종목/GE
GE Aerospace
회사 발표(2026 전체): Operating Profit* $9.85B - $10.25B; Adjusted EPS* $7.10 - $7.40; Free Cash Flow* $8.0B - $8.4B. 매출(Adjusted Revenue) 범위는 보도자료에서 명확한 연간 수치 범위로 제시되지 않음. 회사는 ‘가이던스 유지(maintaining) — 연말 기준 상단을 향해(trending to the high-end of the range)’라고 밝힘.
아래 내용은 AI 가 8-K Item 2.02 본문과 보도자료(Exhibit 99.x)를 종합해 한국어로 정리한 요약입니다. 핵심 하이라이트·가이던스·운영 코멘트·시장 평가 네 섹션 모두 AI 생성이며, 실제 원문은 EDGAR 링크에서 확인하세요.
General Electric Company, doing business as GE Aerospace, designs and produces commercial and defense aircraft engines, integrated engine components, electric power, and aircraft systems. The company operates through two segments, Commercial Engines & Services, and Defense & Propulsion Technologies. The Commercial Engines & Services segment designs, develops, manufactures, maintenance, repair, and overhaul (MRO) services of jet engines and sale of spare parts for commercial airframes, business aviation, and aeroderivative applications. The Defense & Propulsion Technologies designs, develops, manufactures, and services jet engines and avionics and power systems for governments, militaries, and commercial airframers, as well as MRO of engines and the sale of spare parts. This segment also offers aircraft components and systems, such as small turboprop engines, aeroengine mechanical transmissions, turbines, combustors and controls, additive manufacturing, propeller systems, ignition systems, sensors and engine accessories for fixed wing and rotorcraft applications for commercial and military end users under the Avio Aero, Unison, Dowty Propellers, and Colibrium Additive brands. The company operates in the United States, Europe, Asia, the Americas, the Middle East, and Africa. General Electric Company was incorporated in 1892 and is based in Evendale, Ohio.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 4월 21일 (화) | 2026 Q1 | $1.65 | $1.86 | +13.0% | $11.61B | ▼ −5.6% |
| 12월 1일 (월) | 2025 Q4 | $1.43 | $1.57 | +9.8% | $12.18B | — |
| ABBNY |
| ABB Ltd |
| 193B |
| −6.6% |
| 50% (2/4) |
| ABLZF | ABB Ltd | 192B | — | — |
시장 반응은 전반적으로 긍정적일 가능성이 높음. 강한 주문 증가와 높은 조정 EPS·FCF 성장으로 단기 모멘텀이 기대되나, GAAP 기준 이익·마진은 둔화(마진 압박)했고 가이던스가 거시 리스크(유가, 연료 가용성, GDP 하향 등)를 전제하고 있어 밸류에이션 개선은 제한적일 수 있음.
| 9월 1일 (월) | 2025 Q3 | $1.47 | $1.66 | +13.0% | $11.02B | — |
| 6월 1일 (일) | 2025 Q2 | $1.43 | $1.66 | +16.0% | $9.93B | — |