GE Aerospace Sees Resilient Demand Despite Higher Fuel Costs

CEO Larry Culp says airlines have not reduced engine maintenance orders despite higher fuel prices. The firm remains on track to hit its 2026 profit goals.

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Insights:

GE Aerospace expects to hit the high end of its $7.10 to $7.40 per share 2026 profit outlook based on last month's forecast, which includes conditions such as fuel prices that may affect the outlook. CEO Larry Culp said engine maintenance orders remain steady even as flight departures flattened over the last eight weeks. The resilience of high-margin aftermarket services protects GE Aerospace from volatility in global airline margins and energy prices.

Aftermarket Resilience Defies Fuel Volatility

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