GE · Technology

GENERAL ELECTRIC CO

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window

News · 2026-09-23

• Strategic Initiatives and PartnershipsImportance 31 · Surprise 42
  GE is collaborating with Kratos on a next-generation defense engine for autonomous systems and stand-off strike applications. The reported initiative addresses turbine-engine production as a bottleneck in…
• Products and TechnologyImportance 31 · Surprise 42
  GE is collaborating with Kratos on a next-generation defense turbine engine for autonomous systems and stand-off strike platforms. The reported development addresses a bottleneck in turbine-engine production as…
• Environmental Remediation / ReservesImportance 17 · Surprise 24
  GE submitted a Final Design Plan for rail transload areas supporting the Housatonic Rest of River PCB-remediation project in Massachusetts. The plan covers two primary transload areas in Pittsfield and Lenox and a…

8-K · 2026-09-22

• Management ChangesImportance 22 · Surprise 42
  GE Aerospace appointed Wes Bush as independent Lead Director of its Board, effective September 21, 2026. Bush has served as an independent director since 2025 and is the former Chairman and CEO of Northrop Grumman…

News · 2026-09-22

• Commercial Engines & Services PerformanceImportance 61 · Surprise 24
  GE Aerospace was reported to have a $170 billion commercial services backlog. The backlog is supported by a multi-decade installed base and pricing power in aftermarket services. The LEAP engine ramp and widebody…
• Order Backlog and Book-to-BillImportance 61 · Surprise 24
  GE Aerospace has a $170 billion commercial services backlog, supporting visibility across its aftermarket business. The backlog is tied to a multi-decade installed base of commercial aircraft engines. The reporting…
• Revenue Performance and MixImportance 41 · Surprise 48
  GE Aerospace reported quarterly revenue growth of 21.1% year over year. The reported growth exceeds the 10% materiality threshold for inclusion. The digest did not provide a segment revenue breakdown or identify the…
• Products and TechnologyImportance 31 · Surprise 42
  GE Aerospace is ramping production and adoption of LEAP engines, while expanding widebody engine maintenance activity. The company’s multi-decade installed base supports recurring commercial services demand. Defense…
• Capital AllocationImportance 13 · Surprise 6
  GE Aerospace declared a quarterly dividend of $0.47 per share. The dividend declaration provides a specified cash return to shareholders, although the digest did not state an increase or total cash distribution. The…

News · 2026-09-21

• Products and TechnologyImportance 31 · Surprise 42
  GE Aerospace and Kratos successfully ignited the GEK800 turbofan propulsion system, designated F143, for cruise-missile applications on September 21, 2026. The milestone advances the program toward large-volume…
• Defense Acquisition ReformImportance 31 · Surprise 42
  GE Aerospace and Kratos successfully ignited the GEK800 turbofan cruise-missile propulsion system, now designated the F143. The milestone advances the program toward large-volume production for long-range stand-off…
• Defense Contract AwardsImportance 31 · Surprise 42
  GE Aerospace and Kratos successfully ignited the GEK800 turbofan propulsion system, designated F143, for cruise-missile applications. The milestone advances a testing campaign intended to support large-volume…
• Capital AllocationImportance 9 · Surprise 6
  GE Aerospace declared a quarterly dividend of $0.47 per outstanding common share on September 21, 2026. The dividend is scheduled for payment on October 26, 2026, to shareholders of record as of October 5, 2026.…
• Capital Return ProgramImportance 9 · Surprise 6
  GE Aerospace’s board authorized a quarterly dividend of $0.47 per common share on September 21, 2026. The dividend is scheduled for payment on October 26, 2026, to shareholders of record as of October 5, 2026. The…

News · 2026-09-18

• Products and TechnologyImportance 31 · Surprise 42
  GE Aerospace identified a durability issue in the GE9X engine. The company said the issue is not expected to affect the planned entry into service of Boeing’s 777X aircraft. The development is relevant to Boeing 777X…

