New York, February 3, 2026, 12:59 EST — Regular session
- GE Aerospace shares held firm amid a review of a possible durability problem with the GE9X engine powering Boeing’s 777X
- Company plans to boost Singapore engine-repair capacity by up to $300 million, adding automation and software-driven inspection tools
- Moody’s Ratings upgraded GE Aerospace’s senior unsecured rating to A2, Investing.com reported
GE Aerospace shares barely budged Tuesday after the jet-engine maker flagged a possible durability problem with a seal on its GE9X engine, which powers Boeing’s long-delayed 777X. The stock inched up 0.04% to $308.83 by 12:59 p.m. EST, fluctuating between $306.73 and $312.40 earlier. Boeing has already booked over $15 billion in charges tied to the 777X and still aims for first deliveries in 2027. (Reuters)
The seal review comes at a tricky moment for engine makers. Airlines are pushing for increased lift, yet production and repair schedules are already packed. Adding new engineering tasks risks disrupting parts supply and shop availability.
For GE, the concern isn’t just a single aircraft model but what comes next. Commercial engines generate steady service revenue and cash flow, yet they also bring warranty and maintenance costs if issues arise during operation.
GE aims to add more capacity to its repair network. At the Singapore Airshow this week, it revealed plans to pour up to $300 million into expanding its engine maintenance, repair and overhaul (MRO) operations in Singapore over the next five years. The company is banking on automation, digital tech, and AI-powered inspection software to speed up checks and catch defects faster. “Our new $300 million investment will usher in breakthrough capabilities,” said Mohamed Ali, noting the upgrades should help keep planes in the air. (Aviation Week)
Separately, GE announced it has signed a memorandum of understanding in Singapore with local agencies and industry partners to launch the Singapore Program for AI-Enabled Aviation. The initiative aims to tackle AI applications in aviation safety, flight operations, and airspace modernisation. “We look forward to working together … always putting safety first,” said CFO Rahul Ghai. (GE Aerospace)
The Singapore Airshow kicked off Tuesday with over 1,000 companies participating, and talks swiftly shifted to bottlenecks delaying aircraft deliveries and prolonging repair times. “There is a mismatch of demand-supply,” said Jeffrey Lam from ST Engineering. (Reuters)
Industry insiders report the pressures aren’t letting up anytime soon. “This disruption continues to have a major impact,” said Willie Walsh of the International Air Transport Association on Monday. Aircraft and engine manufacturers—including Pratt & Whitney, part of RTX—are juggling fresh orders with the need to repair planes already flying. (Reuters)
Moody’s upgraded GE Aerospace’s senior unsecured rating to A2 from A3, maintaining a positive outlook, Investing.com reported. “We expect the company’s installed engine base to drive strong earnings growth and robust cash generation,” Moody’s analyst Eoin Roche said. (Investing)
The stock’s next move likely depends on how widespread the GE9X seal issue turns out to be. If the fix can wait until scheduled heavy maintenance, it will probably be manageable. But a redesign requiring sooner retrofits or delaying certification could hurt sentiment.
Investors are on alert for updates from GE or Boeing regarding the GE9X review, as well as any new orders or service deals announced at the Singapore Airshow, which continues until Feb. 8. (Singapore Airshow)
