Citable filing context
GE's research view summarizes recent SEC filing context, starting with management_change from Sep 22, 2026.
| Filed | Item | Context |
|---|---|---|
| Sep 22, 2026 | management_change | GE Aerospace appointed Wesley Bush as independent Lead Director and Judson Althoff to the Audit Committee. |
| Sep 8, 2026 | acquisition | GE Aerospace agreed to acquire Consolidated Precision Products for $11.75 billion in cash. |
| Jul 16, 2026 | earnings | GE Aerospace reported Q2 2026 revenue of $13.3B, up 21%, and raised its full-year 2026 financial guidance. |
| Sep 8, 2026 | Guidance: airfoil_demand_growth | 30.00 to not reported |
| Sep 8, 2026 | Guidance: net_synergies | not reported to not reported |
| Sep 8, 2026 | Guidance: revenue | not reported to not reported |
| Jul 16, 2026 | mda_quarterly | GE Aerospace reported strong financial performance for the second quarter of 2026, with total revenue rising 21% to $13.3 billion and six-month revenue increasing 23% to $25.7 billion. Growth was driven by higher engine deliveries and robust aftermarket services, which now account for approximately 70% of total revenue. The company’s Remaining Performance Obligation (RPO) reached $210.8 billion, an 11% increase from year-end 2025, reflecting strong commercial demand and defense orders. Operational execution is centered on the "FLIGHT DECK" lean model, which has helped mitigate supply chain constraints and inflationary pressures. The company successfully increased engine deliveries by 37% in the first half of 2026, with LEAP engine deliveries up 41%. Despite these gains, management continues to monitor risks including geopolitical instability in the Middle East, which could impact shop visit volumes and long-term contract profitability, and ongoing regulatory scrutiny regarding tax computations. Capital allocation remains disciplined, with $2.0 billion in share repurchases during the quarter and a commitment to maintaining investment-grade credit ratings. GE Aerospace is also investing $1 billion in U.S. manufacturing and expanding its MRO network, including new partnerships with Iberia and Delta TechOps, to support the growing installed base of 80,000 commercial and military engines. |
| Apr 21, 2026 | mda_quarterly | GE Aerospace reported first-quarter 2026 total revenue of $12.39 billion, a 25% increase year-over-year, driven by strong growth in equipment and services. The Commercial Engines & Services segment saw revenue rise 34% to $8.92 billion, bolstered by GEnx and CFM LEAP engine deliveries and significant agreements with United, American, Delta, and Ryanair. Defense & Propulsion Technologies revenue grew 19% to $3.21 billion, supported by T408-GE-400 and F404 engine contracts. Total remaining performance obligation increased 11% to $211.3 billion. While adjusted EPS rose 25% to $1.86, net income from continuing operations remained flat at $1.93 billion. The company is mitigating persistent supply chain constraints and inflationary pressures through its FLIGHT DECK lean operating model and a planned $1 billion investment in U.S. manufacturing. Key risks include geopolitical volatility in the Middle East impacting airline utilization and fuel costs, as well as ongoing borrower litigation regarding Bank BPH in Poland. GE Aerospace maintains a disciplined capital strategy, repurchasing $2.2 billion in shares this quarter under a new $20 billion authorization. Credit strength improved, highlighted by a Moody’s upgrade to A2 and a positive S&P outlook. |
Source: SEC EDGAR filing text and events; period Sep 22, 2026; filed Sep 22, 2026.
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