General Electric reported first quarter 2026 adjusted revenue of $11.6 billion and adjusted EPS of $1.86, beating analyst estimates of $9.45 billion and $1.63, respectively. The results were driven by significant growth in both its Commercial and Defense segments, leading the company to signal it is trending toward the high-end of its full-year guidance.
Key Highlights
- Total orders grew 87% year-over-year to $23.0 billion, led by a 93% increase in the Commercial Engines & Services (CES) segment.
- Revenue in the key Commercial Engines & Services segment increased 34% to $8.9 billion, driven by a 39% rise in high-margin services revenue.
- The company reaffirmed its full-year 2026 guidance and stated it is now trending toward the high-end of the range for revenue, operating profit, and free cash flow.