GE · 10-Q · 2026Q2 · Full report

Customer Dynamics

GENERAL ELECTRIC CO · 2026-07-16 · Importance 44 · Surprise 24 · In source text

GE reports material revenue-sharing arrangements with program partners: revenue sharing and other partner receivables totaled $1,554 million and partner payables totaled $2,578 million at June 30, 2026. These partners develop and supply engine components through the life of engine programs and share in program revenue, customer progress payments and associated discounts and warranties, meaning program economics and cash collections are jointly managed. Such structures affect program margins, receivables/payables timing and progress collections, particularly within CES aftermarket and production supply chains. The firm also participates in customer-sponsored supply chain finance programs and occasional sales of receivables tied to these partnerships.

Key facts

• In the first half of 2026 GE Aerospace announced United Airlines and Delta selected GENx for 787 orders, American and Copa selected LEAP for narrowbody orders, and Ryanair signed a long-term material services agreement to support about 2,000 CFM56 and LEAP engines. source

Impact estimates