• Transcript covered the GE Aerospace Bernstein Strategic Decisions Conference attended by CEO and Chairman H. Lawrence Culp, moderated by Bernstein analyst Douglas Harned.
• Culp flagged a $42 billion revenue base, 70% from services on an 80,000-engine installed base, supported by $210 billion backlog including $170 billion commercial services.
• Management leaned toward the high end of guidance but kept the range due to Gulf conflict uncertainty; late-May indicators stayed firm.
• Parked aircraft counts fell versus April and early-year levels; spare-parts order growth accelerated to about 40% from 30% in Q1.
• Culp reiterated CFM56 shop-visit stability around 2,300-2,400 through 2028; LEAP installed base seen doubling by 2030 with shop visits growing 25% annually.
• LEAP aftermarket turned profitable in 2024; margin expansion expected from higher-calorie shop visits, more third-party work, repairs, and post-launch pricing.
• OE deliveries rose 63% for LEAP in Q1; GEnx deliveries rose more than 25%, with Boeing described as ready to take maximum output.
• Defense and Propulsion Technologies described as a $12 billion business with 30,000 engines; high single-digit growth outlook tied to backlog conversion.
• Sixth-generation programs highlighted as key upside; sustainment uplift expected to show up in the 2027 budget rather than near-term.
• Capital allocation emphasis stayed on core investment and shareholder returns; cited a $200 million equity investment in Beta Technologies.

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