General Electric Company (GE) Q1 2026 Earnings Call Transcript
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SA Transcripts159.38K FollowersFollow5ShareSaveCommentsQ1: 2026-04-21 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallEPS of $1.86 beats by $0.26 | Revenue of $11.61B (29.03% Y/Y) beats by $899.43M General Electric Company (GE) Q1 2026 Earnings Call April 21, 2026 7:30 AM EDT Company Participants Blaire Shoor - Head of Investor RelationsH. Culp - Chairman & CEORahul Ghai - Senior VP & CFO Conference Call Participants David Strauss - Wells Fargo Securities, LLC, Research DivisionSheila Kahyaoglu - Jefferies LLC, Research DivisionKenneth Herbert - RBC Capital Markets, Research DivisionKristine Liwag - Morgan Stanley, Research DivisionScott Deuschle - Deutsche Bank AG, Research DivisionRobert Stallard - Vertical Research Partners, LLCDouglas Harned - Bernstein Institutional Services LLC, Research DivisionScott Mikus - Melius Research LLCMyles Walton - Wolfe Research, LLCJohn Godyn - Citigroup Inc., Research DivisionJoão Santos - UBS Investment Bank, Research DivisionSeth Seifman - JPMorgan Chase & Co, Research DivisionGautam Khanna - TD Cowen, Research Division Presentation Operator Good day, ladies and gentlemen, and welcome to the GE Aerospace First Quarter 2026 Earnings Conference Call. [Operator Instructions] My name is Liz, and I will be your conference coordinator today. [Operator Instructions] As a reminder, this conference is being recorded. I would now like to turn the program over to your host for today's conference, Blaire Shoor from the GE Aerospace Investor Relations team. Please proceed. Blaire ShoorHead of Investor Relations Thanks, Liz. Welcome to GE Aerospace's First Quarter 2026 Earnings Call. I'm joined by Chairman and CEO, Larry Culp; and CFO, Rahul Ghai. Many of the statements we're making are forward-looking and based on our best view of the world and our business as we see them today. As described in our SEC filings and website, those elements may change as the world changes. Additionally, Larry and Rahul will speak to total company and corporate financial results and guidance today on a non-GAAP basis. Now over to Larry. H. CulpChairman & CEO Thanks, Blaire. Good morning, everyone. I want to start by addressing