GE Aerospace reported total revenue growth of 16% for the three months ended September 30, 2026, with RPO up 11% from December 31, 2025; its Consolidated Precision Products acquisition is expected to close in the second half of 2027.
GE · General Electric Co
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General Electric Company reported third-quarter 2026 orders of $19.0B, +49%; revenue up 18%; EPS up 36%; and raised full-year guidance.
General Electric Company appointed Judson Althoff to its Audit Committee and Wesley Bush as independent Lead Director, both effective September 21, 2026; Tom Horton will remain a director.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
Equibles Research
our published analysis of this company-
Scientific ResearchAI Talk Nearly Doubled Outside Tech. Proof of Payoff Is Rare
Executives at non-tech S&P 500 companies talked about AI on 61.2% of their earnings calls last quarter, up from 33.8% in early 2024. Only 9.0% of calls put a number on what AI saved, sped up or earned, and the most common figure is a savings target for a company-wide cost program.
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Research ThesisSpaceX's $1.8T cap is a two-customer AI bet, with $14.1B in CSAs carrying the entire $100B ARR claim
A Q2-print read on SpaceX as a public company: how $15.8B of the $18.4B Q2 capex flowed into the AI segment, why Customer B at 19.5% and Customer A at 18.3% of revenue sit between the $47.5B backlog and the $100B December ARR target, and how the Cursor close reframes the same concentration risk.
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Research ThesisRocket Lab's $2.2B backlog makes the bull case bigger than Neutron
Rocket Lab's record Q1 and $2.2B backlog show the bull case no longer rests on Neutron alone. The proposed Iridium merger could add a recurring-services engine, while financing, dilution and execution remain the price of that upside.
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Accelerated share repurchases | 2.4M | three months ended September 30, 2026 filing | -54.7% |
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| Adjusted Corporate & Other operating costs (Non-GAAP) non-GAAP | -$373 | Three months ended September 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Corporate & Other profit (costs) -$217
-$156 Eliminations
= Adjusted Corporate & Other operating costs (Non-GAAP) -$373
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| Adjusted effective income tax rate (Non-GAAP) non-GAAP | 15.2% | the three months ended September 30, 2026 filing | — |
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| Adjusted EPS non-GAAP | $2.25 | three months ended September 30, 2026 filing | — |
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| Adjusted net income non-GAAP | 2.3B | three months ended September 30, 2026 filing | — |
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| Adjusted revenue (Non-GAAP) non-GAAP | $13,285 | the three months ended September 30, 2026 filing | — |
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GAAP → non-GAAP reconciliationGAAP Total revenue (GAAP) $14,118
-$833 Less: Insurance revenue (Note 12)
= Adjusted revenue (Non-GAAP) $13,285
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| Commercial Engines | 690 | three months ended September 30, 2026 filing | — |
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| Defense & Systems engines(a) | 202 | Three months ended September 30, 2026 filing | — |
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| Employer contributions | 60M | three months ended September 30, 2026 filing | — |
| Internal shop visit revenue growth % | 12% | three months ended September 30, 2026 filing | — |
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| LEAP Engines | 535 | three months ended September 30, 2026 filing | — |
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| Operating profit non-GAAP | 3B | three months ended September 30, 2026 filing | — |
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| Operating profit margin non-GAAP | 22.5% | three months ended September 30, 2026 filing | — |
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| Pre-tax separation costs | 3M | three months ended September 30, 2026 filing | — |
| Principal retiree benefit plans income | 13M | three months ended September 30, 2026 filing | — |
| Separation costs paid in cash | 27M | three months ended September 30, 2026 filing | — |
| Total number of shares purchased | 5.01M | the three months ended September 30, 2026 filing | — |
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| Segment profit | $2.66B | the three months ended June 30, 2026 filing | — |
| Segment profit margin | 27.3% | the three months ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Aerospace & Defense — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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GE
this stock
General Electric Co
|
$342.88B | +7.7% | +18.5% | 38.3 | 1.2% |
|
SPCX
Space Exploration Technologies Corp
|
$1.89T | — | — | — | 1.0% |
|
RTX
RTX Corp
|
$267.97B | +8.3% | +17.1% | 32.2 | 1.0% |
|
EADSF
Airbus SE
|
$178.35B | -3.2% | — | — | 0.1% |
|
LMT
Lockheed Martin Corp
|
$137.69B | +23.2% | +5.6% | 21.2 | 1.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| GE | +2.7% | +5.7% | +5.5% | +9.9% | +7.7% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +0.1% | +6.9% | +5.0% | +10.1% | -2.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.