General Electric Company (GE) Earnings Call Transcripts

General Electric Company's Latest Earnings Call - Q2 FY2026

In the second quarter of 2026, General Electric Aerospace reported a robust performance with revenue increasing by 24% year-over-year to $16.5 billion, exceeding expectations. Earnings per share (EPS) also rose by 22% to $2.02, driven by strong operational performance and improved cash flow, which grew 43% to $3 billion. Management raised full-year guidance across the board, now expecting high teens revenue growth, up from low double digits, and EPS guidance increased to a range of $7.65 to $7.85, reflecting a positive outlook for the remainder of the fiscal year.

Reported metrics

Guidance from management

Management raised full-year revenue growth expectations to high teens and EPS guidance to a range of $7.65 to $7.85, reflecting confidence in sustained demand and operational improvements.

What management said

Thanks, Liz. Welcome to GE Aerospace Second Quarter 2026 Earnings Call. I'm joined by Chairman and CEO, Larry Culp; and CFO, Rahul Ghai. Many of the statements we're making are forward-looking and based on our best view of the world and our businesses as we see them today. As described in our SEC filings and website, those elements may change as the world changes. Additionally, Larry and Rahul will speak to total com...

Before we open the line, I'd ask everyone in the queue to consider your fellow analysts and ask one question so we can get to as many people as possible. Liz, can you please open the line?

What analysts pressed on

Analysts expressed concerns about the normalization of spare parts orders and the impact of supply chain constraints on future growth. There were questions about the sustainability of service order growth amid macroeconomic pressures on airlines.

Main topics on the call

• Revenue Growth Acceleration — GE Aerospace achieved a 24% increase in revenue, with commercial services revenue up 32% in the first half. Management noted, "Overall, orders were up 17%, with both segments up at least low double digits."
• Guidance Revision — Management raised the full-year revenue growth outlook to high teens from low double digits, citing strong first-half results. EPS guidance was also increased by $0.35 at the midpoint, now projected at $7.65 to $7.85.
• Operational Improvements — The implementation of FLIGHT DECK has led to significant operational enhancements, including a 60% reduction in production lead time for critical components. Culp stated, "FLIGHT DECK continues to strengthen our operatio...
• Free Cash Flow Performance — Free cash flow grew by 43% year-over-year to $3 billion, with a conversion rate exceeding 140%. Ghai mentioned, "We are performing better... and expect cash flow to grow here with earnings."

Read the full General Electric Company transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 71 General Electric Company earnings call transcripts on record, spanning January 29, 2020 to July 16, 2026. Based on this history, General Electric Company reports quarterly. The most recent call on file is dated July 16, 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

71

First call

January 29, 2020

Most recent

July 16, 2026

Reporting cadence

quarterly