GE Aerospace (GE) Q2 2026 (USD): Adj. EPS 2.02 (exp. 1.87), Adj. Revenue 12.6bln (exp. 11.9bln), raises FY guidance

• Commercial Engines & Services Revenue USD 9.73bln (exp. USD 9.16bln).
• Defence & Propulsion Technologies Revenue USD 3.44bln (exp. USD 3.2bln).

Commentary:

• No planned debt repayment and plans to refinance '26+ maturities.

Guidance (USD):

• Raises Adj. EPS between 7.65-7.85 (prev. guided 7.10-7.40)
• Raises 2026 Op. profit to 10.55-10.75bln (prev. guided 9.85-10.25bln)
• Raises 2026 FCF to 8.9-9.2bln (prev. guided 8-8.4bln)
• Sees 2026 Adj. revenue in the "high-teens"
• Raises 2026 Commercial Engines & Services Op. profit to between 10.25-10.35bln (prev. guided 9.6-9.9bln)
• Raises 2026 Defence & Propulsion Tech Op. profit to between 1.6-1.7bln (prev. guided 1.55-1.65bln)