GE reported Q2 revenue of $12.63 billion, beating estimates by $420 million, with EPS of $2.02 versus $1.92 expected, marking the fifth consecutive quarter of at least 20% top-line growth. Operating profit reached $2.7 billion despite 130 basis point margin compression to 21.7% from mix and GE9X costs, while free cash flow surged 43% to $3 billion at 140% conversion. Commercial services grew 27% and LEAP deliveries rose 41%, prompting a $0.35 EPS and $650 million cash flow raise to full-year 2026 guidance on a $170 billion services backlog, though investors questioned sustainability amid flat departures and supply constraints.

Company: GE Aerospace (GE) — Q2 FY2026

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