GE · 10-Q · 2026Q2 · Full report

Market Demand Trends

GENERAL ELECTRIC CO · 2026-07-16 · Importance 65 · Surprise 48 · In source text

GE Aerospace reported material year-over-year growth in both equipment and services: sales of equipment rose to $3,602 million (Q2 2026) from $2,842 million (Q2 2025) and sales of services rose to $9,031 million from $7,308 million, driving total revenue of $13,349 million for the quarter and $25,741 million for the six months. The increase in services and equipment sales reflects stronger engine sales and aftermarket services demand across its Commercial Engines & Services (CES) and Defense & Propulsion Technologies (DPT) end markets. These top-line movements indicate sustained demand for engine OEM deliveries and aftermarket services and materially increased revenue-recognition activity in long-term service agreements. Growth in services (aftermarket) is especially significant given its scale relative to total revenue and implications for parts, MRO workloads and recurring aftermarket cash flows.

Key facts

• CES internal shop visit revenue growth was 30% in the first half of 2026. source
• Total engine deliveries increased 37% in the first half of 2026. source
• LEAP engine deliveries increased 41% in the first half of 2026. source
• Defense & Systems engine deliveries increased 15% in the first half of 2026. source

Impact estimates