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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Seth Seifman | JPMorgan | 7 (0%) |
| Gautam Khanna | TD Cowen | 7 (0%) |
| Myles Walton | Wolfe Research | 7 (0%) |
| Sheila Kahyaoglu | Jefferies | 7 (43%) |
| Scott Deuschle | Deutsche Bank | 6 (17%) |
| Ron Epstein | Bank of America | 6 (0%) |
| Doug Harned | Bernstein | 6 (17%) |
| David Strauss | Wells Fargo | 5 (0%) |
| Scott Mikus | Melius Research | 5 (0%) |
| Rob Stallard | Vertical Research Partners | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jefferies | 1 | 7 (43%) |
| JPMorgan | 1 | 7 (0%) |
| Wolfe Research | 1 | 7 (0%) |
| TD Cowen | 1 |
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.
Revenue Growth | Demand | Margin | Supply Chain | Guidance Reliability | Innovation & R&D | Competitive Dynamics | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 3 | 3 | 1 | 3 | |||
| 2025Q1 | 3 | 4 | 3 | 2 | 3 | |||
| 2025Q2 | 4 | 5 | 6 | 2 | 3 | 2 | 1 | 1 |
| 2025Q3 | 5 | 2 | 1 | 3 | 2 | 2 | 1 | |
| 2025Q4 | 3 | 4 | 5 | 2 | 2 | 1 | 1 | |
| 2026Q1 | 2 | 7 | 3 | 3 | 1 | 2 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 5 | 3 | 4 | 5 | 3 | 2 |
| Demand | 4 | 5 | 2 | 4 | 7 | |
| Margin | 3 | 3 | 6 | 1 | 5 | 3 |
| Supply Chain | 3 | 2 | 2 | 3 | 2 | 3 |
| Guidance Reliability | 1 | 3 | 2 | 2 | 1 | |
| Innovation & R&D | 2 | 2 | 1 | 2 | ||
| Competitive Dynamics | 3 | 1 | 1 | 1 | ||
| Pricing | 3 | 1 | 1 | 1 |
| 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 |
| 7 (0%) |
| Bank of America | 1 | 6 (0%) |
| Melius Research | 2 | 6 (0%) |
| Bernstein | 1 | 6 (17%) |
| Citigroup | 2 | 6 (17%) |
| +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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What GE and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Finally, on 777X, Kelly highlighted TIA 4a approval as well as progress made with GE on a solution for the engine durability issue we highlighted last quarter”
GE, the 777X engine supplier, identified root cause of a durability issue and is finalizing a fix/modification required before delivery.
“GE has got the Ontario project going on now”
NextEra cites GE's SMR project in Ontario as a source of lessons for Gen 3 small modular reactor technology it is evaluating.
“GE Aerospace deepened their partnership with Palantir Technologies Inc. last quarter to deploy agentic AI-powered solutions across their production system and military aviation supply chain, with a shared mission of ensuring that more aircraft remain available to train America's next generation of U.S. Air Force pilots.”
GE Aerospace expanded its Palantir partnership, deploying agentic AI across its production system and military aviation supply chain after a 26% engine-performance gain.
“We also recently completed a preliminary design review on a hybrid-electric turbogenerator engine system for Beta Technologies’ MB250 VTOL autonomous aircraft.”
GE completed a preliminary design review on a hybrid-electric turbogenerator system for Beta Technologies' MB250 VTOL aircraft.
“We are making progress with high-end CCAs through our partnership with Shield AI for the X-PAT Vehicle program, pairing our propulsion development, testing, and certification expertise with their autonomous aircraft capabilities to accelerate delivery of mission-ready capabilities.”
GE is partnering with Shield AI on the X-PAT Vehicle program, pairing GE propulsion with Shield AI autonomy for high-end CCAs.
“This included an award from the U.S. Air Force to complete an initial design concept of the GEK 1,500 in partnership with Kratos, with potential applications across unmanned aerial systems, collaborative combat aircraft or CCAs, and missiles.”
GE partnered with Kratos on an initial design concept for the GEK 1,500 for unmanned systems, CCAs, and missiles under a USAF award.
“And we just announced Iberia as our seventh Premier MRO, supporting growth in Europe.”
GE named Iberia its seventh Premier MRO, supporting LEAP servicing growth in Europe.
“This quarter, together with the Civil Aviation Authority of Singapore and Airbus, we established the world’s first airport test bed for open-fan technology as part of the RISE program.”
GE, with Airbus and the Civil Aviation Authority of Singapore, established the first airport test bed for RISE open-fan technology.
“In services, we signed an agreement with Ryanair covering approximately 2,000 CFM56 and LEAP engines, providing material support and MRO services to scale their in-house capabilities, consistent with our open MRO strategy.”
GE signed an agreement with Ryanair covering ~2,000 CFM56 and LEAP engines for material support and MRO services.
“This included extending our fifty-plus-year partnership with American, as they celebrate their one hundredth anniversary this month. American recently committed to more than 300 LEAP-1A engines with options for 200 more to power future A321neo and A321XLR deliveries.”
GE extended its 50-plus-year partnership with American, which committed to 300+ LEAP-1A engines (200 options) for A321neo/A321XLR deliveries.
“we are thrilled to be the sole-source partner on the 777X. We have over a thousand engines on order, and customers want the engines, they want the airplanes.”
GE reaffirms it is sole-source engine partner on Boeing's 777X with over a thousand engines on order and strong customer demand.
“Within the LEAP external network, Delta TechOps is now the first North American airline MRO provider licensed for both the LEAP-1A and LEAP-1B.”
Delta TechOps became the first North American airline MRO licensed for both LEAP-1A and LEAP-1B, expanding GE's external LEAP servicing network.
“Additionally, Delta committed to 60 GE9X engines with options for 60 more for its new 787 fleet, marking its first GE9X selection.”
Delta committed to 60 GE9X engines (plus 60 options) for its new 787 fleet, its first-ever GE9X selection.
“United, also celebrating one hundred years this month, selected 300 GE9X engines for its 787 fleet, making it the largest GE9X operator globally.”
GE cites United selecting 300 GE9X engines for its 787 fleet, making it the largest GE9X operator globally — a major widebody engine win.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
GE GE Aerospace | 7 | +24.7% | |
| AXON Axon Enterprise Inc. | 10 | +33.8% | |
| BA The Boeing Company | 7 | +14.0% | |
| GD General Dynamics | 8 | +10.3% | |
| HII Huntington Ingalls Industries | 6 | +13.3% | |
| LHX L3Harris | 8 | +11.9% | |
| LMT Lockheed Martin | 4 | +0.3% | |
| NOC Northrop Grumman | 6 | +4.4% | |
| RKLB Rocket Lab USA, Inc. | 8 | +63.5% | |
| RTX RTX Corporation | 9 | +8.7% | |
| SPCX Space Exploration Technologies Corp. | · | n/a | |
| TDG TransDigm Group | 10 | +18.3% | |
| TXT Textron | 7 | +11.8% |