New York, Jan 12, 2026, 15:27 EST — Regular session
- Shares of GE Aerospace climbed 0.7%, reaching $323.98 in afternoon trades
- On Jan. 22, the company will release its fourth-quarter 2025 earnings.
- Airbus reported that Pratt & Whitney engines continue to arrive “very, very late,” maintaining pressure on supply chains
Shares of GE Aerospace climbed 0.7% to $323.98 in Monday afternoon trading, gaining roughly $2.39 for the day. Investors are gearing up for next week’s quarterly earnings while keeping an eye on new tensions in the jet-engine supply chain, sparked by Airbus’s recent critique of deliveries from rival Pratt & Whitney. 1
The jet-engine manufacturer will release its fourth-quarter 2025 earnings on Jan. 22. Management is set to hold a webcast at 7:30 a.m. EST, per its investor relations page. 2
Timing is crucial since GE’s engine division generates most of its profit from the “aftermarket” — parts and maintenance — which usually remains steady when airlines extend the life of older jets and delay new deliveries. Over 70% of its commercial engine revenue comes from parts and services, according to Reuters. GE’s CFM International joint venture with Safran produces LEAP engines that power narrow-body jets for both Airbus and Boeing. 3
Airbus said Monday it has not yet settled on engine supply volumes with Pratt & Whitney “for the foreseeable future.” Outgoing commercial CEO Christian Scherer added that engines keep arriving “very, very late” in 2025, with delays expected to persist into 2026. Pratt & Whitney’s parent company, RTX, declined to comment immediately. 1
On Monday, GE Aerospace announced an expansion of its Next Engineers program, bringing it to Grand Rapids, Michigan, and extending the Cincinnati program through 2035. “More than 30,000 students” have taken part to date, foundation president Meghan Thurlow said in the release. 4
The pressing question for equity investors is whether GE can continue boosting deliveries and services revenue amid ongoing strains on parts, labor, and shop capacity, as engine makers push to ramp up production.
Come Jan. 22, traders will zero in on any updates regarding engine deliveries, spare-parts supply, and service pricing. Cash generation, a vital sector metric, will also be under close scrutiny.
If deliveries fall short or the outlook for 2026 sounds cautious, the stock could take a hit. That risk grows if planemakers encounter fresh bottlenecks or airlines reduce flight schedules, which would gradually weigh on demand for maintenance services.
Coming next: the earnings report and webcast on Jan. 22, then GE’s scheduled quarterly dividend payout on Jan. 26. 5
