A maker of jet engines for aircraft, General Electric traces its roots to 1892, when financier J.P. Morgan merged Thomas Edison's electric-lighting company with the Thomson-Houston Electric Company to end a bitter patent war. The name 'General Electric' was chosen to signal ambition to cover the whole electric market. In 2024 the company split into three independent firms — GE Aerospace (jet engines), GE Vernova (power and wind turbines), and GE HealthCare (medical imaging).
GE Aerospace raises full-year 2026 guidance after strong Q2 results
Second-quarter 2026 total revenue (GAAP) was $13.3 billion, up 21%; adjusted revenue was $12.6 billion, up 24%.
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GAAP profit was $2.8 billion, up 17%; operating profit (non-GAAP) was $2.7 billion, up 18%.
GAAP continuing EPS was $2.30, up 23%; adjusted EPS was $2.02, up 22%.
Cash from operating activities (GAAP) was $3.3 billion, up 39%; free cash flow (non-GAAP) was $3.0 billion, up 43%.
Full-year 2026 guidance raised: adjusted revenue growth to high-teens, operating profit to $10.55-$10.75 billion, adjusted EPS to $7.65-$7.85, and free cash flow to $8.9-$9.2 billion.
2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits
GE Aerospace amends By-Laws on June 25, 2026, updating director nomination and forum selection provisions.
On June 25, 2026, the Board of Directors of General Electric Company (GE Aerospace) approved and adopted amended By-Laws, effective the same day.
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The amendments supplement procedures and information requirements for director nominations, including compliance with Rule 14a-19 under the Exchange Act.
Shareholder nomination information must be true as of the record date and as of ten business days prior to the meeting date.
Shareholders soliciting proxies must use a proxy card color other than white.
The By-Laws designate exclusive forums: New York state courts for derivative and fiduciary claims, and federal district courts for Securities Act claims, unless the Company consents otherwise.
5.03 Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year · 9.01 Financial Statements and Exhibits
Judson Althoff elected to GE Aerospace Board of Directors, effective June 24, 2026
The Board will increase its size to accommodate Mr. Althoff's election.
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On June 8, 2026, the Board of Directors of General Electric Company (GE Aerospace) elected Judson Althoff to the Board, effective June 24, 2026.
Mr. Althoff is determined to be an independent director under NYSE listing standards and the Company's independence guidelines.
He will participate in the Company's independent director compensation and benefit program as described in the Proxy Statement filed March 12, 2026.
Mr. Althoff is CEO of Microsoft's Commercial Business and has not yet been appointed to any Board committees.
5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 9.01 Financial Statements and Exhibits
GE Aerospace shareholders elect all nine director nominees and approve all management proposals at 2026 annual meeting
Shareholders approved the advisory Say on Pay proposal, with 753,387,208 votes for and 27,686,972 against.
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At the May 5, 2026 annual meeting, shareholders elected all nine director nominees, including H. Lawrence Culp, Jr., with each receiving a majority of votes cast.
Shareholders approved the Amended and Restated 2022 Long-Term Incentive Plan, which reduces shares reserved for issuance to 50 million and extends the term to May 5, 2036.
Shareholders approved the GE Aerospace Global Employee Stock Purchase Plan and ratified Deloitte & Touche LLP as independent auditor for 2026.
A shareholder proposal requesting a report on defense-related products was not approved, with 64,780,529 votes for and 712,594,807 against.
5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 5.07 Submission of Matters to a Vote of Security Holders
GE Aerospace reports Q4 2025 revenue up 18% to $12.7B, full-year EPS up 32% to $8.05
Fourth-quarter GAAP profit was $2.9B, up 24%; operating profit (non-GAAP) was $2.3B, up 14%.
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Fourth-quarter 2025 total revenue (GAAP) was $12.7B, up 18% year-over-year; adjusted revenue was $11.9B, up 20%.
Full-year 2025 total revenue (GAAP) was $45.9B, up 18%; adjusted revenue was $42.3B, up 21%.
Full-year 2025 continuing EPS (GAAP) was $8.05, up 32%; adjusted EPS was $6.37, up 38%.
For 2026, the company guides adjusted revenue growth of low-double-digits, operating profit of $9.85B-$10.25B, adjusted EPS of $7.10-$7.40, and free cash flow of $8.0B-$8.4B.
2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits
GE Aerospace names Mohamed Ali President and CEO of expanded Commercial Engines and Services; Russell Stokes to retire
Russell Stokes, current President and CEO of CES, will serve in an advisory role and retire effective July 31, 2026.
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Mohamed Ali appointed President and CEO, Commercial Engines and Services (CES), effective February 1, 2026.
Stokes will receive regular salary until departure, a prorated 2026 annual bonus, and accelerated vesting of time-based portions of his 2024 annual equity grants.
Stokes will be eligible for pension and supplementary pension benefits at departure and Executive Retirement Benefit at age 60, subject to release and covenants.
Jason Tonich named Chief Commercial Sales & Customer Officer, reporting to CEO H. Lawrence Culp, Jr.
5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 9.01 Financial Statements and Exhibits