New York, Jan 31, 2026, 11:54 EST — Market closed.
- GE Aerospace shares gained 2.65% on Friday, closing at $306.79 and outpacing the broader U.S. market’s decline.
- The company published its 2025 annual report and filed its Form 10-K, announcing that segment results will be “re-casted” before the first-quarter earnings release.
- A filing revealed an executive change effective Feb. 1, with shareholders scheduled to meet on May 5.
GE Aerospace shares rose 2.65% on Friday, closing at $306.79 for a second day of gains, even though the S&P 500 and Dow finished lower. The stock sits roughly 7.8% below its 52-week peak, with volume exceeding its 50-day average. Honeywell International Inc. and RTX Corp. also closed up. (MarketWatch)
On Thursday, the company published its 2025 annual report along with its Form 10-K filing to the Securities and Exchange Commission. It announced plans to “provide re-casted segment financials before 1Q earnings,” following an organisational overhaul that will change how results are reported by business unit. CEO H. Lawrence Culp Jr. emphasized the ambition, saying, “it’s about having a great decade.” (GE Aerospace)
This matters now since investors have priced GE Aerospace based on the speed of growth in its engine-services business and the steadiness of cash returns quarter after quarter. Altering segment reporting can tweak those trend lines, even if the actual demand stays largely unchanged.
The market’s closed for the weekend, so Monday will reveal if buyers hold the stock after its two-day climb or if the annual filing sparks new doubts about how the updated reporting might look.
The 10-K outlines potential risks. GE Aerospace has roughly 50,000 commercial and 30,000 military engines installed worldwide, with aftermarket services making up around 70% of its revenue. It supplies jets for Boeing and Airbus, including through its joint venture CFM International with Safran. The filing shows $190.6 billion in remaining performance obligations—contracted revenue not yet recognized—at year-end. However, it cautions that supply-chain hiccups, safety or quality problems, and contract shifts could disrupt delivery schedules, cash flow, and revenue timing. (GE Aerospace)
Investors are eager to see the promised “re-cast” numbers, scrutinizing how the new reporting structure shifts growth rates and margins across the company’s key segments, particularly the commercial engine and services division.
Expect close attention on any shifts in guidance wording and how management presents the reorganisation when markets resume, even if visits to engine shops and spare-parts demand hold firm.
Feb. 1 marks the handoff to Mohamed Ali as CEO of Commercial Engines & Services, with Russell Stokes stepping down in July. Shareholders will convene on May 5.
