CLAIM #26379 · GE (GE) · 2025Q2 earnings call · Jul 17, 2025 · due Dec 31, 2030
“And finally, we're expanding capacity with the LEAP installed base expected to roughly triple and GEnx to roughly double by 2030.”
Larry Culp · CEO
How to check this claim
Look at: LEAP engine installed base and GEnx engine installed base (number of engines in service)
It came true if: LEAP installed base by 2030 >= ~3x its level at time of statement (2025), AND GEnx installed base by 2030 >= ~2x its level at time of statement
Where: Company-disclosed installed base figures (GE Aerospace investor presentations, 10-K, or management commentary)
In context
“We're also removing waste within our own operations with a focus on improving output and turnaround times. Take our largest MRO site in Celma, Brazil, which is responsible for a 1/4 of our global volume. Here, the CFM56 fan module has been the key constraint to reaching our turnaround time target. Our cross-functional team used value stream mapping and implemented flow lines to reduce lead time by over 30%. Now CFM56 turnaround time at Celma is below 80 days. Additionally, our recently deployed AI-enabled Blade Inspection Tool is improving inspection accuracy and consistency, while reducing inspection time by roughly 50%. Improvements like this are driving turnaround times closer to 90 days for GEnx and CFM56 in our larger shops. That said, we have more work to do on our other platforms. And finally, we're expanding capacity with the LEAP installed base expected to roughly triple and GEnx to roughly double by 2030. We're growing our lead third-party MRO network which includes 6 premier partners in this quarter, we saw significantly higher third- party leap shop visits. Additionally, last year, we announced we'll invest more than $1 billion in our MRO and component repair facilities over the next 5 years. We've added XEOS in Poland in partnership with Lufthansa Technik to our MRO network, which inducted its first LEAP engine earlier this year. And we're investing more than $1 billion across our U.S. factories and supply chain infrastructure to support growth. Overall, we expect to grow internal and external capacity by approximately 40% by the end of the decade. The impact of FLIGHT DECK and our technology and operations team combined is delivering better operational outcomes with substantial momentu”
Verify independently
SEC filings for GE ↗ · Claim quote is verbatim from the 2025Q2 earnings call.