GE Aerospace tops Q3 forecasts on defense demand and higher margins

GE Aerospace reported Q3 EPS of $1.46, up 27% year-on-year, with revenue rising 15% to $19.3 billion. Performance was driven by sustained defense orders and robust aftermarket services, while cost controls expanded operating margins by 220 basis points. Management highlighted a healthy order pipeline for engines and services and reiterated full-year guidance. Analysts see continued tailwinds from international defense budgets and commercial engine maintenance, though supply-chain normalization remains a watch item for H1 2026.