GE Aerospace releases transcript of Q1 2026 earnings call

GE Aerospace

GE Aerospace

GE

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  • GE Aerospace hosted its Q1 2026 earnings call with Chairman and CEO H. Lawrence Culp, CFO Rahul Ghai, and IR Director Blaire Shoor.
  • Q1 results showed orders up 87%, revenue up 29%, EPS up 25% to 1.86, free cash flow up 14% to 1.7 billion.
  • Management cut full-year departures outlook to flat to low single-digit growth due to Middle East conflict, while keeping full-year guidance unchanged with EPS 7.10-7.40 and free cash flow 8-8.4 billion.
  • Commercial services strength underpinned near-term outlook, with Q2 services growth expected in high teens and more than 95% of Q2 spare parts revenue already in backlog.
  • Executives flagged supply constraints despite demand, citing spare parts delinquency up about 70% since end-2024, while saying GE9X mid-seal fatigue issue drove no change to schedule or expected losses.


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