a long-term material services agreement covering its fleet of roughly 2,000 CFM56 and LEAP engines powering Boeing 737 aircraft. The company’s Commercial Engines & Services segment posted second-quarter revenue of $9.73 billion, up 27% from $7.65 billion a year earlier. Segment profit rose 20% to $2.66 billion, though profit margin declined to 27.3% from 28.9%, reflecting the impact of higher installed engine deliveries, growth investment and inflation. For the first half, Commercial Engines & Services revenue increased 30% to $18.65 billion, and profit rose 22% to $5.01 billion. Commercial engine deliveries totaled 659 units in the second quarter, up from 525, and 1,299 units in the first half, up from 951. LEAP engine deliveries were 510 in the second quarter and 1,030 for the first half, compared with 410 and 729, respectively, in the prior-year periods. GE Aerospace also highlighted expansion of its maintenance and overhaul capacity. The company said internal shop visit revenue grew 30% in the first half of 2026. It added Iberia as the seventh Premier MRO provider for LEAP aftermarket demand and expanded Delta TechOps capabilities for both LEAP-1A and LEAP-1B engines. GE also said it completed certification for the LEAP-1B durability kit, including an upgraded high-pressure turbine blade intended to approximately double time-on-wing for that engine. Backlog growth was another key development. Remaining performance obligation, representing unfilled customer orders for products and product services, reached $210.79 billion at June 30, 2026, up 11% from $190.56 billion at December 31, 2025. Equipment RPO increased to $32.09 billion from $27.53 billion, while services RPO rose to $178.71 billion from $163.03 billion. GE attributed the increase primarily to commercial actions and expansions of existing long-term service agreements in Commercial Engines & Services, as well as Defense & Propulsion Technologies equipment orders outpacing revenue recognized. The company also reported organizational and strategic changes. On January 15, 2026, GE Aerospace announced that its Commercial Engines & Services segment would expand to cover the entire commercial engine lifecycle, including safety and quality, product management, engineering, supply chain, manufacturing and aftermarket services. GE also moved its Aeroderivative business, previously reported in Commercial Engines & Services, into its Defense & Propulsion Technologies segment. Management said it is investing to meet demand and address supply chain constraints. GE Aerospace plans to invest $1 billion in U.S. manufacturing and hire 5,000 U.S. workers in 2026, including both engineering and manufacturing roles. The company said global material availability continues to disrupt production and deliveries, but aftermarket output and engine deliveries have continued to improve quarter over quarter. GE Aerospace also discussed tariff developments. The company said that after a 2026 Supreme Court ruling against tariffs imposed under the International Emergency Economic Powers Act, it submitted refund requests in the second quarter and received a portion of previously paid IEEPA tariffs. GE said it continues to monitor tariff policy and evaluate effects on its global aerospace business. Overall, the filing shows GE Aerospace continuing to benefit from strong commercial aerospace demand, a large and growing installed engine base, and expanding services revenue. The report matters because it indicates that aftermarket services and engine deliveries are growing sharply, while backlog expansion suggests substantial future revenue visibility, even as the company continues to manage inflation, supply chain constraints, geopolitical risks and tariff uncertainty.
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GE Aerospace (GE) stock price, chart, and key data
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Stock detail
GE Aerospace
GE · XNYS
+$24.48 (+7.12%) past day
$368.43
Pre-market $342.09 (-7.15%)
Key metrics
Financials
Quarterly revenue, profitability, and balance-sheet snapshot
Dividend
Past Dividend Performance
$0.36
$0.47
$0.47
Annual Dividend Yield
0.51%
Dividend
$0.47 / Stock
Frequency
Quarterly Payment
Day range
$335.06 - $345.01
Close price
$340.70
Market cap
$354.1B
P/E ratio
43.45
About the company
GE Aerospace
General Electric Company was an American multinational conglomerate founded in 1892, incorporated in the state of New York and headquartered, during its final year of operation, in Boston. Over the years, the company had multiple divisions, including aerospace, transportation, energy, healthcare, lighting, locomotives, appliances, and finance. In 2020, GE ranked among the Fortune 500 as the 33rd largest firm in the United States by gross revenue. In 2023, the company was ranked 64th in the Forbes Global 2000. In 2011, GE ranked among the Fortune 20 as the 14th most profitable company, but later very severely underperformed the market as its profitability collapsed. Two employees of GE—Irving Langmuir and Ivar Giaever —have been awarded the Nobel Prize. From 1986 until 2013, GE was the owner of the NBC television network through its purchase of its former subsidiary RCA before its acquisition of NBC's parent company NBCUniversal by Comcast in 2011. Following the Great Recession of the late 2000s, General Electric began selling off various divisions and assets, including its appliances and financial capital divisions, under Jeff Immelt's leadership as CEO.
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Mean target
$409
13
Buy
/ 13
Recent calls
07/20/2026
Goldman Sachs
Noah Poponak
Buy
07/20/2026
J.P. Morgan
Seth Seifman
Buy · Price target $400
07/20/2026
Wells Fargo
David E. Strauss
Buy · Price target $390
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#1Gilbert Cisneros
democrat · House · CA-31
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#2Alan Armstrong
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#3Jared Moskowitz
democrat · House · FL-23
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- Buy$1,001 / $8,001 / $15,000
#4Matthew Robert Van Epps
republican · Executive
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#5Jared Moskowitz
democrat · House · FL-23
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#6Austin Scott
republican · House · GA-8
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#10Matt Cartwright
democrat · House · PA
#11Ro Khanna
democrat · House · CA-17
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democrat · House · AL-7
#13Randy Fine
republican · House
#14Maria Elvira
republican · House
- Buy$1,001 / $8,001 / $15,000
#15Shelley Capito
republican · Senate · WV
#16Valerie Hoyle
democrat · House · OR-4
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