나우캐스트
실적 브리핑
[GE 26년 3분기] 실적 브리핑
핵심 요약
- GE Aerospace reported strong Q3 2026 results with revenue growing 18% year-over-year and adjusted EPS reaching $2.25, beating Wall Street consensus estimates.
- Total company orders surged 49% driven by a 58% increase in Commercial Engines and Services (CES), supported by massive commitments at global airshows.
- Management raised full-year 2026 guidance across the board, lifting expected adjusted EPS to $8.00-$8.10 and free cash flow to $9.1-$9.4 billion.
- The company is leveraging 'Flight Deck' operations and AI integration, successfully reducing LEAP aircraft-on-ground (AOG) counts to nearly zero.
- GE Aerospace announced an agreement to acquire Consolidated Precision Products (CPP) to expand mission-critical casting capacity and support future technology development.
관련 종목
- GE
- RTX
- BA
