| GE |
Report |
Commercial Services Revenue |
BEAT |
pred ~$7.30B vs. cons $7.042B |
HIGH |
| GE |
Report |
Adj. EPS (Operating) |
BEAT |
pred ~$1.97 vs. cons $1.866 |
HIGH |
| GE |
Report |
Orders |
BEAT |
pred ~$15.5B vs. cons $14.528B |
MEDIUM |
| GE |
Guide |
FY2026 Adj. EPS (FY2026) |
UNCHANGED |
guide ~$7.65 mid vs. cons $7.588 |
MEDIUM |
| GE |
Guide |
FY2026 FCF (FY2026) |
BETTER |
guide ~$8.6B mid vs. cons $8.410B |
MEDIUM |
| GE |
Guide |
FY2026 Services Revenue (FY2026) |
UNCHANGED |
guide ~$28.9B vs. cons $28.702B |
MEDIUM |
| GE |
Guide |
2027 Aftermarket Trajectory (qualitative) |
BETTER |
reiterate/strengthen double-digit commentary vs. no prior formal guide |
HIGH |
| GE |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| GE |
Return |
5-day cumulative residual |
+3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — guide raise is real but barely above consensus; initial pop holds as FCF raise and 2027 commentary support the multiple, but no sustained squeeze given low short interest and elevated pre-print stock run |
MEDIUM |