General Electric Company (GE) Earnings Call Transcripts

General Electric Company's Latest Earnings Call - September 17, 2026

In the third quarter of fiscal year 2026, General Electric Company (GE:US) reported strong performance driven by robust demand in its aerospace segment. Revenue was reported at $15.2 billion, exceeding expectations of $14.5 billion, reflecting a 12% year-over-year increase. Earnings per share (EPS) came in at $2.05, beating estimates by $0.10. Management raised its guidance for 2026, projecting over $15 billion in profit growth and maintaining a strong free cash flow outlook, signaling confidence in sustained operational momentum and market demand.

Reported metrics

Guidance from management

Management raised its guidance for 2026, projecting over $15 billion in profit growth and maintaining a strong outlook for free cash flow, indicating confidence in operational momentum and market demand.

What management said

Yes, absolutely. So I think the first part of your statement is correct, rise, we have factored in any improvement in air fall technology in the margins that we are recognizing today. We've not announced yet. Now to the second part of your question, we've not announced the timing of when we introduced the airfoil, we'll do that.

We'll get that here in the next few months. We'll talk a little bit more about that. But as and when we introduce that. So no timing on that just yet. But as and when we introduce that, and again, it's not a conceptual product pristine. It's something that we've been testing internally. We have more than 3,000 test cycles that we've run in our own lab. So it's a real product that's going through testing. We'll have...

What analysts pressed on

Analysts expressed concerns about the volatility in air traffic and its impact on commercial aerospace aftermarket demand. There were also questions regarding the sustainability of high free cash flow conversion rates and potential supply chain bottlenecks.

Main topics on the call

• Strong Order Momentum — GE Aerospace secured approximately 1,800 new engine orders at the Farnborough Airshow, including a historic order of over 1,000 engines from IndiGo Airlines. Management stated, "we feel good about our overall as we think...
• Acquisition of CPP — The acquisition of CPP is expected to enhance capacity and operational performance, with management projecting $200 million in synergies by year three. Ghai noted, "this will be EPS and free cash flow accretive in year 1...
• Services Growth Outlook — Management expects over 20% growth in services, supported by a $170 billion backlog and increasing engine removals. Ghai stated, "we expect double-digit growth just given the algorithm that we have of installed base, pri...
• Stable Fleet Dynamics — Retirement rates for aircraft are lower than previously anticipated, with CFM56 retirements expected to settle between 1.5% to 2%. Ghai mentioned, "the parked aircraft remain really low from the airlines," indicating sta...

Read the full General Electric Company transcript (September 17, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 72 General Electric Company earnings call transcripts on record, spanning January 29, 2020 to September 17, 2026. Based on this history, General Electric Company reports quarterly. The most recent call on file is dated September 17, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

GE

Exchange

NYSE

Country

US

Sector

Industrials

Industry

Aerospace and Defense

Calls on record

72

First call

January 29, 2020

Most recent

September 17, 2026

Reporting cadence

quarterly