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GE Aerospace 8-K Filings

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Every 8-K that GE Aerospace (GE) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow GE and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full GE filings page.

Rhea-AI Summary

GENERAL ELECTRIC CO (GE), operating as GE Aerospace, reports board and committee leadership changes. On September 21, 2026, the Board appointed director Judson Althoff to the Audit Committee, effective that date, following his earlier election to the Board effective June 24, 2026.

Also on September 21, 2026, the independent directors elected Wes Bush as independent Lead Director. Tom Horton, who has served as independent Lead Director since 2018, will remain on the Board. Bush has been an independent director since 2025 and is the former Chairman and CEO of Northrop Grumman.

Rhea-AI Summary

GENERAL ELECTRIC CO (GE), operating as GE Aerospace, announced an agreement to acquire Consolidated Precision Products (CPP) for a cash purchase price of $11.75 billion, subject to closing adjustments. CPP is a global manufacturer of highly engineered castings with ~6,600 employees and more than 20 facilities, serving commercial aerospace, defense, missiles and power markets. The transaction is expected to close in the second half of 2027, subject to regulatory approvals and other customary conditions.

GE Aerospace highlights that CPP is a long-standing supplier and key contributor to programs such as LEAP, GEnx, T700, F110 and F404. Management targets ~$200 million of net synergies, values CPP at ~18x 2027 EBITDA including these synergies (~26x without), and expects the deal to be financed with existing cash and new debt with no change to capital allocation plans. The company states that adjusted EPS and free cash flow, excluding one-time costs and deal-related amortization, are expected to be accretive in year one and to deliver double-digit ROIC by year five.

Rhea-AI Summary

GE Aerospace reported strong second‑quarter 2026 results, with GAAP revenue of $13.3B, up 21%, and adjusted revenue of $12.6B, up 24%. GAAP profit was $2.8B, up 17%, with a 21.0% margin, while continuing EPS rose to $2.30 and adjusted EPS to $2.02.

Cash from operating activities reached $3.3B, up 39%, and free cash flow was $3.0B, up 43%. Commercial Engines & Services revenue grew 27% to $9.7B with 20% higher profit; Defense & Propulsion Technologies revenue grew 16% to $3.4B with 18% higher profit.

Based on this performance and year‑to‑date trends, the company is raising full‑year 2026 guidance, now expecting adjusted revenue growth in the high‑teens, operating profit of $10.55–$10.75B, adjusted EPS of $7.65–$7.85, and free cash flow of $8.9–$9.2B.

Rhea-AI Summary

General Electric Company, operating as GE Aerospace, has amended and restated its By-Laws, effective June 25, 2026. The changes refine how shareholders can nominate directors, including additional procedures tied to Rule 14a-19 under the Exchange Act.

The amendments require information about nominating shareholders and their nominees to be accurate as of the record date and again ten business days before the meeting. Any shareholder soliciting proxies must now use a proxy card color other than white.

The By-Laws also adopt exclusive forum provisions, directing certain New York corporate law claims to courts in New York and Securities Act claims to U.S. federal district courts, unless the company agrees to another forum. The full text of the revised By-Laws is filed as Exhibit 3.1.

Rhea-AI Summary

General Electric Company, operating as GE Aerospace, is adding technology leadership to its board. The Board elected Judson Althoff, CEO of Microsoft’s Commercial Business, as a new director, effective June 24, 2026, and will increase its size to accommodate his appointment.

The Board determined that Althoff qualifies as an independent director under New York Stock Exchange standards and the company’s governance principles. He will receive the same compensation and benefits as other independent directors. A press release with more background on his experience and GE Aerospace’s strategy accompanies this update.

Rhea-AI Summary

General Electric Company, operating as GE Aerospace, reported results from its May 5, 2026 annual shareholders meeting. Shareholders elected all director nominees and approved the advisory "Say on Pay" vote on executive compensation.

