New York, February 2, 2026, 15:33 (ET) — Regular session
GE Aerospace shares rose about 0.6% on Monday after Moody’s Ratings upgraded the jet-engine maker’s senior unsecured rating to A2 from A3. The stock was up $1.71 at $308.50 in afternoon trading. Moody’s senior vice president Eoin Roche said the company’s “installed engine base” — engines already in service that bring in maintenance revenue — should “drive strong earnings growth and robust cash generation.” (Investing)
For equity investors, the credit call matters because it can feed through to funding costs and flexibility just as aerospace suppliers spend to add output and repair capacity. It also lands at a moment when traders are treating engine makers less like steady industrials and more like supply-chain stories, swinging on the next bottleneck.
Singapore is part of that backdrop. The industry is gathering there this week, and deals and commentary around production and maintenance capacity can move the conversation quickly, even when the stock tape is calm.
GE Aerospace said earlier on Monday it signed a memorandum of understanding — a cooperation pact — with Civil Aviation Authority of Singapore, Singapore Economic Development Board and the International Centre for Aviation Innovation to set up SPAARC in Singapore. The partnership will work on artificial intelligence (AI) for maintenance and airspace management, airspace modernization and aerodynamic research linked to next-generation propulsion, the company said, adding it would expand beyond its existing maintenance operations there. CFO Rahul Ghai said the group would pursue technology that boosts “efficiency and reliability,” while “always putting safety first.” (GE Aerospace)
In a separate agreement signed at the same summit, CFM International — GE’s engine venture with Safran Aircraft Engines — and Airbus agreed with Singapore’s regulator to make the country an airport testbed for CFM’s RISE “open fan” technologies, which remove the traditional casing around the fan. Gaël Méheust called it “a huge boon” for the program. (CFM Aero Engines)
Supply constraints are still the headline risk. International Air Transport Association Director General Willie Walsh said supply-chain disruptions “continue to have a major impact” on the industry, with delays rippling through planemakers and engine shops. He pointed to bottlenecks hitting Airbus, Boeing, GE Aerospace and Pratt & Whitney. (Reuters)
For GE, that pressure shows up in both directions. More grounded aircraft and later deliveries can push airlines into extra maintenance and spare-parts spending, but only if shops can get labor and materials to turn engines around fast enough.
But the downside case hasn’t gone away. Persistent shortages of castings and skilled workers, or a fresh bout of trade frictions, could lift costs and shove deliveries and overhauls into later quarters, blunting any benefi
t from stronger demand.
Next up is the Singapore Airshow itself, which runs Feb 3-8 at Changi Exhibition Centre. Investors will watch for updates on delivery rates, repair capacity and any new orders as the show opens. (GE Aerospace)
