GE Aerospace Q1 2026 Earnings Beat: EPS $1.86, Revenue +25%, Orders Up 87%

# GE Aerospace Q1 2026 Earnings Beat: EPS $1.86, Revenue +25%, Orders Up 87%

> **Quick answer:** GE Aerospace posted a blowout Q1 2026 — adjusted EPS of $1.86 (14.1% above the $1.63 estimate), GAAP revenue of $12.4 billion (+25% year-over-year), and total orders surging 87% to $23 billion. Free cash flow hit $1.7 billion. Despite beating on every major metric, the stock fell roughly 4% because management held full-year guidance steady and trimmed its 2026 flight departure growth forecast from mid-single-digits to flat-to-low-single-digits, blaming geopolitical uncertainty from the Iran conflict. CEO Larry Culp made clear: absent the war, guidance would have been raised.

GE Aerospace Q1 2026 earnings beat every metric Wall Street put in front of it — and the stock fell anyway. That gap between operational strength and investor reaction is the real story behind Tuesday's print. Understanding why requires separating what GE actually delivered from what the Iran conflict has done to the forward outlook.

## The Numbers: A Blowout Print Across Every Line

GE Aerospace's Q1 2026 results were, by any objective standard, exceptional. Adjusted EPS came in at $1.86, beating the consensus estimate of $1.63 by 14.1%. GAAP revenue reached $12.4 billion, up 25% year-over-year against an expectation of roughly $10.65 billion — a 16.4% top-line beat. Free cash flow of $1.7 billion rose 14% year-over-year.

Segment-level results were equally strong: