GE · Earnings call · 2026Q3T · Full report
Products and Technology
GENERAL ELECTRIC CO · 2026-10-20 · Importance 31 · Surprise 42 · Contradicted
GE and Beta Technologies completed the first high-altitude hybrid-electric flight under NASA’s Electrified Powertrain Flight Demonstration program, demonstrating hybrid-electric technology for commercial aviation. With Kratos, GE’s GEK800, now designated the F143, became a second-source propulsion system for the JASSM missile and moved into a funded U.S. Air Force program, while the XA102 adaptive-cycle engine advanced into hardware procurement and subcomponent testing under NGAP. GE is also developing enhanced cooling and durability technologies with CPP for both the existing fleet and future programs, although potential time-on-wing benefits are not yet included in its outlook.
Key facts
- GENERAL ELECTRIC CO said the LEAP-installed base is expected to more than double between 2025 and 2030.
- GENERAL ELECTRIC CO said it invests over $3 billion in annual R&D and over $1 billion in CapEx to develop next-generation technologies.
- GENERAL ELECTRIC CO said acquiring CPP allows accelerating introduction of new engine technologies to improve cooling, durability, and efficiency for current fleet and future programs.
- GENERAL ELECTRIC CO said Flight Deck AI tool at Celma decreased record processing time by around 25% for CFM56 shop visit technical records.
- GENERAL ELECTRIC CO said it delivered GE9X engines this quarter but the impact from these shipments will be recognized post-mid-seal certification.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| operating_income | negative | realized | -22.5% | GENERAL ELECTRIC CO said it invests over $3 billion in annual R&D and over $1 billion in CapEx to develop next-generation technologies. |
| cash | negative | realized | -0.8% | GENERAL ELECTRIC CO said it invests over $3 billion in annual R&D and over $1 billion in CapEx to develop next-generation technologies. |
| revenue | positive | probable | — | GENERAL ELECTRIC CO said the LEAP-installed base is expected to more than double between 2025 and 2030. |
| operating_income | positive | probable | — | GENERAL ELECTRIC CO said acquiring CPP allows accelerating introduction of new engine technologies to improve cooling, durability, and… |
| operating_income | positive | realized | — | GENERAL ELECTRIC CO said Flight Deck AI tool at Celma decreased record processing time by around 25% for CFM56 shop visit technical records. |