AI-extracted from the 10-Q filed 2026-10-20 — Q3 2026 (quarter ended September 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
GE Aerospace delivered Q3 revenue of $14.1B (+16% YoY), driven by 21% Commercial Engines & Services growth from higher shop visits, spare parts, and engine deliveries.
Biggest Revenue Drivers
Commercial Engines & Services$10.3B+21% YoY
Growth in internal shop visit volume with heavier workscope, increased spare parts volume, increased engine deliveries and pricing.
Biggest Revenue Drivers
Total revenue: $14.1B+16% YoY
Commercial Engines & Services$10.3B+21% YoY
Growth in internal shop visit volume with heavier workscope, increased spare parts volume, increased engine deliveries and pricing.
Largest Expense Items
Cost of equipment sold$3.9B+18% YoY
Mix, higher growth investment and inflation partially offset gains from higher volumes and pricing.
Cost of services sold$5.1B+17% YoY
Higher volumes and pricing partially offset by mix and inflation.
Selling, general and administrative expenses$1.1B-7% YoY
Lower functional costs and EHS costs contributed to Adjusted Corporate & Other operating cost reductions.
Margins: Operating profit margin expanded 220 basis points to 22.5% YoY despite inflation pressures. Profit margin decreased 80 basis points to 19.9%, impacted by higher insurance losses of $0.6B, partially offset by higher segment profit and lower corporate costs.
Watch Items from the Filing
Consolidated Precision Products acquisition at $11.75B expected to close H2 2027; funded with ~$7B cash plus new debt, subject to regulatory approvals.
Bank BPH borrower litigation exposure of $1.66B as of Sept 30 (down from $2.33B), with ongoing Polish mortgage lawsuit risks that could increase estimates.
GE Vernova credit support obligations of $5.4B (92% reduction from end-2023), contractually maturing $3.7B by end-2030; GE remains contingent guarantor.
Commercial Engines & Services segment profit margin at 27.9% slightly down YoY from 28.0% despite 21% revenue growth, indicating margin compression from mix and inflation.
IRS audit of 2016-2020 consolidated returns ongoing with AOF IDRs since March 2026; Company believes accruals are sufficient but material additional taxes/penalties possible.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Billson Margaret SDirectorGrant or award · May 5, 2026
Enders ThomasDirectorGrant or award · May 5, 2026
Goren Isabella DDirectorGrant or award · May 5, 2026
Horton Thomas WDirectorGrant or award · May 5, 2026
Congress trading in GE
47 transactions in GE reported by 25 members of Congress under the STOCK Act, most recent trade Sep 24, 2026. Reported transactions, not recommendations.
About GENERAL ELECTRIC CO (GE): stock profile, AI score and financials
GENERAL ELECTRIC CO (GE) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores GE at 72.6/100 on a composite quality score built from its SEC filings, placing it at rank #142 of 2,925 stocks — the top 5% of the AI-ranked universe. GE scores in the top quartile across revenue scale (96.9), revenue growth (79.0), balance sheet strength (77.0). Areas of concern include earnings quality (37.0), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q3 2026), GENERAL ELECTRIC CO reports quarterly revenue of $14.1B, net income of $2.3B, an operating margin of 19.9%. Top institutional holders of GE by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, FMR, based on the most recent SEC filings. GE trades on the NYSE exchange and files with the SEC under CIK 40545. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate GE daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for GENERAL ELECTRIC CO directly from SEC EDGAR.