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Edge31 Oct 2025
Rolls-Royce: Full Thrust Ahead
From century-old crafted perfection to pandemic shock and reset, Rolls-Royce's story is shaped by heritage, turbulence, and a disciplined climb back.
GE Aerospace (GE) investor relations material
GE Aerospace Baird 55th Annual Global Industrial Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Baird 55th Annual Global Industrial Conference summary11 Nov, 2025
Business performance and growth outlook
Install base of 78,000 engines powers 75% of commercial aircraft and 66% of U.S. combat/rotary craft, with low to mid-single digit growth expected depending on platform.
Services will account for 70% of 2025 revenue, with a $175 billion backlog supporting growth for several years.
Commercial Services orders up over 30% year-to-date, driving 25% revenue growth and a $1 billion increase in full-year outlook.
High teens revenue growth, $1.5 billion profit growth, and over $1 billion free cash flow growth expected for 2024.
Momentum is expected to continue through 2026, with LEAP and GE9X engine deliveries increasing.
2026 and medium-term guidance
Air traffic environment for 2026 is better than previously expected, with growth similar to 2025.
Double-digit increase in engine shop visits expected in 2026, supporting services growth.
LEAP engine deliveries projected to grow 15%-20% in 2025, reaching around 2,000 units.
9X engine losses will more than double in 2026 due to increased volumes, creating a headwind.
Overall and services margins expected to be flattish in 2026, with about $1 billion profit growth from 2025 to 2026.
Services and product performance
Services orders growth has decoupled from departure growth due to pent-up demand and increased work scopes.
Wide-body engine shop visits, especially second visits for GE90, are major growth drivers.
Services business expected to maintain double-digit growth through 2028, supported by pricing and install base expansion.
LEAP-1A engine performance now matches CFM56, with durability kits retrofitted during shop visits.
LEAP services profitability expected to improve significantly by 2026-2027, with profit dollars matching CFM56 by 2030.
What drives LEAP services profit growth to 2030?
Supply chain unlock sustainability given demand ramp?
Detail DPT's CCA strategy and market opportunity.
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Next GE Aerospace earnings date
Q4 202522 Jan, 2026
Next GE Aerospace earnings date
Q4 202522 Jan, 2026
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Frequently asked questions
Over 140 years of experience
General Electric (GE) is a multinational conglomerate that operates in various industries, including aviation, healthcare, power, renewable energy, and more. Founded in 1892, GE has a long history of technological innovation and has been at the forefront of industrial advancements. Today, the company offers a diverse portfolio of products and services, ranging from aircraft engines and medical imaging equipment to power generation systems and digital solutions. GE's global presence, expertise, and commitment to innovation have established it as a leading player in multiple sectors, driving advancements and providing solutions that address complex challenges across industries.
From the 1800’s to the present
GE has a storied history dating back to its founding in 1892 by Thomas Edison, J.P. Morgan, and other notable figures. Initially focused on electrification and lighting, GE quickly expanded into various industries, becoming a prominent force in innovation. Over the years, GE has played a pivotal role in developing groundbreaking technologies, such as the first commercial electric locomotive and the invention of the incandescent light bulb. Throughout the 20th century, GE continued to diversify its offerings, venturing into aviation, healthcare, power generation, and other sectors.
GE of today
General Electric (GE) offers an extensive array of products and services across various industries. In aviation, GE manufactures and provides aircraft engines, including commercial jet engines and turboprops for companies such as Boeing, as well as auxiliary power units. In the power sector, GE offers a wide range of power generation solutions, such as gas turbines, steam turbines, and renewable energy technologies like wind turbines. GE's healthcare division develops and manufactures medical imaging equipment, diagnostic solutions, and healthcare IT systems. Additionally, GE provides digital solutions, including software applications and industrial IoT platforms, to help businesses optimize operations, improve efficiency, and harness the power of data. Other notable customers of GE include companies such as Siemens and GM.
A diverse customer base
GE’s clientele includes businesses, governments, and individuals. GE's wide range of products and services, such as aviation engines, power generation systems, healthcare equipment, and digital solutions, allows them to keep their customer base wide and diversified. From airlines and healthcare providers to utility companies and manufacturing facilities, GE's offerings span multiple sectors, providing tailored solutions to enhance efficiency, productivity, and innovation for their customers.
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