GE · 10-Q · 2026Q2 · Full report

Supply Chain Tariff Impact

GENERAL ELECTRIC CO · 2026-07-16 · Importance 40 · Surprise 42 · In source text

The filing explains tariffs add cost to GE Aerospace and its suppliers and highlights two recent policy developments: a 2025 U.S. zero-for-zero tariff agreement on aerospace equipment with the EU, UK, Japan and Korea, and a 2026 U.S. Supreme Court ruling against tariffs imposed under the International Emergency Economic Powers Act (IEEPA). GE submitted refund requests and received a portion of previously paid IEEPA tariffs in Q2 2026, and management reversed a majority of a tariff-related charge (approximately $0.1 billion) in Q1 2026. The company states it will continue to monitor tariff policy developments and evaluate applicability to its business; tariffs have previously affected estimated profitability on long-term service agreements. Tariff dynamics are discussed in the context of supply chain and pricing actions taken to mitigate inflationary pressure.

Key facts

• GE submitted refund requests and received a portion of previously paid IEEPA tariffs in Q2 after the Supreme Court ruled against IEEPA tariffs in 2026. source
• The U.S. established a zero-for-zero tariff agreement on aerospace equipment with the EU, UK, Japan and Korea in 2025. source

Impact estimates