GE Aerospace (GE) AGM 2026 summary

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.