GE Earnings

GE reported its earnings on 2026-01-22, showcasing a revenue of 12.72B against an estimate of 11.19B, resulting in a 13.65% surprise. The EPS was 1.57, surpassing the expected 1.44 by 9.03%. The stock experienced a -7.38% price change on the earnings day and a -6.6% change over the next five days, reflecting market reactions to the results.

Following GE's earnings announcement on 2026-01-22, the stock price moved by -7.38% on the day of the release. Over the subsequent five days, it saw a -6.6% change. Historically, GE's stock price tends to shift by an average of -3.06% in the 10 days leading up to earnings and 2.17% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate GE's annual revenue to reach 10.41B, while the EPS is projected at 1.61. These estimates reflect recent revisions, with revenue estimates revised upward by 0.56% and EPS estimates revised upward by 0.52% over the past three months, indicating analyst expectation in the company's performance.

The correlation between GE's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised upward by 0.56%, while EPS estimates moved revised upward by 0.52%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, GE's stock price typically moves by -3.06% in the 10 days before its earnings and 2.17% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 1.61 and revenue of 10.41B.

The earnings call summary and Q&A indicate positive sentiment. Revenue and EPS guidance have been raised, and strong demand is highlighted with a $175 billion backlog. Despite some headwinds like GE9X losses, the company is confident in overcoming these with strong service revenue growth and operational improvements. The Q&A further supports this with expectations of LEAP profitability and positive margin trajectory beyond 2026. The lack of detailed guidance in some areas is offset by overall strong financial metrics and optimistic future outlook, suggesting a positive stock price movement.