GE Aerospace Q1 Earnings Beat, Orders +87%

GE Aerospace posted Q1 adjusted EPS $1.86, beating estimates by $0.26, and revenue $11.6B, up 29% YoY.
Total orders surged 87% to $23.0B, driven by commercial segment orders $17.3B (+93%) and revenue $8.9B (+34%).
Services revenue rose 39% with internal shop visits up 35% and spare parts over 25%; engine deliveries jumped 43% YoY.
FY2026 guidance unchanged: Commercial profit $9.6‑$9.9B, Defense profit $1.55‑$1.65B, and $170B commercial services backlog; shares up 2.8%.