Citable filing context

GE filing events and research context

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GE's research view summarizes recent SEC filing context, starting with management_change from May 7, 2026.

GE filing events and research context
FiledItemContext
May 7, 2026management_changeGE reported changes in directors, officers, and their compensatory arrangements.
Apr 21, 2026earningsGE reported its financial results and operations.
Jan 22, 2026earningsGE filed an 8-K reporting its financial results and condition.
May 7, 2026Guidance: shares_reserved_for_issuance50000000.00 to not reported
Apr 21, 2026Guidance: adjusted_eps7.10 to 7.40
Apr 21, 2026Guidance: adjusted_revenue_growth10.00 to 13.00
Jan 29, 2026businessGE Aerospace operates as a global leader in aircraft engines and services, primarily through its Commercial Engines & Services (CES) and Defense & Propulsion Technologies segments. The CES segment, which is expanding to cover the entire commercial engine lifecycle, manufactures engines like GE9X, GEnx, and LEAP, securing landmark commitments from major global carriers and benefiting from strong commercial air travel demand. The Defense segment supplies engines such as F110-GE-129 and F404-GE-IN20, driven by government defense budgets and significant contract wins, including a $5 billion U.S. Air Force IDIQ. The company faces ongoing supply chain disruptions and inflationary pressures, which it mitigates through investments in manufacturing, MRO capacity (including $500 million for LEAP), supplier partnerships, and pricing adjustments. Total revenue increased 18% to $45.9 billion in 2025, with net income up $1.9 billion, driven by higher engine deliveries, service volumes, and pricing. Remaining Performance Obligation (RPO) grew 11% to $190.6 billion, reflecting robust demand, particularly for services. GE Aerospace maintains strong liquidity, investment-grade credit ratings, and actively returns capital through share repurchases, while also investing in technology and capacity expansion. Its run-off insurance operations, primarily long-term care, represent a significant reserve liability managed through actuarial estimates.
Jan 29, 2026mdaGE Aerospace delivered strong financial results in 2025, with total revenue increasing 18% to $45.86 billion and net income from continuing operations rising $1.9 billion to $8.6 billion. Free Cash Flow reached $7.7 billion, up from $6.2 billion, while the Remaining Performance Obligation grew 11% to $190.56 billion, indicating robust future demand. The Commercial Engines & Services (CES) segment, representing 73% of revenue, saw a 24% revenue increase to $33.31 billion and 26% profit growth, driven by a significant ramp-up in LEAP engine deliveries (1,802 units), increased internal shop visits, and spare parts sales, securing major commitments from global carriers for platforms like the GE9X and GEnx. The Defense & Propulsion Technologies (DPT) segment, 23% of revenue, grew 11% to $10.55 billion, fueled by 635 defense engine deliveries and key contracts, including a $5 billion IDIQ for F110 engines and a $1.6 billion order for F404 engines. The company continues to manage supply chain constraints and inflationary pressures, investing $1 billion in manufacturing and MRO capacity, with $500 million specifically for LEAP MRO. Research and development investments totaled $2.99 billion, focusing on advanced technologies like the RISE program and adaptive cycle combat engines. Legacy run-off insurance operations and the Bank BPH mortgage portfolio in Poland remain as ongoing liabilities. GE Aerospace repurchased

Source: SEC EDGAR filing text and events; period May 7, 2026; filed May 7, 2026.

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