GE Aerospace GE is witnessing strong order trends across its commercial and defense aerospace markets. Solid demand for its LEAP, GEnx & GE9X engines and services, supported by growth in air traffic, fleet renewal and expansion activities, is driving the Commercial Engines & Services business.
Recently, GE entered into a 10-year maintenance and overhaul deal with Japan Airlines to offer support services for the latter’s Boeing $BA 787 fleet’s avionics systems. In first-quarter 2026, the company received orders for more than 650 commercial engines, including commitments from American Airlines, United Airlines and Delta Airlines. It also entered into a long-term materials agreement to support Ryanair’s fleet of about 2,000 CFM56 and LEAP engines.
While the commercial aerospace market has remained the major driver for the company, the defense side of the industry has also been witnessing positive momentum. GE has been witnessing robust orders for its propulsion & additive technologies, critical aircraft systems and aftermarket services in the defense sector.
Recently, GE secured a deal from Boeing Defence UK for the extension of support services for T700-GE-T701D engines. The contract will involve GE to provide logistics management, repair, maintenance and technical support services for these turboshaft engines that run the Apache AH-64E fleet of the British Army.
Apart from this, the company formed an agreement with the U.S. Air Force to work on the preliminary design review for its latest GE426 engine. Also, in first-quarter 2026, it clinched a $1.4 billion deal for T408 engines to support the U.S. Marine Corps’ CH-53K helicopter fleet.
Driven by business strength, GE expects adjusted revenues to increase in the low-double-digit range for 2026. This includes mid-teens growth in the commercial engines and services unit and mid-to-high single-digit growth in the defense and propulsion technologies unit.