New York, January 30, 2026, 14:25 EST — During the regular session
- GE Aerospace shares jumped about 3% in afternoon trading, bucking the broader market’s downward drift
- Following recent adjustments, the company will revise segment financials ahead of its first-quarter earnings release
- The filing shows a $190.6 billion backlog in performance obligations and points to rising investment aimed at expanding engine shop capacity
GE Aerospace shares jumped 2.9%, closing at $307.46 on Friday afternoon after reaching an intraday high of $307.50. This came despite a dip in the broader market. The stock swung between $296.00 and $307.50 throughout the session, ending $8.60 above Thursday’s close on about 3.6 million shares changing hands.
Investors are rushing to figure out how much growth in GE Aerospace comes from aircraft makers boosting engine deliveries, versus airlines keeping older jets flying longer and spending more on maintenance. The company’s decision to change how it categorizes its businesses could shake up these comparisons fast.
On Thursday, GE Aerospace published its 2025 annual report and filed the Form 10-K with the SEC. The company flagged that the filing does not yet reflect the segment reorganization tied to its recent announcements. It intends to revise segment financials ahead of the first-quarter earnings release. CEO Larry Culp remarked that “the compounding effect” of “minor, incremental changes” is now weighing on operations. 1
GE Aerospace’s 10-K showed its remaining performance obligation — a mix of unfilled equipment orders and estimated revenue from long-term service contracts — rose 11% to $190.6 billion as of Dec. 31, 2025. The company plans to invest $1 billion to expand maintenance, repair, and overhaul (MRO) capacity, including $500 million dedicated to boosting LEAP engine shop output. It also confirmed its annual shareholder meeting will take place on May 5. 2
Traders are focused on two key issues: the impact of the restated segment numbers following the company’s divisional reshuffle, and whether supply chain gains can support increased deliveries without overwhelming service centers. Pricing remains a major concern, especially for parts and repair services, where airlines continue to push back against rate increases.
GE Aerospace’s latest boost came from its Jan. 22 forecast, with adjusted EPS expected between $7.10 and $7.40 by 2026. The company also anticipates adjusted revenue to climb at a low double-digit pace. It pointed to robust aftermarket performance—the segment involving parts and maintenance sold after engine delivery. According to Reuters, more than 70% of GE’s commercial engine revenue stems from parts and services. 3
Sentiment got a boost from peer activity. On Thursday, Honeywell reported better-than-expected quarterly revenue and profits, highlighting that delayed aircraft deliveries are forcing airlines to extend jet service. This, in turn, drives up demand for high-margin parts and maintenance. 4
Downside risks persist. GE Aerospace pointed to ongoing supply chain disruptions and inflation as possible headwinds. Engine shortages and reliability problems across the industry have driven up airline costs, fueling sharper disputes over maintenance expenses.
Any drop in air travel demand or delays from major customers and suppliers would initially impact the “equipment” segment. Investors should also brace for volatile comparisons as the company reshapes its reporting structure.
Attention turns to the upcoming recast segment financials ahead of first-quarter earnings, as investors seek clearer details on services growth distinct from new-engine deliveries. The annual meeting on May 5 is the next major date to watch.
