Curious about today's AI digest?ai-tldr.dev

Daily Digest

BriefMarket · neutralMedium impact
Esc
GE Aerospace cover image from the StockStory Q3 earnings preview
Photo: StockStory

GE Aerospace Stock Awaits Q3 Earnings With $2.01 EPS Expected

SEC / General Electric Co.2 min read5 sources

What does Wall Street expect from GE Aerospace earnings today?

GE Aerospace (GE) stock reports third-quarter earnings Tuesday before the open, with Wall Street expecting $2.01 per share on $12.9B in revenue, up about 14% from a year ago.

Key numbers

Expected Q3 EPS$2.01+21% vs $1.66 a year ago
Expected Q3 revenue$12.88B+14% vs $11.30B a year ago
Lower estimate (conflict)$1.99 EPS / $12.84Bslightly below the $2.01 and $12.88B consensus (per [2])
Q2 adjusted EPS$2.02+22% YoY
2026 EPS guidance$7.65–$7.85raised in Q2
GE stock YTD+4.7%vs RTX +20.7%

What happened

GE Aerospace (GE) stock reports third-quarter earnings Tuesday before the open, with Wall Street expecting $2.01 per share on $12.9B in revenue, up about 14% from a year ago. Last quarter, the jet-engine maker earned $2.02 per share, up 22% from a year earlier, and raised its full-year profit forecast (guidance) to $7.65 to $7.85 per share. This quarter's expected profit is about 21% above the $1.66 earned a year ago. GE has beaten profit expectations four quarters in a row, though it has missed sales estimates several times in two years.

Why it matters

GE Aerospace (GE) makes and services many of the engines on passenger jets, so its results show how healthy air travel and aircraft production are. Strong numbers would suggest airlines are still paying for engine repairs and parts. Any warning about supply shortages or a weaker forecast could weigh on the shares. The stock is up only 4.7% this year, while rival RTX is up 20.7%.

Who this affects

Marketneutral
Medium impact
Industrial and airline investors get a read on aircraft demand.
Companyneutral
High impact
GE shareholders face a swing if results or guidance surprise.
Competitorsneutral
Medium impact
RTX faces a similar test on aviation demand.
Industryneutral
Medium impact
Aviation suppliers watch engine output and repair demand.

GE Aerospace vs RTX

GE AerospaceGE$311.28-0.81%+4.7%+24.4%
RTXRTX$192.11-0.93%+20.7%+15.3%

As of 2026-10-19

How we got here

  1. GE reports Q2 adjusted EPS of $2.02 and raises its 2026 profit forecast.

  2. Pre-earnings previews put consensus near $2.01 EPS and $12.9B revenue.

  3. Q3 results due before the open; webcast scheduled for 7:30 a.m. ET.

What to watch

  • Whether GE keeps or lifts its $7.65–$7.85 full-year EPS guidance.2026-10-20
  • Whether revenue meets the $12.88B estimate, given past sales misses.2026-10-20
  • How GE and RTX shares react to their results and aviation demand comments.2026-10-20

Educational content only. Not investment advice.

More briefsAll briefs →