They also approved an amended 2022 Long-Term Incentive Plan, now reserving 50 million shares (plus shares subject to outstanding awards) and extending the plan’s term to May 5, 2036. In addition, shareholders approved the GE Aerospace Global Employee Stock Purchase Plan and ratified Deloitte & Touche LLP as independent auditor for 2026.

A shareholder proposal requesting a report on defense-related products did not receive sufficient support and was not approved.

Rhea-AI Summary

GE Aerospace, a unit of General Electric Company, reported strong first-quarter 2026 results with broad-based growth. Total orders reached $23.0 billion, up 87% year over year, while GAAP revenue was $12.4 billion, up 25%, and adjusted revenue rose 29% to $11.6 billion.

GAAP profit was $2.2 billion, down 2%, as GAAP profit margin compressed to 17.7%, but non-GAAP operating profit increased 18% to $2.5 billion with a 21.8% margin. GAAP continuing EPS was $1.83, flat year over year, while adjusted EPS increased 25% to $1.86.

Cash from operating activities grew 21% to $1.9 billion and free cash flow rose 14% to $1.7 billion. Management highlighted a $170 billion commercial services backlog and reaffirmed full-year 2026 guidance, indicating performance is trending toward the high end of its revenue, earnings, and free cash flow ranges.

Rhea-AI Summary

General Electric Company, operating as GE Aerospace, furnished an update that its fourth-quarter and full-year 2025 financial results have been released. The company posted these results on its investor relations website on January 22, 2026, and attached the same information as Exhibit 99 to this report.

The results and related materials are being made available for informational purposes and are described as being furnished, not filed, which means they are not subject to certain liability provisions under securities laws and are not automatically incorporated into other SEC filings. No specific revenue, profit, or other financial figures are detailed in this report itself.

Rhea-AI Summary

General Electric Company, operating as GE Aerospace, reported a leadership change in its Commercial Engines and Services (CES) business. The company named Mohamed Ali as President and CEO, CES, effective February 1, 2026. He has been serving as Chief Technology and Operations Officer since January 2025 and will lead an expanded CES organization covering the full commercial engine lifecycle, including safety and quality, product management, engineering, supply chain, manufacturing, and aftermarket services.

Russell Stokes, the current President and CEO of CES, will move to an advisory role to support the transition and plans to retire effective July 31, 2026. His departure arrangements include regular salary through his retirement date, eligibility for a prorated 2026 annual bonus based on actual company performance, forfeiture of unvested equity grants except for certain 2024 time-based equity awards that will vest upon departure, and eligibility to begin GE Aerospace pension and supplementary pension benefits at retirement, with an executive retirement benefit available at age 60. He will also provide a release to the company and agree to cooperation, confidentiality, non-competition, and non-solicitation covenants.

Rhea-AI Summary

General Electric Company (GE), operating as GE Aerospace, furnished its third‑quarter 2025 results under Item 2.02. The company posted the Q3 2025 financial results on its investor relations website and attached them as Exhibit 99, which is incorporated by reference.

The information in Item 2.02, including Exhibit 99, is being furnished, not filed, under the Exchange Act. The filing also lists GE’s securities registered on the NYSE, including its common stock under the ticker GE.

Rhea-AI Summary

General Electric Company announced a Board change: on September 29, 2025 the Board elected Wesley G. Bush as a director effective December 1, 2025, and current director Stephen Angel plans to resign effective December 4, 2025 following his new role as CEO of CSX Corp.

The Board will temporarily increase its size to add Mr. Bush and will decrease it after Mr. Angel’s departure. The Board determined Mr. Bush is an independent director under NYSE standards and appointed him to the Audit Committee. Following Mr. Angel’s resignation, Catherine Lesjak will chair the Management Development & Compensation Committee and Thomas Horton will chair the Governance & Public Affairs Committee. Mr. Bush will receive the same independent-director compensation outlined in the company’s 2025 proxy statement.