GE Aerospace held its Q2 2026 earnings call with Chairman and CEO H. Lawrence Culp, CFO Rahul Ghai, and IR director Blaire Shoor.
The company raised full-year guidance: revenue growth high-teens; operating profit of USD 10.55-10.75 billion; EPS of USD 7.65-7.85; and free cash flow of USD 8.9-9.2 billion.
Q2 results included orders up 17%, revenue up 24%, operating profit of USD 2.7 billion, EPS of USD 2.02, and free cash flow of USD 3 billion with conversion above 140%.
Commercial services outlook was lifted to low-20s growth; management cited a USD 170 billion services backlog, with 95% of Q3 spare-parts revenue in backlog.
For LEAP durability, certification was completed for the LEAP-1B kit, with full MRO and new-make cutover expected in early 2027 and the retrofit seen as multi-year.
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