GE Aerospace reported earnings per share of $2.25 against an estimate of $2.01, and revenue of $14.12 billion against an estimate of $12.88 billion, beating on both lines. Despite the beat, the stock traded at $306.07 before the open, down 1.67% from the prior close of $311.28.
| Measure | Reported | Estimate | Result |
|---|---|---|---|
| Earnings per share | $2.25 | $2.01 | Beat |
| Revenue | $14.12 billion | $12.88 billion | Beat |
Source: Company earnings report and sell-side analyst consensus estimates · as of October 20, 2026 at 7:30 AM ET · Reported before the open on Tuesday, October 20, 2026.
Against the quarters before
GE Aerospace has topped estimates in each of the last four quarters listed. In July 2026 it posted EPS of $2.02 versus $1.86 expected on revenue of $12.63 billion; in April 2026, EPS of $1.86 versus $1.60 expected on revenue of $11.61 billion; in January 2026, EPS of $1.57 versus $1.43 expected on revenue of $11.87 billion; and in October 2025, EPS of $1.66 versus $1.46 expected on revenue of $12.22 billion.
| Reported | EPS | Estimate | Revenue | EPS result |
|---|---|---|---|---|
| July 16, 2026 | $2.02 | $1.86 | $12.63 billion | Beat |
| April 21, 2026 | $1.86 | $1.60 | $11.61 billion | Beat |
| January 22, 2026 | $1.57 | $1.43 | $11.87 billion | Beat |
| October 21, 2025 | $1.66 | $1.46 | $12.22 billion | Beat |
Source: Company earnings reports and the consensus estimates at the time
How the stock took it
Shares were down 1.67% before the open at $306.07 against the prior close of $311.28, even after the earnings and revenue beat. CNBC noted that GE Aerospace shares were down 11% over the past three months and off 20% from their August high heading into the report. No further management commentary or guidance was found in the credited sources.
| Measure | Value |
|---|---|
| Last close | $311.28 |
| Price | $306.07 |
| Change | -1.67% |
Source: Extended-hours trades against the regular close · as of October 20, 2026 at 7:30 AM ET · Extended-hours trading is thin; the price can move a long way before the open.
Who it buys from and sells to
Company filings name GE Aerospace customers including Delta Air Lines, Ryanair, Boeing, American, the U.K. Ministry of Defence and Turkish Aerospace Industries, alongside suppliers Palantir Technologies and GKN. This mix of commercial airlines, aircraft makers and defense buyers reflects the breadth of GE Aerospace's engine and services business across both civil and military aviation.
| Company | Role | Stock | Last move |
|---|---|---|---|
| Delta Air Lines | Customer | DAL | -0.98% |
| Palantir Technologies | Supplier | PLTR | +4.36% |
| Ryanair | Customer | RYAAY | -0.06% |
| Boeing | Customer | BA | +0.64% |
| American | Customer | AIG | -0.10% |
| GKN | Supplier | Not listed | — |
| U.K. Ministry of Defence | Customer | Not listed | — |
| Turkish Aerospace Industries | Customer | Not listed | — |
Source: Relationships named in company filings (SEC 10-K annual report; Earnings call transcript); stock quotes · as of October 20, 2026 at 7:30 AM ET · Named in filings; a neighbour's move is not evidence of a link to this report.