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CLAIM #26356 · GE (GE) · 2025Q1 earnings call · Apr 25, 2025 · due Dec 31, 2025

Overall, we continue to expect low double-digit to mid-teens services growth.

Rahul Ghai · CFO

PENDING
graded after results covering Dec 31, 2025 are reported

In context

he ongoing uncertainty in the second half, we are adjusting some of our full-year expectations. We now expect low single-digit full-year departure growth, down from mid-single-digits in January. Given the tariffs in place, we reduced spare parts and spare engine sales for the year to that region. This demand is not foregone as the customers in China still have needs for services and spare engines, but they may be delayed. We are maintaining our full year spare parts guidance of low double-digit growth given the stronger start to the year and nearly 90% of spare parts in backlog for second quarter. We expect minimal impact on internal shop visit revenue which represents roughly 60% of our total services revenue given our backlog, pent-up demand, and limited risk to shop visits pushing out. Overall, we continue to expect low double-digit to mid-teens services growth. We have not factored in a slowdown in airframer delivery schedules, further tariff escalation, or a global recession into our guidance. We remain confident in our ability to deliver another year of strong results. With that, Larry, I'll turn it back. Larry Culp: Rahul, thank you. We're encouraged by our strong start which combined with the actions we're taking puts us well on our way to achieving our full year guide. CES is on track for another year of significant growth, and we expect continued solid performance at DPT. GE Aerospace has sustained competitive advantages. We have a diversified fleet of preferred platforms across the narrow body, widebody, and defense sectors. At the core of everything we do is safety, quality, delivery, and cost, always in that order. Our services and tech

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SEC filings for GE · Claim quote is verbatim from the 2025Q1 earnings call.