General Electric Company (GE) Q3 FY2026 8-K Filings and Company Events

Filings that contain financial statements

GE Aerospace's quarterly earnings releases (Exhibit 99 to Form 8-K Item 2.02) are summary releases. Most carry segment and non-GAAP reconciliation tables but not full statements. The two below do carry statements:

• Form 8-K, accession 0000040545-26-000005 (filed January 22, 2026): fourth-quarter and full-year 2025 release. It holds a statement of operations for the three and twelve months ended December 31, 2025 and a statement of financial position at December 31, 2025 (with December 31, 2024 comparatives).
• Form 8-K, accession 0000040545-25-000108 (filed July 17, 2025): second-quarter 2025 release. It holds a statement of operations for the three and six months ended June 30, 2025 and a statement of financial position at June 30, 2025.

The first-, second- and third-quarter 2026 releases (accessions 0000040545-26-000026, 0000040545-26-000047, 0000040545-26-000063) present summary results, segment tables and non-GAAP reconciliations, not a full statement of operations, balance sheet or cash flow statement.

Guidance and earnings

GE Aerospace initiated 2026 guidance in January, maintained it in April (trending toward the high end), and raised it in July and again in October.

Free cash flow conversion is guided at more than 100% in each release. For reference, the January release reported 2025 adjusted revenue of $42.3 billion, operating profit of $9.1 billion, adjusted EPS of $6.37 and free cash flow of $7.7 billion.

• October 20, 2026 (third quarter 2026, accession 0000040545-26-000063). Total orders were $19.0 billion (up 49%). GAAP revenue was $14.1 billion (up 16%) and adjusted revenue $13.3 billion (up 18%). GAAP profit was $2.8 billion (up 12%), operating profit $3.0 billion (up 30%), GAAP continuing EPS $2.32 and adjusted EPS $2.25 (up 36%). Cash from operating activities was $2.2 billion and free cash flow $2.0 billion, each down 14%. For the nine months, GAAP revenue was $39.9 billion (up 20%) and adjusted EPS $6.13 (up 28%). The company said it now expects 2027 commercial services revenue to grow low-double-digits and cited a commercial services backlog above $170 billion. By segment for 2026, Commercial Engines & Services now expects low-20s revenue growth and operating profit of $10.5 - $10.6 billion (prior $10.25 - $10.35 billion). Defense & Propulsion Technologies still expects low-double-digit revenue growth and operating profit of $1.6 - $1.7 billion.
• July 16, 2026 (second quarter 2026, accession 0000040545-26-000047). Orders were $16.5 billion (up 17%), GAAP revenue $13.3 billion (up 21%), adjusted revenue $12.6 billion (up 24%), operating profit $2.7 billion (up 18%), adjusted EPS $2.02 (up 22%) and free cash flow $3.0 billion (up 43%). Guidance was raised across the board.
• April 21, 2026 (first quarter 2026, accession 0000040545-26-000026). Orders were $23.0 billion (up 87%), GAAP revenue $12.4 billion (up 25%), adjusted revenue $11.6 billion (up 29%), adjusted EPS $1.86 (up 25%) and free cash flow $1.7 billion (up 14%). Full-year guidance was maintained, with the company saying it was trending toward the high end. The release stated that guidance assumes elevated Brent crude through the third quarter, a near-term impact from fuel availability, lower global GDP estimates, and flat to low-single-digit departures growth, with no global recession assumed.
• January 22, 2026 (fourth quarter and full year 2025, accession 0000040545-26-000005). Fourth-quarter orders were $27.0 billion (up 74%), GAAP revenue $12.7 billion (up 18%) and adjusted EPS $1.57 (up 19%). Full-year 2025 GAAP revenue was $45.9 billion (up 18%), GAAP continuing EPS $8.05, adjusted EPS $6.37 (up 38%), cash from operating activities $8.5 billion and free cash flow $7.7 billion (up 24%). The release cited a backlog of roughly $190 billion.

