{"symbol":"GE","fiscalQuarter":"Q2-2026","reportDate":"2026-07-16","reportTime":"BMO","status":"upcoming","company":{"name":"General Electric Company","sector":"Industrials","industry":"Aerospace & Defense"},"tier":"free","webUrl":"https://earningsnxt.ai/ticker/GE/earnings/Q2-2026","estimates":{"consensusEps":1.8429,"consensusRevenue":11735.82,"epsLow":1.6346,"epsHigh":1.98,"whisperEps":null,"numAnalysts":null},"preBrief":{"companySnapshot":"General Electric Company (GE) is a major player in the industrial sector, particularly in aerospace and defense. The company is known for its innovative technologies and solutions that cater to various industries, making it a significant contributor to economic growth and technological advancement.","keyMetrics":[{"name":"EPS","why":"Earnings per share is a key indicator of profitability and performance, reflecting how much profit is allocated to each share.","consensus":"$1.84"},{"name":"Revenue","why":"Total revenue shows the overall sales performance and demand for GE's products and services, crucial for assessing growth.","consensus":"$11.7B"}],"lastQuarterRecap":{"summary":"In Q1-2026, GE reported an EPS of $1.86, outperforming expectations by 15.67%. However, the stock price fell by 5.56% the following day, indicating market skepticism despite the positive earnings surprise.","promises":[]},"wallStreetExpectations":{"summary":"Analysts are generally optimistic about GE's upcoming earnings, expecting solid performance based on recent trends. The consensus EPS estimate is $1.84, reflecting confidence in continued profitability.","bullCase":"If GE beats EPS estimates and shows strong revenue growth, it could signal robust demand in its sectors, leading to a positive market reaction.","bearCase":"Conversely, if GE misses expectations or provides weak guidance, it may raise concerns about its growth trajectory, resulting in a negative impact on the stock."},"optionsSignal":{"impliedMove":"11.27%","context":"The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings report."},"earningsTrackRecord":[{"quarter":"Q1-2026","epsSurprise":"+15.67%","reaction":"-5.56%"},{"quarter":"Q4-2025","epsSurprise":"+9.33%","reaction":"-7.38%"},{"quarter":"Q3-2025","epsSurprise":"+13.39%","reaction":"+1.31%"},{"quarter":"Q2-2025","epsSurprise":"+16.74%","reaction":"-2.22%"},{"quarter":"Q1-2025","epsSurprise":"+17.88%","reaction":"+6.07%"}],"pivotalQuestions":[{"question":"Will GE's EPS exceed the consensus estimate of $1.84?","whyItMatters":"A beat on EPS would reinforce confidence in GE's profitability and could lead to a positive market reaction."},{"question":"What guidance will GE provide for future revenue growth?","whyItMatters":"Forward guidance is crucial for assessing the company's growth prospects and could significantly influence investor sentiment."}],"thesisBreakLevels":{"bullTrigger":"An EPS of $1.90 or higher would confirm the bull case, indicating strong operational performance.","bearTrigger":"An EPS below $1.70 would confirm the bear case, raising concerns about profitability.","context":"The market is debating GE's ability to sustain growth amid economic challenges, making this earnings report critical."},"scenarioPlaybook":{"beatAndRaise":"If GE beats expectations, history suggests the stock could rise by around 1.3% on the following day, confirming positive market sentiment.","inLineCautious":"If results are in line with expectations, the stock may experience muted movement as investors await further clarity from management.","miss":"Should GE miss estimates, history indicates a potential decline of about 0.6%, reflecting disappointment in growth prospects."},"peerReadThroughs":[],"setupPatternInsight":{"pattern":"Prior-quarter beat + options rich in Industrials","sampleSize":30,"fadeRate":"5 of 24 (21%)","insight":"This setup has occurred 30 times across Industrials in the last 2 years. 19 of 24 (79%) held or extended their move within 5 days \u2014 this setup typically holds direction. The average absolute 1-day move is 4.6%, with a raw directional average of +1.6% (modestly positive historical bias)."},"whatTheStreetIsMissing":{"thesis":"The consensus may underestimate GE's ability to capitalize on recent aerospace demand, particularly with new contracts potentially boosting revenue beyond expectations.","supportingPoints":["GE's recent performance has consistently beaten EPS estimates, indicating stronger underlying business health.","The options market is pricing a larger move than historical averages, suggesting that traders anticipate significant news or developments.","Insider activity has shown mixed signals, which could indicate uncertainty among executives about future performance."],"riskToConsensus":"If GE's revenue growth exceeds $12B, it could challenge the current bearish outlook."},"whatToListenFor":["Any updates on new aerospace contracts and their expected impact on revenue.","Management's commentary on cost management and efficiency improvements.","Insights into supply chain challenges and how they are being addressed.","Future guidance on revenue growth and market conditions.","Details on any strategic initiatives or partnerships that could enhance growth."],"metaDescription":"General Electric (GE) reports Q2 2026 earnings July 16. Analysts expect $1.84 EPS on $11.7B revenue. Here's what to watch."}}