GE · Earnings call · 2026Q3T · Full report

Manufacturing Capacity Expansion

GENERAL ELECTRIC CO · 2026-10-20 · Importance 47 · Surprise 60 · In source text

GE Aerospace agreed to acquire long-term supplier Consolidated Precision Products (CPP) to expand capacity for mission-critical castings. Management said the acquisition is intended to support delivery growth for GE Aerospace and the broader aerospace industry rather than create a captive supplier. CPP is also expected to bring development and manufacturing closer together for next-generation airfoils that can improve engine durability, efficiency, and cooling. GE Aerospace expects to spend more than $1 billion annually on capital expenditures and has increased LEAP fan-assembly output to more than double its prior level.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealized—GENERAL ELECTRIC CO said it more than doubled LEAP fan assembly output by reorienting production line layout and developing standard work.