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GE Aerospace
GE Aerospace (GE) investor relations material
GE Aerospace AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2026 summary5 May, 2026
Opening remarks and agenda
Meeting opened with instructions for voting and reference to the agenda and rules of conduct.
Forward-looking statements were noted, with reference to SEC filings for risk factors.
Agenda included CEO update, formal voting, and Q&A session.
Financial performance review
2025 saw a 40% increase in material inputs from priority suppliers and a 25% increase in total engine deliveries.
Commercial engine deliveries rose 25%, defense deliveries 30%, and spare part revenues 25%.
Operating profit grew 25% and free cash flow increased 24% in 2025.
Q1 2026 orders grew 87%, revenue increased 29%, and EPS rose 25% to $1.86.
Commercial services backlog reached $170 billion, up $30 billion since 2024.
Board and executive committee updates
Board changes included welcoming Wes Bush and the departure of Stephen Angel and Edward Garden.
Nine director nominees were presented for election.
Compare GE90 first and second shop visit scopes
Quantify services backlog growth since end 2024
List 2025 zero-for-zero tariff partner regions
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Latest events from GE Aerospace
- Q1 2026 saw orders up 87%, revenue up 25%, and EPS up 25%, with guidance at the high end.GE
Q1 202622 Apr 2026 - Shareholder proposal for written consent rights withdrawn; all other 2026 meeting items unchanged.GEProxy filing16 Apr 2026
- 2025 saw record financial results, major investments, and strong governance with key proposals up for vote.GEProxy Filing12 Mar 2026
- Annual meeting covers director elections, compensation, auditor, and key shareholder proposals.GEProxy Filing12 Mar 2026
- Double-digit growth in orders, revenue, and EPS, with 2025 guidance reaffirmed.GEQ1 202512 Feb 2026
- Q2 profit, cash flow, and guidance rose sharply, led by strong aftermarket and segment gains.GEQ2 20243 Feb 2026
- Double-digit growth in 2025 and strong 2026 outlook, backed by a $190B backlog.GEQ4 202522 Jan 2026
- Orders and profit surged, driving raised guidance and strong cash flow for the year.GEQ3 202419 Jan 2026
- 2024 saw record growth and strong 2025 outlook, driven by robust demand and operational gains.GEQ4 20249 Jan 2026
Next GE Aerospace earnings date
Q2 202616 Jul, 2026
GE Aerospace
Next GE Aerospace earnings date
Q2 202616 Jul, 2026
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