GE General Electric Company (GE) Q2 FY26 earnings call
GE Aerospace delivered a robust second quarter, exceeding expectations with double-digit growth across key financial metrics, driven by strong commercial services and operational improvements from its FLIGHT DECK initiative. The company raised its full-year guidance for revenue, operating profit, EPS, and free cash flow, reflecting sustained demand and confidence in execution despite a dynamic environment. Management emphasized continued focus on customer needs, durability improvements for LEAP engines, and supply chain collaboration to meet robust demand and reduce backlog.
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GE operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Employees | 57KOur responsibility or 57,000 employees take seriously.Source: earnings call transcript | 57KOur 57,000 employees remain committed to our purpose, inventing the future of flight, lifting people up and bringing them home safely.Source: earnings call transcript | 0% |
| Backlog Commercial Services | $170B+Our Commercial Services business is supported by a robust backlog of over $170 billion up nearly $30 million since the end of '24, providing visibility into multiyear demand and supporting our continued growth.Source: earnings call transcript | ~$170BCommercial Services backlog stands at roughly $170 billion, up nearly $30 billion since the end of 2024.Source: earnings call transcript | — |
| Backlog | $210B+With Flight Deck, our over $210 billion backlog and the actions underway, we're well positioned to manage near-term uncertainty and deliver value.Source: earnings call transcript | $210B+We remain focused on advancing what matters most to our customers, delivering on robust demand and our backlog of over $210 billion while investing in both current and next-gen technologies to improve time on wing and cost of ownership.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.