Welcome to our dedicated page for GE Aerospace SEC filings (Ticker: GE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
GE Aerospace filings document General Electric Company operating as GE Aerospace, an aerospace propulsion, services, and systems company. Its 8-K reports cover quarterly and annual operating results, material events, executive and board changes, shareholder-meeting voting results, and debt issuance activity tied to senior notes and registered offerings.
Proxy materials describe director elections, executive compensation, equity incentive plans, employee stock purchase plan matters, auditor ratification, and shareholder proposals, including proposals related to defense-related products. The filing record also reflects capital-structure disclosures for common stock and outstanding note series.
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.
BUSH WESLEY G reported acquisition or exercise transactions in this Form 4 filing.
GENERAL ELECTRIC CO director Wesley G. Bush received a grant of 114 Phantom Stock Units on March 31, 2026. These units were awarded at $306.32 per unit under the GE Aerospace 2024 Non-Employee Director Compensation Plan and are a form of deferred equity-based compensation.
Each Phantom Stock Unit is the economic equivalent of one share of GE common stock, but is payable in the future rather than as current stock. The units become payable beginning one year after Bush’s termination of service as a director, so this filing reflects a routine compensation award and not an open-market purchase or sale. Following this grant, Bush holds 114 Phantom Stock Units directly.
Bazin Sebastien reported acquisition or exercise transactions in this Form 4 filing.
GENERAL ELECTRIC CO director Sebastien Bazin received a grant of 114 Phantom Stock Units tied to GE common stock. The units were awarded at a reference price of $306.32 per unit under the GE Aerospace 2024 Non-Employee Director Compensation Plan. Each Phantom Stock Unit is economically equivalent to one share of GE common stock and is payable beginning one year after Bazin’s termination of service as a director. Following this award, Bazin holds a total of 1,208 Phantom Stock Units.
GE Aerospace is the subject of an exempt solicitation by Presbyterian Life & Witness urging shareholders to vote FOR Proxy Item No. 7, a resolution requesting an independent third-party report on the company’s due diligence for defense-related sales in conflict-affected and high-risk areas (CAHRA). The proposal asks the board to commission a report, excluding proprietary information, assessing whether GE Aerospace’s processes determine if customers’ use of its defense-related products, components, or systems contribute to human rights harms or violations of international humanitarian law.
The filers cite continued defense sales following the 2024 spin-off, examples of global exposure (Egypt, India, Nigeria, Saudi Arabia, Turkey, UAE, China), and evolving investor concern, and they contend current public disclosure is insufficient to evaluate alignment with GE Aerospace’s Human Rights Policy and UN Guiding Principles.
The Vanguard Group amended its Schedule 13G/A to report no beneficial ownership of General Electric Co. common stock. The filing states that, following an internal realignment effective January 12, 2026, certain Vanguard subsidiaries now report holdings separately under SEC Release No. 34-39538. The form lists 0 shares and 0% beneficial ownership and is signed by Vanguard's Head of Global Fund Administration on March 26, 2026.
GE Aerospace, operating as General Electric Company, is seeking shareholder approval for its 2026 annual meeting while highlighting a very strong 2025. Revenue reached $45,855 million, up 18%, with profit of $10,000 million (up 31%) and operating profit of $9,055 million (up 25%).
Continuing EPS was $8.05, with adjusted EPS of $6.37 (up 38%), and free cash flow of $7,694 million (up 24%). Total orders of $66.2 billion rose 32%, expanding backlog to about $190 billion, and total shareholder return was 86% versus 19% for the S&P 500 Industrials Index.
Shareholders will vote on electing 9 directors (8 independent), an advisory say‑on‑pay proposal, an amended 2022 long‑term incentive plan, a new global employee stock purchase plan, ratification of Deloitte for 2026, and two shareholder proposals that the Board recommends voting against.
Procacci Riccardo reported acquisition or exercise transactions in this Form 4 filing.
GENERAL ELECTRIC CO Senior Vice President Riccardo Procacci received equity awards on March 2, 2026. He was granted 1,227 Restricted Stock Units, each representing a contingent right to one GE common share, and 4,284 employee stock options. Both the RSUs and options vest in two equal 50% installments on the second and third anniversary of the grant date.
GENERAL ELECTRIC CO Senior Vice President John R. Phillips III reported equity compensation awards. On March 2, 2026 he acquired 2,331 Restricted Stock Units, each representing one share of common stock, and 8,139 employee stock options. Both awards vest in two equal 50% installments on the second and third anniversaries of the grant date.
Meisner Christian reported acquisition or exercise transactions in this Form 4 filing.
General Electric Senior Vice President Christian Meisner received new equity-based compensation on March 2, 2026. He was granted 2,147 Restricted Stock Units, each representing a right to one GE common share, and 7,497 employee stock options. Both the RSUs and options vest in two equal 50% installments on the second and third anniversaries of the grant date.