GEQ3 2026 PreviewExpected October 19, 2026 · before market open
GE Q3 2026 Earnings Preview — What to Watch
At the archive date, GENERAL ELECTRIC CO was expected to release its Q3 2026 10-Q filing on October 19, 2026, before market open. Last quarter: GE reported strong Q2 FY2026 growth, with revenue up 21.1% to $13.35B and net income up 16.9% to $2.37B, driven by higher engine deliveries, stronger services demand, and an expanding aerospace backlog despite ongoing supply chain and tariff-related pressures.
Analyst consensus captured from Finnhub and Financial Modeling Prep. This archived preview is no longer updated with later results; see the GE page for retained reports.
What to Watch in Q3 2026
Drawn from management commentary in the Q2 2026 10-Q:
Revenue growth was driven by both equipment and services, especially engine deliveries and aftermarket demand
Q2 FY2026 total revenue rose 21% YoY to $13.35B, with equipment revenue up to $3.60B from $2.84B and services revenue up to $9.03B from $7.31B. Management said equipment growth was driven by increased engine deliveries and improved pricing, while services growth came from higher internal shop visit volume and workscopes, plus higher spare parts volume and pricing. Source: 10-Q Item 2 MD&A, p.4
Backlog remained a major support, with total remaining performance obligation rising to $210.79B
As of June 30, 2026, total RPO increased by $20.2B, or 11%, from December 31, 2025 to $210.79B. Management attributed the increase primarily to CES commercial actions and increases to existing long-term service agreements, as well as DPT equipment orders outpacing revenue recognized. Source: 10-Q Item 2 MD&A, p.5
Commercial Engines & Services delivered particularly strong volume growth, led by LEAP and shop visits
In the first six months of 2026, commercial engine deliveries increased to 1,299 units from 951, LEAP deliveries rose to 1,030 from 729, and internal shop visit revenue growth accelerated to 30% from 16%. CES six-month revenue increased 30% to $18.65B and segment profit increased 22% to $5.01B, though margin declined to 26.9% from 28.8% as higher install engine deliveries, growth investment and inflation offset some benefits. Source: 10-Q Item 2 MD&A, p.6