New York, January 29, 2026, 12:11 EST — Regular session
- Shares of GE Aerospace climbed roughly 1% by midday, bouncing back from Wednesday’s decline
- Boeing revealed a durability problem with the GE9X engines that power its 777-9 test fleet
- After Honeywell reported its results, aerospace aftermarket demand remained in the spotlight
GE Aerospace shares climbed 1.1%, hitting $295.84 by midday Thursday, bouncing back after a dip the day before. Investors digested new updates on Boeing’s 777X engine program alongside steady demand signals for engine parts and maintenance.
This shift is significant since GE’s shares react sharply to developments in its high-margin services segment — known in the industry as the “aftermarket.” This area covers spare parts and extended maintenance deals, which usually rake in much higher margins than new engine sales. Reuters
The sector is also grappling with delivery delays at aircraft manufacturers. When new planes arrive late, airlines often hold onto older models longer, boosting shop visits and parts demand for engine makers. However, this can strain supply chains and drive up costs.
Boeing flagged a durability issue with the GE Aerospace GE9X engines used on the 777-9. “We have identified a potential durability issue… and we’re working with GE,” CEO Kelly Ortberg said during the earnings call. He added the problem isn’t expected to delay the first deliveries scheduled for 2027. Flight Global
GE told FlightGlobal it has “an on-wing inspection programme in place” while it investigates the problem and pursues fixes. The GE9X engine, which powers Boeing’s long-delayed 777-9, remains under investor scrutiny for any fresh technical setbacks. Flight Global
Shares of Honeywell jumped around 4.5% after the company posted higher quarterly revenue and profit, driven by robust aerospace sales and services. The firm flagged that delayed aircraft deliveries have airlines keeping planes in service longer, boosting demand for parts and maintenance.
GE Aerospace shares fell 1.68% on Wednesday to $292.48, yet still managed to outperform rivals like Honeywell and RTX, according to market data.
Last week, GE projected its 2026 earnings per share to surpass expectations, driven by strong demand for parts and services as airlines focus on maintenance amid tight aircraft supply. “We enter 2026 with solid momentum,” CEO Larry Culp said then. Reuters
Traders warn the downside is clear: should the GE9X problem expand to require hardware tweaks or stricter inspections, Boeing would face higher costs and a tougher certification process. That holds true even if initial deliveries remain officially set for 2027.
Investors are closely eyeing order announcements and program updates as the aerospace sector converges in Asia. GE Aerospace will be at the Singapore Airshow from February 3–8, a stage known for sparking engine orders tied to both widebody and narrowbody aircraft sales.
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