New York, January 21, 2026, 11:17 (EST) — Regular session
- Shares of GE Aerospace climbed roughly 1.7% in late-morning trading.
- The company will release its fourth-quarter earnings before the bell on Thursday.
- Airlines and engine manufacturers continue to face limited repair capacity alongside rising maintenance expenses.
Shares of GE Aerospace climbed 1.7% to $317.67 late Wednesday morning, just ahead of the jet-engine maker’s quarterly earnings report due the next day.
GE Aerospace plans to release its fourth-quarter 2025 earnings before the U.S. market opens Thursday. The company will kick off an earnings webcast at 7:30 a.m. EST, according to its investor relations page. (GE Aerospace)
The print is crucial now as investors hunt for new clues on engine deliveries, pricing, and how quickly airlines are pushing shop visits while maximizing their current fleets. Zacks Investment Research forecasted fourth-quarter revenue at $11.26 billion and earnings of $1.42 per share ahead of the release. (Nasdaq)
The stock gained alongside a wider rally in U.S. equities. The SPDR S&P 500 ETF climbed roughly 1.0%, with the iShares U.S. Aerospace & Defense ETF edging up about 0.5%. Peer RTX ticked higher by around 0.4% during that period.
GE Aerospace dropped 3.93% in the last session, closing at $312.34, trailing other industrials amid a broader slump in U.S. stocks, according to MarketWatch data. (MarketWatch)
On the industry front, the aftermarket—covering parts and services after engine delivery—is facing pressure as maintenance delays mount. IATA announced it has extended a deal with CFM International through February 2033, aiming to boost competition in maintenance, repair, and overhaul (MRO) for CFM engines. CFM, a joint venture equally owned by GE Aerospace and Safran Aircraft Engines, estimates that supply-chain issues and tight maintenance capacity will tack on $5.7 billion to airlines’ engine leasing and maintenance expenses in 2025. IATA Director General Willie Walsh suggested the agreement could offer “short-term cost and capacity relief.” CFM CEO Gael Meheust noted their MRO network comprises “dozens of third parties” handling engine repairs and overhauls. (IATA)
The squeeze that pact aims to fix hasn’t eased. Ongoing parts shortages, tight maintenance capacity, and production hold-ups continue to pile up backlogs and keep aircraft grounded throughout the sector. This only heightens the importance of any earnings-season comments on supply and services. (Reuters)
GE now faces a key challenge: can the robust demand for services and spare parts keep cash flows steady, despite ongoing competition for labor and production capacity in the industry?
Investors are watching closely for any shifts in tone on delivery timelines and repair throughput—factors that can rapidly impact quarterly earnings when capacity is stretched.
Thursday’s fourth-quarter report and webcast will be the next key event, as GE reveals its updated outlook on demand, delivery timelines, and the service pipeline.
