93% probability GE Aerospace's Q3 2026 adjusted EPS lands at or above $1.75 — roughly 13% below the $2.02 delivered in Q2, against full-year guidance raised to $7.65–$7.85 on aftermarket demand. Resolves ~22 Oct 2026.
GE Aerospace reported Q2 2026 adjusted EPS of $2.02, up 22% and ahead of a $1.86 consensus, on adjusted revenue of $12.63bn up 24%, and raised full-year adjusted EPS guidance to $7.65–$7.85 from $7.10–$7.40 alongside higher operating-profit and free-cash-flow guidance. Source: GE Aerospace Q2 2026 results, July 2026.
We lock a binary: GE Aerospace reports third-quarter 2026 adjusted earnings per share of at least $1.75, per the company's results release. Confidence 93%.
GE Aerospace earns the bulk of its profit servicing an installed base of engines that must be maintained on regulated intervals regardless of the cycle — closer to an annuity than to a capital-goods order book. The company beat consensus by 8.6% in Q2 and raised full-year adjusted EPS guidance to $7.65–$7.85, a range requiring quarterly earnings well above our floor. Confidence 93%, not higher, because spare-parts shipments and shop-visit timing can shift between quarters, and supply-chain constraints on new engine deliveries remain live. Scored on ADJUSTED EPS, not GAAP.
RAOSCAFF locks P-170 on 2026-08-13, before the Q3 release. Scored against GE Aerospace's reported third-quarter 2026 adjusted EPS versus a $1.75 floor.
Shop-visit timing and supply-chain constraints on new engine deliveries are the disclosed tails.