GE Aerospace reported second-quarter 2026 earnings on Tuesday that exceeded Wall Street consensus estimates, as sustained commercial air travel and a growing services backlog lifted revenue and profit. The company also raised its full-year outlook.

The results reflected continued strength in the aftermarket business, where airlines pay to maintain and overhaul aging fleets amid delivery delays from Boeing and Airbus. GE Aerospace, which supplies LEAP engines through its CFM International joint venture with Safran, has benefited from constrained aircraft supply that keeps existing jets flying longer.

Chief Executive Larry Culp said demand for engine shop visits and spare parts remained robust across the quarter, supporting margin expansion in the Commercial Engines and Services segment.

The strong quarter arrives as US earnings season reaches its peak, with industrial and aerospace companies closely watched for signs of resilient demand despite tariff uncertainty and higher input costs. GE Aerospace shares have outperformed the broader S&P 500 industrials index over the past year.

The company reaffirmed its commitment to returning cash to shareholders through buybacks and dividends, while continuing to invest in LEAP production ramp-up and next-generation engine development.