MAAT INDEX

CLAIM #26410 · GE (GE) · 2025Q2 earnings call · Jul 17, 2025 · due Dec 31, 2028

Overall, these actions will add more than $3 billion of profit between '25 and '28.

Rahul Ghai · CFO

PENDING
graded after results covering Dec 31, 2028 are reported

How to check this claim

Look at: Cumulative segment operating profit growth attributable to these actions, 2025 through 2028 (as disclosed/discussed by management)

It came true if: Cumulative profit increase from 2025 baseline to 2028 > $3 billion

Where: Company segment financial disclosures and management commentary (10-K/investor presentations, 2025-2028)

In context

ment revenue, including higher LEAP and GE9X shipments and the normalization of spare engine ratio. We expect incremental GE9X losses of a few hundred million dollars in '28 versus '25 given higher volume. DPT revenue growth of mid-single digits at improving margins will also contribute to profit growth. Given ongoing supply chain constraints, we expect material inflation to stay elevated, but pricing actions should more than offset that impact. And we are leveraging FLIGHT DECK to drive 2 points of productivity annually as we reduce waste by lowering the nonproductive and overtime in our shops and increased output per employee. At the same time, we are stepping up R&D investments, to improve lead durability, support the GE9X ramp and advanced technologies supporting the future of flight. Overall, these actions will add more than $3 billion of profit between '25 and '28. And despite the introduction of a new wide-body platform and significant new product ramps double-digit annualized growth in services will support margin expansion. So let's unpack commercial services revenue in 22 -- in Slide 22. As you can see, both narrow-body and wide-body are well positioned to deliver sustainable growth. Today, CFM engines power approximately 75% of industry's narrow-body flights. This year continues to increase as the LEAP fleet is expected to grow roughly 3x by 2030. Narrow-body revenue is exceeding our prior expectations driven by LEAP growth and the extended longevity of CFM56 fleet. As a result, we now expect narrow-body revenue to grow at a low double-digit CAGR and '28 revenue to be approximately 15% higher than our expectations last March. Our wide-body busi

Verify independently

SEC filings for GE · Claim quote is verbatim from the 2025Q2 earnings call.