GE Aerospace (GE) Q2 2026 Earnings News: EPS Beat and Raised Guidance Fail to Clear a High Bar

GE Aerospace posted strong Q2 results with ~21% GAAP revenue growth and adjusted EPS of 2.02 beating consensus, and it raised full-year EPS and free-cash-flow guidance. Despite improved fundamentals and services-led momentum, the stock fell ~4% as elevated expectations and margin pressure (mix, investment, inflation) dominated the reaction. Near-term focus is on execution risks: supply-chain capacity, engine durability, and conversion of backlog into margins and cash flow.