GE Aerospace : 1Q 2026 Earnings Presentation
GE
Published on 04/21/2026 at 06:30 am EDT
GE Aerospace first quarter 2026 performance
Financial results & company highlights
Well positioned to navigate dynamic macro environment trending toward high-end of guide supported by strong start and robust >$170B commercial services backlog
FLIGHT DECK accelerating output growth
commercial services revenue and total engine deliveries both
up >35% y/y
+18% y/y
Customer-driven investments
in current and next-gen technology to improve time on wing and cost of ownership
+25% y/y
+14% y/y
3
* Non-GAAP Financial Measure
3
(LDD)
+HSD
(HSD)
Middle East
departures-a)
Jan. Forecast Apr. Forecast
Actual
2025 departures-a)
~35%
flat/+LSD
+LSD/MSD
+LSD
All other
departures-a)
North and Latin America
~35%
APAC & China
+LSD
~5%
Middle East ~20%
~5%
Other-b)
Europe
Assumes improvement begins 4Q with flat to low-single-digit
growth for the remainder of '26
2008: Commercial services lagged RPK slow-down by 12 months, followed by period of above average growth
Powering ~75% of total narrowbody and ~55% of total
widebody cycles
~2/3 CFM56 fleet yet to undergo 2nd shop visit with stable utilization
(a - GE Aerospace/CFM departures
(b - Turkey, Africa, Commonwealth of Independent States 4
+30%
y/y
+18%
y/y
+49%
y/y
~70% growth
Shop visit guide
2Q + 3Q engine removals pipeline
Off wing
Demand robust: CES services orders +32%
over last 12 months
Spare parts orders up >30% y/y since beginning of March
Demand exceeds supply … delinquency up
even w/ revenue up >25% over last 12 months
Entering 2Q with >95% of spare parts in backlog
~2/3 of projected remaining 2026 internal
shop visits off wing with limited risk
2Q + 3Q engine removals pipeline exceeds internal shop visit guide
Expecting limited impact to services revenue and profit in 2026
5
Disclaimer
GE Aerospace - General Electric Company published this content on April 21, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on April 21, 2026 at 10:29 UTC.