GENERAL ELECTRIC (GE) Company Report

Saudia Group signed an agreement with GE Aerospace to equip its 2023 order of 39 Boeing 787-9 and 787-10 aircraft with GEnx-1B engines, including engine supply, a multi-year MRO program, and spare units.
The deal features capability-building initiatives through Saudia Technic to localize high-technology aviation expertise in Saudi Arabia, supporting the Saudi Vision 2030.
Since its 2011 introduction, the GEnx family has amassed over 70 million flight hours and powers two-thirds of all Boeing 787s in operation.
GE Aerospace’s collaboration with the Saudi aerospace sector spans more than 40 years, currently powering the Kingdom’s four largest carriers and the largest F110 fleet outside the U.S..

Nov 24, 2025, 3:11 PM

Press Release

GE Aerospace signs multi-year GEnx-1B engine deal with Saudia Group

New Projects/Investments

GE Aerospace will equip Saudia Group’s 2023 order of 39 Boeing 787-9 and 787-10 aircraft with GEnx-1B engines, including a multi-year maintenance, repair, and overhaul program plus spare engines.
The agreement features capability-building initiatives via Saudia Technic to localize aerospace expertise in Saudi Arabia, aligning with the Saudi Vision 2030.
The GEnx engine family, introduced in 2011, has amassed over 70 million flight hours and powers two-thirds of all 787 aircraft in service.

Nov 19, 2025, 5:11 PM

Press Release

GE Aerospace inks deal with flydubai for GEnx-1B engines

New Projects/Investments

GE Aerospace and flydubai signed an agreement for 60 GEnx-1B engines plus spares to power flydubai's first widebody fleet of 30 Boeing 787-9s.
The deal includes a long-term services support contract to underpin flydubai’s launch of long-haul operations.
The GEnx engine family has logged over 70 million flight hours with 3,900 engines in service and backlog, powering two-thirds of Boeing 787s.
The contract supports flydubai’s growth strategy, enabling expansion into long-haul markets across its 135-destination network.

Nov 17, 2025, 12:00 PM

Press Release

General Electric signs deal with Emirates for GE9X engines

New Projects/Investments

GE Aerospace agrees to supply 130 GE9X engines to Emirates for 65 Boeing 777-9 aircraft, including spares and a long-term services contract, increasing Emirates’ total GE9X orders to over 540 engines.
Emirates’ order complements its US$38 billion purchase of 65 Boeing 777-9s, reinforcing its position as the world’s largest GE9X customer.
The GE9X engine offers 10% better specific fuel consumption than its predecessor and is certified for Sustainable Aviation Fuel blends, enhancing GE’s technology leadership.
The agreement deepens a 40-year partnership with Emirates and secures additional long-term services revenue for GE Aerospace.

Nov 17, 2025, 10:47 AM

Press Release

GE Aerospace outlines strong 2025 results and 2026 guidance

Guidance Update

Increased guidance across revenue, profit, and cash in October; commercial services YTD orders +30% and revenues +25%, with full-year services growth raised to low/mid-20s (~$1 billion incremental), and DPT revenue guidance raised to high single digits with tightened high-end profit range.
Operational performance improved via the FlightDeck lean operating model, driving material flow increases of 30% year-over-year and high single-digit sequential gains, standardizing safety, quality, delivery, and cost metrics across all factories.
2026 outlook anticipates double-digit services growth fueled by pent-up overhaul demand (shop visits up double digits over 2025), 15–20% growth in LEAP OE deliveries to ~2,000 engines, and approximately $1 billion profit growth, with DPT expected to grow mid-single digits underpinned by a $19 billion backlog.
The LEAP engine now matches CFM56 durability and on-wing performance for new blades, achieved break-even in services in 2024, and is poised for improved profitability by 2026–27 through higher repair volumes and expanding external shop visits.
DPT shipments surged 80% year-over-year in 3Q and 50% Year-to-Date, driven by defense engine growth and additive propulsion products; growth is supported by U.S. and international programs, Avio Aero’s Eurofighter and GCAP roles, and classified Edison Works initiatives.

