GE Aerospace

“We have identified a potential durability issue during a recent inspection on the 777X engine, and we're working with GE to better understand that issue and finalize root cause and corrective action.”

Boeing flags a durability issue on the GE-supplied 777X engine, a negative read-through for GE Aerospace's engine program though Boeing says it won't affect 2027 delivery.

“Howmet is well positioned in this segment by the supply of turbine blades, where we are the largest manufacturer of gas turbine blades in the world, covering our key customers of GE Vernova, Siemens Power, Mitsubishi Heavy and [ Saldo, Solar and Baker Hughes ], plus parts for aero derivative engines produced by GE Aviation.”

Howmet supplies parts for aero-derivative engines produced by GE Aviation (GE Aerospace).

“which is a completely different approach to just sort of GE style stacking together a bunch of independent separate nonintegrated companies.”

Axon contrasts its integrated acquisition approach against 'GE style' roll-ups of nonintegrated companies, a negative benchmark reference to GE.

“So that will be an area that we'll continue to work with GE and CFM on.”

Boeing flags ongoing engine supply-chain coordination with GE (and CFM) on forward-fit and aftermarket durability demand, a read-through on sustained engine demand at GE Aerospace.

“not just for our customers in Japan, like Mitsubishi Heavy but also other customers like Siemens and GE and Ansaldo, et cetera.”

GE is named among Howmet's large gas-turbine customers as Howmet expands casting capacity, indicating ongoing turbine-part demand from GE.

“So maybe just based on GE commentary last week, they're extending their shop visit peak as well.”

An analyst references GE Aerospace's own commentary (from GE's earnings call the prior week) that its engine shop-visit peak is extending, using it as a comparison point for Pratt & Whitney's aftermarket cycle.

“GE Aerospace, for example, used Azure OpenAI to build a new digital assistant for all 52,000 of its employees. In just three months, it has been used to conduct over 500,000 internal queries and process more than 200,000 documents.”

GE Aerospace is cited as a flagship Azure OpenAI enterprise deployment with concrete usage metrics, evidence of GE's internal AI adoption scaling quickly across its workforce.

“In February, the FAA announced certification of the GE Aerospace Catalyst turboprop engine, marking an important milestone for the Beechcraft Denali program.”

FAA certification of the GE Aerospace Catalyst turboprop engine clears a key milestone for Textron's Denali program, validating GE's engine for entry into service.

“I am also thrilled that Belcan was recently named GE Aerospace Supplier of the Year.”

Cognizant's Belcan unit was named GE Aerospace's Supplier of the Year, reflecting a strong, deepening engineering-services relationship with GE Aerospace.

“one of the things that we're working very closely with GE on is that the overall – making sure they understand our overall market demand, as well as the aftermarket demand for the engines as well, because they've got a big challenge with supporting our rate increases, our competitor rate increases, and managing the aftermarket.”

Boeing is coordinating closely with engine supplier GE to ensure it can support Boeing's production rate increases and aftermarket engine demand as 737 output ramps.

“In the case of GE, the changeover for the LEAP-1A has finally occurred. And so that's good.”

GE's LEAP-1A engine blade changeover has now completed, removing a source of Q4 margin noise and clearing the path for smoother 2025 production.

“We also recently completed a preliminary design review on a hybrid-electric turbogenerator engine system for Beta Technologies’ MB250 VTOL autonomous aircraft.”

GE completed a preliminary design review on a hybrid-electric turbogenerator system for Beta Technologies' MB250 VTOL aircraft.

“We are making progress with high-end CCAs through our partnership with Shield AI for the X-PAT Vehicle program, pairing our propulsion development, testing, and certification expertise with their autonomous aircraft capabilities to accelerate delivery of mission-ready capabilities.”

GE is partnering with Shield AI on the X-PAT Vehicle program, pairing GE propulsion with Shield AI autonomy for high-end CCAs.