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
- 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 into hardware procurement and subcomponent testing.
- GENERAL ELECTRIC CO said the U.S. Navy recently announced the F/A-XX and referenced last year's F-47 news as examples of moving forward sixth-generation programs.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | — | 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… |