GE · 10-Q · 2026Q2 · Full report

Guidance / Outlook

GENERAL ELECTRIC CO · 2026-07-16 · Importance 64 · Surprise 42

Management expects a significant ramp in delivery of engine units and services for newer product platforms in the years ahead to meet demand tied to commercial air travel and defense modernization. The company highlights backlog strength and RPO growth as underpinning this expected ramp and directs readers to segment sections for CES and DPT detail. Management also expects continued impacts from supply chain constraints and inflation, and is taking actions — including FLIGHT DECK, supplier engagement, pricing adjustments and capacity investments — to mitigate those impacts. The company reaffirms its forward-looking priorities to ramp services and equipment, expand capacity and capabilities, and invest in future technologies.

Key facts