GE Aerospace reported FY2025 revenue of $35.3 billion and Q1 2026 revenue of $9.9 billion. The thesis depends on commercial engine services, defense demand, delivery execution, supply-chain discipline and cash conversion.
GE: Aerospace engine quality still has to convert backlog into cash
NYSEGECoverage BootstrapGE Aerospace
Thesis summary
GE Aerospace reported FY2025 revenue of $35.3 billion and Q1 2026 revenue of $9.9 billion. The thesis depends on commercial engine services, defense demand, delivery execution, supply-chain discipline and cash conversion.
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