Earnings call briefThird-quarter 2026

GE Aerospace now expects 2026 commercial services revenue up about $5.5 billion

CFO Rahul Ghai said the company now expects a tax rate of around 16% for the year, down from below 16.5%.

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On its third-quarter call, GE Aerospace said it now expects approximately $5.5 billion of year-over-year commercial services revenue growth in 2026, up about $400 million at the midpoint from its prior outlook.

CFO Rahul Ghai said the company expects 2027 services margins to be flat. Ghai said GE9X losses will be a headwind of about $300 million year over year in 2027.

Quotes from the call

“This reflects higher profit, combined with a lower tax rate of around 16% for the year, down from our prior outlook of below 16.5%.”

Rahul Ghai, CFO

Key facts from the call

2026 commercial services revenue growth outlook
Approximately $5.5 billion year over year, up about $400 million at midpoint
2026 tax rate outlook
Around 16%, down from below 16.5%
2027 GE9X headwind outlook
About $300 million year over year

All GE call briefs

Source: GE Aerospace's third-quarter 2026 earnings call, October 20, 2026.

Written by GetSignal with AI from the company's earnings call.

Not investment advice.

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