Episode Details

GE Aerospace's Q1 2026 reveals a booming business where the absolute biggest crisis is literally having too many aircraft to service.

In this episode:

• Why airlines panic-buying jets drove an 87% order surge

• The 70% backlog spike in delayed spare engine parts

• Margin erosion caused by an influx of new engine deliveries

• Why management capped full-year guidance over geopolitical conflict

• A new flight-test crack in the GE9X Boeing 777X engine

Wall Street punished the stock despite a massive revenue beat because the profit margins on brand new equipment just don't match the highly lucrative aftermarket services. The core debate now shifts from demand generation to pure physical execution as GE attempts to unclog a suffocating global supply chain while hedging against regional shocks.

GE Aerospace (GE) | Q1 FY2026

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