Nov 11, 2025, 1:20 PM

Transcript

GE Aerospace highlights strong 2025 performance and outlines 2026 growth drivers

Guidance Update

Revenue Acceleration/Inflection

GE Aerospace raised its full-year 2025 guidance in October for revenue, profit, and cash flow, driven by >30% year-to-date commercial services orders growth and ~25% services revenue growth, adding roughly $1 billion in services for the year.
The company’s 78,000-engine install base—powering 3 out of 4 commercial and 2 out of 3 U.S. defense/rotary-craft aircraft—underpins a $175 billion total backlog, with services representing the majority of that backlog.
For 2026, GE Aerospace expects air-traffic growth similar to 2025, double-digit services growth over the medium-term target (2024–2028), and 15–20% LEAP engine delivery growth to reach approximately 2,000 units.
The FlightDeck lean operating model has boosted material flow by >30% year-over-year and driven supplier transparency and operational consistency across all sites.
Defense Propulsion Technologies (DPT) segment holds a $19 billion backlog, with 2025 revenue growth now guided to high single digits, Q3 defense engine shipments up 80% year-over-year, and mid-single-digit growth expected beyond 2025.

Nov 11, 2025, 1:20 PM

Transcript

GE Aerospace outlines robust 2025-26 growth and operational improvements

Guidance Update

New Projects/Investments

GE Aerospace’s 78,000-engine install base powers three-quarters of commercial aircraft and two-thirds of U.S. combat/rotary craft, backed by $3 billion in R&D and 2.3 billion flight hours.
Raised 2025 outlook: Commercial Services revenue growth now low- to mid-20% (from high-teens) on 30% YTD orders growth and 25% YTD revenue growth, while Defense & Propulsion Technologies revenue is expected to be high-single digits with tightened profit range; full-year targets include high-teens revenue growth, $1.5 billion profit increase, and >$1 billion free cash flow gain vs. 2024.
The FLIGHT DECK lean operating model standardized safety, quality, delivery, and cost metrics across factories and unlocked supplier performance, driving 30% YoY improvement in material flow and high-single-digit sequential gains.
For 2026, GE Aerospace anticipates air traffic growth similar to 2025, 15–20% LEAP engine delivery growth to ~2,000 units, continued double-digit Services growth, and roughly $1 billion of incremental profit over 2025.
The DPT segment benefits from a $19 billion backlog, with defense engine shipments up 80% in Q3 and propulsion/additive businesses delivering >20% growth, supporting mid-single-digit revenue gains via U.S., international, and classified programs.

Nov 11, 2025, 1:20 PM

Transcript

GE Aerospace collaborates with Shield AI on X-BAT propulsion

New Projects/Investments

Product Launch

GE Aerospace and Shield AI signed a Memorandum of Understanding to integrate the F110-GE-129 engine with the Axisymmetric Vectoring Exhaust Nozzle into Shield AI’s new X-BAT vehicle program.
The X-BAT is an AI-piloted VTOL fighter jet unveiled on October 21 in Washington, D.C., powered by Shield AI’s Hivemind autonomy software.
GE Aerospace will provide propulsion development and testing support, combining its engine expertise with Shield AI’s autonomous systems to accelerate unmanned applications.
The F110 engine has accumulated over 11 million flight hours and marked 40 years of continuous production; its AVEN provides thrust vectoring for vertical takeoff and enhanced horizontal maneuverability.

Nov 5, 2025, 1:01 PM

Press Release

GE Vernova to fully acquire Prolec GE JV

M&A

GE Vernova will acquire the remaining 50% stake in Prolec GE from Xignux, consolidating the grid equipment supplier after 30 years of partnership.
The acquisition is priced at $5.275 billion, to be funded equally by cash and debt, and is expected to close by mid-2026 upon regulatory approvals.
Prolec GE projects $3 billion in revenue in 2025 with an ~25% adjusted EBITDA margin and anticipates low double-digit revenue growth in the coming years.
The deal accelerates growth for GE Vernova’s Electrification segment—its fastest-growing segment—and enhances its presence in North America’s expanding grid markets.

Oct 21, 2025, 8:31 PM

Press Release

GE Aerospace reports Q3 2025 results

Earnings

Guidance Update

Revenue of $11.3 billion, up 26%; operating profit $2.3 billion, up 26%; adjusted EPS $1.66, up 44% year-over-year.
Orders up 2% in Q3 (13% YTD), with services orders up 31% YTD; services revenue +28% and engine deliveries +41% YoY.
Free cash flow of $2.4 billion, up 30% with over 130% conversion; working capital and AD&A increased by $300 million.
Defense output +83% YoY; DPT profit $386 million, up 75%, with margin expansion of 380 bps to 13.6%.
Raised full-year guidance: revenue to high-teens growth, EPS to $6.00–$6.20, CES operating profit to $8.45–8.65 billion, and free cash flow to $7.1–$7.3 billion.

Oct 21, 2025, 11:30 AM

Transcript

Earnings Transcripts

Quarterly earnings call transcripts for GENERAL ELECTRIC.

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