News · 2026-09-17

• Acquisition / Partnership / DivestitureImportance 71 · Surprise 60
  GE Aerospace agreed to acquire castings supplier Consolidated Precision Products for $11.75 billion. The transaction would expand GE Aerospace's ownership of a key aerospace supply-chain supplier. CFO Rahul Ghai said…
• Order Backlog and Book-to-BillImportance 56 · Surprise 24
  GE Aerospace reported a $170 billion services backlog, indicating substantial contracted future revenue. Chief Financial Officer Rahul Ghai said demand remains strong across commercial services, original equipment and…
• Product Launch and TransitionImportance 25 · Surprise 42
  GE Aerospace CFO Rahul Ghai said a durability issue involving the GE9X engine’s mid-seal is not expected to delay the Boeing 777X’s entry into service next year. The GE9X is the propulsion system for Boeing’s 777X…

News · 2026-09-16

• Capital Return ProgramImportance 75 · Surprise 60
  GE has a $20 billion share-repurchase authorization supporting shareholder returns. The company increased its dividend, although the reported amount of the increase was not specified. GE also raised its 2026…
• Capital AllocationImportance 75 · Surprise 60
  GE Aerospace is reported to support shareholder returns through a higher dividend and a $20 billion share-repurchase authorization. The company has also raised its 2026 free cash flow outlook, increasing the cash…
• Market Demand TrendsImportance 17 · Surprise 24
  GE Aerospace is described as a commercial and defense engine manufacturer. Third-party reporting cites strong engine demand and orders. The reported demand and order strength is accompanied by cost pressures affecting…

News · 2026-09-15

• Acquisition / Partnership / DivestitureImportance 65 · Surprise 60
  GE Aerospace plans to acquire castings company CPP for $12 billion. Honeywell Aerospace’s CEO characterized the proposed transaction as positive for the aerospace industry overall. The deal could support greater…

News · 2026-09-14

• Acquisition / Partnership / DivestitureImportance 71 · Surprise 60
  GE Aerospace’s $11.75 billion acquisition of Consolidated Precision Products (CPP) would expand its vertical integration in aerospace castings and engine components. The transaction could reduce GE Aerospace’s reliance…
• Competition and Market ShareImportance 64 · Surprise 42
  GE Aerospace’s $11.75 billion CPP transaction is reported as increasing competitive pressure on aerospace casting and engine-component suppliers such as Howmet Aerospace. The transaction underscores strong demand for…
• Products and TechnologyImportance 14 · Surprise 24
  GE Aerospace is described as having a dominant competitive position supported by razor-blade economics and structurally growing aerospace end markets. The LEAP engine rollout is identified as a key driver of…

News · 2026-09-13

• Acquisition / Partnership / DivestitureImportance 52 · Surprise 42
  GE HealthCare is reportedly in talks to acquire Sofie Biosciences for approximately $1 billion. Sofie develops radiopharmaceutical agents and chemicals used in PET scans, including cancer detection applications…

News · 2026-09-12

• Acquisition / Partnership / DivestitureImportance 58 · Surprise 42
  GE Aerospace is reportedly pursuing a $12 billion acquisition of Consolidated Precision Products. The transaction could face regulatory scrutiny, including potential antitrust concerns. The report does not provide an…

News · 2026-09-10

• Defense & Propulsion Technologies PerformanceImportance 17 · Surprise 24
  GE Aerospace’s Defense & Propulsion Technologies unit reported strong order momentum, supported by sustained defense demand. Recent contracts contributed to the unit’s order growth. The report indicates continued…

