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GE (GE) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

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For the quarter ended September 2026, GE Aerospace (GE - Free Report) reported revenue of $13.29 billion, up 17.5% over the same period last year. EPS came in at $2.25, compared to $1.66 in the year-ago quarter.

The reported revenue represents a surprise of +4.99% over the Zacks Consensus Estimate of $12.65 billion. With the consensus EPS estimate being $2.02, the EPS surprise was +11.39%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how GE performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Total Revenues- Commercial Engines & Services: $10.34 billion versus the three-analyst average estimate of $9.71 billion. The reported number represents a year-over-year change of +16.5%.
  • Total Revenues- Defense & Propulsion Technologies: $3.47 billion versus $3.4 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +22.7% change.
  • Total Revenues- Commercial Engines & Services - Equipment: $2.61 billion versus the two-analyst average estimate of $2.26 billion.
  • Total Revenues- Commercial Engines & Services - Services: $7.74 billion versus the two-analyst average estimate of $7.54 billion.
  • Segment profit- Defense & Propulsion Technologies: $475 million compared to the $434.34 million average estimate based on three analysts.
  • Segment profit- Commercial Engines & Services: $2.89 billion versus $2.67 billion estimated by three analysts on average.

View all Key Company Metrics for GE here>>>

Shares of GE have returned -2.4% over the past month versus the Zacks S&P 500 composite's +0.7% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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