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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for GE Aerospace (GE) is 7/10.
Revenue surged 29% with EPS of $1.86 up 25% as CES grew 34% on exceptional commercial services demand and spare parts revenue. Backlog exceeded $210 billion on major customer wins, and defense output rose 83% for the second consecutive quarter. Management maintained full-year guidance while noting results were trending toward the high end, though Middle East conflict reduced the departures outlook and compressed the margin picture through OE mix.
Scored from GE Aerospace’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $10.81B | -44.3% | $1.75 | +20.7% | 37.5% | 24.1% | 17.6% | $1.03B |
| FY2025 Q1 | $9.93B | +10.9% | $1.83 | +30.7% | 39.7% | 20.2% | 19.9% | $1.30B |
| FY2025 Q2 | $11.02B | +21.2% | $1.89 | +64.3% | 37.9% | 19.0% | 18.4% | $1.92B |
| FY2025 Q3 | $12.22B | +24.2% | $2.02 | +19.5% | 36.5% | 22.9% | 17.6% | $2.25B |
| FY2025 Q4 | $12.72B | +17.6% | $2.38 | +36.0% | 34.2% | 18.5% | 20.0% | $1.79B |
| FY2026 Q1 | $12.39B | +24.7% | $1.81 | -1.1% | 36.1% | 23.3% | 15.4% | $1.49B |
| FY2026 Q2 | $13.35B | +21.1% | $2.26 | +19.6% | 35.0% | 17.8% | 17.8% | $-1.95B |