AI English summary of an SEC filing — figures as filed
GE Aerospace GEGE Aerospace said total revenue for the 3 months ended September 30, 2026 increased $1.9 billion, or 16%, from a year earlier. The company cited higher engine deliveries and better pricing as drivers of equipment revenue growth. It cited higher internal shop visit volume, higher spare parts volume and pricing as drivers of services revenue growth.
Key points
AI summaryGE Aerospace said total revenue for the 3 months ended September 30, 2026 increased $1.9 billion, or 16%, from a year earlier. The company cited higher engine deliveries and better pricing as drivers of equipment revenue growth. It cited higher internal shop visit volume, higher spare parts volume and pricing as drivers of services revenue growth.
GE Aerospace said Adjusted EPS* for Q3 2026 rose 36% to $2.25, and Adjusted net income* rose $0.6 billion to $2.3 billion. The company cited a $0.5 billion increase in segment profit and a $0.2 billion decrease in Adjusted Corporate & Other operating costs as factors.
The company said its RPO as of September 30, 2026 increased $21.5 billion, or 11%, from December 31, 2025. It also said total RPO was $212,084 million, of which $33,337 million related to equipment and $178,747 million related to services.
GE Aerospace said it entered into an agreement on Q3 2026 to acquire Consolidated Precision Products (CPP) with a purchase price of $11.75 billion. The company plans to fund about $7 billion with cash and the rest with new debt. It expects the deal to close in the second half of 2027, subject to regulatory approvals and other conditions.
Summary
AI-writtenAnalysis scope · Management's discussion (MD&A)We analyzed excerpts of the Management's Discussion and Analysis (MD&A) section (with omissions). Other sections of the report, such as the notes to the financial statements and risk factors, were not reviewed.
Total revenue up $1.9 billion (16%) in Q3 2026
GE Aerospace said total revenue for the 3 months ended September 30, 2026 increased $1.9 billion, or 16%, from a year earlier. The company cited higher engine deliveries and better pricing as drivers of equipment revenue growth. It cited higher internal shop visit volume, higher spare parts volume and pricing as drivers of services revenue growth.
Source · Based on the MD&A text of the filing
Q3 adjusted EPS $2.25, adjusted net income $2.3 billion
GE Aerospace said Adjusted EPS* for Q3 2026 rose 36% to $2.25, and Adjusted net income* rose $0.6 billion to $2.3 billion. The company cited a $0.5 billion increase in segment profit and a $0.2 billion decrease in Adjusted Corporate & Other operating costs as factors.
Source · Based on the MD&A text of the filing
RPO at $212,084 million, up $21.5 billion year to date
The company said its RPO as of September 30, 2026 increased $21.5 billion, or 11%, from December 31, 2025. It also said total RPO was $212,084 million, of which $33,337 million related to equipment and $178,747 million related to services.
Source · Based on the MD&A text of the filing
CPP acquisition agreement, purchase price $11.75 billion
GE Aerospace said it entered into an agreement on Q3 2026 to acquire Consolidated Precision Products (CPP) with a purchase price of $11.75 billion. The company plans to fund about $7 billion with cash and the rest with new debt. It expects the deal to close in the second half of 2027, subject to regulatory approvals and other conditions.
Source · Based on the MD&A text of the filing
Structured SEC financial data for this filing is not available yet. Please check the figures in the SEC filing.
AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.
Original filing
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