GE earnings analysis
What we found in GE's 10-Q: the parts that mattered, the offsets in the same document, and what the company said about what comes next.
Our reading of the filing · Free to read, no account needed
General Electric (GE) reported strong Q2 2026 results, with revenue hitting $13.3 billion, significantly above estimates of $11.79 billion, and diluted EPS of $2.30, surpassing the $1.85 consensus. The company raised its full-year guidance, expecting around 21% revenue growth and EPS in the range of $7.65-$7.85, driven by robust growth in its Commercial Engines & Services segment, which saw a 27% increase in revenue.
The parts that mattered.
Pulled out of the filing itself, with the figures the company reported.
- Revenue Beat
- GE reported revenue of $13.3 billion, exceeding estimates of $11.79 billion.
- EPS Beat
- Diluted EPS came in at $2.30, up from estimates of $1.85.
- Strong Segment Growth
- Commercial Engines & Services revenue grew by 27% year-over-year.
- Raised Full-Year Guidance
- GE anticipates adjusted revenue growth of approximately 21%.
- Positive Cash Flow
- Operating cash flow increased, reflecting improved operating performance.
- Higher Free Cash Flow
- Free cash flow for the quarter rose to $2.19 billion.
And the other side of it.
The offsets in the same document — the things a summary that only listed the good news would have left out.
- Margin Compression
- Operating margins contracted to 18.6% from 21.7% in the prior year.
- Supply Chain Issues
- Management highlighted persistent supply chain challenges affecting production.
- Geopolitical Risks
- Ongoing geopolitical tensions may impact international operations and costs.
What they reported.
What the company itself reported, taken out of the document.
- Earnings per share
- $2.3
What they said about what is next.
GE raised its full-year guidance reflecting strong Q2 performance.
The filing reads better than the one before it.
What came before.
- 10-Q · April 21, 2026
- GE reported strong Q1 results in the filing period with revenue of $12,392,000,000 and GAAP EPS of $1.86, materially beating consensus (revenue surprise 16.11%, EPS surprise 15.53%). The 10-Q includes MD&A coverage on…
- 10-Q · October 21, 2025
- GE reported Q3 revenue of $12,181,000,000 and GAAP EPS of $1.66, both beating consensus (revenue estimate $10,380,343,850; EPS estimate $1.47). Revenue showed strong year-over-year and sequential growth and free cash…
- 10-Q · July 21, 2025
- GE reported Q2 revenue of $11,023,000,000 and EPS of $1.66, both meaningfully above consensus, with free cash flow strengthening to $1.92B. Revenue and EPS are higher year-over-year, but gross and operating margins…
- 10-K · February 3, 2025
- The 10-K (filed Feb 3, 2025) provides Management's Discussion & Analysis (Item 7, pp. 8-24) and a full set of risk disclosures (Item 1A, pp. 26-33). Recent operating performance shows multi-quarter revenue and cash-flow…
This is our reading of a public filing, not the filing. Read the original on SEC.gov · Educational only. Nothing here is investment advice.
Read the next one first.
We read every filing GE makes the day it lands, and put it next to what the options market did about it. Members get both, and an alert when a filing arrives.
Cancel anytime · Month to month · Switch tiers whenever