News · 2026-09-09

• Acquisition / Partnership / DivestitureImportance 71 · Surprise 60
  GE Aerospace agreed to acquire Consolidated Precision Products (CPP), a precision-casting manufacturer, for approximately $11.75 billion to $12 billion in cash. The transaction is intended to secure access to…
• Manufacturing, Capacity Expansion and CapEx PlansImportance 34 · Surprise 42
  GE Aerospace is strengthening its manufacturing capabilities in mission-critical aircraft-engine components through access to Consolidated Precision Products’ precision-casting operations. The initiative targets…
• Supply Chain ConstraintsImportance 26 · Surprise 24
  GE Aerospace is addressing shortages of precision jet-engine parts, particularly high-pressure turbine blades, vanes and complex castings. The reported bottleneck reflects surging demand for commercial and military…
• Market Demand TrendsImportance 20 · Surprise 24
  Demand for jet-engine parts is described as surging across commercial and military aerospace applications. Industry commentary indicates that turbine blades, vanes and other mission-critical castings are a persistent…
• Competition and Market ShareImportance 17 · Surprise 24
  The casting and turbine-component market is facing competitive pressure from GE Aerospace, Howmet Aerospace and potential new internal production by SpaceX. SpaceX’s announcement that it would manufacture turbine…

8-K · 2026-09-08

• Guidance / OutlookImportance 95 · Surprise 92
  GE Aerospace expects CPP to generate approximately $2.0 billion of revenue in 2027. The company projects airfoil demand growth of more than 30% between 2026 and 2030 across commercial engines, aftermarket and defense.…
• Acquisition / Partnership / DivestitureImportance 75 · Surprise 60
  GE Aerospace agreed to acquire Consolidated Precision Products (CPP) for $11.75 billion, with closing expected in the second half of 2027. CPP is a global manufacturer of engineered airfoils and structural castings,…
• Capital AllocationImportance 75 · Surprise 60
  GE Aerospace will fund the $11.75 billion CPP purchase with existing cash and new debt. The company stated that the acquisition will not change its capital allocation plans. Planned capital expenditure and operating…
• Manufacturing, Capacity Expansion and CapEx PlansImportance 54 · Surprise 74
  GE Aerospace is investing in mission-critical castings capacity through the CPP transaction and planned capital investments over time. The company said the investment is intended to support timely delivery for…
• Revenue Performance and MixImportance 44 · Surprise 24
  CPP expects approximately $2.0 billion of revenue in 2027. Approximately 60% of CPP revenue is generated by commercial aerospace, 20% by defense, and 20% by power and other activities. Approximately 70% of CPP revenue…
• Market Demand TrendsImportance 40 · Surprise 56
  GE Aerospace reports airfoil demand growth of more than 30% from 2026E to 2030F across commercial engines, aftermarket, and defense. Demand is supported by commercial engine production, aftermarket requirements, and…
• Products and TechnologyImportance 31 · Surprise 42
  The CPP acquisition will integrate design and manufacturing for enhanced airfoil technology applicable to current aircraft engines, including LEAP, and next-generation engines. GE Aerospace said the proprietary…
• Supply Chain ConstraintsImportance 30 · Surprise 42
  GE Aerospace is investing in casting capacity to help ensure timely delivery for customers amid growth in airfoil demand. CPP is a key supplier to GE Aerospace programs including LEAP, GEnx, T700, F110, and F404. The…
• Customer DynamicsImportance 13 · Surprise 6
  CPP supplies castings for major GE Aerospace programs, including LEAP and GEnx commercial engines and T700, F110, and F404 defense engines. Approximately 70% of CPP's revenue comes from commercial and defense engines,…

News · 2026-09-08

• Acquisition / Partnership / DivestitureImportance 71 · Surprise 60
  GE Aerospace agreed to acquire Consolidated Precision Products (CPP) from Warburg Pincus and Berkshire Partners for $11.75 billion, subject to adjustments. The transaction will be financed with $7 billion in cash and…

News · 2026-09-02

• Commercial Engines & Services PerformanceImportance 41 · Surprise 48
  GE Aerospace’s commercial engines unit reported strong orders and rising deliveries, with revenue growth of 27% cited in third-party reporting. The unit’s 2026 sales are expected to increase approximately 20%,…

News · 2026-08-28

• Commercial Engines & Services PerformanceImportance 40 · Surprise 56
  GE Aerospace’s LEAP engine deliveries increased 41% year to date in 2026, according to third-party reporting. The higher delivery pace is described as important to Boeing and Airbus as they increase aircraft…

