GENERAL ELECTRIC CO is expected to release its Q2 2026 10-Q filing in the upcoming earnings season. Last quarter: GE Aerospace delivered strong 24.7% revenue growth to $12.4B in Q1 2026, driven by robust aerospace demand, though net income dipped 3.7% to $1.9B amid rising costs and operating cash flow improved 20.8% to $1.8B.
Drawn from management commentary in the Q1 2026 10-Q:
Revenue surged 24.7% year-over-year to $12.4B in Q1 2026 (vs. $9.9B in Q1 2025), reflecting robust demand for GE's jet engines and services as commercial aviation continues its post-pandemic recovery and defense spending remains elevated.
Net income fell 3.7% to $1.9B from $2.0B in the prior year period, indicating that cost pressures — including a 22.6% rise in R&D expense to $440M and a 23.7% increase in SG&A to $1.08B — are outpacing revenue growth at the bottom line.
Operating cash flow grew 20.8% to $1.82B from $1.51B, suggesting improved working capital management and strong cash conversion from the higher revenue base, even as investing outflows deepened to -$919M from -$317M.
Revenue
$12.39B
++24.73% YoY
EPS (Basic)
$1.82
-1.62% YoY
Add GE to your watchlist to get the AI analysis in your inbox within minutes of the 10-Q filing.