GE · News · 20260917N
Order Backlog and Book-to-Bill
GENERAL ELECTRIC CO · 2026-09-17 · Importance 56 · Surprise 24 · In source text
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 defense programs. Persistent aerospace supply-chain constraints continue to affect the commercial services, original equipment and defense programs businesses, although the company also cited volatility in air-traffic growth.
Key facts
- GE Aerospace sees a $170 billion services backlog, as reported at the Morgan Stanley Conference. source
- GE Aerospace said the company continues to see strong demand across commercial services, original equipment and defense programs despite recent volatility in air traffic growth and persistent aerospace supply-chain constraints. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | — | GE Aerospace sees a $170 billion services backlog, as reported at the Morgan Stanley Conference. |