GE Aerospace (GE) beat expectations in Q2 FY2026 on revenue of $12.6B versus the $11.9B estimate (+21.1% YoY) and EPS of $2.02. The next GE Aerospace (GE) earnings date is Oct 20, 2026. Below is the full GE Aerospace earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
GE Aerospace (GE) Earnings Analysis — key stats
Next earnings date
Oct 20, 2026
Latest reported quarter
Q2 FY2026
Earnings verdict
Beat
EPS beat rate
7 of last 8 (quarters above estimate)
Avg next-day move
±5.3% (over the last 8 reports)
Post-earnings direction
Up 2 / Down 6 (of the last 8 reports)
Implied move (next report)
±13.8% (options-derived · into Oct 20, 2026)
Institutional ownership
137.5% (13F as of 2026-06-30)
Top 10 holders
39.7% (of shares outstanding)
Insider activity
3 buys / 9 sells (recent Form 4 filings)
Revenue
$12.6B (vs $11.9B est · +6.3% surprise · +21.1% YoY)
EPS
$2.02 (vs $1.86 est · +8.6% surprise · +19.4% YoY)
Share price
$341.84 (-1.9%)
Market cap
$354.7B
GE Aerospace (GE) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$12.6B vs $11.9B est
$2.02 vs $1.86 est
+8.6%
-3.2%
Beat
Q2 FY2026
$11.6B vs $10.7B est
$1.86 vs $1.60 est
+16.3%
-9.0%
Beat
Q1 FY2026
$11.9B vs $11.2B est
$1.57 vs $1.43 est
+9.8%
-7.7%
Beat
Q4 FY2025
$12.2B vs $10.4B est
$1.66 vs $1.46 est
+13.7%
-1.6%
Beat
Q3 FY2025
$11.0B vs $9.5B est
$1.66 vs $1.43 est
+16.1%
-1.1%
Beat
Q2 FY2025
$9.9B vs $9.1B est
$1.49 vs $1.27 est
+17.3%
+8.6%
Beat
Q1 FY2025
$10.8B vs $9.5B est
$1.32 vs $1.05 est
+25.7%
+4.5%
Beat
Q4 FY2024
$9.8B vs $9.0B est
$1.15 vs $1.13 est
+1.8%
-6.5%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
8.6%
89.2M
$33.3B
-1.7%
Vanguard Capital Management LLC
6.6%
68.1M
$25.5B
+2.6%
Fmr LLC
4.7%
49.0M
$18.3B
-5.0%
Tci Fund Management Ltd
4.6%
47.4M
$17.7B
-0.2%
State Street Corp
4.5%
46.5M
$17.4B
+2.6%
Capital Research Global Investors
3.0%
30.9M
$11.6B
-10.9%
Geode Capital Management, LLC
2.4%
24.8M
$9.3B
-2.1%
Price T Rowe Associates INC /Md/
2.0%
20.6M
$7.7B
-13.7%
Capital International Investors
1.8%
18.3M
$6.8B
-4.7%
Vanguard Portfolio Management LLC
1.6%
16.8M
$6.3B
+4.0%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Giglietti Robert M.
officer: Vice President
2026-08-11
Buy
10K
$375369
Giglietti Robert M.
officer: Vice President
2026-08-11
Sell
5K
$2.0M
Giglietti Robert M.
officer: Vice President
2026-08-11
Sell
5K
$1.8M
Giglietti Robert M.
officer: Vice President
2026-08-11
Sell
10K
$375369
Ali Mohamed
officer: Senior Vice President
2026-07-24
Buy
5K
$351993
Ali Mohamed
officer: Senior Vice President
2026-07-24
Buy
3K
$273180
Ali Mohamed
officer: Senior Vice President
2026-07-24
Sell
3K
$984049
Ali Mohamed
officer: Senior Vice President
2026-07-24
Sell
2K
$625784
What you'll find
Next GE Aerospace (GE) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment GE Aerospace reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in GE Aerospace (GE)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is GE Aerospace's next earnings date?
GE Aerospace's (GE) next scheduled earnings date is Oct 20, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did GE Aerospace (GE) beat or miss earnings?
In Q2 FY2026, GE Aerospace (GE) posted beat results — revenue of $12.6B versus the $11.9B estimate (+6.3% surprise) and EPS of $2.02 versus $1.86 expected (+8.6% surprise). Magnisto decodes every GE Aerospace (GE) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does GE Aerospace beat earnings estimates?
Over its last 8 reported quarters, GE Aerospace (GE) beat Wall Street EPS estimates 7 times, most recently a beat result in Q3 FY2026. Magnisto tracks every GE Aerospace (GE) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does GE Aerospace stock move after earnings?
Over its last 8 quarterly reports, GE Aerospace (GE) moved an average of ±5.3% the day after earnings — ranging from -9.0% (Q2 FY2026) to +8.6% (Q2 FY2025). The stock rose after 2 of those 8 reports and fell after 6. Heading into its next report on Oct 20, 2026, options-implied volatility is pricing in a move of roughly ±13.8% (derived). Magnisto tracks the realized post-earnings move for every GE Aerospace (GE) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of GE Aerospace?
Institutions hold about 137.5% of GE Aerospace's (GE) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (8.6%), Vanguard Capital Management LLC (6.6%), Fmr LLC (4.7%). Magnisto lists GE Aerospace's (GE) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling GE Aerospace (GE)?
In the most recent Form 4 filings Magnisto tracks, GE Aerospace (GE) insiders recorded 3 purchases and 9 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for GE Aerospace (GE) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for GE Aerospace (GE), anchored to the current $341.84 share price, so you can weigh the bull, base and bear cases for GE Aerospace side by side.
Is GE Aerospace (GE) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether GE Aerospace fits your own thesis and risk profile. This is research, not investment advice.