M&A: Consolidated Precision Products (signed, not closed)

• September 8, 2026 (Form 8-K, accession 0000950142-26-002501). GE Aerospace announced it had signed an agreement to acquire Consolidated Precision Products (CPP), a Cleveland-based maker of highly engineered investment and sand castings, from Warburg Pincus and Berkshire Partners. The cash purchase price is $11.75 billion, subject to closing adjustments. Closing is expected in the second half of 2027, subject to regulatory approvals and other customary conditions. The accompanying presentation describes CPP as having about $2.0 billion of 2027 estimated revenue, about 6,600 employees and more than 20 facilities, and says the deal is expected to be accretive to adjusted EPS and free cash flow in the first year, excluding one-time costs and deal-related amortization.
• Status as of the Form 10-Q for the quarter ended September 30, 2026 (accession 0000040545-26-000064). The deal remains signed and pending. The 10-Q states the company plans to fund it with about $7 billion of cash and the remainder in new debt, with closing still expected in the second half of 2027.

Capital actions and financing

• July 22-29, 2025 (Form 8-Ks, accessions 0000930413-25-002225 and 0000930413-25-002289). GE Aerospace entered an underwriting agreement on July 22, 2025 and closed on July 29, 2025 a public offering of $1.0 billion of 4.300% Notes due 2030 and $1.0 billion of 4.900% Notes due 2036, issued under its 2012 senior note indenture with The Bank of New York Mellon as trustee.
• Share repurchases and dividends (Form 10-Q, accession 0000040545-26-000064). No 8-K in this period announced a buyback or dividend change. The 10-Q reports a $20 billion repurchase authorization approved by the Board in December 2025, under which 5.0 million shares were repurchased for $1,983 million in the third quarter of 2026, and dividends declared of $0.47 per share in the third quarter of 2026 versus $0.36 a year earlier. It also reports that the company began a commercial paper program in the third quarter of 2026, with $480 million outstanding at September 30, 2026.

Management and board

• January 15, 2026 (Form 8-K, accession 0000040545-26-000002). Mohamed Ali, previously Chief Technology and Operations Officer, was named President and CEO of Commercial Engines and Services effective February 1, 2026, leading an expanded organization that covers the full commercial engine lifecycle. Russell Stokes, the prior CES head, moves to an advisory role and plans to retire effective July 31, 2026. Jason Tonich was named Chief Commercial Sales & Customer Officer, leading a new Commercial Sales & Customer Experience organization.
• September 29 - October 1, 2025 (Form 8-K, accession 0000040545-25-000126). On September 29, 2025 the Board elected Wesley G. Bush, former Chairman and CEO of Northrop Grumman, as a director effective December 1, 2025, and appointed him to the Audit Committee. Director Stephen Angel planned to resign effective December 4, 2025 after being named CEO of CSX Corp.
• June 8-11, 2026 (Form 8-K, accession 0000040545-26-000039). The Board elected Judson Althoff, CEO of Microsoft's Commercial Business, as a director effective June 24, 2026. A follow-up Form 8-K dated September 22, 2026 (accession 0000040545-26-000059) reports he was appointed to the Audit Committee on September 21, 2026.
• September 21-22, 2026 (Form 8-K, accession 0000040545-26-000059). The independent directors appointed Wesley Bush independent Lead Director effective September 21, 2026, succeeding Thomas Horton, who has held the role since 2018 and remains on the Board.

Governance

• May 5, 2026 annual meeting (Form 8-K, accession 0000040545-26-000032). Shareholders elected all nine director nominees, approved say-on-pay, approved an amended and restated 2022 Long-Term Incentive Plan (share reserve reduced to 50 million, plus shares subject to outstanding awards, term extended to May 5, 2036), approved a Global Employee Stock Purchase Plan, and ratified Deloitte & Touche LLP as auditor for 2026. A shareholder proposal requesting a report on defense-related products did not pass (about 64.8 million for versus 712.6 million against).
• June 25, 2026 (Form 8-K, accession 0000040545-26-000042). The Board adopted amended and restated By-Laws, effective immediately. The changes expand shareholder director-nomination procedures and information requirements (including Rule 14a-19), require a non-white proxy card for contested solicitations, and designate New York state courts as the exclusive forum for derivative and fiduciary claims and federal district courts for Securities Act claims.

Not found in the 8-Ks

No 8-K in the period covers an impairment, restructuring program, covenant matter, going-concern language, stock split, or dividend change. Dividend and repurchase activity appears only in the quarterly report noted above.