GE · Earnings call · 2026Q3T · Full report

Defense Acquisition Reform

GENERAL ELECTRIC CO · 2026-10-20 · Importance 40 · Surprise 42 · In source text

GE Aerospace said its GEK800 propulsion system, now designated the F143, was selected as a second-source propulsion system for the JASSM missile and moved from development into a funded U.S. Air Force program. The company’s XA102 adaptive-cycle engine was selected for the next phase of the U.S. Air Force’s NGAP program, including hardware procurement and subcomponent testing. Management also cited the U.S. Navy’s F/A-XX announcement and the prior F-47 program as evidence of continued U.S. investment in sixth-generation military capabilities. Separately, GE Aerospace received a five-year, $2.9 billion contract to support F414 engines powering U.S. Navy F-18 and EA-18G fleets.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiveprobable—GENERAL ELECTRIC CO said its XA102 adaptive cycle engine was selected by the U.S. Air Force for the next phase of the NGAP program, moving…