News · 2026-08-27

• Guidance / OutlookImportance 47 · Surprise 60
  GE Aerospace raised its full-year 2026 guidance across all key metrics following strong second-quarter results. Management expects continued benefit from backlog conversion and execution across its commercial and…
• Gross Margin and Margin DriversImportance 31 · Surprise 42
  GE Aerospace is targeting stronger margins through cost control and conversion of its backlog. Inflationary cost pressures and growth investments are weighing on near-term profitability. The digest did not quantify…
• Operating Expense TrendsImportance 17 · Surprise 24
  R&D investments were identified as a source of margin pressure for GE Aerospace. The digest did not provide R&D or SG&A dollar amounts, percentage changes, or the specific programs driving the investment. Growth…
• Order Backlog and Book-to-BillImportance 17 · Surprise 24
  GE Aerospace was described as having robust backlogs and benefiting from backlog conversion. Strong execution and quarterly performance indicate continued demand for its aerospace offerings. The company supplies jet…
• Supply Chain ConstraintsImportance 17 · Surprise 24
  GE Aerospace faces inflationary cost pressure, operational cost increases and supply-chain issues while funding growth investments and research and development. Management is pursuing cost control and backlog…
• Revenue Performance and MixImportance 10 · Surprise 6
  GE Aerospace reported strong second-quarter 2026 results with significant year-over-year revenue and EPS growth. The reporting did not provide specific revenue amounts, segment revenue figures, or…
• Inflationary Cost PressuresImportance 10 · Surprise 6
  Inflation and operating-cost pressure are weighing on GE Aerospace’s near-term profitability. The company is targeting stronger margins through cost control and conversion of its backlog, while growth-related research…

News · 2026-08-25

• Defense Contract AwardsImportance 34 · Surprise 42
  GE Aerospace and Kratos Defense secured a U.S. Air Force contract for the F143 turbofan engine. The award strengthens GE Aerospace’s position in defense propulsion and could generate recurring engine-service…

News · 2026-08-22

• Capital Return ProgramImportance 64 · Surprise 42
  GE Aerospace’s strong liquidity and higher free cash flow outlook are supporting increased dividends and share buybacks. The planned shareholder return program totals US$24 billion. The capital-return plan is intended…
• Defense Contract AwardsImportance 31 · Surprise 42
  GE Aerospace secured a U.S. Air Force contract for its F143 turbofan engine. The F143 will serve as a second-source propulsion system for military applications, expanding GE Aerospace’s role in the defense propulsion…

News · 2026-08-21

• Capital Return ProgramImportance 64 · Surprise 42
  GE Aerospace’s strong liquidity and higher free cash flow outlook are supporting increased dividends and share buybacks. The planned shareholder return program totals US$24 billion. The capital-return plan is intended…

News · 2026-08-20

• Supply Chain ConstraintsImportance 20 · Surprise 24
  Third-party reporting described persistent aerospace supply-chain bottlenecks and manufacturing-capacity constraints at GE Aerospace. These constraints are occurring despite strong demand for aerospace products and are…

News · 2026-08-19

• Supply Chain Cybersecurity RiskImportance 34 · Surprise 42
  The Russian-speaking Clop cybercriminal group reportedly exploited a zero-day vulnerability in PTC’s Windchill and FlexPLM software. General Electric was among the affected organizations, with large volumes of…
• Supply Chain ConstraintsImportance 20 · Surprise 24
  Third-party reporting described persistent aerospace supply-chain bottlenecks and manufacturing-capacity constraints at GE Aerospace. These constraints are occurring despite strong demand for aerospace products and are…

News · 2026-08-18

• Defense Contract AwardsImportance 31 · Surprise 42
  GE Aerospace secured an Engineering, Manufacturing and Development contract for the GEK800 engine used in the U.S. JASSM missile program. The award supports GE Aerospace’s defense and propulsion activities, but the…