NEW YORK, Jan 12, 2026, 8:14 PM EST — Market closed
- Shares of GE Aerospace rose 0.8% by Monday’s close
- Wolfe raised its price target, even as Citi lowered theirs but maintained a buy rating
- Airbus flagged that Pratt & Whitney engine deliveries are still “very, very late,” keeping supply chain issues under the spotlight
GE Aerospace (GE) shares closed Monday at $324.17, up 0.8%, following Wolfe Research’s update. The firm lifted its price target to $360 from $340 and kept its Outperform rating. (MarketScreener)
U.S. markets were closed Monday, shifting focus as stocks head into Tuesday toward a familiar issue: can jetmakers secure enough engines and parts to maintain their assembly lines? GE’s earnings report next week has traders watching supply chain updates closely, keeping aerospace stocks in the spotlight.
Airbus voiced worries Monday over engine deliveries from Pratt & Whitney, owned by RTX, saying talks are still unresolved on the exact number of engines needed “for the foreseeable future.” Outgoing commercial head Christian Scherer told reporters engines for the A320neo family—Airbus’s top seller—are arriving “very, very late” in 2025, with delays now extending into 2026. (Reuters)
This is crucial for GE since the A320neo is Airbus’s flagship model, powered by two key engine families: Pratt & Whitney’s geared turbofan and CFM’s LEAP, produced by a GE-Safran joint venture. Any hiccup risks delaying deliveries in the short term and could shift the balance of aftermarket business—maintenance and spare parts—that usually generates higher profit margins.
Citigroup cut its price target on GE Aerospace to $378 from $386 but maintained a Buy rating, according to a MarketScreener report. (MarketScreener)
Airbus handed over 793 aircraft in 2025, marking a 4% increase from the previous year, and secured 889 net orders. Yet, the company flagged ongoing supply-chain challenges, particularly with the A320-family program. For engine manufacturers, these delivery stats set the pace for new engine shipments and the installed base that drives future service revenue. (Reuters)
GE Aerospace plans to hold its fourth-quarter 2025 earnings webcast on Jan. 22 at 7:30 a.m. EST. The update will offer investors insight into 2026 forecasts for engine output, shop capacity, and cash flow. (Geaerospace)
Peers also saw movement. RTX climbed 2.8% on Monday, with the S&P 500 and Dow ending slightly up. Investors didn’t seem shaken by the new engine warning from Airbus. (MarketWatch)
There’s a clear downside risk. If parts, castings, or labor remain constrained, GE could still fall short of delivering the number of engines airframers expect. That would delay revenue and leave factories and repair shops running below capacity.
Airline actions remain a key wild card. Carriers are increasingly vocal about costs and delays once engines are removed from wings, and any resistance could hit margins or working capital fast.
Jan. 22 is the next big date to watch. Traders will focus on how GE discusses LEAP deliveries, service growth, and its outlook on Airbus and Boeing build rates for 2026. Engine-supply news will probably dominate the narrative until that point.
