GE · Earnings call · 2026Q3T · Full report
Regulatory Risk
GENERAL ELECTRIC CO · 2026-10-20 · Importance 36 · Surprise 42 · In source text
GE Aerospace is seeking FAA certification for the upgraded mid-seal used in GE9X engines supplied to Boeing for the 777X program. The company has delivered engines with the upgraded mid-seal since August and is targeting certification by the end of 2026, subject to FAA approval. Management also said the CPP-related next-generation airfoil work remains subject to the regulatory process, with approvals expected next summer. Certification timing has already affected 2026 assumptions, including fewer GE9X units recognized during the year and a reduced second-half GE9X impact on CES profit.
Key facts
- GENERAL ELECTRIC CO expects FAA certification of the GE9X upgraded mid-seal by the end of 2026 and has assumed fewer units in the year given expected certification timing.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | negative | committed | — | GENERAL ELECTRIC CO expects FAA certification of the GE9X upgraded mid-seal by the end of 2026 and has assumed fewer units in the year… |