New York, January 18, 2026, 11:34 AM EST — Market closed.
GE Aerospace shares ended Friday up 1.6%, closing at $325.12. U.S. markets will be closed Monday in observance of Martin Luther King Jr. Day, with trading set to pick up again on Tuesday. (New York Stock Exchange)
The stock faces its next major test soon. Investors have only a brief period to adjust positions ahead of GE Aerospace’s update on cash flow and the speed of engine deliveries and maintenance visits.
This is crucial since GE’s biggest profits usually come from work after the engine sale. The “aftermarket” covers repairs, parts, and ongoing service tied to engines already in use, keeping revenue steady even when new plane deliveries falter.
On January 15, the company announced a leadership shakeup in its commercial engines division, appointing Mohamed Ali to head a newly expanded Commercial Engines and Services unit. The move coincides with a transition plan connected to Russell Stokes’ retirement in July. CEO H. Lawrence Culp Jr. described the change as a step toward “greater agility and cross-functional problem-solving.” (Geaerospace)
On January 13, GE Aerospace announced that Delta Air Lines chose its GEnx engines to power 30 Boeing 787-10 jets, with options for 30 additional planes, along with spares and long-term service support. Delta CEO Ed Bastian described the engines as “foundational to our growth vision.” (Geaerospace)
The company also highlighted its defense projects. On January 14, GE Aerospace and Lockheed Martin announced they had completed engine tests for a liquid-fueled rotating detonation ramjet designed for hypersonic missiles. A GE executive described the results as having “exceeded expectations.” (Geaerospace)
As earnings season ramps up, analysts are expecting a straightforward report from GE. According to a note on Nasdaq.com, Zacks Investment Research pegs quarterly earnings at $1.41 per share, with revenue hitting $11.19 billion for the quarter ending December 2025. (Nasdaq)
But challenges remain. Aircraft production rates, supply-chain bottlenecks, and any fresh delivery delays at airframers could disrupt new-engine output. Such issues also affect the scheduling of higher-margin maintenance jobs, causing cash flow to shift unevenly between quarters.
GE Aerospace’s fourth-quarter earnings webcast is set for January 22 at 7:30 a.m. EST. Investors will be tuning in closely for 2026 guidance and any updates on the commercial services demand outlook. (Geaerospace)
