General Electric Q1 Revenue Up 29%, Orders Surge 87% to $23B
General Electric first quarter revenue jumped 29% to $11.6 billion with adjusted EPS of $1.86, topping consensus forecasts of $1.60 and $10.7 billion. GE Aerospace orders soared 87% to $23 billion on strong commercial and defense demand, but full-year EPS guidance held at $7.10–$7.40.
1. Q1 Earnings Outperform
General Electric reported adjusted earnings of $1.86 per share for the first quarter, surpassing the $1.60 consensus, with consolidated revenue rising 29% year-over-year to $11.6 billion, driven by stronger aviation service and industrial results.
2. Record Order Growth
GE Aerospace secured $23 billion in orders during Q1, an 87% increase from last year, led by robust demand for commercial engines and defense propulsion systems, reflecting heightened global military spending and airline maintenance needs.
3. Guidance and Outlook
Management maintained its 2026 adjusted EPS outlook at $7.10 to $7.40 and free cash flow target of $8.0–$8.4 billion, noting trends toward the upper end of the range while cautioning on fuel cost pressures and regional travel slowdowns.