GE reported third‐quarter earnings that surpassed consensus on several key metrics, including adjusted operating margin and free cash flow. While core EPS came in 5% above the Street’s average forecast, overall revenue growth decelerated to 3% year‐over‐year, down from 7% in the prior quarter. Shares retreated from early intraday gains after management cautioned that revenue expansion would moderate in the coming quarters, even as cost‐reduction initiatives helped preserve profit margins.

Management raised its full‐year organic revenue growth guidance to a range of 4%–5%, above the 3% consensus projection, citing stronger demand in its power and renewable segments. Capital expenditures are expected to be cut by $500 million versus prior plans, offsetting softer topline momentum. The company reaffirmed its target of $5.5 billion in adjusted free cash flow for the year, implying a 10% improvement over last year’s performance.

Analysts anticipate that GE Aerospace will report fourth‐quarter adjusted EPS of $1.43, up from $1.32 a year ago, driven by aftermarket parts and service contributions. Revenue is forecast at $11.21 billion, a 13% increase over the $9.88 billion posted in the year‐ago period. Consensus projections reflect upgrades from three major brokerages over the past month, signaling broad confidence in GE’s ability to sustain double‐digit growth in its aviation operations.

On January 13, GE Aerospace announced that Delta Air Lines selected its GEnx engines to power 30 new Boeing 787-10 jets, with an option for 30 additional aircraft. The agreement includes spare engines and a multiyear services contract, which is expected to generate $2.4 billion in aftermarket revenue over the next decade. This deal reinforces GE’s leadership in wide‐body jet propulsion and underpins its long‐term service revenue growth.