{"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) operates in the industrial sector, focusing on aerospace and defense. With a market cap of $342 billion, GE plays a crucial role in manufacturing advanced technologies and equipment that support various industries, including aviation and energy.","keyMetrics":[{"name":"Earnings Per Share (EPS)","why":"EPS is a key indicator of profitability, and investors will be looking for GE to meet or exceed expectations to maintain confidence.","consensus":"$1.84"},{"name":"Revenue","why":"Revenue growth reflects the company's ability to generate sales and is critical for assessing overall business health.","consensus":"$11.7B"}],"lastQuarterRecap":{"summary":"In Q1 2026, GE reported an EPS of $1.86, surpassing estimates by 15.67%. However, the stock dropped 5.56% the following day, indicating market skepticism despite the earnings beat.","promises":[]},"wallStreetExpectations":{"summary":"Analysts expect GE to report solid earnings this quarter, with a consensus EPS of $1.84. The market is closely watching how the company performs against these expectations, especially after a strong Q1.","bullCase":"If GE exceeds EPS and revenue expectations, it could signal strong operational performance and boost investor confidence, potentially leading to a stock price increase.","bearCase":"Conversely, if GE fails to meet expectations, it could raise concerns about the company's growth trajectory and lead to a significant stock decline."},"optionsSignal":{"impliedMove":"11.27%","context":"The options market is pricing in a significant potential move, suggesting that traders anticipate volatility around the earnings announcement."},"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 the company's growth narrative and could lead to a positive market reaction."},{"question":"What are the revenue expectations for the aerospace and defense segments?","whyItMatters":"Strong performance in these segments is crucial for GE's overall growth and could impact investor sentiment."}],"thesisBreakLevels":{"bullTrigger":"An EPS of $1.90 or higher would confirm strong operational performance.","bearTrigger":"An EPS below $1.70 would raise significant concerns about GE's growth prospects.","context":"This quarter's performance is critical as it will reflect the company's ability to maintain momentum after a strong Q1."},"scenarioPlaybook":{"beatAndRaise":"If GE beats expectations, history suggests the stock could rise by around 1.87% on average, confirming positive market sentiment.","inLineCautious":"If results are in line with expectations, the stock may see muted movement as investors await further clarity from management.","miss":"A miss could lead to a decline, with historical data indicating an average drop of around 0.57% when expectations are not met."},"peerReadThroughs":[],"setupPatternInsight":{"pattern":"Prior-quarter beat + options rich in Industrials","sampleSize":30,"fadeRate":"6 of 24 (25%)","insight":"This setup has occurred 30 times across Industrials in the last 2 years. 18 of 24 (75%) held or extended their move within 5 days \u2014 this setup typically holds direction. The average absolute 1-day move is 4.8%, with a raw directional average of +1.9% (modestly positive historical bias)."},"whatTheStreetIsMissing":{"thesis":"The Street may be underestimating GE's ability to leverage its aerospace and defense segments, which could lead to better-than-expected revenue growth.","supportingPoints":["GE has consistently beaten EPS estimates in recent quarters, indicating strong operational execution.","The options market is pricing in a larger move than historical averages, suggesting that traders expect significant volatility.","Recent insider activity shows mixed signals, but the overall sentiment may not reflect the potential upside."],"riskToConsensus":"If aerospace revenue exceeds $6 billion, it could significantly shift market sentiment."},"whatToListenFor":["Updates on aerospace and defense revenue growth and any new contracts.","Management's outlook on supply chain challenges and their impact on production.","Any commentary on cost management strategies and margin improvements.","Insights into customer demand trends in key markets.","Discussion on future innovation and technology investments."],"metaDescription":"General Electric (GE) reports Q2 2026 earnings July 16. Analysts expect $1.84 EPS on $11.7B revenue. Here's what to watch."}}